荷兰踩雷！中国反制引爆全球供应链地震，中美攻守易位

Core Viewpoint - The article discusses the repercussions of the Netherlands' involvement in the U.S.-China supply chain conflict, highlighting how China's countermeasures have severely impacted the Dutch economy and altered global supply chain dynamics [1][3][8]. Group 1: Economic Impact on the Netherlands - The Netherlands has become a target in the U.S.-China rivalry, facing significant economic consequences due to its actions, such as the blockade of ASML's lithography machines and the forced takeover of Nexperia [1][3]. - Nexperia, a leading power semiconductor company, has experienced a 42% drop in quarterly revenue, with 30% of its production capacity idled due to supply chain disruptions caused by China's countermeasures [3][5]. Group 2: China's Strategic Response - China's response to the Netherlands' actions included export controls on rare earth materials, which directly affected European companies, leading to a 12% loss in annual revenue for the EU [3][6]. - The article emphasizes that China holds 90% of the global rare earth refining capacity and that the U.S. relies on China for 80% of its rare earth needs, showcasing the imbalance in supply chain dependencies [5][6]. Group 3: Global Supply Chain Dynamics - The article notes a shift in global supply chain rules, with China leveraging its complete industrial chain to counter U.S. strategies, contrasting with the U.S.'s previous "blood principle" approach [6][8]. - Countries like Singapore and Malaysia are adjusting their policies towards China, focusing on strengthening economic ties while maintaining neutrality, indicating a broader trend of "de-Americanization" in supply chains [8][9]. Group 4: Future Implications - The Netherlands' experience serves as a cautionary tale for other nations, illustrating that there are no safe zones in China's supply chain landscape, only the need for self-preservation [9]. - The article concludes that the ongoing U.S.-China rivalry has redefined the rules of engagement, with China no longer tolerating double standards, and emphasizes that the balance of power is shifting [8][9].