中方：全球半导体产供链动荡，荷方负全责

Group 1 - The core issue revolves around ASML (Netherlands) halting the supply of wafers to ASML (China), disrupting the global semiconductor supply chain, for which the Dutch side is held fully responsible [1] - On November 1, China announced exemptions for eligible chip exports to ASML (China), aiming to stabilize the semiconductor supply chain and mitigate concerns in the automotive industry [1][2] - Major European automotive manufacturers saw stock price increases following the announcement, particularly the German automotive sector, which is heavily reliant on ASML's chips [1] Group 2 - German automotive parts companies are urgently applying for exemptions from the chip export controls imposed on ASML (China), with companies like ZF and OMOI actively seeking to restore normal chip deliveries [2] - A constructive dialogue took place between Chinese and EU officials regarding export controls, with both sides agreeing to maintain communication to ensure stability in the supply chain [2] - The EU's trade and economic security commissioner noted progress in negotiations concerning ASML, emphasizing the importance of restoring the semiconductor supply chain [2] Group 3 - China expressed hope that the Dutch side would adopt a responsible approach to resolve the ASML semiconductor issue, emphasizing the importance of maintaining stable and secure supply chains [3] - The Chinese government is committed to protecting the legitimate rights of enterprises and ensuring the smooth operation of the global semiconductor supply chain [3]