荷兰安世发布公开信!安世现在咋样了
WINGTECHWINGTECH(SH:600745) 芯世相·2025-11-28 06:47

Group 1 - Nexperia is seeking constructive cooperation with its entities in China and has attempted multiple formal and informal communications to resume normal supply chains, but has not received substantial responses [4][6][12] - The Chinese Ministry of Commerce indicated that the Dutch government's improper administrative and judicial interventions regarding Nexperia have not been lifted, contributing to ongoing uncertainties in the global semiconductor supply chain [6][12] - The Dutch government has announced a temporary suspension of its intervention in Nexperia, but the core issue of wafer supply remains unresolved [10][11][16] Group 2 - The chip spot market has seen an increase in supply recently, particularly for batch 2540+, with demand still present but at lower accepted prices, primarily driven by foreign trade [14][16] - Market conditions have shifted from a period of quiet observation to a gradual recovery, with increased supply but significant price differentiation among different chip types [14][16] - Original factory prices have risen by over 30% for system orders, leading to some demand suppression among end customers [15][16]