2025.11. 02 本文字数：527，阅读时长大约1分钟 11月2日， 安世半导体中国有限公司微信公众号发布致客户公告函称，相信大家已经获悉，荷兰安世半导体单方 面决定自2025年10月26日起停止向位于东莞的封装测试工厂（ATGD）供应晶圆。 在致客户的函件中，荷兰安世半导体声称此举系所谓的"当地管理层近期未能遵守约定的合同付款条件的直接后 果"。安世中国对此强烈反对并声明如下： 荷兰安世半导体所谓"当地管理层近期未能遵守约定的合同付款条件"完全是无中生有，恶意抹黑安世中国管理 层。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ATGD的货款高达10亿元人民币。 目前，安世中国已建立充足的成品与在制品库存，能够稳定、持续地满足广大客户直至年底乃至更长时间的订单 需求，供应链安全可靠。为确保供应的长期性与韧性，安世中国已积极启动多套预案，正在加紧验证新的晶圆产 能。安世中国对在短期内完成验证、并自明年起无缝衔接满足所有客户需求充满信心。 微信编辑 | 雨林 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com ...

Core Viewpoint - Nexperia China strongly refutes the claims made by Nexperia Netherlands regarding the unilateral decision to stop supplying wafers to the Dongguan assembly and test site (ATGD) from October 26, 2025, asserting that the allegations of non-compliance with payment terms are false and misleading [6][7]. Group 1: Allegations and Responses - Nexperia Netherlands' assertion that local management failed to comply with contractual payment terms is described as fabricated and malicious defamation against Nexperia China's management, with the company claiming that Nexperia Netherlands owes ATGD over RMB 1 billion in outstanding payments [7][8]. - The management team at Nexperia Netherlands is accused of severe dereliction of duty, prioritizing personal interests over the company's overall interests, which violates professional ethics and corporate governance [8]. Group 2: Impact on Customers and Supply Chain - The unilateral suspension of supply by Nexperia Netherlands is said to disregard customer interests, violate contractual agreements, and undermine customer trust, which is characterized as an extremely irresponsible act [9]. - Nexperia China has established sufficient inventories of finished goods and work-in-progress, ensuring stable fulfillment of customer orders through year-end and beyond, while also initiating multiple contingency plans to secure long-term supply resilience [10]. Group 3: Commitment to Customers - Nexperia China emphasizes its commitment to product quality and fulfilling customer promises, stating that the actions of Nexperia Netherlands will not change this commitment [11][12].

Group 1 - China will host the 33rd APEC Leaders' Informal Meeting in Shenzhen in November next year [1] - President Xi Jinping concluded his attendance at the 32nd APEC Leaders' Informal Meeting and his state visit to South Korea [3] - China strongly protested against Japan's meeting with Taiwan representatives during the APEC meeting, stating it violates the One China principle [3] Group 2 - The Southern Theater Command of the People's Liberation Army responded to the Philippines' so-called "joint patrols" in the South China Sea, labeling the Philippines as a disruptor of regional stability [5] - The Ministry of Commerce addressed issues related to ASML, indicating that China will consider exemptions for eligible exports amid global supply chain disruptions [7] Group 3 - The Ministry of Finance and the State Taxation Administration announced tax policies regarding gold, allowing certain transactions to be exempt from VAT [20] - Ansem Semiconductor in China refuted claims of contract violations, stating that the Dutch parent company owes approximately 1 billion RMB in unpaid debts [20]

荷兰安世半导体所谓"当地管理层近期未能遵守约定的合同付款条件"完全是无中生有，恶意抹黑安世中 国管理层。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ATGD的货款高达10亿元人 民币。 目前，安世中国已建立充足的成品与在制品库存，能够稳定、持续地满足广大客户直至年底乃至更长时 间的订单需求，供应链安全可靠。为确保供应的长期性与韧性，安世中国已积极启动多套预案，正在加 紧验证新的晶圆产能。安世中国对在短期内完成验证、并自明年起无缝衔接满足所有客户需求充满信 心。 （原标题：安世中国发布致客户公告函：已建立充足的成品与在制品库存 能够满足客户直至年底乃至 更长时间的订单需求） 人民财讯11月2日电，安世半导体中国有限公司11月2日发布致客户公告函称，相信大家已经获悉，荷兰 安世半导体单方面决定自2025年10月26日起停止向位于东莞的封装测试工厂（ATGD）供应晶圆。在致 客户的函件中，荷兰安世半导体声称此举系所谓的"当地管理层近期未能遵守约定的合同付款条件的直 接后果"。安世中国对此强烈反对并声明如下： ...

