我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 12月11日，商务部举行例行新闻发布会 ， 新闻发言人何亚东回应了安世半导体相关问题。 他表 示， 中方已通过荷兰驻华使馆，要求荷兰经济部落实与中方磋商共识，推动安世 （荷兰） 尽快派 员来华。 安世 最新 情况 12月9日， 据报道， 闻泰科技 已正式向荷兰方面指定的安世半导体股权托管人Guido Dirick等 人发出函件， 提议就安世半导体相关争议开展建设性会谈 ，以期通过对话弥合分歧、寻求符合各 方利益的长期解决方案。 据介绍，此次邀请会谈的核心议题，预计将围绕恢复闻泰科技 对安世半导体的合法控制权和完整 股东权益展开 。但截至目前，闻泰科技方面并未收到Guido Dirick、或其他在荷兰法院授意之下 代行荷兰安世半导体控制权董事或高管的回复。 来源：财联社 阅读本文，你将了解： 安世事件 本周 有哪些最新变化？现货市场现在又咋样了？ 01 12月10日 （当地时间） ，路透社报道， 安世半导体 BV 发言人 表示，公司已经知晓这一邀请。被 ...

Group 1: Core Insights - The article discusses the recent developments regarding the Nexperia incident, particularly the cancellation of the Dutch Economic Minister's visit to China, which was intended to address chip supply and security issues [3][4][8] - The Dutch government has been involved in the management of Nexperia since September 30, with concerns raised about the company's plans to transfer operations to China, which were deemed a threat to European economic security [8][9] - There have been various statements and actions from both the Dutch government and Chinese authorities, indicating a complex relationship regarding semiconductor supply chains and control over Nexperia [11][12][13][14] Group 2: Current Market Conditions - The chip spot market has shown signs of increased activity, with a rise in available inventory and a shift from a previously cautious stance to a more active demand environment, particularly from foreign trade [16][17] - Despite some recovery in demand, there remains a disparity in pricing, with certain chip models maintaining high prices while others have seen price reductions [17][18] - The overall sentiment in the market is transitioning from caution to a gradual recovery, although the core issues regarding wafer supply and administrative interventions by the Dutch government have not been fully resolved [16][17]

Core Insights - The recent market trend for Anshi began not on October 12 with the announcement from Wentai, but rather showed signs of activity as early as late September, indicating that market movements often precede official announcements [4][2] - The dynamics of the automotive chip market are characterized by long certification cycles, high customization, short inventory cycles, and significant costs associated with production halts, making supply fluctuations difficult to manage [4] Market Dynamics - The initial signs of the Anshi trend were observed with increased search volumes for Anshi chips in mid to late September, prior to the announcement [4] - The market operates in a layered structure, with Tier 1 manufacturers at the top, followed by foreign trade entities, medium-sized traders, and finally individual "retail" traders who often enter the market late [4] Pricing and Payment Terms - Price discrepancies exist in the market, where a chip may be quoted at 150 yuan but actual transactions occur at much lower prices, indicating a significant gap that can affect market behavior [4] - Payment terms between large trade entities and end-users differ, with the latter often being less anxious during price surges compared to those in the middle of the supply chain [4] Business Models in Chip Distribution - Seven distinct business models for chip distributors were identified, including long-term cultivation, stable demand capture, inventory management, and leveraging information asymmetries [6] - Each model has unique characteristics and profit logic, influencing how distributors navigate market fluctuations and customer demands [6] European Market Insights - European chip procurement is still heavily reliant on traditional methods like email and Excel, which limits efficiency and collaboration [7] - Innovations such as real-time API connections are being explored to enhance visibility and synchronization of inventory, pricing, and delivery information [7] Community and Networking - The Chip Distribution Club 2.0 serves as a platform for industry professionals to share insights, strategies, and resources, fostering collaboration and knowledge exchange [11][12] - Regular offline events and discussions are organized to delve into specific industry topics, allowing participants to build relationships and explore business opportunities [13][18]

