荷兰安世：中国安世拒付货款，继续断供！

Core Viewpoint - The article highlights the ongoing supply chain issues faced by the semiconductor industry, particularly due to the actions of Nexperia, a Dutch company, which has suspended wafer supplies to its Chinese factory over payment disputes. This situation is expected to impact various automotive manufacturers, including Nissan and Volkswagen, leading to production cuts. Group 1: Company Actions - Nexperia has suspended wafer supplies to its Chinese factory due to the refusal of its Chinese subsidiary to pay for shipments, indicating that this is not an isolated incident [3] - The company accused its Chinese subsidiary of unauthorized use of company seals, opening unapproved bank accounts, and sending misleading communications to clients and suppliers [3] - Nexperia expressed relief over the U.S. authorities' decision to pause the implementation of the "related party rules," which previously expanded export controls [3] Group 2: Industry Impact - Nissan plans to reduce production of its popular Rogue SUV by approximately 900 units due to a shortage of chips supplied by Nexperia, starting from the week of November 10 [3] - Other automakers, including Volkswagen, are also expected to face similar production challenges if the sanctions against Nexperia do not improve [4] - Approximately 70% of Nexperia's products are packaged in China, indicating a potential urgent shortage of packaging capacity in the European market unless a diplomatic resolution is reached [5]