WINGTECH(SH:600745) 是说芯语·2025-10-14 12:41Core Viewpoint - The article highlights the escalating tensions in the semiconductor supply chain between China and Europe, particularly following the Dutch government's takeover of Nexperia and China's subsequent export controls on the company's Chinese subsidiaries and contractors [1][2]. Group 1: Government Actions - The Dutch government invoked the Goods Availability Act to take control of Nexperia, ensuring continued chip supply for Europe [2]. - China's Ministry of Commerce issued an export control announcement prohibiting Nexperia's Chinese operations from exporting certain finished components and parts [2][3]. - Nexperia is actively seeking exemptions from these restrictions through communication with relevant Chinese government departments [2]. Group 2: Company Impact - Nexperia, a subsidiary of Wingtech Technology, is a significant supplier of mature chips for the automotive and consumer electronics industries [2]. - The U.S. Department of Commerce placed Wingtech Technology on the Entity List, which will affect Nexperia's supply chain and technology procurement due to new export restrictions [3]. - Nexperia's CEO Zhang Xuezheng was suspended following the Dutch court ruling, with CFO Stefan Tilger appointed as interim CEO [3]. Group 3: Supply Chain Concerns - The export ban imposed by China may undermine the Dutch government's efforts to secure chip supply [3]. - Nexperia operates a packaging and assembly factory in Guangdong, covering an area of 80,000 square meters, and has wafer manufacturing, packaging, and testing operations in Germany, the Philippines, Malaysia, and the UK [3].