Core Viewpoint - The recent suspension of intervention by the Dutch government regarding ASML Semiconductor is seen as a positive step, but it does not resolve the underlying issues affecting the company's control and operations [3][10][11]. Recent Developments - On November 19, Dutch Economic Minister Karremans announced the suspension of intervention against ASML Semiconductor, indicating a constructive approach following discussions with European and international partners [3][4]. - The Dutch government also released an official statement confirming this suspension, which is viewed as a potential step towards resolving ongoing tensions [4][6]. - However, the control of ASML by Wentai Technology remains limited due to an existing court ruling, which continues to affect the company's operations [8][10]. Market Reactions - The semiconductor market has shown signs of cooling since November, with a noticeable decrease in inquiries for ASML chips, although actual demand still exists [19]. - Factors contributing to this market shift include previous rumors about supply chain coordination, announcements from the Dutch government regarding chip supply restoration, and the completion of inventory restocking by overseas clients [19][20]. - Despite the suspension of the ministerial order, the judicial measures from the Dutch court remain in effect, indicating that the situation is still precarious for ASML and Wentai [10][11]. Industry Impact - The automotive sector is experiencing mixed outcomes, with some manufacturers beginning to resume production while others face potential shutdowns due to chip shortages linked to the ASML situation [22][23]. - Companies like Honda and Bosch are navigating production challenges, with Honda planning to restart operations in North America and Bosch facing supply interruptions in multiple locations [22][23]. - Overall, while there are signs of recovery in some areas, the core issues surrounding ASML's control and chip supply remain unresolved, necessitating close monitoring of future developments [23].

Core Viewpoint - The article discusses the ongoing situation regarding Nexperia Semiconductor, highlighting the uncertainty in the supply chain and the impact on market conditions and prices due to recent developments and negotiations between the Netherlands and China [2][3][4]. Group 1: Current Situation of Nexperia - As of November 13, reports indicate that Nexperia's Dutch subsidiary has not been supplying silicon wafers to its Chinese subsidiary for assembly [3]. - The Dutch government plans to send a delegation to China to seek resolutions regarding the issues faced by Nexperia Semiconductor [4]. - The Chinese Ministry of Commerce has expressed a desire for constructive solutions to stabilize the global semiconductor supply chain [4]. Group 2: Supply Chain and Production Issues - Nexperia's Dongguan packaging and testing factory is facing material shortages, leading to adjustments in work schedules and reduced overtime [5]. - Reports indicate that about one-third of the machines in the Dongguan factory have been idle due to wafer shortages from Nexperia's facilities in Germany and the UK [6]. - Despite the challenges, Nexperia China claims to have sufficient finished and in-process inventory to meet customer demands until the end of the year [7]. Group 3: Market Reactions and Trends - The market has become quieter since November, with a notable decrease in trading activity and price stability following the spread of unverified news regarding supply chain recovery [13][14]. - The initial surge in demand for Nexperia chips led to significant price increases, with reports of up to tenfold price hikes for certain chips [15]. - As companies seek alternative suppliers, there is a growing trend among major automotive Tier 1 suppliers to switch to alternative materials, indicating a shift in the supply landscape [15]. Group 4: Future Outlook - The wafer supply issue remains unresolved, necessitating continued monitoring of official communications and negotiations between the involved parties [16].

Core Viewpoint - The article discusses the ongoing situation regarding Nexperia Semiconductor, highlighting the complexities of the supply chain, recent developments, and market reactions to the semiconductor crisis [3][12]. Group 1: Current Situation of Nexperia - Nexperia's Dutch subsidiary has not been supplying silicon wafers to its Chinese subsidiary for assembly, causing significant concern in the industry [3][4]. - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch government to resolve the issues surrounding Nexperia [4][12]. - Nexperia's Chinese operations have reported a full order book but are facing material shortages and workforce adjustments, leading to reduced working hours [5][6]. Group 2: Market Reactions and Changes - The semiconductor market has entered a quieter phase since November, with a notable decrease in trading activity and price adjustments following rumors of supply chain recovery [13][14]. - The initial spike in demand for Nexperia chips led to significant price increases, with reports of up to tenfold price hikes in some cases [14][15]. - Major Tier 1 suppliers are actively seeking alternative materials to replace Nexperia products, indicating a shift in the supply chain dynamics [15][16]. Group 3: Future Outlook - Despite some recovery in finished product shipments, the underlying wafer supply issues remain unresolved, necessitating ongoing monitoring of official communications [16].

Core Viewpoint - The recent easing of tensions between China and the Netherlands regarding ASML's semiconductor supply has led to the resumption of critical chip shipments, providing hope for the stability of the global automotive industry [2][4][5]. Group 1: Semiconductor Supply Resumption - ASML Semiconductor has resumed partial shipments of key chips, with reports confirming that automotive suppliers, including Continental's subsidiary, have received the first batch of chips from China [2][4]. - The Chinese Ministry of Commerce has taken measures to exempt compliant exports for civilian use, facilitating the return of chip supplies to the automotive sector [4]. Group 2: Geopolitical Impact - The situation reflects the significant impact of geopolitical dynamics on the semiconductor industry, with the previous control by the Dutch government over ASML due to economic and national security concerns causing disruptions in the global automotive supply chain [4][5]. - The easing of tensions has been marked by positive statements from Dutch officials, indicating a willingness to allow ASML's Chinese factory to resume operations [4]. Group 3: Market Reactions - Following the news of resumed shipments, shares of Wintech Technology surged, with an increase of 9.7% noted shortly before market close [4]. - Honda's executive confirmed the receipt of shipment notifications from China, indicating plans to resume production at affected factories soon [5].