Core Viewpoint - The seizure of Nexperia, a Chinese-controlled semiconductor company, by the Netherlands is not merely a commercial dispute but part of a broader strategy by the U.S. and the West to target China's $10.2 trillion overseas assets, revealing their true ambitions [1] Group 1: Background of the Incident - Nexperia was revitalized with a $51 billion investment from Chinese capital when it was on the brink of bankruptcy, transforming it into the world's third-largest power semiconductor company [1] - The Netherlands used Cold War-era laws as a pretext to forcibly seize control, which is seen as a blatant violation of private property rights and contrary to the principles of globalization [1] Group 2: Impact on the Semiconductor Industry - The U.S. and Western countries strategically chose the Netherlands due to its control over ASML lithography machines, aiming to hinder China's semiconductor industry [3] - Nexperia's production capacity is heavily rooted in China, and any countermeasures from China could have immediate effects [3] - The European Automobile Manufacturers Association (ACEA) stated that the supply disruption of Nexperia chips has led to a critical inventory shortage for European car manufacturers, with some production lines facing shutdowns [3] Group 3: Dependency on Chinese Rare Earths - ASML's lithography machines are critically dependent on Chinese rare earths, with 92% of global heavy rare earth refining capacity located in China [5] - China holds 70% of rare earth refining patents, and the unique separation technology for key materials like neodymium and terbium is exclusively controlled by China [5] Group 4: Supply Chain Challenges - Following the upgrade of rare earth export controls in October 2025, ASML has experienced supply chain delays, with China accounting for 36% of ASML's projected revenue in 2024, making it a significant vulnerability [7] - The U.S. Department of Energy's CORE-CM initiative to promote domestic rare earth production has yet to yield results, as high-purity oxides remain unproduced [7] Group 5: Long-term Implications - China's rare earth reserves account for 36.7% of global totals, and it maintains a closed-loop control over the entire supply chain, with alternative overseas production taking 5 to 8 years to develop [9] - The aggressive actions by the Netherlands have backfired, leading to supply chain crises for ASML and pressure from European car manufacturers, impacting employment in the Netherlands [9] - The situation illustrates that those who violate global rules will face repercussions, emphasizing the importance of core energy and technology control [13] Group 6: Strategic Goals of China - China's objective extends beyond merely reclaiming Nexperia; it aims to dismantle technological hegemony and leverage rare earths as a strategic asset to counter monopolistic enterprises [11] - By focusing on independent innovation to address technological gaps, China seeks to reshape the industry landscape [11] - The narrative suggests that the era of being easily exploited is over, and the $10 trillion in overseas assets represents hard-earned wealth that cannot be easily seized [11]

Group 1 - The Chinese Ministry of Commerce stated that it will consider the actual circumstances of enterprises and grant exemptions for eligible exports [1] - The spokesperson emphasized that the Dutch government's improper interference in corporate internal affairs has led to global supply chain disruptions [1] - China opposes the Netherlands' broad interpretation of "national security" and its administrative intervention in corporate matters, which undermines contractual spirit and market principles [1]

Core Viewpoint - The Chinese Ministry of Commerce emphasizes the importance of stable global supply chains and criticizes the Dutch government's interference in corporate affairs, which has contributed to current supply chain disruptions [1]. Group 1 - The Ministry of Commerce has previously responded to inquiries regarding ASML Semiconductor and reiterates its stance on the matter [1]. - China positions itself as a responsible major power, taking into account both domestic and international supply chain security and stability [1]. - The Ministry encourages companies facing difficulties to reach out to the Ministry of Commerce or local commerce authorities for assistance [1]. Group 2 - The Ministry of Commerce indicates that it will consider the actual circumstances of companies and may grant exemptions for eligible exports [1].

Group 1 - The Dutch government took over ASML, a semiconductor company, which primarily operates in China, aiming to show a tough stance against China to the US [1][6] - Following the takeover, a temporary trade agreement was reached between the US and China, leaving the Netherlands in a difficult position as it had to pay employee salaries while facing a backlog of unsellable chips [1][3][6] - The semiconductor sector in the Netherlands experienced a significant decline, with the stock market losing over 10 billion euros in value within three days due to the fallout from the takeover [8][11] Group 2 - The EU faced internal divisions regarding its approach to China, with some countries advocating for a softer stance while others pushed for stricter measures, leading to inefficiencies in crisis response [8][11] - The shortage of rare earth materials, crucial for industries like automotive and defense, has caused significant disruptions in production, particularly for major car manufacturers like Volkswagen [5][10][13] - European companies are increasingly anxious as they find themselves in a reactive position in the global trade landscape, often having to monitor US-China relations to inform their production decisions [11][13]

Core Viewpoint - The Chinese Ministry of Commerce has stated that it will consider the actual circumstances of companies and grant exemptions for eligible exports, amidst concerns over the Dutch government's interference in corporate affairs, which has led to global supply chain disruptions [1] Group 1: Government Response - The Chinese government opposes the Netherlands' broad interpretation of "national security" and its administrative intervention in corporate matters, arguing that such actions violate contractual spirit and market principles [1] - The Ministry emphasizes that the Netherlands' actions could severely damage its business environment, harming both local and international companies [1] Group 2: Supply Chain Stability - China positions itself as a responsible major power, prioritizing the safety and stability of domestic and international supply chains [1] - The Ministry encourages companies facing difficulties to reach out to the Ministry of Commerce or local commerce authorities for assistance [1]

Core Viewpoint - The Chinese Ministry of Commerce emphasizes the negative impact of the Dutch government's inappropriate interference in corporate affairs, which has led to disruptions in the global supply chain [1]. Group 1 - The Ministry of Commerce has previously responded to inquiries regarding Anshi Semiconductor, indicating ongoing attention to the issue [1]. - China positions itself as a responsible major power, taking into account the safety and stability of domestic and international supply chains [1]. - The Ministry encourages companies facing difficulties to reach out for assistance, stating that they will consider the actual circumstances of the enterprises for potential export exemptions [1].