刚刚！安世中国公开：荷兰停供晶圆、恶意抹黑、欠付10亿货款！

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11 月 2 日，安世中国发函驳斥荷兰安世半导体，称荷兰安世半导体单方面决定自2025年10月26日起停止向位于东莞的封装测试工厂（ATGD）供应晶圆。“未遵守付款条件” 是恶意抹黑，自身无违约，反而是荷兰安世欠付 ATGD 10 亿元货款。

荷兰安世相关管理层被指失职，将个人利益凌驾于公司之上，需为造成的损失担责；其单方面停供行为违反合同与商业原则，破坏客户信任。

安世中国目前库存充足，可稳定满足客户需求至年底及以后；同时已启动预案验证新晶圆产能，有信心明年起无缝衔接供应。

安世中国致客户公告函20251101（全文）

尊敬的客户：

DearValuedCustomers:

你们好！相信大家已经获悉，荷兰安世半导体单方面决定自2025年10月26日起停止向位于东莞的封装测试工厂（ATGD）供应晶圆。在致客户的函件中，荷兰安世半导体声称此举系所谓的“当地管 理层近期未能遵守约定的合同付款条件的直接后果”。上述言论混淆视听，极具误导性，我们对此极为 震惊并强烈反对。在此，我们郑重声明如下：

Greetings. We believe you have all learned that Nexperia Netherlands has unilaterally decided to suspend the supply of wafers to the assembly and test site in Dongguan (ATGD) as of 26 October 2025. In a letter to customers, Nexperia Netherlands claims that this decision is “a direct consequence of the local management’s recent failure to comply with the agreed contractual payment terms.” These statements are misleading and highly deceptive. We are deeply shocked and strongly oppose them. We hereby solemnly declare the following:

1. 荷兰安世半导体所谓“当地管理层近期未能遵守约定的合同付款条件”完全是无中生有，恶意抹黑安世中国管理层。安世中国不存在违约行为；恰恰相反，荷兰安世半导体目前欠付ATGD的货款高达10亿元人民币。

1. Nexperia Netherlands’s claim that “local management’s recent failure to comply with agreed contractual payment terms” is entirely fabricated and constitutes malicious defamation against Nexperia China’s management. Nexperia China has not breached any contracts; on the contrary, Nexperia Netherlands currently owes ATGD over RMB 1 billion in outstanding payments.

2. 荷兰安世半导体相关管理层在决策过程中严重失职失责，将个人利益凌驾于公司整体利益之上，严重违背职业操守和公司治理要求，由此给公司、广大员工造成的损失，应依法承担责任。

2. The relevant management team at Nexperia Netherlands have demonstrated severe dereliction of duty in decision-making, putting personal interests over the company’s overall interests. This action gravely violates professional ethics and corporate governance requirements. They must bear legal responsibility for the losses inflicted upon the company and its employees.

3. 荷兰安世半导体单方面停止供货的行为，完全置客户利益于不顾，严重违反合同约定和商业合作原则，严重破坏了客户信任，是极其不负责任的做法。

3.Nexperia Netherlands’s unilateral suspension of supply completely disregards customer interests,severelyviolatescontractual agreementsandcommercial cooperationprinciples, and gravely undermines customer trust. This is an extremely irresponsible act.

4. 目前，安世中国已建立充足的成品与在制品库存，能够稳定、持续地满足广大客户直至年底乃至更长时间的订单需求，供应链安全可靠。为确保供应的长期性与韧性，我们已积极启动多套预案，正在加 紧验证新的晶圆产能。我们对在短期内完成验证、并自明年起无缝衔接满足所有客户需求充满信心。

4. At present, Nexperia China has established sufficient inventories of finished goods and work-in-progress, enabling stable and sustained fulfillment of customer orders through year-end and beyond. Our supply chain remains secure and reliable. To ensure long-term supply resilience, we have proactively initiated multiple contingency plans and are accelerating the qualification of new wafer supply sources. We are confident in completing this qualification shortly and seamlessly meeting all customers’ demands starting next year.

作为百年品牌，安世能取得今天的成绩离不开广大客户的信任和支持。安世中国珍惜客户对我们的信任， 始终将客户利益放在首位。荷兰安世半导体单方面停止供货的行为不会改变我们对产品品质和履行客户承诺的坚持。安世中国将继续与广大客户保持及时、透明的沟通，也请客户一如既往地给予安世中国信任与支持。

As a century-old brand, Nexperia’s achievements today are built upon the trust and support of our customers. Nexperia China cherishes this trust and consistently prioritizes customer interests. The unilateral suspension of supply by Nexperia Netherlands will not alter our commitment to product quality and fulfilling customer promises. Nexperia China will continue to maintain timely and transparent communication with our customers and kindly requests your continued trust and support.

2025年11月1日

November1,2025

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