社评：荷兰改变态度，希望能触动整个欧洲

Core Insights - The Dutch government's decision to suspend the administrative order against ASML Semiconductor reflects a shift towards rationality in response to global supply chain pressures, signaling a positive development for the semiconductor industry [1][4][5] Group 1: Government Actions and Responses - The Dutch Minister of Economic Affairs, Kaag, announced the suspension of the administrative order against ASML Semiconductor to demonstrate goodwill and continue constructive dialogue with the Chinese government [1] - The Chinese Ministry of Commerce welcomed the Dutch decision, viewing it as a step towards resolving the underlying issues affecting the global semiconductor supply chain [1][3] Group 2: Implications for Supply Chains - The initial freezing of control over ASML Semiconductor by the Dutch government due to "national security" concerns disrupted the global automotive supply chain, leading to a chip supply crisis for manufacturers in the US, Europe, and Japan [1][2] - The suspension of intervention indicates a return to a more rational decision-making process, which is crucial for maintaining the stability of the semiconductor supply chain [4][5] Group 3: Lessons for the Dutch Government - The incident highlights that "national security" cannot be an all-encompassing justification for limiting foreign enterprises, as the backlash from the industry was more severe than anticipated [2] - The Dutch government recognized the importance of respecting the interconnectedness of technology supply chains, particularly in the case of ASML Semiconductor, which plays a critical role in global chip production [2] Group 4: Future Cooperation and Industry Dynamics - The suspension of intervention may lead to a reevaluation of risk perceptions within Europe, encouraging a more balanced approach to relations with China [4] - The event underscores the potential for cooperation between China and Europe in the semiconductor sector, indicating that there remains significant collaborative space in the foundational chip supply chain [4]