中美谈妥之后，安世中国准备B计划：断供属实，荷兰安世目前欠10亿元货款！

Core Insights - The semiconductor industry has become a strategic battleground amid global economic turmoil, with the recent controversy surrounding ASML's actions drawing significant attention [1] - The conflict between ASML and its Chinese subsidiary highlights the complexities of international relations and supply chain stability [5] Group 1: Company Actions - ASML announced on November 2 that it would stop supplying wafers to its Dongguan packaging and testing plant, citing alleged contract violations by local management [1] - ASML China strongly refuted these claims, asserting that it was ASML that owed approximately 1 billion RMB in payments to the factory [1][3] Group 2: Industry Impact - ASML plays a crucial role in the global semiconductor supply chain, with its Dongguan facility accounting for 70% of its overall packaging and testing capacity, making the supply halt a significant disruption [3] - Despite the challenges, ASML China has built sufficient product inventory to stabilize customer orders and is actively ramping up new wafer production capacity to prevent supply shortages starting next year [3] Group 3: Political and Economic Context - The situation is exacerbated by increasing U.S. sanctions on Chinese high-tech firms, putting pressure on China's semiconductor industry [5] - The Chinese government has criticized the Dutch government's interference in corporate affairs, emphasizing the importance of protecting the rights of Chinese investors [5] Group 4: Future Considerations - The Netherlands faces a dilemma between responding to U.S. pressure and maintaining cooperative relations with China, risking significant market losses if tensions escalate [7] - For China, reducing reliance on the Netherlands is not just a strategic choice but a necessary defensive measure, with a focus on seeking alternative partnerships and developing domestic chip production [9]