Core Viewpoint - The Dutch government's abrupt takeover of Nexperia, a semiconductor company controlled by Chinese capital, has led to significant operational disruptions and highlighted the complexities of global supply chains, revealing that true control lies with those who possess core technology and production capabilities rather than mere legal ownership [1][21][29]. Group 1: Dutch Government Actions - On September 30, the Dutch government initiated a takeover of Nexperia using Cold War-era legislation, citing "corporate governance deficiencies" without substantial evidence [1][3]. - The takeover resulted in the immediate revocation of system access for the Chinese CEO and the transfer of 99% of shares to a foreign board, leaving the original controlling party with only a symbolic share [3][9]. - The Dutch government underestimated the operational significance of Nexperia's facilities in Dongguan, China, which house over 70% of the company's production capacity [5][7]. Group 2: Impact on Operations - Following the Dutch takeover, Nexperia's Chinese operations issued a directive stating that employees must follow the instructions of the Chinese legal representative, effectively severing the Dutch control [9][11]. - China's export control measures on Nexperia's core products led to a complete halt in daily shipments from the Dongguan factory, which previously averaged 380 million units [11][19]. - The disruption in chip supply has severely impacted major European automotive manufacturers, with General Motors cutting SUV production in North America due to chip shortages [17][19]. Group 3: Reactions from the Automotive Industry - Major automotive companies, including BMW and Volkswagen, expressed urgent concerns over the chip supply issues, with BMW's CEO warning of potential monthly losses of up to 1 billion euros [15][19]. - A coalition of 16 European and American automakers sent a final ultimatum to the Dutch government, threatening to boycott Dutch agricultural products if the supply issues were not resolved [17][19]. - The European Commission intervened, demanding a comprehensive risk assessment from the Dutch government regarding the impact of the takeover on the automotive industry [19][21]. Group 4: Geopolitical Implications - The Dutch government's actions were influenced by external pressures, particularly from the United States, which sought to undermine China's position in the semiconductor supply chain [21][23]. - The situation has revealed that the Netherlands has become a pawn in a larger geopolitical strategy, with its economy facing significant repercussions as a result of the semiconductor crisis [25][27]. - The incident underscores the fragility of global supply chains and the risks associated with attempting to control them through non-market means, leading to self-inflicted damage for the Dutch economy [29][31].
冻结17天之后,中、荷公司脱钩,欧洲施压,荷兰日损230万欧元
Sou Hu Cai Jing·2025-10-20 04:23