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企业自身受到影响,全球汽车面临“断供”,荷兰称将与中方化解安世僵局
Huan Qiu Shi Bao· 2025-10-20 22:57
Group 1 - The Netherlands is seeking to meet with China to discuss the current "stalemate" involving Nexperia, which impacts both Sino-Dutch economic relations and the global automotive chip supply chain [1] - Dutch Economic Affairs Minister Vincent Karremans stated that the Dutch government's intervention aims to prevent the transfer of business and intellectual property out of Europe by Nexperia's former Chinese CEO [1] - The "stalemate" originated from the U.S. "penetration rules" issued on September 29, leading to direct Dutch government intervention in Nexperia's internal affairs, which has disrupted the company's global operations [1][2] Group 2 - Nexperia's Chinese subsidiary issued an open letter asserting its independence and normal operations, emphasizing that external forces will not influence its operations or harm employee interests [2] - The automotive industry is under pressure due to concerns that if the stalemate continues, there could be a supply shortage or production halts for global car manufacturers [2] - The American Automotive Innovation Alliance's CEO warned that delays in automotive chip transportation could impact production in the U.S. and other countries, potentially affecting other industries as well [2] Group 3 - A researcher from the Ministry of Commerce emphasized that the Netherlands must maintain independence and not politicize economic issues under U.S. pressure, advocating for adherence to contracts and market principles [3] - The incident highlights the need for countries to focus on developing key technologies and maintaining autonomy in technological advancements amid increasing geopolitical uncertainties [3]
台积电美股盘前涨超2%,现报302.34美元
Mei Ri Jing Ji Xin Wen· 2025-10-20 08:17
每经AI快讯,台积电美股盘前涨超2%,现报302.34美元。 ...
曝:安世半导体东莞工厂限制出货,员工将“上四休三”!
是说芯语· 2025-10-20 04:43
据《每日经济新闻》报道,受荷兰政府干预影响, 安世半导体 东莞工厂自国庆后限制出货,下 周起部分岗位将"上四休三",加班时长缩减。 与此同时,有贸易商确认,产品面临缺货与涨价压力。 作为安世报道最大封测基地,东莞工厂承担全球70%封装任务,目前原材料库存仅能用到12月 底,仓库入库量大于出库量。母公司闻泰科技启动中国区"独立自救",推动供应链本土化,但核 心设计与晶圆制造在欧洲,技术转移及客户认证成难题。行业人士称,车规级客户短期承压大, 事件解决取决于官方沟通。 供应链受阻的影响已传导至生产端。一名自称是管理生产效率的安世半导体东莞工厂员工介绍, 因为部分原材料短缺和员工配置问题,下周起,部分岗位会调整为"上四休三",同时加班时间也 会相应减少,由此前的每月加班七八十小时调减至四五十小时。"今年以来,我们的订单都是满 的,就是原材料的问题。" 转自:天天 IC 加入"中国IC独角兽联盟",请点击进入 是说芯语原创,欢迎关注分享 … 星标 是说芯语 是说芯语 不错过任何一条消息 ▶ 泛集成电路行业最新动态 级朋友读 % 公众号 · 是说芯语 此前在10月12日,闻泰科技宣布,其控股子公司安世半导体因荷兰政府的 ...
切断权限,安世中国发文硬刚,拒绝荷兰总部指令,欧洲车企急眼了
Xin Lang Cai Jing· 2025-10-20 04:26
荷兰意图彻底踢开中资,再次升级对安世半导体的抢夺力度后。 (荷兰总部强行切断中国区系统权限一事) 2025年10月18日,有关闻泰科技的报道再次甚嚣尘上,安世半导体中国区员工已经收到一个噩耗。 中国区团队接触安世半导体总部的账号、系统权限一度被切断关闭。 随后在10月19日安世半导体中国区运营发布了一则回怼声明,直接面对面硬刚荷兰总部的远程邮件。 安世中国区的火速发文,直接划了一条红线与荷兰总部指令进行切割。 但他们没想到中方的反制已经打得荷兰在内整个欧洲措手不及,更是引起了欧洲内部的猛烈反应。 这次风波再起的起因,是在10月16日,安世半导体中国区的员工,突然收到了荷兰总部、以安世半导体 首席法务官发布的一封邮件。 在这封邮件里,荷兰总部单方面更改了公司内部的一些规程细则,同时对擅自变动CEO一事进行了狡 辩。 对此19日安世半导体中国区的声明,就一共揭露了三点事实。 首先安世半导体是一家地地道道的中国公司。 其次安世中国区极为严肃的指明了一点: 任何未经企业内部批准的、直接由企业外部传达的指令,哪怕是公司内部邮件,公司员工都能直接拒绝 听从。 这份声明其实也很隐晦的指明了一点,荷兰单方面撤换CEO的行为, ...
