Core Viewpoint - The Chinese semiconductor industry association opposes the Dutch government's intervention in the operations of Nexperia, a subsidiary of Wingtech Technology, citing misuse of "national security" concepts and discriminatory restrictions against Chinese companies [2][5] Group 1: Company Impact - Wingtech Technology has temporarily lost control over Nexperia's governance and 99% of shareholder voting rights, although its economic rights to profits remain unaffected [3] - The loss of control may lead to significant uncertainty and potential losses for Wingtech Technology in the capital market [3] - Nexperia specializes in power semiconductors, a mature technology area, and was previously part of NXP's standard products division before being acquired by Wingtech Technology [3] Group 2: Market Dynamics - Nexperia's revenue from China accounts for 48% of its market size, driven by the rapid growth in electric and intelligent vehicle markets in China [4] - The majority of Nexperia's production processes are retained in Europe, but 80% of its product packaging and testing occurs in China [4] - China supplies over 95% of the world's gallium, a critical material for advanced power semiconductors, indicating Nexperia's reliance on the Chinese market for materials and production [5] Group 3: Industry Context - The Dutch government's intervention is seen as an abrupt action under the guise of "national security," impacting the control of significant private assets and R&D investments by Chinese enterprises [5] - The Chinese semiconductor industry has developed competitive capabilities in power semiconductors, with companies like CR Micro, Dongwei Semiconductor, and others directly competing with or complementing Nexperia [3] - The intervention threatens the stability of the global semiconductor supply chain and market networks, highlighting the need for cooperation between the Dutch government and Chinese enterprises [5]

此前，因存在尚未披露的重要信息，闻泰科技在10月9日、10日停牌；10月13日，公司股票因核实明确 相关事项，披露荷兰子公司安世半导体遭遇重大管控措施而结束停牌，复牌当日开盘即告跌停。 10月14日上午，中国半导体行业协会发布声明。声明称，近日，协会会员企业闻泰科技在荷兰的分支机 构安世半导体（Nexperia）受到当地政府的干预，引发产业界高度关注。中国半导体行业协会对此表示 严重关切，并郑重表明以下立场： 1.我们坚定支持会员单位捍卫自身的合法权益，维护公平、公正、非歧视的营商环境和全球产业链的稳 定。 10月14日，闻泰科技（600745）再度开盘跌停，现价报37.65元/股，总市值469亿元。 2.我们反对滥用"国家安全"概念、对中国企业海外分支机构实施选择性和歧视性限制的做法。 3.针对特定企业的歧视性措施，将破坏开放、包容、协同的全球半导体生态，我们对此坚决反对。 中国半导体行业协会表示，将持续关注事态发展，积极倾听会员呼声，并通过一切合法渠道向国际社会 表达中国产业界的共同关切。 梳理整个事件经过，10月12日盘后，闻泰科技曾发布一则关于子公司经营管理情况暨公司股票复牌的公 告。公告提出，闻泰科 ...