郭涛观察 China Daily｜"The dispute has moved beyond a conventional boardroom struggle over control and entered a critical phase in which cross-border legal confrontations are unfolding alongside a de facto split in operations," said Guo Tao, an angel investor and senior artificial intelligence expert.

"Control remains the surface issue, while the focus of the dispute is increasingly shifting toward the division of manufacturing processes, customer channels and supply-chain systems," Guo said, adding that the previously integrated power semiconductor business was now building alternative supply routes on both sides.

"The two sides are building parallel supply chains, which will inevitably come at the cost of some operational efficiency," Guo said. "They would have to independently rebuild manufacturing-process interfaces, product certification and supply-chain management systems, increasing capital expenditure and recurring operating costs," he noted.

Furthermore, overseas operations lacked Dongguan's established large-scale assembly and testing support, while Chinese operations still faced gaps in some mature processes and overseas channels. Customers seeking compatible products could add pressure for a settlement, Guo said.

In this regard, a business separation could be more feasible in the short term, but renewed cooperation would better preserve long-term value, he added.

"Looking forward, the risks of asset impairment and losing core customers will push both sides to explore a compromise framework that accommodates the interests of all parties," Guo said.More：Wingtech, Nexperia dispute broadens.China Daily, Nov 10, 2026 半导体闻泰科技*ST闻泰 sh600745[股票]