Group 1 - The Dutch government's forced takeover of the Chinese company Nexperia has disrupted the fragile international economic balance, driven by national security concerns, but it risks self-harm by underestimating Nexperia's role in the global semiconductor supply chain [1] - Nexperia's Chinese factory supplies 40% of the automotive-grade small signal transistors, leading to a halt in Honda's production line, resulting in losses of up to $2 million per hour [1] - The disruption in Nexperia's supply chain will affect other automakers like Toyota and Nissan, who face similar challenges with limited chip inventory and lengthy product design cycles of up to 18 months [3] Group 2 - The crisis has raised alarms for the entire European automotive industry, with warnings from the Japan Automobile Manufacturers Association being overlooked by Japanese officials [3] - The Dutch action has damaged commercial trust with China and complicated the market dynamics in Europe, with differing opinions among EU member states like France and Germany regarding the Dutch approach [3] - A Chinese delegation has engaged with EU officials to discuss stabilizing the supply chain, highlighting the impact of Nexperia's Chinese factory on 3,700 direct jobs and over 12,000 indirect manufacturing jobs in Europe [5] Group 3 - The crisis not only imposes significant economic losses on companies like Honda but also poses a severe test for the entire European industry, challenging the notion of globalization as a path to prosperity [7] - The situation emphasizes the need for rational cooperation over isolationist policies, as unilateral actions under the guise of national security can harm both the economy and international reputation [7] - European countries must consider whether to continue aligning with the U.S. or seek their own cooperative paths in response to supply chain challenges [7]
荷兰“明抢”安世半导体后,全球产业链告急!第一个直接受害者出现,中方强硬回应
Sou Hu Cai Jing·2025-10-31 01:59