来源：环球网 具体涨价方案显示，配置32GB内存的戴尔Pro与Pro Max系列台式机、笔记本，价格将上涨130美元至 230美元；顶配128GB内存的机型，涨价幅度更高，达520美元至765美元；若选择1TB容量的SSD存储， 产品整体价格还将额外增加55美元至135美元。此外，AI相关产品也在涨价之列，其中官网标价1349.99 美元的戴尔Pro 55 Plus 4K显示器将上涨150美元；搭载6GB显存的英伟达RTX PRO 500 Blackwell GPU的 笔记本电脑涨价66美元，配备24GB显存的该系列机型则上涨530美元。 戴尔相关发言人表示，与行业内其他企业类似，戴尔在必要时会采取有针对性的价格调整措施，此举旨 在保障供应链稳定运行，确保能够持续为客户提供可靠的产品和服务价值。该发言人同时强调，戴尔的 供应链具有全球布局优势和较强韧性，其设计初衷就是为了应对宏观经济波动、监管政策调整及贸易环 境变化等不确定因素，保持运营的灵活性。 据戴尔内部销售员工透露，此次涨价将影响所有用户，目前暂无规避空间，客户若需采购相关产品需接 受调整后的价格。不同客户因合同条款差异，实际涨幅比例将在10%至30% ...

撰 文 | 杜 咏 芳 编 辑 | 黄 大 路 设 计 | 甄 尤 美 尽管荷兰于11月19日宣布暂停对Nexperia的行政令，为紧张局势带来一丝缓和，但政治层面的进展并未真正平息其内部的控制权之争。 目前，荷兰企业法庭的裁决依然有效，荷兰政府并未完全撤销行政令，也未将安世半导体的控制权交还中方。这意味着，双方的角力仍在暗中推 进。 加入轩辕同学 ， 成就新汽车人! 12月10日传来最新动向：闻泰科技股份有限公司已邀请荷兰芯片制造商Nexperia BV的法院指定托管人进行磋商，以期重新掌控这家荷兰芯片制造 商，恢复Nexperia正常的治理结构。 闻泰科技在一份声明中表示："作为Nexperia的合法控股股东，闻泰科技已明确表明立场：解决Nexperia当前治理僵局的核心前提和根本基础是恢 复闻泰科技的合法控制权和全部股东权利。" 据悉，三星电子和SK海力士等芯片制造商的高管以及政策制定者和专家等40余人都出席了在总统府召开的这场会议。 然而，会谈的具体时间依旧悬而未决。在全球芯片短缺危机持续蔓延、供应链处处告急的背景下，这场拉锯战显得尤为紧迫。 同样在12月10日，东亚芯片产业的布局也传出新消息：韩国、 ...

卡雷曼斯表示，"我们当时对可能出现的反制措施做过评估，但中方的这一回应，并非当时预判的最可 能出现的情况。" 此前，荷兰政府于9月底强制"接管"安世半导体，引发全球汽车供应链"地震"。10月4日，中方宣布"对 安世半导体出口进行管制"，禁止其将在中国生产的成品元器件和组件出口至国外。 而面对中方反制，卡雷曼斯在听证会上坦承没料到中方会叫停出口，被打了个"措手不及"。 路透社称，原本被荷兰政府试图保护的欧洲车企，反而成为了此次冲击的主要受害者。因此，议员们质 疑，当初是否可以采取更为缓和的手段，或是先争取欧洲内部支持，这样或许能取得更好的效果。 事实上，安世半导体争端所引发的供应链受阻，已经加剧全球汽车芯片短缺。美国、欧洲和日本等汽车 制造商此前均表示面临芯片供应危机。 针对这些质疑，卡雷曼斯辩解称，若干预计划的消息提前走漏，只会使该公司加速转移技术与产 能。"希望大家能够理解，当时我们时间紧迫，且相关协调工作本身就存在诸多风险。"他还表示，"通 过这项命令，阻止了欧洲在关键传统芯片上依赖非欧洲供应商……就这一点而言，目标已经达成。" 据新华社此前报道，11月19日，荷兰经济大臣卡雷曼斯发表声明，宣布暂停针对安 ...

