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Core Viewpoint - The ongoing geopolitical tensions are significantly impacting global supply chains, particularly in critical sectors like semiconductors and rare earths, with the Netherlands' decision to halt wafer supplies to China representing a strategic maneuver aligned with Western interests [1][3][5]. Group 1: Semiconductor Industry - The Netherlands' cessation of wafer supplies is a calculated strategic action aimed at pressuring China into accepting Western control over its semiconductor technology [3][5]. - Wafers, made from high-purity silicon, are essential for chip manufacturing, and the Netherlands' move seeks to disrupt China's progress in semiconductor self-sufficiency [5][21]. - Despite the wafer supply halt, the Netherlands has not restricted the supply of lithography machines, particularly from ASML, which dominates the global market for advanced lithography equipment [9][21]. Group 2: EU's Economic Measures - The EU's "anti-coercion tool," launched in December 2023, aims to counter perceived economic threats, granting the EU the authority to impose tariffs and investment restrictions [12][14]. - The implementation of this policy faces challenges due to the EU's significant economic ties with China, particularly in high-tech sectors where over 40% of electromechanical products are imported from China [15][17]. - The EU's reliance on Chinese rare earths complicates its ability to exert pressure, as China's dominance in this sector provides it with leverage in negotiations [17][23]. Group 3: China's Response Strategies - In response to Western technological blockades, China is focusing on diversifying its supply chains, enhancing self-innovation, and maintaining its position in global supply chains [19][21]. - China's proactive measures, including inventory management and seeking alternative suppliers, have mitigated the impact of the Netherlands' wafer supply cut [21]. - The strategic control of rare earth resources by China serves as a significant bargaining chip against Western economic pressures, emphasizing the importance of stable supply chains for the EU [23][25]. Group 4: Future Implications - The ongoing competition over wafers, rare earths, and lithography technology signifies a broader reconfiguration of global supply chains influenced by geopolitical and technological rivalries [25][26]. - The future landscape of global supply chains is expected to evolve into a more interconnected and balanced system, where cooperation and mutual trust will be essential for long-term development [26].