As the Dutch court began to hear the case regarding the control dispute between power semiconductor manufacturer NXP and its Chinese parent company, Wenzhou, NXP China sent a letter to dealers announcing that starting from 2026, all IGBT power chip wafers would be fully switched to the domestic supply chain, an action equivalent to completely cutting ties with the Dutch headquarters. The Dutch NXP is essentially digging its own grave — as a long-established global player in power devices, after being acquired by Wenzhou, the domestic packaging and testing capacity has exceeded 70%, and the market is mainly supported by Chinese car manufacturers and industrial clients. However, the Dutch government recklessly followed suit, citing "national security" as an excuse to take over the company, freeze assets, and cut off wafer supplies, trying to choke China.
Unbeknownst to them, NXP China had already prepared a contingency plan. Domestic wafer manufacturers such as Dingtai Jiaoxin, Jita, and Xinlian have completed automotive-grade certification, not only seamlessly connecting production capacity but also reducing both costs and prices. Now, dealers are competing for full-year capacity in 2026, and domestic orders are surging. In contrast, the Dutch headquarters now faces plummeting revenue, stalled expansion, rating downgrades, and massive pressure to inject capital — all inevitable consequences of violating market logic and blindly following political directives.
The most ironic part of this farce is that the Dutch government intended to choke China, but instead unexpectedly became an accelerator for China's domestic IGBT industry, forcing China to complete the self-reliant industrial chain. The shift in global power chip market influence has already been set in motion since the day the Netherlands cut off supplies, and the hegemonic technological blockade will ultimately only serve as a "whetstone" for China's industrial upgrading.
Original article: toutiao.com/article/1854335843511492/
Statement: This article represents the views of the author alone.