Core Viewpoint - The semiconductor industry is highly interconnected, and fluctuations can have widespread impacts on businesses and consumers globally. The Chinese Ministry of Commerce has issued a stern response to the Netherlands regarding its actions against ASML, highlighting the broader implications for international trade rules and geopolitical dynamics [1][3]. Group 1: Netherlands' Actions and Responses - The Dutch government's recent measures, including attempts to interfere with ASML's internal affairs and potentially strip Chinese companies of their equity, challenge fundamental international business principles [1]. - ASML's announcement on October 26 to suspend supplies to "ASML China" has severely threatened the stability of the global semiconductor supply chain, raising concerns among European and American automakers about inventory issues and ongoing supply chain crises [1][5]. Group 2: China's Position and Strategy - The Chinese government has shown a shift from initial tolerance and communication to a more assertive stance, emphasizing a "responsibility red line" in its dealings with the Netherlands [3]. - The Ministry of Commerce's statement reflects a pragmatic and firm approach, indicating that if the Netherlands continues to ignore its responsibilities, it will face consequences [3][5]. Group 3: Global Supply Chain Implications - ASML, while primarily a producer of basic components, plays a crucial role in the functionality of high-tech products like modern automobiles. The Dutch government's actions have triggered significant concerns across the global supply chain [5]. - China's Dongguan factory accounts for 70% of ASML's global packaging and testing capacity, and any supply disruptions will not only affect Chinese companies but also pose direct threats to European and American industries [5]. Group 4: Future Considerations - The ongoing dispute between the Netherlands and China highlights a stark contrast between the Netherlands' hardline stance and China's rational approach. The Netherlands faces a critical decision on whether to maintain its position or to respect and rebuild its relationship with China [5][7]. - The stability and development of global supply chains have become a consensus that countries must address in economic cooperation, with China asserting its capability to protect its legitimate rights and maintain international market order [7].
荷兰还在“执迷不悟”,中方认定荷兰100%担责,再不知悔改一切后果自己承担!
Sou Hu Cai Jing·2025-11-05 02:37