Core Viewpoint - The Dutch government's forceful acquisition of ASML has led to significant turmoil in the global semiconductor supply chain, with unexpected and strong reactions from China and a lack of support from the U.S. [1][6] Group 1: Impact on Global Semiconductor Supply Chain - The acquisition has caused widespread disruption in the semiconductor supply chain, affecting not only China but also many European countries, leading to economic losses, factory shutdowns, and job losses [6][8] - The EU is urgently communicating with China to restore semiconductor supplies, with China announcing on November 1 that it would resume exports of ASML chips under certain conditions [6][8] Group 2: Netherlands' Position and Responsibilities - The Netherlands is now seen as a "public enemy" in Europe due to its actions, and it must take responsibility for the fallout, including potential compensation for affected companies [6][8] - China has set conditions for resuming semiconductor supplies, which include the Netherlands reversing its acquisition decision and restoring the previous CEO of ASML [8] Group 3: Broader Implications for Europe - China's swift response serves as a warning to Europe about the consequences of antagonizing it, especially in the context of U.S.-led international rules [9][11] - The incident highlights Europe's alignment with U.S. interests, suggesting that Europe must navigate its relationship with China more carefully to avoid similar repercussions in the future [9][11]

Core Viewpoint - The Chinese government has announced that it will consider exemptions for exports from companies affected by the recent semiconductor supply disruptions caused by the Dutch government's actions against a Chinese semiconductor firm, Nexperia [1] Group 1: Export Exemptions and Supply Chain Impact - The Chinese Ministry of Commerce stated that it will grant export exemptions to eligible companies facing difficulties, encouraging them to contact the authorities [1] - German automotive suppliers, including Aumovio, are urgently seeking exemptions for exports of Nexperia chips, indicating a significant demand for these components [1] - Aumovio confirmed that after obtaining the exemption, exports of Nexperia chips from China have resumed, benefiting major clients like Volkswagen, Stellantis, and BMW [1] Group 2: Industry Reactions and Future Outlook - Aumovio's CEO announced during a quarterly earnings call that they have received confirmation of resumed chip exports from China, alleviating previous concerns about production halts [2] - Other companies, such as Honda and Bosch, are also reporting progress in obtaining chips from China, although there are still uncertainties regarding the overall supply situation [3][2] - The German government expressed relief at the easing of tensions between the Netherlands and China, emphasizing the importance of restoring chip supplies for the automotive industry [5] Group 3: Diplomatic Developments - The Dutch government has softened its stance, indicating a willingness to allow Nexperia's Chinese factory to resume shipments, aligning with information provided to the EU [6] - The Dutch Minister of Economic Affairs acknowledged the importance of the recent agreements between China and the Netherlands, which could lead to a swift resolution of the supply issues [6] - Analysts suggest that the Dutch government's change in tone reflects concerns about the long-term impact of the dispute on bilateral relations and broader trade negotiations with China [7]

Core Viewpoint - Nissan is planning to reduce the production of its popular Rogue SUV in Japan due to a shortage of chips from Nexperia, indicating ongoing supply chain challenges in the automotive industry [3][4]. Group 1: Nissan's Production Adjustments - Nissan will cut the production of approximately 900 Rogue SUVs starting the week of November 10, 2023, at its Kyushu plant due to semiconductor supply delays [3]. - The company is also assessing whether to adjust production plans for the week of November 17, 2023, as the situation remains fluid [3][4]. - Nissan's Rogue model, known as "X-Trail" in Japan and the UK, was one of its best-selling vehicles in the U.S., with nearly 246,000 units sold last year [3]. Group 2: Industry-Wide Impact - Other automakers have also responded to the chip shortage, with Mercedes-Benz stating that short-term supply is secured but reliable forecasts are difficult due to the complex supply chain [5]. - General Motors reported no impact on production, while Volkswagen acknowledged potential future impacts despite current stability [5]. - Honda has begun reducing or pausing production at some North American plants due to chip shortages, with its Celaya plant in Mexico already halted [5]. Group 3: Global Supply Chain Dynamics - The German government is actively lobbying China to protect the interests of German customers of Nexperia, highlighting the international dimensions of the semiconductor supply crisis [7]. - Companies like ZF Group are collaborating with Chinese authorities to ensure chip deliveries, indicating a proactive approach to mitigate supply chain disruptions [7]. - Recent regulatory changes in China have allowed for some flexibility in semiconductor exports, but special permits are still required [7].