
The recent actions of the Dutch government regarding Nexperia have sparked significant attention and raised concerns about the stability of the global semiconductor supply chain.
荷兰政府近期对安世半导体的行动引发了广泛关注,并引发了人们对全球半导体供应链稳定性的担忧。
A spokesperson for Chinese tech company Wingtech, the parent company of Nexperia, stated that the actions of the Dutch government appear to be aimed at allowing a new Dutch-owned company to take over Nexperia, but any successor company is doomed to fail, as customers simply won't follow the new company, the Financial Times reported on Tuesday.据英国《金融时报》周二报道,安世半导体母公司中国科技公司闻泰科技的一位发言人表示,荷兰政府的行动似乎旨在允许一家新的荷兰公司接管安世半导体,但任何继任公司都注定要失败,因为客户根本不会关注新公司。
At the official level, Chinese Minister of Commerce Wang Wentao had a phone call with Dutch Minister for Economic Affairs Vincent Karremans at the latter's request on October 21, as the two sides exchanged views on issues including Nexperia, according to the official website of the Chinese Ministry of Commerce (MOFCOM).据中国商务部官网消息,在官方层面,中国商务部部长王文涛应荷兰经济部长文森特·卡雷曼斯的要求,于10月21日与荷兰经济部长文森特·卡雷曼斯通了电话,双方就包括安世半导体在内的问题交换了意见。
The relevant measures taken by the Dutch side targeting Nexperia have severely impacted the stability of global industrial and supply chains. China urges the Netherlands to properly resolve Nexperia issues, protect the legitimate rights and interests of Chinese investors, and foster a fair, transparent and predictable business environment, Wang noted.荷兰方面针对安世半导体采取的相关措施,严重冲击了全球产业链供应链的稳定。王毅指出,中方敦促荷兰妥善解决安世半导体问题,保护中国投资者的合法权益,营造公平、透明、可预测的营商环境。
The semiconductor industry has been built on long-established supply chain stability and technological collaboration. The Dutch government's administrative intervention disrupts not only the operation of a single company but also the trust and collaborative foundations built over time across the entire industrial chain. Under such circumstances, it has become essential for the Dutch government to correct its mistakes.半导体行业建立在长期建立的供应链稳定性和技术合作之上。荷兰政府的行政干预不仅扰乱了单个公司的运营,也扰乱了整个产业链长期建立的信任和协作基础。在这种情况下,荷兰政府必须纠正错误。
In a statement published on its official website on October 13, Wingtech reported that Nexperia's gross margin rose from 25 percent in 2020 to 42.4 percent in 2022, and that by October 2024 it had cleared all pre-existing debt, achieving zero debt. Also, over the past five years, Nexperia has contributed 130 million euros ($151 million) in corporate income tax to the Netherlands, making a significant contribution to the local economy.闻泰科技在10月13日官网发布的一份声明中报告称,安世半导体的毛利率从2020年的25%上升到2022年的42.4%,到2024年10月,它已经清偿了所有先前存在的债务,实现了零债务。此外,在过去五年中,安世半导体已向荷兰缴纳了 1.3 亿欧元(1.51 亿美元)的企业所得税,为当地经济做出了重大贡献。
In this context, the Dutch government's intervention in a company that has operated transparently in the Netherlands for years under the pretext of "national security" is essentially a case of overreaching driven by geopolitical biases rather than a fact-based risk assessment. This action has set a dangerous precedent that seriously violates the market economy principles, fair competition norms, and international economic and trade rules that the EU has always advocated.在此背景下,荷兰政府以“国家安全”为借口,对一家在荷兰透明经营多年的公司进行干预,本质上是地缘政治偏见驱动的越权行为,而不是基于事实的风险评估。这一行动开创了一个危险的先例,严重违背了欧盟一直倡导的市场经济原则、公平竞争规范和国际经贸规则。
From an industry perspective, the consequences of the Dutch government's actions on the supply chain are growing day by day. While most of Nexperia's chips are produced in Europe, about 70 percent are packaged in China before distribution, according to Reuters. Nexperia's technologies in the chip sector are not advanced, and its chips are used in a wide range of applications, supplying carmakers such as Volvo, VW and Nissan. It is no exaggeration to say that the Dutch government's move has triggered a massive disruption to the European industrial chain.从行业角度来看,荷兰政府的行动对供应链的影响与日俱增。据路透社报道,虽然 Nexperia 的大部分芯片在欧洲生产,但大约 70% 的芯片在分销前在中国包装。安世半导体在芯片领域的技术并不先进,其芯片应用广泛,为沃尔沃、大众和日产等汽车制造商供货。毫不夸张地说,荷兰政府的这一举动引发了对欧洲产业链的大规模扰乱。
"The situation could lead to considerable production restrictions in the near future, and possibly even to production stoppages if the interruption in the supply of Nexperia chips cannot be rectified in the short term," Hildegard Mueller, president of German Association of the Automotive Industry (VDA), said in a statement, according to Reuters.据路透社报道,德国汽车工业协会(VDA)主席希尔德加德·穆勒(Hildegard Mueller)在一份声明中表示:“这种情况可能会在不久的将来导致相当大的生产限制,如果无法在短期内纠正安世半导体芯片供应中断的情况,甚至可能导致停产。
Faced with such severe consequences, the Dutch government needs to recognize the development laws of the semiconductor industry, and immediately take practical steps to correct its mistakes. Any delay or evasion in addressing this issue will have far-reaching consequences, weakening the international community's confidence in Europe's market environment.面对如此严峻的后果,荷兰政府需要认清半导体产业的发展规律,并立即采取实际措施来纠正错误。在解决这一问题上的任何拖延或回避都将产生深远的后果,削弱国际社会对欧洲市场环境的信心。
China has maintained a firm and clear stance on the Nexperia issue. He Yongqian, spokesperson for the MOFCOM, said on October 16 that China firmly opposes the Dutch side's overstretching of the national security concept and direct intervention in the company's internal affairs. The Dutch move has violated the spirit of contract and market principles, which will ultimately backfire and damage the Netherlands' own business environment. China will take necessary measures to resolutely safeguard the lawful rights and interests of Chinese enterprises, the spokesperson added.中方在安世半导体问题上一直保持着坚定而明确的立场。商务部新闻发言人何永谦10月16日表示,中方坚决反对荷方过度夸大国家安全观念,直接干涉公司内政。荷兰的举动违背了契约精神和市场原则,最终会适得其反,损害荷兰自身的营商环境。该发言人补充说,中方将采取必要措施,坚决维护中国企业的合法权益。
Whether in protecting the legitimate rights and interests of Chinese enterprises or safeguarding the stability of global industrial and supply chains, China's stance is a necessary course of action rooted in a profound understanding of the principles governing the international commercial order and the collaborative logic of the global technology industry. No party should underestimate China's unwavering resolve and full capacity to defend its own interests.无论是在保护中国企业的合法权益,还是维护全球产业链供应链的稳定,中国的立场都是植根于对国际商业秩序原则和全球科技产业协同逻辑的深刻理解的必要行动。任何一方都不应低估中国捍卫自身利益的坚定决心和充分能力。


