安世中国郑重声明

Core Viewpoint - The announcement from Nexperia indicates a unilateral decision to stop supplying wafers to its packaging and testing factory in Dongguan, effective October 26, 2025, citing alleged non-compliance with contract payment terms by local management [1][3]. Group 1 - Nexperia claims that the decision is a direct consequence of the local management's failure to adhere to agreed contract payment conditions [3]. - Nexperia China strongly opposes this claim, asserting that there has been no breach of contract on their part, and instead, Nexperia Netherlands owes approximately 1 billion RMB to ATGD [3]. - Nexperia China has established sufficient inventory of finished and in-process products to meet customer demand reliably until the end of the year and beyond [3]. Group 2 - To ensure long-term supply stability, Nexperia China is actively implementing multiple contingency plans and is accelerating the verification of new wafer production capacity [3]. - Nexperia China expresses confidence in completing the verification process in the short term and seamlessly meeting all customer needs starting next year [3].