The global chip shortage has persisted for some time, affecting many industries, from automotive to electronics. Recently, ASML, a company based in the Netherlands, has become the focal point due to its critical role in the chip supply chain. ASML is the leading manufacturer of photolithography machines, which are core equipment for chip production. Without … Read more
Behind the Shift in Dutch Policy: An In-Depth Analysis of the Control Struggle over Nexperia Semiconductor Introduction On September 30, 2025, the Dutch government suddenly froze the assets of Nexperia Semiconductor, citing “serious governance deficiencies” and potential national security risks. This decision was like a stone thrown into a calm lake, creating ripples throughout the … Read more
100G/200G EML and CW Lasers and other high-end optical chips are in short supply, becoming a focal point of market attention. Overseas giants Lumentum, Broadcom, and II-VI monopolize over 80% of the capacity and are cautious about expanding production, leading to a shortage that is expected to last until the end of 2026. Against this … Read more
Analysis of the Nexperia Semiconductor Dispute The Netherlands’ Misjudgment and China’s Firm Stance Event Overview: A Semiconductor Crisis Initiated by the Netherlands The Nexperia semiconductor dispute is one of the most impactful events in the global semiconductor industry in the second half of 2025, beginning with the Dutch government’s infringement on the legitimate rights and … Read more
This article provides a comprehensive overview of the PCB industry, analyzing the upstream, midstream, and downstream sectors, along with specific company insights and trend forecasts. The analysis combines public market reports, industry news, and company announcements to present a multi-dimensional view of the PCB industry. Panorama of the PCB Industry: The High-End Revolution Driven by … Read more
The so-called “Nexperia Semiconductor Incident” essentially refers to a case involving a company with Dutch identity and Chinese capital that was forced to reverse its acquisition of critical assets in the UK due to geopolitical red lines. 1. The “Dutch Heritage” of Nexperia Semiconductor and Chinese Capital. Nexperia Semiconductor is not a purely Chinese company. … Read more
Amid the wave of domestic substitution, these companies are at the forefront of humanoid robotics. As the 1.78-meter tall Iron robot at Xpeng’s factory flexibly moves its mechanical arms to precisely assemble automotive components, a new era of intelligent manufacturing in China has quietly begun. Just last week, Xpeng’s chairman, He Xiaopeng, announced that by … Read more
Reconciliation News in the China-Europe Semiconductor Dispute A reconciliation rumor has emerged in the China-Europe semiconductor dispute, which has been affecting global chip dynamics for over a month. It is reported that the Chinese company Wentech’s subsidiary, Nexperia, may regain management control, allowing Europe to loosen its critical control measures. Origin of the Dispute: Dutch … Read more
The Semiconductor Game: The Counterattack of RMB Settlement and Its Strategic Significance From the freezing of assets in the Netherlands to the reversal of RMB settlement, a game for control over semiconductors. Author: Industry Observer, October 2025 At the end of September, the Dutch government froze the assets of Nexperia and suspended its Chinese CEO … Read more
When the United States personally overturned the semiconductor control table, who was left in the most awkward position? The answer is undoubtedly: the Netherlands, which “smashed” Chinese companies on behalf of the U.S. Now, while the big players shake hands and make peace, the small players are left alone on the front lines of conflict, … Read more