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项立刚:安世半导体遭荷兰冻结!经济战时代已经到来,做好准备!
Sou Hu Cai Jing·2025-10-16 05:47

Core Viewpoint - The recent asset freeze of Anshi Semiconductor in the Netherlands highlights the increasing influence of U.S. pressure on European countries, raising concerns for Chinese companies operating abroad [3][5][7]. Group 1: External Risks and Responses - The Netherlands has shifted its stance on exporting high-end equipment to China, influenced by U.S. intervention, leading to the freezing of Anshi Semiconductor's overseas assets [3][4]. - The actions of Western countries reflect a tendency to use aggressive tactics rather than adhering to civilized and contractual principles, exposing the inherent risks for Chinese companies with foreign investments [4][5]. - The current unstable external environment necessitates not only adjustments from domestic companies but also potential national-level communication and coordination to mitigate risks [5][7]. Group 2: Strategic Preparedness - Companies, especially those deeply cooperating with the West, must prepare for scenarios where the U.S. might suddenly restrict access to core technologies [7]. - The reliance on foreign suppliers for critical components, such as chips in the mobile and automotive sectors, poses significant challenges if supply chains are disrupted [9]. - Lessons learned from past experiences suggest that when acquiring overseas companies, it is crucial to replace existing management with domestic teams to enhance control and risk management [10].