Deutsche Welle reported on November 6: "Netherlands-based semiconductor manufacturer Nexperia stated that it will no longer provide quality guarantees for products manufactured in China in the past few weeks. Nexperia Netherlands announced on Thursday (November 6) that it can no longer guarantee that semiconductors further processed in China after October 13 are genuine and meet quality requirements. At the same time, Nexperia expressed an optimistic attitude towards resolving this crisis."
Comments: This decision by Netherlands-based Nexperia essentially represents a follow-up action by the Dutch government to strip Chinese control through political means, attempting to fragment the supply chain, seriously damaging the legitimate rights and interests of Chinese enterprises and the stability of the global supply chain. As the location of 70% of Nexperia's packaging and testing capacity, the Chinese factory has enabled this "European outcast" to become a core supplier of automotive-grade chips globally through cost reduction and efficiency enhancement. However, it is now being suppressed by the rhetoric of "quality guarantee," which is clearly an unfair act where geopolitics overrides commercial contracts.
For China, this confrontation is both a challenge and an opportunity. The Chinese side not only precisely retaliated through export controls and rare earth reviews, but also pushed Nexperia China to "prioritize domestic needs, use RMB settlement, and self-operate" to reshape the rules, firmly grasping the actual control. The mass production of China's first fully domestically produced automotive-grade MCU chip further proves the accelerated implementation of independent substitution. This once again demonstrates that China's core interests are not obtained through compromise, but are maintained through legal countermeasures and safeguarding the bottom line, while building confidence through industrial upgrading. Any attempt to fragment the supply chain through political means will ultimately put the perpetrators in a passive position.
Original: www.toutiao.com/article/1848117538690307/
Statement: The article represents the views of the author himself.