冻结17天之后,中、荷公司脱钩,欧洲施压,荷兰日损230万欧元
Sou Hu Cai Jing· 2025-10-20 04:23
九月三十号这天,荷兰政府突然发起一场精心策划的 "闪电战",他们把冷战时期的《商品供应法》搬了出来,以此为依据直接就冲着中 资控股的安世半导体下手了。 文丨编辑 来科点谱 «——【·前言·】——» 中方CEO半小时内就被撤光系统权限,来不及反应;公司99%股份火速交给外籍董事组成的第三方托管,原控股方只剩象征性一股。 官方说查 "企业治理缺陷",却拿不出实据,连当地法律界都质疑接管不独立,可他们抢来的只是 "空心壳":鹿特丹仓库堆满货,却发 不出供货指令,每天230万欧元白白蒸发,这到底是怎么回事儿? 荷兰误判 荷兰的最大误判是他们以为控制了安世半导体在欧洲的法律文件和部分生产线,就能掌控这家公司的全部, 但他们忽略了一个重要事 实:安世半导体的真正"心脏"在中国东莞,离荷兰有万里之遥。 从公司资产分布来看,荷兰接管的部分产能仅占不到三成,且大部分是技术含量较低的封装环节,这部分几乎完全依赖中国总部进行数 据同步才能维持运转。 相比之下,安世真正的核心产能是超过七成的生产能力,扎根在中国东莞,东莞工厂不仅拥有1.6万种车规级产品,且其MOSFET产品在 全球市场占据18%的份额。 东莞工厂是安世的生产中枢,它 ...
安世中国区遭总部“技术封锁”,权限已被掐断,停发中国员工报酬
Sou Hu Cai Jing· 2025-10-20 03:01
然而,事情的发展并非完全在美国的掌控之中。10月16日,欧洲汽车制造商协会发出警告,指出缺少安世生产的芯片将导致欧洲及美国的汽车生产线 停摆。这种情况显然令欧盟感到紧张,因为汽车产业是其经济的重要支柱之一。如果在半导体供应链上出现危机,将直接影响到数以万计的就业岗位 和相关产业的发展。 在这样的背景下,欧盟或许将对荷兰施加压力,要求其改变当前的强硬政策,以维护整个区域的经济稳定。因为如果任由荷兰肆无忌惮地掌控安世半 导体的命运,那么将会为整个欧洲的经济带来巨大的不确定性。 面对荷兰的"抢劫"行为,中国方面也已经开始采取反制措施。中国商务部和外交部重申将坚决维护中国企业的合法权益,未来可能会采取一系列应对 行动。历史经验告诉我们,当国家利益受到损害时,必然会引发国家层面的重视和反击。 在全球经济的复杂棋局中,半导体产业无疑已成为各国争夺的焦点。最近,荷兰政府强制接管中国半导体领军企业——闻泰科技旗下的安世半导体, 事件如同一颗重磅炸弹,引发了舆论的轩然大波。 根据报道,10月18日,"第一财经"透露,闻泰科技的相关负责人证实,安世中国团队的账户于前一天被封锁,导致资金流转受阻。此举使得闻泰科技 不得不采取紧急措 ...
