荷兰又出手？安世中国“缺米”，欧洲车企陷“停产慌”

Core Viewpoint - The article discusses the impact of the Dutch government's takeover of Nexperia on the semiconductor supply chain, particularly affecting the automotive industry in Europe due to potential disruptions in chip supply from Nexperia's Chinese operations [3][8]. Group 1: Supply Chain Disruptions - Nexperia's Chinese factory has faced shipment restrictions since the Dutch government's intervention, leading to production issues [3]. - The Dutch Nexperia has reportedly reduced wafer supply to its Chinese operations, causing raw material shortages at the Dongguan factory, which has affected normal production [4][5]. - Despite full order books, the Dongguan factory has had to adjust work schedules due to raw material shortages, reducing overtime hours significantly [5]. Group 2: Impact on Automotive Industry - The European Automobile Manufacturers Association (ACEA) warned that disruptions in Nexperia's chip supply could severely impact the European automotive industry, potentially leading to production halts [8]. - Nexperia's communication to automotive manufacturers indicated an inability to guarantee chip deliveries, exacerbating supply chain challenges [8]. Group 3: Operational Challenges in China - Nexperia's Chinese operations lack wafer manufacturing capabilities and rely on overseas production, making them vulnerable to supply chain disruptions [9]. - The company has no R&D centers or wafer manufacturing in China, which complicates efforts to localize the supply chain and find alternative suppliers [9]. - Nexperia China has issued a statement urging employees to follow domestic company directives amidst external pressures, emphasizing the need for operational continuity [10].