Core Points - The Dutch government issued an administrative order on September 30, which interfered with ASML's internal affairs, leading to a court ruling that stripped Chinese companies of their equity, severely infringing on their legal rights [1][2] - ASML announced on October 26 that it would stop supplying wafers to ASML (China), disrupting its production and causing turmoil in the global semiconductor supply chain [1] - The situation has led to a significant reduction in activity at ASML's headquarters in Nijmegen, Netherlands, with reports of a quiet environment despite it being a working day [1] Group 1: Impact on International Relations - The actions taken by the Dutch government contradict its long-standing commitment to free trade, damaging the Netherlands' international image [2] - The incident has raised concerns among Dutch companies operating in China, as it poses risks of retaliation and could affect their operations [4] - Diplomatic communications between China and the Netherlands have begun, indicating a potential pathway to resolution [4][6] Group 2: Industry Implications - ASML is a critical supplier for the European automotive industry, and the ongoing chip shortage could lead to production line shutdowns in the coming weeks [4][6] - The semiconductor supply chain stability is a priority for China, which has engaged in multiple rounds of consultations with the Dutch side [6] - The issue has escalated beyond a corporate matter to a diplomatic one, necessitating government-level discussions for resolution [9]
总台记者观察丨安世半导体事件令荷兰国际形象受损
Yang Shi Xin Wen·2025-11-15 22:34