离谱!某车企试行研发部门两班倒,程序员也要上夜班;闻泰安世半导体对抗升级:中国员工被断薪、系统全面中断,官方回应;王腾称考虑创业
雷峰网· 2025-10-20 00:39
Group 1 - A certain automotive company is implementing a two-shift system in its R&D department to compress the vehicle development cycle from over 20 months to within 12 months [2][3] - The company has identified four core bottlenecks in its development process, including difficulties in matching intelligent driving software and hardware, and delays in data release and prototype delivery [3] - Concerns have been raised about the potential quality risks associated with the push for speed in development, reminiscent of past issues with insufficient validation before market launch [3] Group 2 - Anshi Semiconductor has faced operational disruptions, including salary cuts for Chinese employees and a complete system shutdown, amid escalating tensions with its parent company [5][6] - The company has assured employees that domestic operations and salary benefits remain normal, emphasizing compliance with Chinese laws [5] - Reports indicate that Anshi's Chinese team has been forced to adopt independent measures to maintain supply chains and ensure customer service amid the crisis [6] Group 3 - NIO's CEO Li Bin has emphasized the importance of achieving profitability in the fourth quarter of 2025, breaking down the goal into specific actions related to marketing, supply chain management, and software delivery [11] - The company is experiencing a resurgence in confidence as new models are launched and sales improve, with Li Bin urging the team to focus on long-term competitiveness [11] Group 4 - Xiaohongshu has raised its employee stock option price to $25 per share, marking a significant increase from previous valuations and reflecting the company's growth trajectory [12] - The company has conducted multiple rounds of stock option buybacks, indicating strong financial health and a commitment to employee incentives [12] Group 5 - The average price of new energy vehicles in China has dropped below 160,000 yuan, reflecting a significant decrease from previous years and making these vehicles more accessible to consumers [13] - The decline in prices is attributed to advancements in the supply chain and government policies aimed at promoting electric vehicle adoption [13] Group 6 - Nvidia's CEO Jensen Huang announced the company's complete exit from the Chinese market, resulting in a dramatic drop in market share from 95% to 0% due to U.S. export controls [26][27] - Huang expressed concerns that U.S. policies could harm both American and Chinese markets, highlighting the potential long-term implications of such restrictions [27] Group 7 - Apple CEO Tim Cook announced efforts to introduce Apple Intelligence in China, indicating the company's commitment to expanding its AI offerings in the region [28] - Cook emphasized the positive impact of AI on society and the importance of maintaining innovation and passion in technology [28]
晚间公告丨10月19日这些公告有看头
第一财经· 2025-10-19 13:46
Core Viewpoint - Multiple companies in the Shanghai and Shenzhen stock markets have announced significant developments, including investments in semiconductor manufacturing, clinical research advancements, and changes in corporate governance, which may present investment opportunities and insights for stakeholders [3]. Investment Announcements - Silan Microelectronics plans to invest 20 billion yuan to establish a 12-inch high-end analog integrated circuit chip manufacturing line, aiming for a production capacity of 54 million chips annually after completion [4]. - Xidilong intends to invest no more than 400 million yuan to purchase land use rights and build an innovation industrial base, adding chromatography and mass spectrometry production lines [8]. - Tianhe Magnetic Materials' subsidiary plans to invest 850 million yuan in high-performance rare earth permanent magnets and component manufacturing [9]. - New City plans to allocate 157 million yuan of remaining fundraising to a green energy and zero-carbon park planning project [10]. - Yanguang Nuohuo proposes to invest 15 million yuan to increase the registered capital of Yuanma Zhiyao, focusing on innovative CAR-T cell therapies [15]. Corporate Governance Changes - Xiling Information's controlling shareholder and general manager has had their detention lifted, allowing them to resume normal duties [5][6]. Regulatory Developments - Haizheng Pharmaceutical's Taizhou factory has had its GMP non-compliance status revoked by the EU, positively impacting its product sales in the EU market [7]. - Zhonghe Titanium White will change its stock name to "Titanium Energy Chemical" starting October 20, 2025, while retaining its stock code [14]. Performance Reports - China Life expects a net profit increase of approximately 50% to 70% for the first three quarters of 2025, estimating profits between 156.785 billion yuan and 177.689 billion yuan [20]. - Yangjie Technology reported a 52.4% increase in net profit for Q3 2025, driven by growth in the semiconductor sector [21]. - Xiangsheng Medical's Q3 net profit grew by 41.95%, despite a decline in revenue [22]. - Zhuhai Guanyu anticipates a net profit increase of 36.88% to 55.54% for the first three quarters of 2025 [23]. - Huiquan Beer reported a 23.7% increase in net profit for Q3 2025 [24]. - Darui Electronics' net profit grew by 26.84% in the first three quarters of 2025 [25]. - Xingwang Yuda turned a profit in Q3 2025, reporting a net profit of 38.3749 million yuan [27]. - Tongyou Technology reported a net profit of 27.6683 million yuan in Q3 2025, marking a turnaround from losses [28]. Shareholding Changes - Hongfuhan's shareholder, Hengmei International, plans to reduce its stake by up to 1.5% [30]. - Intelligent Control's controlling shareholder's associate plans to reduce its stake by up to 1% [31].
