断供在先,安世荷兰反污蔑:中国公司管理有问题
Guan Cha Zhe Wang·2025-11-17 07:19

Core Viewpoint - The ongoing conflict between ASML Netherlands and ASML China highlights significant tensions regarding supply chain management and operational responsibilities, with accusations of negligence and mismanagement from both sides [1][3][5]. Group 1: Company Actions and Responses - ASML Netherlands accused ASML China of poor inventory management, suggesting that the Chinese subsidiary should have sufficient wafers and products to maintain operations for several months [1]. - In response, ASML China criticized ASML Netherlands for attempting to shift blame and neglecting the interests of its employees, asserting that it is capable of maintaining normal salary and welfare distributions despite external pressures [3][5]. - ASML Netherlands has implemented alternative solutions to mitigate supply disruptions, including direct sales and transportation of wafers to customers, while expressing commitment to maintain these solutions until the supply chain is fully restored [1][3]. Group 2: Government Involvement and International Relations - The Dutch government has faced criticism for its intervention in ASML's operations, which has exacerbated the global semiconductor supply chain crisis, particularly affecting automotive companies [3][6]. - The Dutch Minister of Economic Affairs indicated plans to send a high-level delegation to China to seek resolutions regarding the semiconductor issues, while ASML China has expressed willingness to engage in constructive discussions [5][6]. - The Chinese government has expressed disappointment with the Dutch actions, emphasizing its commitment to restoring the global semiconductor supply chain and urging the Dutch side to approach negotiations with constructive proposals [6].