安世半导体(Nexperia)的东莞工厂面临荷兰方面停止晶圆供应的风险。尽管安世中国声明库存可满足年底前需求,但国内车厂已闻风而动。多家车企采购负责人透露,已启动应急预案,一方面紧急消耗现有库存,确保高端车型生产线不受影响;另一方面,采购团队纷纷转向市场,寻求替代料号,引发了一轮“抢料大战”。这场风波暴露出国内汽车芯片供应链的脆弱性——对单一供应商的过度依赖可能在关键时刻造成“断点”。国产替代窗口...
Source Link安世半导体(Nexperia)的东莞工厂面临荷兰方面停止晶圆供应的风险。尽管安世中国声明库存可满足年底前需求,但国内车厂已闻风而动。多家车企采购负责人透露,已启动应急预案,一方面紧急消耗现有库存,确保高端车型生产线不受影响;另一方面,采购团队纷纷转向市场,寻求替代料号,引发了一轮“抢料大战”。这场风波暴露出国内汽车芯片供应链的脆弱性——对单一供应商的过度依赖可能在关键时刻造成“断点”。国产替代窗口...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.