END 12 月 5 日，外交部发言人林剑主持例行记者会。 路透社记者： 超威半导体 周四表示，该公司已获得将部分MI308芯片运往中国的许可，并准备一旦发货就向 美国政府缴纳15％的税款。中国是否愿意并准备购买上述芯片？ 林剑：我们已经多次表明在美国输华芯片问题上的立场，希望美方以实际行动维护全球产供链稳定畅通。具体 情况建议向中方主管部门询问。 来源：外交部 责编：万健祎 校对：赵燕 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 首部！证监会，最新发布！ 丨 有关A股，重磅利好！ 丨 重磅利好！保险、券商联袂拉升 丨 国防 部：日方若执迷不悟必犯众怒 丨 中法发表多份联合声明 丨 热搜第一！陈震偷税被查！此前已被多 平台禁言 丨 26天15板！603122，再度涨停！ 丨 深度｜解码"国产GPU第一股"摩尔线程背后资本谱 图！早期股 ...

最后是整合优势。马斯克的技术与产品往往位于人类科技的最前沿，若能依据自身需求定制化关键设计 与制造环节(晶圆厂便是其中之一)，不仅能强化系统整合，更能最大化垂直整合效益。 尽管台积电的供应没有问题，马斯克仍担心地缘政治因素。他多次公开表达对全球半导体产能过度集中 于中国台湾地区的忧虑。即便到了2030年，台积电在美国的先进制程与先进封装产能仍十分有限，尤其 是封装领域，预计最多也仅占全球的约10%。郭明錤认为，马斯克对此心知肚明，因此他才会提 到："接下来还必须解决存储与封装的问题。" 然后是研发支援与生产弹性。特斯拉未来具有强劲的成长潜力，但对现阶段的台积电而言，特斯拉仍属 二线客户，因此在研发资源与生产弹性方面，获得的优先程度势必低于苹果、英伟达等一线客户。这也 是特斯拉将AI6订单转移至三星的主要原因之一。而要彻底解决这一问题，最根本的方式就是建立自己 的芯片工厂。 北京时间11月10日，特斯拉公司CEO埃隆·马斯克(Elon Musk)在股东大会上表示，希望特斯拉能够建设 自己的芯片工厂。天风国际证券知名分析师郭明錤今天发帖，透露了马斯克想自建工厂的原因。 首先，马斯克表示，他希望在AI5芯片开始量产 ...

Core Viewpoint - The recent developments regarding the supply chain for semiconductor manufacturing, particularly concerning the Dutch company Nexperia and its Chinese operations, have significant implications for the semiconductor industry and companies like Wentech Technology. Group 1: Market Reactions - Wentech Technology's stock price experienced a sharp increase in the last five minutes of trading on November 7, with over 1.2 billion yuan in transactions during that period [1] - The Dutch government expressed optimism about the restoration of chip supplies from China to Nexperia, indicating constructive discussions with Chinese officials [1] Group 2: Company Performance - Wentech Technology reported a revenue of 4.43 billion yuan for the third quarter of 2025, representing a year-on-year decline of 77.38% [2][3] - The net profit attributable to shareholders for the same period was 1.04 billion yuan, showing a substantial increase of 279.29% year-on-year [2][3] - The semiconductor business has become the primary focus for Wentech Technology following the divestiture of its product integration business, with Nexperia being a core subsidiary [2][3] Group 3: Industry Context - Nexperia welcomed the suspension of the "penetration rules" by U.S. authorities and is looking forward to the resumption of exports from its Chinese factories [2] - The semiconductor business of Wentech Technology achieved a revenue of 4.3 billion yuan in the third quarter, reflecting a year-on-year growth of 12.20% with a gross margin of 34.56% [3]

Core Viewpoint - The stock of Wentai Technology (600745.SH) surged towards the daily limit, closing up 9.7% at 45 yuan, with a total market capitalization of 56 billion yuan, following a positive statement from the Dutch government regarding supply facilitation from China [1] Group 1: Stock Performance - Wentai Technology's stock price increased by 9.7%, closing at 45 yuan [1] - The trading volume in the last five minutes exceeded 1.2 billion yuan [1] - The company's total market capitalization reached 56 billion yuan [1] Group 2: Government Statement - Dutch Economic Minister Karremans welcomed China's commitment to facilitate the resumption of supply to Nexperia's factory [1] - The discussions between the Netherlands and China were described as constructive, indicating a positive outlook for chip supplies to Europe and other regions [1] - The Dutch government plans to maintain close communication with China and coordinate with the European Commission and international partners on this matter [1]

