荷兰政府将于下周赴华磋商安世争端
WINGTECHWINGTECH(SH:600745) 国芯网·2025-11-14 09:30

Core Viewpoint - The article discusses the ongoing geopolitical and commercial dispute involving ASML, a Dutch semiconductor manufacturer, and its Chinese operations, highlighting the efforts of the Dutch government to resolve the situation and restore stability in the global semiconductor supply chain [2][4]. Group 1: Geopolitical Context - The Dutch government, represented by Economic Minister Vincent Karremans, plans to send a delegation to China to seek a mutually acceptable solution regarding ASML [2][4]. - The dispute began in late September, primarily due to concerns over technology transfer to ASML's Chinese parent company, Wingtech Technology, leading to the Dutch government taking control of ASML [4]. Group 2: Impact on Semiconductor Supply Chain - ASML produces billions of chips for the automotive and electronics industries, and the ongoing tensions have raised concerns about the supply chain for these sectors [4]. - China has implemented export controls on products produced at ASML's Chinese factory, which threatens the stability of the automotive supply chain [4]. Group 3: Diplomatic Efforts - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch side, emphasizing the importance of restoring the global semiconductor supply chain's stability [4]. - The Dutch government holds veto power over ASML's strategic decisions, indicating the significant geopolitical implications of this dispute [4].