总投入200亿元!半导体龙头士兰微拟投建12英寸高端模拟集成电路芯片项目
Mei Ri Jing Ji Xin Wen· 2025-10-19 13:25
Core Viewpoint - The semiconductor industry is set to witness a significant investment project worth 20 billion RMB, focusing on high-end analog integrated circuit chip manufacturing in Xiamen [1][2]. Investment Project Overview - The project involves a total planned investment of 20 billion RMB, divided into two phases: the first phase will invest 10 billion RMB, aiming to start construction by the end of 2025, with initial production expected in Q4 2027 and full production by 2030, achieving an annual capacity of 240,000 12-inch analog integrated circuit chips [2][3]. - The second phase will also invest 10 billion RMB, targeting an annual production capacity of 540,000 chips [2][3]. Technical and Market Context - The project is positioned in the high-end analog chip sector, characterized by high technical barriers, complex designs, and stringent performance, reliability, and power consumption requirements [2]. - The domestic market for analog chips currently has a low localization rate, particularly in high-end segments, indicating substantial growth potential as industries like electric vehicles, large computing servers, and robotics expand [2][5]. Financial Structure and Capitalization - The first phase's investment of 10 billion RMB will be financed through 6.01 billion RMB in equity and 3.99 billion RMB in bank loans, with funds allocated for constructing facilities and purchasing equipment [3]. - The project company, Xiamen Silan Jihua Microelectronics Co., Ltd., will see its registered capital increase to 5.11 billion RMB, with contributions from various stakeholders, including Silan Micro and Xiamen Semiconductor [4]. Strategic Importance - Successful implementation of this investment is expected to enhance the company's competitive edge in the high-end analog integrated circuit sector and support its long-term strategic development [5]. - The project aligns with the company's previous collaborations in Xiamen, including a 12 billion RMB investment in an 8-inch SiC power device chip manufacturing line, which is also progressing towards production [5].
497亿半导体巨头闻泰科技面临上市以来最难时刻,公司最新回应:安世国内全部主体运营及员工薪资福利正常
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 记者丨赵云帆 闻泰科技(维权)创始人张学政恐怕料想不到,就在他选择退居幕后不到一年的时间中,公司会接连陷入如此一筹莫展的境地。 10月19日,闻泰科技旗下安世中国发布致全体员工信。 信中表示: 安世国内全部主体运营及员工薪资福利一切正常。目前,公司生产经营一切如常,各项工作有序推进。董事会和管理层始终全力保障公司正常运转,不会 允许外部力量影响公司运营或损害员工利益。安世国内团队的同事均与国内公司建立劳动关系,大家的工资、奖金及其他福利将继续由安世国内公司而不 是Nexperia荷兰主体发放。 商务部发言希望荷兰方坚持契约精神、纠正错 误做法;同日,大家收到了以Nexperia Chief Legal Office名义发出的标题为"Global Legal Update: Trusted Communications"的邮件。 公司充分理解大家对于此事的关注以及上述邮 件可能给大家造成的困惑,并就此特向大家作 如下说明,以正视听: 第一,安世国内公司是运营扎根中国、战略放 眼全球的中国企业,必须遵守中国法律、合法 合规运营。根据《中华人 ...