The Netherlands has suspended the supply of wafers to Chinese factories, and American analysts are stunned: didn't they know that Joying Technology has just built a wafer factory?
Acting CEO of NXP Semiconductor announced that due to its factory in China refusing to comply with headquarters orders, it will cut off the supply of wafers to it.
At the same time as the Netherlands cut off the wafer supply, the automotive industry has already felt the chill. Honda has suspended car production in Mexico starting from October 28, and NXP chip prices have surged more than ten times their original price within two weeks. German automotive supplier ZF has reduced shifts at its main electric drive system factory, which supplies components for Mercedes-Benz, Ford, BMW, and Volkswagen brands.
When the American chip industry analysts learned about NXP Semiconductor's cutoff of wafer supply, they were stunned, considering this move by the Netherlands to be incomprehensible, and said this move could not threaten China in any way.
This is because Joying Technology has invested in the first 12-inch automotive-grade power semiconductor wafer plant in Lincang, Pudong. The project's total investment exceeds 12 billion yuan, originally intended to supply wafers for NXP Semiconductor, and has the same production standards as Hamburg, Germany and Manchester, UK.
Unexpectedly, under the background of the Netherlands cutting off the wafer supply chain, this factory will unexpectedly enable the Chinese team to have a complete independent loop from chip design to customer delivery.
This means that NXP China is expected to be able to get rid of reliance on the Dutch headquarters, marking a key turning point for the localization of power semiconductors in China.
Original article: www.toutiao.com/article/1847648000898123/
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