Core Insights - The semiconductor market is experiencing a shortage and price increase of Anshi Semiconductor products, leading to a surge in demand for alternative products [2][4][5] - Anshi Semiconductor's distribution network is facing challenges, with many distributors reporting stock shortages and fluctuating prices [3][6] - The situation has prompted inquiries for substitute products from various semiconductor companies, although these do not yet indicate a significant trend [6][7] Group 1: Market Dynamics - Anshi Semiconductor products are currently facing a "one price per day" situation, with distributors unable to guarantee stock availability [3] - The automotive sector, a major consumer of Anshi products, is exploring alternative suppliers due to the ongoing shortages [4][7] - The European automotive manufacturers association has warned that while they are sourcing chips from other suppliers, the certification and ramp-up of new suppliers will take months [4] Group 2: Company Responses - Anshi Semiconductor's Chinese operations are taking independent measures to ensure supply continuity amid the crisis, including strengthening domestic supply chains [10] - The management of Wentech Technology, Anshi's parent company, remains optimistic about the long-term value of the company and is actively seeking legal remedies to protect shareholder interests [11] - Wentech Technology's stock saw a significant increase following the announcement of measures to stabilize operations [12] Group 3: Competitive Landscape - There is a growing demand for domestic alternatives to Anshi products, with several semiconductor companies positioned to fill the gap [6][7] - The high-end semiconductor market is still largely dominated by European, American, and Japanese manufacturers, but domestic firms are accelerating their efforts to replace imports [7] - The power semiconductor sector is witnessing increased competition, with new opportunities emerging in AI server and energy storage markets [7]