Core Viewpoint - The Dutch government's forceful acquisition of ASML has led to significant turmoil in the global semiconductor supply chain, with unexpected and strong reactions from China and a lack of support from the U.S. [1][6] Group 1: Impact on Global Semiconductor Supply Chain - The acquisition has caused widespread disruption in the semiconductor supply chain, affecting not only China but also many European countries, leading to economic losses, factory shutdowns, and job losses [6][8] - The EU is urgently communicating with China to restore semiconductor supplies, with China announcing on November 1 that it would resume exports of ASML chips under certain conditions [6][8] Group 2: Netherlands' Position and Responsibilities - The Netherlands is now seen as a "public enemy" in Europe due to its actions, and it must take responsibility for the fallout, including potential compensation for affected companies [6][8] - China has set conditions for resuming semiconductor supplies, which include the Netherlands reversing its acquisition decision and restoring the previous CEO of ASML [8] Group 3: Broader Implications for Europe - China's swift response serves as a warning to Europe about the consequences of antagonizing it, especially in the context of U.S.-led international rules [9][11] - The incident highlights Europe's alignment with U.S. interests, suggesting that Europe must navigate its relationship with China more carefully to avoid similar repercussions in the future [9][11]
报应来了,中方恢复安世对欧供货,但开一个条件,欧洲要掉一层皮
Sou Hu Cai Jing·2025-11-10 10:18