$闻泰科技(SH600745)$ 安世收购NWF一年了，除了消息出来当天有涨停第二天就回调了之外，没有在股价上占过任何好处，反而一再被国内的一些“订阅号”“分析师”“财经号”反复拎出来捶。 昨天会后的国外媒体稿原文： Nexperia talks up its investment in UK wafer fab, says no plans to close Customers 'becoming impatient' to get 'clarity' on the matter, says exec Dan Robinson Wed 6 Jul 2022 // 11:06 UTC comment bubble on black Nexperia has expressed frustration with the UK government's probe into its takeover of Newport Wafer Fab – ongoing since last year – saying the company has invested money into the plant and needs a swift decision.
The NXP Semiconductor spinoff insisted that it was not planning to shut down the plant or move operations abroad.
Newport Wafer Fab is the UK's largest semiconductor facility, and one of the few such facilities still left in the country. It was acquired last year by Dutch company Nexperia in a deal worth £63 million (c $75 million).
However, Nexperia was spun off from parent firm NXP Semiconductor and then sold to Chinese outfit Wingtech Technology, where it is now a subsidiary. For this reason, the UK government announced a rather belated review into the takeover in May this year – on the grounds of national security. The Department for Business, Energy & Industrial Strategy (BEIS) is running the investigation, using powers it gained under the National Security and Investment Act 2021 [NSIA].
Giving evidence to the BEIS Committee, Nexperia's UK country manager Toni Versluijs said legislation such as the NSIA is not uncommon in an international context, that other countries have such laws, and that Nexperia understood that matters of national security need to be investigated.
However, he said the "investigation needs to be done swiftly", claiming that Nexperia's customers "are becoming impatient on the clarity" over the matter.
Cars being assembled in a factory NXP Semiconductors talks chip supplies, future car networks READ MORE He also cited the effect the uncertainty was having on the company's employees at the Newport facility. "Last week, a young lady in Newport stepped into the office of a general manager. And she said, 'Look, I just bought a new house. After this review, will I still have a job?' I think it's in everybody's interest to give clarification."
Versluijs also claimed there had been a lot of disinformation about the takeover, and that Nexperia had actually saved the Newport Fab from bankruptcy.
"If you look at the facts, then Nexperia saved, actually, Newport from bankruptcy. I mentioned already the £160 million [about $190 million] investments by the way, no strings attached for any additional government support on that," he stated.
When questioned about the supposed loss of a compound semiconductor production line at Newport, Versluijs claimed this was part of the disinformation.
"There has been raised the illusion that there was a compound semiconductor open access fab. Such a fab did not exist and does not exist. There were plans that were ambitious. And I think the possibility to realize those plans and those ambitions still exists through an option that we have given to the previous owner of Newport to establish such an activity," he said.
When asked about speculation that Nexperia planned to close the fab and move operations abroad, Versluijs denied this.
"We're not planning to shut any operations. We've been in the UK on the site in Stockport for more than 50 years, we've been in Hamburg for more than 50 years, we invested big time in Manchester, we invested big time in Newport, created jobs, we are here to stay, we want to work in the local ecosystem, and enable the local ecosystem and the UK semiconductor industry to be successful," he said.
UK govt considers invoking national security in Arm IPO saga Newport Wafer Fab could be sold to US consortium – report UK government reviewing stake in BT owned by French tycoon Patrick Drahi Prime Minister says national security advisor will probe Chinese acquisition of UK's top chip maker Versluijs also said there could be more effective mechanisms for companies like his to work with the government.
"We could think for instance about a task force or a champion within the government who looks after semiconductors. From a company point of view, you always would like to have one point of access and one point of address, as it will facilitate the speed that we talked about earlier."
In May, reports suggested that the UK government was considering unpicking the sale of the Newport Wafer Fab to Nexperia, which the NSIA legislation may allow it to do, and potentially selling it to a US-based consortium instead.
However, as was pointed out at the time, the fab currently produces chips using a 200nm production process that is far from the cutting-edge, and it may not be considered a vital enough asset for such drastic steps. ®
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Decision on Newport Wafer Fab deal hit by fresh delay
UK government seeks more time to weigh up sale of Britain’s largest semiconductor plant to Chinese company
The British government has delayed for another two months its final judgment on whether to allow the acquisition of Britain’s largest semiconductor plant by a Chinese company.
Kwasi Kwarteng, business secretary, was set to make a final decision by Tuesday night on the purchase of Newport Wafer Fab by Nexperia, a Dutch subsidiary of Chinese company Wingtech.
However, Kwarteng has sought a further 45 working days to analyse the controversial takeover amid a wider cooling of relations between London and Beijing.
The move comes despite the head of the company publicly calling on Tuesday for a rapid decision to end the cloud of uncertainty hanging over it.
The business secretary announced in May that he was calling in the acquisition under the new National Security and Investment (NSI) Act.
The NSI Act, which came into force on January 4 this year, allows greater scrutiny of foreign takeovers of companies in sensitive industries.
Kwarteng intervened despite the fact that in March the government’s national security adviser, Stephen Lovegrove, had found insufficient reasons to cancel the purchase on specific security grounds, given the company’s outdated technology.
Yet others have spoken out against the deal, including Ciaran Martin, former head of the National Cyber Security Centre.
Other senior figures in the government had also warned that the sale of Newport Wafer Fab, which produces silicon wafers at its plant in south Wales, to a Chinese buyer would undermine one of the country’s strategic industries.