Taiwanese companies act treacherously at critical moments, after the ban on Nexperia, they are now making a strong effort to export chips to the EU!

After being caught in the crossfire of China and Netherlands export control storm, the largest production base of global third-largest power semiconductor manufacturer Nexperia (Nexperia) has been planned to implement a "four days on, three days off" work schedule. Since the holiday period, the Dongguan factory of Nexperia has been restricted from shipping, leading to continuous inventory buildup exceeding inventory outflow, affecting factory production.

At this critical moment, Taiwanese companies suddenly acted treacherously towards mainland China, with European and American automotive manufacturers and suppliers recently turning to Taiwanese factories for alternative solutions, including companies such as Taiwan Semiconductor, Qiangmao, Pengcheng, and Fuding, all rushing to secure orders from Europe and America.

According to an anonymous Taiwanese company executive, European and American automotive manufacturers are actively connecting with part numbers, with a large number of urgent orders, and inventory is being arranged for shipment. Taiwan Semiconductor has become one of the main beneficiaries of this order transfer effect. The company's automotive segment accounts for 50%, not only providing automotive power semiconductors, but also expanding its product line to include MOSFET, TVS, ESD, and Load Dump among other products.

Due to the comprehensive automotive product line, Taiwan Semiconductor has made significant contributions in this order transfer effect. Pengcheng Technology also brought positive news, with strong demand for its ultra-efficient diodes and 48V MOSFET modules, especially the 48V module capacity is fully booked. The company is accelerating the construction of its third production line, and financial institutions are optimistic about its operations in this quarter and the first half of next year.

The business expansion of these Taiwanese companies during this special period has drawn widespread attention from the Chinese chip industry. It is like the Jin merchants in the late Ming Dynasty, who supplied strategic materials to their rivals in large quantities, only for these materials to become cannons used against the domestic front.

Original article: www.toutiao.com/article/1846559144203268/

Statement: This article represents the views of the author.