Core Viewpoint - Wentech Technology (600745.SH) experienced a significant stock price increase, closing up 9.7% at 45 CNY, with a total market capitalization of 56 billion CNY, following a positive statement from the Dutch government regarding supply chain facilitation for the company [1] Group 1: Stock Performance - Wentech Technology's stock surged close to the daily limit, with a trading volume exceeding 1.2 billion CNY in the last five minutes of trading [1] - The stock closed at 45 CNY, marking a 9.7% increase [1] - The company's total market capitalization reached 56 billion CNY [1] Group 2: Government Statement - The Dutch Minister of Economic Affairs, Karremans, welcomed China's commitment to facilitate the resumption of supply to Anshi's Chinese factory [1] - The discussions between the Dutch and Chinese parties were described as constructive, leading to expectations of chip deliveries to Anshi's customers in Europe and other regions within days [1] - The Dutch government will maintain close communication with China and coordinate with the European Commission and international partners on this matter [1]

Group 1 - The core point of the news is that Wentai Technology (600745.SH) experienced a significant stock price increase, closing up 9.7% at 45 yuan, with a total market capitalization of 56 billion yuan [1] - The stock surged towards the end of trading, with a trading volume exceeding 1.2 billion yuan in the last five minutes [1] - The Dutch government welcomed China's commitment to facilitate the resumption of supply to Nexperia's factory, indicating constructive talks between the two parties [1] Group 2 - Dutch Economic Minister Kaagmans expressed confidence that chips from China will be delivered to Nexperia's customers in Europe and other regions in the coming days [1] - The Dutch government plans to maintain close communication with China and coordinate with the European Commission and international partners regarding this matter [1]

【文/观察者网 潘昱辰 编辑/高莘】据路透社10月31日报道，一份安世半导体致客户的信的内容显示， 安世半导体已暂停向其中国工厂供应晶圆。 该信由安世半导体临时首席执行官（CEO）斯特凡提尔格（Stefan Tilger）于10月29日签署。信中表 示，安世半导体已于10月26日暂停向其位于广东东莞的工厂供应，并称这是安世中国公司"最近未能遵 守商定的合同付款条款的直接后果" 。 信中还称，除非"合同义务得到充分履行"，否则无法向东莞该工厂恢复供应晶圆。安世半导体还称正在 寻找替代解决方案，以确保继续向客户供应晶圆，并称这一决定并不意味其将退出东莞工厂或整个中国 市场。 安世半导体还表示，其在财务上独立于闻泰科技（维权），并且不会从闻泰科技处筹集资金。 本文系观察者网独家稿件，未经授权，不得转载。 安世半导体荷兰工厂生产的晶圆 路透社 对此消息，安世半导体总部证实已发出这封信，但表示无法进一步置评。安世中国公司和闻泰科技没有 立即回应置评请求。 据路透社报道，安世半导体此信的发布，正值安世中国公司恢复向本地客户供应芯片，但规定所有向分 销商的销售都需要使用人民币结算。而在过去，交易是用美元等外币结算的。 安世 ...

Market Movements - Dow futures fell by 0.18%, S&P 500 futures decreased by 0.08%, and Nasdaq futures dropped by 0.05% [1] Company Developments - Trilogy Metals experienced a pre-market surge of nearly 200% after the White House announced a partnership to acquire a 10% stake in the company [1] - AMD's stock rose over 2.5% following Morgan Stanley's significant target price increase from $168 to $246, coinciding with a 6 GW chip supply agreement with OpenAI [1] - Tesla plans to launch a lower-priced version of the Model Y to fulfill its commitment to offer more affordable vehicles, which will involve reducing certain features and using lower-quality materials due to the cessation of a federal tax credit of up to $7,500 [1] - Toyota is recalling 393,838 vehicles in the U.S. due to a rearview image display issue that increases the risk of collisions [1] Industry Insights - Amgen announced a 60% price reduction for its cholesterol-lowering drug Repatha® through the AmgenNow direct purchase program, with a monthly cost of $239 [2] - A significant fire at Novelis' aluminum plant in Oswego, New York, is expected to disrupt the automotive supply chain for several months, affecting Ford and other automakers due to the plant supplying approximately 40% of the aluminum sheet used in the U.S. automotive industry [2] - Goldman Sachs raised its gold price forecast for December 2026 to $4,900 per ounce, up from a previous estimate of $4,300, anticipating continued net purchases of gold by central banks in emerging markets [2]

| | ■ 英語赛科 分时 v 1天:1分K v [o] Ø X VS FID ■ | | | 报价 | 分析 | 资讯 · 评论 · | | --- | --- | --- | --- | --- | --- | --- | | | = + 2 × ▽ ▽ ▽ ▽ ▽ ▽ ▽ ▽ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ △ ○ △ ○ △ ○ △ ○ △ ○ ○ △ ○ ○ △ ○ ○ △ ○ ○ △ | | | 02577 英诺塞科 | | (0) | | | | | D 9 G O | 70.4501+26.450 +60.11% | | 交易中 08/01 13:03 | | 70.450 | | | 60.11% | * 2 × × 9 × 9 目 ♥ 白 ♥ き | | ● 快捷交易 | | 68.188 | | | 54.97% | | | | | 65.925 | | | 49.83% | 最高价 70.450 | 开盘价 44.750 | 成交量 1800.07万 | | | | | | 最低价 43.300 | 昨收价 44.000 | 成交额 10 ...