Core Viewpoint - The Dutch government's takeover of ASML under the guise of "national security" has prompted a resilient response from the Chinese subsidiary, showcasing its strategic capabilities and determination [1][3]. Group 1: Company Response - ASML China issued a letter to clients and employees, declaring its independence and affirming the quality of chips produced at its Dongguan factory, ensuring that operations would not be disrupted [3]. - The company announced a shift in transaction currency from USD to RMB for domestic clients, marking a significant move towards economic independence and signaling its capability to control its own destiny [3][4]. Group 2: Industry Impact - Over 70% of commonly used automotive chips are assembled and tested at ASML's Dongguan facility, putting pressure on European automakers who face potential production halts due to inventory depletion [4]. - The situation has led to urgent communications from the Dutch economic minister to the Chinese Ministry of Commerce, highlighting the critical role of ASML China in the global semiconductor supply chain [6]. Group 3: Geopolitical Context - The incident reflects the growing complexity of international political dynamics, with the Dutch government's actions revealing both a desire for economic gain and a fear of China's rising influence [6][7]. - The legal actions taken by companies like Wingtech Technology against the Dutch government underscore China's commitment to protecting its investors and maintaining its industrial strength [6]. Group 4: Future Outlook - Chinese companies are encouraged to enhance their core competitive capabilities to navigate international pressures, supported by national policies and domestic market development [7].
打响独立首枪!安世中国留下一封信,拒绝美元结算,荷兰开始自救
Sou Hu Cai Jing·2025-10-24 02:48