Core Viewpoint - The Netherlands has imposed restrictions on ASML, citing "national security," effectively stripping Chinese shareholders of their normal control rights, which has been met with strong opposition from China [1][3]. Group 1: Company Actions - The Netherlands has taken aggressive actions against ASML, which are perceived as a blatant intervention and a form of plunder, indicating that there are external influences behind these moves [3]. - Dutch courts have revealed that the U.S. has communicated demands to the Netherlands regarding changes in ASML's management and governance structure to avoid sanctions under the "penetration rules" [3]. Group 2: Industry Implications - The actions against ASML coincide with the Netherlands' efforts to establish a "European Semiconductor Alliance" aimed at achieving strategic autonomy in critical semiconductor technologies [3]. - The U.S. "penetration rules" are seen as damaging to international trade order and global supply chain stability, which could harm the legitimate rights of Chinese investors and undermine trust among all international investors [4]. - The European automotive industry has expressed concerns that disruptions in ASML's chip supply could severely impact their operations, highlighting the interconnectedness of global supply chains [4]. Group 3: Broader Context - The Netherlands' actions are viewed as aligning with U.S. interests, which may ultimately backfire and harm its own economic development [4]. - The narrative suggests that reliance on coercive tactics and unilateral actions is outdated in the current globalized environment, urging a shift away from such "pirate" mentalities [4].
锐评|想替美国“补刀”,必然先捅到自己身上