Core Viewpoint - The semiconductor dispute initiated by the Dutch government has led to a crisis in the European automotive industry, highlighting the severe dependency on Chinese semiconductor supplies and the misjudgment of China's response capabilities [1][3][10]. Group 1: Dutch Government Actions - On September 30, the Dutch government invoked the Cold War-era "Commodity Supply Law" to take control of Nexperia, a semiconductor company, freezing its global assets and transferring 99% of its shares to third-party custody without public hearings [5]. - The Dutch government justified its actions by citing "national security" concerns, leading to the removal of Chinese executives and the appointment of Dutch management [6][8]. - The actions were reportedly influenced by pressure from the United States, which had just imposed new export controls on the parent company, Wingtech Technology [8]. Group 2: Chinese Response - In response to the Dutch government's actions, the Chinese Ministry of Commerce imposed export controls on chips produced at Nexperia's Chinese factory, effectively cutting off supplies to Europe [10][11]. - Nexperia's Chinese operations declared independence, reinstating the ousted Chinese CEO and shifting production to serve the domestic market only [11]. Group 3: Impact on the Automotive Industry - The immediate impact was felt by major automotive manufacturers, with Volkswagen's production lines halted due to a lack of power semiconductors from Nexperia, putting thousands of jobs at risk [13]. - The crisis escalated, with BMW reporting losses of up to €1 billion per month due to chip shortages, and other manufacturers like Volvo and Nissan facing significant production delays [15]. - The European automotive industry faced a broader crisis, with over 5,000 vehicles' production disrupted and losses exceeding €1 billion [15]. Group 4: European Response and Consequences - The Dutch government found itself in a difficult position, having legally taken control of Nexperia but lacking access to its core production capabilities, which remained in China [19]. - The crisis led to significant layoffs in the semiconductor transport sector, with a 40% drop in shipments through Rotterdam and over 3,000 job losses in Dutch companies reliant on Nexperia [19]. - Pressure mounted from German and French automotive companies on the Dutch government to resolve the dispute, indicating internal divisions within the EU [20].
欧洲人面子论扎心:安世风波,让欧洲终于明白了中国决心
Sou Hu Cai Jing·2025-10-28 19:13