Core Viewpoint - The company is actively expanding its product offerings in the electric vehicle sector, with a focus on automotive electronics and a significant portion of its revenue coming from this area [2]. Group 1: Product Development and Revenue - The company has a diverse customer base across various sectors, including industrial, automotive electronics, communication, and consumer products [2]. - In the automotive sector, products accounted for 13.11% of the total revenue in the third quarter [2]. - The company currently offers nearly 200 types of automotive-grade MOSFET products, which are continuously being developed and updated [2].

格隆汇11月26日丨捷捷微电(300623.SZ)在投资者互动平台表示，公司的下游客户分布十分广泛,客户众 多。按照产品的应用领域的不同,大致分为这几个类别:工业（安防、低压电器、电力模块、电力仪表、 电源电机、光伏储能等）、汽车电子、通信、消费（电源管理、家电、照明、智能终端等）。汽车领域 相关产品占第三季度总营收的13.11%。汽车电子领域是公司未来着重发展的下游应用领域之一，目前 可供选择的车规级MOSFET产品近200款，该领域的产品在持续研发更新中。 ...

Core Viewpoint - The Netherlands is intensifying efforts to sever ties with Chinese investments, particularly targeting Nexperia, a semiconductor company, leading to significant reactions within Europe [1][3]. Group 1: Company Actions - Nexperia's China division swiftly issued a statement distancing itself from directives from the Dutch headquarters, indicating a clear divide [2][5]. - On October 18, 2025, Nexperia's China team faced a critical situation as their access to accounts and systems from the Dutch headquarters was abruptly cut off [4]. - The Chinese division's statement on October 19 directly confronted the Dutch headquarters' unilateral changes to internal regulations and the controversial replacement of the CEO [7][8]. Group 2: Response to Export Controls - The Chinese division emphasized that any external directives not approved internally could be rejected by employees, hinting at the potential refusal to acknowledge the CEO change [10][11]. - Concurrently, the European Automobile Manufacturers Association (ACEA) warned of an urgent need to address the semiconductor shortage affecting the automotive industry, exacerbated by China's export controls on specific semiconductor products [12][20]. Group 3: Impact on European Automotive Industry - The export controls imposed by China on Nexperia's products have led to a looming chip shortage for European car manufacturers, highlighting the critical reliance on various semiconductor components [12][14]. - Europe's semiconductor manufacturing share has plummeted to around 10%, with a significant gap in the production of advanced chips below 7nm, which poses a risk to the automotive sector [14][16]. - The automotive industry in Europe is particularly vulnerable due to its dependence on a wide range of low-margin components, which are increasingly sourced from China [14][19]. Group 4: Nexperia's Production Facilities - Nexperia operates two major production bases in China, including a 12-inch wafer factory in Shanghai with an initial design capacity of approximately 400,000 wafers per year, primarily for automotive-grade MOSFET products [16][18]. - The Dongguan packaging and testing facility is crucial for Nexperia's global operations, being one of the largest production bases for small-signal components [18][19]. - The Dutch headquarters has historically attempted to mitigate reliance on Chinese production by diversifying manufacturing across Malaysia and the Philippines [19].