Core Viewpoint - The company is prioritizing the stability of its Chinese assets and operations in response to the recent freezing of its semiconductor assets by the Dutch government, which poses a significant challenge to its transformation strategy [1][2] Group 1: Company Response to Asset Freezing - The Dutch government's freezing of the company's semiconductor assets is a severe blow to its transformation efforts, especially after divesting from low-margin consumer electronics [1] - The company is actively seeking legal remedies and exploring support from local wafer manufacturers to mitigate the impact of this situation [1] - The chairman indicated that 80% of the packaging capacity of its subsidiary is located in mainland China, contributing approximately 48% to its revenue, which remains stable [1] Group 2: Supply Chain Management - The company has undertaken significant preparatory measures internally, including promoting domestic replacements to reduce supply chain risks [2] - The primary focus is on ensuring the stability of its subsidiary's operations, particularly in the Chinese market, while actively assessing the feasibility of a closed-loop supply chain in China [2]

面对潜在的最坏结果，闻泰科技会做哪些应对 "荷兰政府及相关高管的最终目标，可能是让安世脱离闻泰控制权，但他们的目的不会得逞。"闻泰科技代理总裁沈新佳在10月12日晚间的投资者说明会上 表示。 中国国庆期间，荷兰政府冻结闻泰科技的半导体资产。这一突发事件是对闻泰科技转型的重击。此前，它已经卖掉毛利微薄的消费电子代工业务，准备依 托安世来壮大利润更好的半导体业务。现在，美好的愿景被击碎。闻泰科技的半导体业务岌岌可危之际，该公司积极应诉，并寻求多方救济。 与此同时，闻泰控股股东所投资的本土晶圆制造也许到了扛起重担的时候。闻泰科技也在探索一种可能性：依靠中国市场和产业布局，实现本土产业链的 闭环。 如何应对双重打击 安世遭到的是来自荷兰政府、高管及法院的双重重击。 2025年9月30日，荷兰经济事务与气候政策部对安世全球除中国大陆地区外的30个主体，下达了一份有效期为一年的指令。核心要求是安世的资产、知识 产权、业务和人员团队必须保持现状，不得进行任何调整。 闻泰方面认为，该指令的范围之广、限制之严，已远超常规风险管控，是对一家正常经营的企业实施了严重不合理的外部接管。 "（荷兰）经济部行政令，是以国家安全、经济安全 ...