荷兰干预安世半导体引发供应链危机，中方明确要求纠正错误

Core Viewpoint - The intervention by the Dutch government in ASML has escalated into a supply chain crisis, with China demanding corrections to the situation [1] Group 1: Supply Chain Crisis - The Dutch government's attempt to control ASML by cutting off system access and halting salaries has led to ASML China declaring independence and refusing to follow directives from the Dutch headquarters [1] - ASML's major packaging and testing facility in Dongguan is facing a raw material shortage, with production adjustments leading to reduced working hours and inventory issues [1] - Current inventory levels and scheduling indicate that raw materials will only last until the end of December, highlighting the irreplaceability of the Chinese supply chain [1] Group 2: Market Response - ASML's automotive clients and distributors are urgently seeking alternative solutions, with domestic power chip manufacturers like JieJie Microelectronics and Yangjie Technology receiving numerous inquiries [1] - JieJie Microelectronics has listed over 30 automotive-grade products that can match ASML's specifications, although the certification process for automotive chips takes one to two years, making immediate supplier changes unlikely [1] - The domestic power semiconductor sector has seen a counter-trend increase, with companies like New Clean Energy experiencing over a 10% rise in stock prices in the past week as the market begins to position for alternative capacities [1] Group 3: Dutch Government's Position - Dutch Economic Minister Karremans is calling for high-level negotiations while simultaneously insisting that actions are taken to "prevent intellectual property transfer," indicating a contradictory stance [1] - The Dutch headquarters continues to attempt to cut system access, which is deemed ineffective in the current context [1] - China's Ministry of Commerce has made it clear that the Netherlands must free itself from U.S. coercion and adhere to contractual obligations to rectify the situation [1]