荷兰停供晶圆、欧盟援用反胁迫工具，中国凭稀土与产能稳定应对

Core Insights - The article emphasizes the critical role of wafers in the semiconductor industry, likening them to "flour" essential for chip production [1] - The Dutch government's decision to cut off supplies is seen as an attempt to pressure China into accepting unreasonable demands regarding ASML, while also aligning with U.S. interests [1] - Despite the supply cut, the Chinese subsidiary of Nexperia has sufficient inventory to maintain supply until the end of the year and is ramping up new wafer production capacity for seamless replacement next year [1] - The article notes that the Netherlands has not yet cut off supplies of ASML's advanced lithography machines to China, indicating a level of restraint [1] Industry Summary - Wafers are described as high-purity silicon discs that are fundamental to semiconductor manufacturing [1] - The automotive sector is highlighted as a significant consumer of chips, with warnings from manufacturers in Europe, the U.S., and Japan about potential production halts due to chip shortages [1] - The article discusses the geopolitical implications of supply chain disruptions, particularly how the EU's "anti-coercion tool" has not yet resulted in concrete actions against China [1]