安世中国,郑重声明
中国基金报·2025-11-02 01:17

Core Viewpoint - Anshi China has established sufficient finished and work-in-progress inventory to meet customer demands despite the unilateral decision by Nexperia Netherlands to stop supplying wafers to its Dongguan packaging and testing factory starting October 26, 2025 [1][4]. Group 1: Company Response - Anshi China strongly opposes the claims made by Nexperia Netherlands regarding local management's failure to comply with contractual payment terms, labeling these statements as misleading and unfounded [2][3]. - The company asserts that it has not breached any contracts and instead highlights that Nexperia Netherlands owes Anshi China approximately 1 billion RMB in payments [4]. Group 2: Supply Chain Management - Anshi China has proactively built up adequate inventory levels to ensure stable supply to customers until the end of the year and beyond, indicating a reliable supply chain [4]. - The company is actively implementing multiple contingency plans and is accelerating the validation of new wafer production capacity to ensure seamless fulfillment of customer needs starting next year [4]. Group 3: Government Involvement - The Chinese Ministry of Commerce has expressed concerns over the Dutch government's interference in corporate affairs, which has contributed to global supply chain disruptions [5][6]. - Chinese officials have called for adherence to contractual spirit and market principles, urging the Dutch side to propose effective solutions to maintain global supply chain stability [5][6].