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谁在破坏全球芯片供应链一目了然
Ke Ji Ri Bao· 2025-11-03 01:00
对此,安世中国11月1日发表客户公告函表示强烈反对,称荷兰安世半导体的相关言论恶意抹黑安 世中国管理层,混淆视听。安世中国不存在违约行为,恰恰相反,荷兰安世半导体目前欠付东莞封装测 试工厂的货款高达10亿元。 【正听】 近日,荷兰安世半导体宣布以安世中国管理层未能按约付款为由,自10月26日起停止向位于东莞的 封装测试工厂供应晶圆。 对此,英国《卫报》和路透社在报道中表示,荷兰安世半导体此举将"威胁全球汽车产业""导致芯 片价格上涨";"欧洲新闻"(Euro news)网站认为"这增加了欧洲大型汽车制造商面临的供应中断风 险";德新社则担忧荷兰安世半导体的"供货问题可能进一步加剧",并对德国汽车行业造成严重影响。 中国不会吞下中资企业遭到外国政府无端干预的苦果,有权、也有能力采取相应的反制措施。同 时,正如商务部发言人在就安世半导体相关问题答记者问时所言,中国作为负责任的大国,充分考虑国 内国际产供链安全稳定,欢迎遇到实际困难的企业及时与相关主管部门联系。我们将综合考虑企业实际 情况,对符合条件的出口予以豁免。 一边是制造危机、无视危机且持续升级;另一边则是充分考虑国内国际产供链的安全稳定,负责任 地予以应对 ...
科技日报:谁在破坏全球芯片供应链一目了然
Ke Ji Ri Bao· 2025-11-02 23:36
Core Viewpoint - The recent actions of Nexperia, a Dutch semiconductor company, to stop supplying wafers to its Dongguan packaging and testing factory have raised significant concerns about the global chip supply chain, particularly affecting the automotive industry [1][2]. Group 1: Company Actions and Responses - Nexperia announced the cessation of wafer supply to its Dongguan factory due to alleged non-payment by the management, which Nexperia claims is a breach of contract [1]. - Nexperia China strongly opposed these claims, stating that the Dutch parent company owes approximately 1 billion yuan to the Dongguan factory [1]. - The Dutch government's intervention in Nexperia's operations has been criticized for disrupting the company's normal functioning and management [1][3]. Group 2: Industry Impact - The disruption caused by Nexperia's actions has led to an increase in delivery times for automotive components from 12 weeks to over 20 weeks, with some chip prices rising by 10 times [1][2]. - Major automotive manufacturers, including Nissan, are facing chip supply challenges, which may force them to reduce production due to dwindling inventory [1][2]. - Nexperia's decision to halt wafer supply is seen as a further destabilization of an already turbulent global chip supply chain [1]. Group 3: Market Performance and Future Outlook - Following its acquisition by Chinese investors, Nexperia has experienced rapid growth in both capacity and profits, with projected revenues reaching 14.7 billion yuan in 2024 [3]. - The growth is attributed to effective management by the Chinese team and the increasing market demand from emerging industries in China [3]. - The Dutch government is urged to cease its inappropriate interventions to allow Nexperia to return to a healthy growth trajectory [3].