Market Overview - The U.S. stock market indices recorded gains, with the Dow Jones up 0.61%, Nasdaq up 0.65%, and S&P 500 up 0.54%, marking five consecutive days of increases [1] - Major tech stocks mostly rose, with the U.S. Tech Giants Index increasing by 0.36% [3] Technology Sector - Facebook rose over 2%, while Amazon and Microsoft increased by more than 1%. Nvidia saw a decline of nearly 2% [3] - The storage chip sector led the market, with SanDisk rising approximately 6% before closing up 3.83%, Western Digital up over 3%, and Micron Technology up 2.71% [3] - Intel's stock surged over 10% after analysts predicted that Intel would start shipping Apple's lowest-tier M-series processors as early as 2027 [3][4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.54%, with notable gains in stocks like Youdao (up over 10%) and XPeng Motors (up over 3%) [4] - However, stocks like Niu Technologies and CloudMi fell by over 4% and 3%, respectively [4] Commodities - Precious metals prices soared, with silver and copper reaching record highs. Silver jumped 5.7% to $56.46 per ounce, while copper rose 2.5% to $11,210.50 per ton [5][6] - Gold prices increased by 1.48% to $4,218.55 per ounce, marking the highest level in nearly two weeks [5][6] Oil Market - International oil prices declined, with WTI crude oil down 1.05% to $58.48 per barrel and Brent crude down 0.87% to $62.32 per barrel [6] - The U.S. Energy Information Administration reported that U.S. crude oil production reached a record 13.8 million barrels per day in September [6] Federal Reserve Outlook - The probability of a 25 basis point rate cut by the Federal Reserve in December is at 86.4%, a significant increase from 40% a week prior [7] - The silver market is closely monitored following its classification as a "critical mineral" by the U.S. Geological Survey, raising concerns about potential tariffs [7] Investment Trends - Foreign capital is increasingly optimistic about Chinese tech stocks, with over 70 billion yuan flowing into A-shares [8] - The emergence of a new domestic GPU company is expected to see revenue growth of 3,500 times over three years [8]

Core Viewpoint - Honda Motor Company is set to gradually resume normal operations at its North American assembly plants starting November 24, indicating a potential easing of production disruptions caused by a semiconductor shortage from Nexperia [1] Group 1: Production Resumption - Honda's stock rose over 3% to $29.39 in pre-market trading following the announcement of the resumption [1] - The company had previously suspended production at its Mexican plant on October 28 due to chip shortages and adjusted production plans for its U.S. and Canadian plants starting October 27 [1] - A Honda spokesperson mentioned that the company has secured a certain amount of chip supply by seeking alternative components [1] Group 2: Supply Chain Uncertainty - The spokesperson indicated that inquiries about the resumption of supply from Nexperia should be directed to the semiconductor company [1] - Despite the plans to resume normal operations, the spokesperson cautioned that the current situation remains uncertain, and the plans could change [1]

Core Viewpoint - Honda Motor Company is set to gradually resume normal operations at its North American assembly plants starting November 24, indicating a potential easing of production disruptions caused by semiconductor shortages from Nexperia [1] Group 1: Production and Operations - Honda's production was previously halted at its Mexican plant on October 28 due to chip shortages, with adjustments made to production plans in the U.S. and Canada starting October 27 [1] - A spokesperson from Honda confirmed that the company has secured a certain amount of chip supply by seeking alternative components [1] Group 2: Supply Chain and Uncertainty - The spokesperson noted that inquiries regarding the resumption of supply from Nexperia should be directed to the semiconductor company [1] - Despite the plans to resume normal operations, the spokesperson cautioned that the current situation remains uncertain, and the schedule may still change [1]

Supply Chain Disruption - Bosch, a German automotive supplier, is struggling with a global chip shortage stemming from trade disputes related to Nexperia [1] - Thousands of Bosch workers are at risk of production disruptions [1] - The German Association of the Automotive Industry (VDA) indicates the situation remains tense [1] - VDA suggests it is too early to rule out further supply chain impacts in the coming weeks [1]

