安世争端或影响芯片供应链，欧洲众车企发声

Core Viewpoint - The automotive industry is facing potential long-term challenges due to the supply chain disruptions caused by the ongoing dispute involving Anshi Semiconductor, despite short-term assurances from major manufacturers that their production plans remain unaffected [1][3][4]. Group 1: Company Responses - Mercedes-Benz has secured short-term chip supplies through strong supplier relationships and lessons learned from previous chip crises, but warns of ongoing challenges for the entire automotive sector [1][3]. - BMW is closely collaborating with suppliers to assess the situation and identify potential supply risks, while continuing production as planned [3]. - Volkswagen Group acknowledges that Anshi Semiconductor is not a primary supplier but recognizes that some parts from its first-tier suppliers may contain components from Anshi, and is monitoring the situation for potential short-term impacts [3][4]. - Renault has established a monitoring department to maintain daily contact with suppliers and seek alternative solutions to ensure production continuity, currently reporting limited potential impacts [3][4]. Group 2: Industry Context - Anshi Semiconductor, a wholly-owned subsidiary of China's Wingtech Technology, derives 60% of its revenue from the automotive sector, with major clients including Volkswagen, BMW, and Mercedes-Benz [4]. - 70% of Anshi's production capacity is based in China, and recent U.S. export controls have raised concerns about the stability of the global supply chain [4]. - The Dutch Ministry of Economic Affairs has imposed restrictions on Anshi and its subsidiaries, further complicating the supply chain situation for automotive manufacturers [4]. Group 3: Governmental Discussions - Chinese Commerce Minister Wang Wentao discussed the Anshi Semiconductor issue with EU Trade Commissioner Valdis Dombrovskis, emphasizing the need for constructive dialogue to maintain global supply chain stability [5][6]. - Wang also communicated with the Dutch Economic Minister, urging the Netherlands to consider the broader implications of their actions on global supply chains and to protect the rights of Chinese investors [6].