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安世危及全球汽车产业链!
国芯网· 2025-10-27 13:01
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 近日,一场控制权的争夺战围绕安世半导体展开。 作为全球最大的基础半导体器件供应商,安世半导体的荷兰总部因政治干预被强制接管,中国商务部随即暂停其中国工厂出口许可。 加群步骤: 全球汽车供应链因这场风波而陷入危机,欧洲汽车制造商协会(ACEA)警告,车企或面临数周内停产风险;日本汽车工业协会(JAMA)确认,断供或 将对会员公司全球生产造成严重影响。 无论如何,中国乃至全球车企又开始陷入疯狂抢夺芯片的痛苦之中。 安世半导体是全球功率半导体领域的核心玩家。据ICwise统计,2023年全球功率分立器件企业TOP10中,安世位列第三,仅次于英飞凌、安森美。 2024年,它在小信号MOSFET、二极管与晶体管、ESD保护器件等多个细分领域的市占率均登顶全球。到2025年上半年,其车规功率MOSFET的市场份额 稳定在14%。 "少一颗二极管都可能让整条汽车产线停摆",已成行业内的共识。如今安世半导体陷入"瘫痪",对于高度依赖安世芯片的车企而言,这无疑是致命打击。 国外,宝马、大众、特斯拉均是其核心客户;国内 ...
突发,安世中国员工被断发工资,荷兰有意与中国谈判
半导体芯闻· 2025-10-18 01:26
Core Viewpoint - The Dutch Minister of Economic Affairs, Karremans, is seeking to negotiate with China to resolve the export ban on Nexperia chips, which is critical for global automotive manufacturers [1][2]. Group 1: Export Ban and Its Implications - The export ban on Nexperia chips, effective this week, follows the Dutch government's takeover of the company, leading to the dismissal of its Chinese CEO, Zhang Xuezheng [1]. - Nexperia, acquired by China's Wingtech Technology in 2019, produces over 50 billion chips annually, and the ban could lead to significant shortages in automotive electronics within weeks [1][2]. - The American Automotive Innovation Alliance has warned that supply issues may arise soon, affecting major manufacturers like BMW and Volkswagen [2]. Group 2: Importance of Chips in Automotive Industry - The European Automobile Manufacturers Association (ACEA) has expressed concerns that without chips, European automotive suppliers cannot produce necessary components, potentially halting production [3]. - Karremans emphasized the importance of ensuring Nexperia can navigate this crisis, aligning with the interests of the US, Netherlands, Europe, and China [3]. Group 3: Company Developments - Nexperia's situation has led to significant operational disruptions, with reports indicating that Nexperia's Chinese subsidiary, Anshi Semiconductor, has halted salary payments and lost system access [5].