Group 1 - SMIC reported a capacity utilization rate of 95.8% in Q3, indicating high demand and a supply shortage in its production lines [1] - The company has received a significant number of urgent orders for analog and storage products, including NOR/NAND Flash and MCUs, leading to a temporary decrease in the proportion of mobile business [1] - The global MCU market is projected to reach approximately $31.45 billion in 2024, with a compound annual growth rate (CAGR) of 10.50% from 2024 to 2029, while the Chinese MCU market is expected to grow from $7.84 billion in 2024 to $12.68 billion by 2029, with a CAGR of 10.09% [1] Group 2 - The demand for NOR Flash is expected to increase significantly due to the transition to HBM4 specifications in AI servers, with a projected 50% increase in usage [2] - Manufacturers like Winbond are experiencing full order books and may raise NOR Flash prices by 30% in Q1 of next year, with domestic manufacturers also expected to increase prices by at least 10% [2] - The supply of NOR Flash remains tight due to strong consumer demand and industrial recovery, with no clear increase in supply expected in the short term [2] Group 3 - Shanghai Beiling has launched its NOR Flash products for applications in IoT, energy monitoring, industrial control, automotive electronics, wearable devices, and consumer electronics [3]

Core Viewpoint - The article highlights the ongoing semiconductor shortage in Europe, particularly affecting the automotive industry, despite China's resumption of chip exports. The situation is described as "devastating," with potential global production line shutdowns looming in the coming weeks [2]. Group 1: Semiconductor Supply Chain Issues - European officials warn that the semiconductor shortage continues to pose significant challenges for automotive manufacturers and other industrial companies, despite China's efforts to restore chip exports [2]. - Nexperia, a company producing low-margin basic chips for automotive electronic systems, is facing supply chain disruptions due to tensions between its Dutch and Chinese subsidiaries, which affects the availability of critical components [4]. - A European automotive executive indicated that while there are some wafer inventories in Chinese factories, the lack of supply from Germany and the EU could lead to depletion of these stocks within weeks, emphasizing the urgency of resolving the supply issues [4]. Group 2: Industry Responses and Outlook - Automotive manufacturers are urgently seeking alternative sources for chips, with one executive stating that their teams are working around the clock to find solutions, as they may only have a few weeks of supply left [4]. - The European Automobile Manufacturers Association (ACEA) expressed cautious optimism regarding China's exemption but noted that without the resumption of wafer exports from Nexperia in the Netherlands to its Chinese factory, sufficient chip supply to meet global demand cannot be achieved [4]. - Volkswagen acknowledged the uncertainty surrounding the situation, stating that while the current chip shortage has not impacted production at its German plants, future disruptions cannot be entirely ruled out [4].

Core Viewpoint - Despite China's agreement to lift export restrictions, European automotive manufacturers and other industrial companies are still facing a "devastating" chip shortage that could halt global production lines within weeks [2][3]. Group 1: Chip Supply Issues - Nexperia's Dutch subsidiary has not been supplying silicon wafers to its Chinese subsidiary due to ongoing tensions, impacting the production of essential automotive chips [2]. - Although some shipments of Nexperia chips have resumed following China's recent easing of export bans, the automotive industry remains in a "very severe" situation due to the strained relationship between Nexperia's Dutch and Chinese operations [2][3]. - A senior automotive executive indicated that while there are some wafer stocks in Chinese factories, the supply could be exhausted quickly if wafers from Germany and the EU are not received [2]. Group 2: Urgency for Resolution - Automotive manufacturers are urgently seeking alternative sources for chips, with a limited supply expected to last only a few weeks [3]. - The European Automobile Manufacturers Association (ACEA) welcomed China's announcement to lift export controls but emphasized that without sufficient wafer exports from the EU, the chip supply issue remains unresolved [3]. Group 3: Governance and Control Issues - The crisis stems from a power struggle over control of Nexperia, with the Dutch government taking over the company in October and forcing the departure of its Chinese CEO due to "serious corporate governance deficiencies" [4]. - Nexperia announced a suspension of direct wafer supplies to its Chinese factory, citing governance issues and unauthorized actions by its Chinese operations [4]. - The Dutch Ministry of Economic Affairs clarified that there have been no export controls imposed on Nexperia or other companies by the Netherlands or Brussels [4].