拖欠10亿货款，荷兰反咬一口，拒绝向中国拱货，欧洲发现情况不妙

Group 1 - The Netherlands has defaulted on a payment of 1 billion yuan and has refused to supply raw materials to Chinese factories, leading to operational shutdowns [1] - The Dutch government forcibly took control of the Chinese-controlled ASML semiconductor company under the guise of "economic security" and replaced its Chinese CEO [1][2] - The underlying issue is not a corporate dispute but rather political maneuvering, as the Netherlands aligns with the U.S. strategy to contain China's semiconductor industry [2] Group 2 - ASML's operations are heavily reliant on its Chinese facilities, with 70% of its packaging and testing capacity located in China, making it difficult for the Dutch headquarters to fulfill orders without these facilities [4] - The impact of the Netherlands' actions extends beyond the automotive industry, affecting the entire European manufacturing supply chain, including sectors like home appliances and military equipment [6] - European automotive companies are seeking exemptions from the Chinese government to resume chip imports, highlighting their dependency on Chinese supply chains [8] Group 3 - China has maintained a calm and rational response, avoiding retaliatory measures and allowing qualified companies to continue exporting chips, demonstrating its role as a stabilizer in the global supply chain [9]