“小作文”都有了？安世芯片现在啥情况

Core Viewpoint - The article discusses the recent developments surrounding Nexperia, including changes in export policies, market reactions, and the impact on the semiconductor industry, particularly in the automotive sector [3][12]. Summary by Sections Recent Developments - Nexperia has been in the news frequently, with various statements from its Chinese subsidiary and the Dutch headquarters [3]. - As of October 18, Nexperia's Dongguan packaging and testing factory is operating at full capacity but faces challenges due to raw material shortages and staffing issues, leading to adjustments in work schedules [3][4]. Export Policy Changes - On November 1, China announced exemptions for eligible Nexperia semiconductor exports [6]. - Nexperia China reported that the Dutch headquarters unilaterally decided to stop supplying wafers to its Dongguan factory starting October 26, 2025, and claimed that the Dutch side owes approximately 1 billion RMB in payments [6][8]. Market Reactions - The semiconductor market has experienced significant fluctuations due to the Nexperia situation, with reports of skyrocketing demand and prices for Nexperia chips [12][13]. - Following the announcement of export bans, there was a surge in demand for Nexperia chips, with prices increasing by two to three times or more [13]. - By late October, the market was characterized by chaotic pricing, with some chips seeing price increases of dozens to hundreds of times [14]. Impact on Automotive Sector - Nexperia is a leading supplier of automotive semiconductors, with 90% of its products meeting automotive-grade standards, and its automotive business is projected to account for 62.03% of its revenue in 2024 [12]. - Major automotive companies have reacted differently, with some like Ford actively seeking alternative suppliers, while others like Mercedes-Benz and General Motors report no immediate impact but express concerns about long-term supply chain stability [12][14]. - Honda has been notably affected, with some North American plants reducing or halting production due to chip shortages [12].