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Wingtech's Losses Deepen in 2025 Amid Nexperia Control Dispute

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-- Wingtech's (SHA:600745) losses widened in 2025 as it continues to grapple with a complex dispute involving its semiconductor subsidiary, Nexperia.

The Chinese semiconductor company's net loss attributable to shareholders ballooned to 8.75 billion yuan from 2.83 billion yuan a year earlier, according to a Shanghai bourse filing on Thursday.

Loss per share widened to 7.03 yuan from 2.28 yuan a year earlier.

Operating revenue dropped 58% to 31.3 billion yuan from 73.6 billion yuan in the previous year.

The primary driver behind the decline was the loss of control over Nexperia in 2025. Following a seizure by the Dutch government over national security concerns regarding technology exports, Wingtech's production capabilities were severely disrupted.

While Wingtech eventually secured licensing exemptions for semiconductor exports from Nexperia, its control over several of the unit's overseas entities remain restricted.

As a result of the Nexperia fallout, Wingtech said it booked an investment loss of 8.95 billion yuan in 2025.

"The company is actively pursuing legal remedies and simultaneously advancing domestic supply chain development, relying on existing domestic capacity to ensure supply to customers in China and globally, while safeguarding shareholder interests," Wingtech said.

Wingtech added that Nexperia China is working with Chinese partners to actively establish and integrate its transistor product lines.

The downward trend persisted into the first quarter of 2026, with Wingtech reporting an attributable loss of 189.3 million yuan, versus an attributable profit of 261.4 million yuan a year earlier.

Loss per share stood at 0.15 yuan, compared with earnings per share of 0.21 yuan a year prior.

Operating revenue in Q1 plummeted 94% to 816.4 million yuan from 13.1 billion yuan in the preceding year.

Despite these challenges, the broader Chinese semiconductor industry is pushing self-sufficiency in response to trade restrictions from the US and other partners.

Analysts suggest that rising local demand and the use of domestic solutions to bridge the "compute gap" could help stabilize revenue for the sector later this year, CNBC reported earlier in April.

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