刚刚宣布!荷兰暂停针对安世半导体行政令
中国基金报·2025-11-19 11:56

Core Viewpoint - The Dutch government has announced the suspension of the administrative order against ASML, indicating a potential shift towards constructive measures in the ongoing semiconductor supply chain crisis [2][3]. Group 1: Government Actions and Responses - Dutch Economic Minister Kaagmans stated that recent developments warranted a constructive approach to the situation surrounding ASML [3]. - The Chinese Ministry of Commerce has previously criticized the Dutch government's actions, claiming they improperly interfered with ASML's internal affairs and led to a significant disruption in the global semiconductor supply chain [5]. - The Chinese government has expressed a willingness to engage in discussions with the Dutch side to resolve the crisis, emphasizing the need for constructive proposals rather than repetitive discussions [7]. Group 2: Impact on Semiconductor Supply Chain - The Dutch government's actions have resulted in ASML (Netherlands) halting the supply of wafers to ASML (China), which has severely impacted production capabilities and caused turmoil in the global semiconductor supply chain [5]. - Despite efforts from the Chinese side to stabilize the supply chain, the situation remains precarious due to the Dutch government's lack of constructive action, which has escalated internal conflicts into systemic risks for the global semiconductor supply chain [6]. - The ongoing tensions have left several automotive companies facing supply shortages, highlighting the broader implications of the ASML issue on the industry [6].