刚刚宣布！荷兰暂停针对安世半导体行政令

Core Viewpoint - The Dutch government has announced the suspension of an administrative order against ASML, indicating a shift towards constructive measures in light of recent developments [1][2]. Group 1: Government Actions - Dutch Economic Minister Karremans stated that it is the right time to take constructive measures regarding ASML [2]. - The Dutch government previously issued an administrative order on September 30, which was criticized by the Chinese Ministry of Commerce for interfering in ASML's internal affairs [3]. - The Dutch court's decision to strip Chinese companies of their equity in ASML was deemed erroneous and harmful to Chinese enterprises' legitimate rights [3]. Group 2: Impact on Semiconductor Supply Chain - ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), disrupting normal production and causing turmoil in the global semiconductor supply chain [3]. - The Chinese government has taken steps to stabilize the global semiconductor supply chain, including announcing exemptions for compliant exports on November 1 [3]. - Despite China's efforts, the global semiconductor supply chain remains fragile due to the Dutch government's actions, which have exacerbated the situation [4]. Group 3: Diplomatic Relations - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch side to resolve the crisis, emphasizing the need for constructive proposals rather than superficial actions [4]. - The Chinese government has consistently maintained a responsible attitude and has taken practical measures to restore stability in the semiconductor supply chain [4]. - There is a call for the Dutch government to demonstrate genuine cooperation and propose substantial solutions to the ongoing issues [4].