Core Points - The Dutch Ministry of Economic Affairs has suspended an administrative order against Nexperia, indicating a willingness to engage in constructive dialogue with China [2] - The Chinese Ministry of Commerce welcomed the suspension but emphasized that it is only a first step towards resolving the underlying issues in the global semiconductor supply chain [2] - The court ruling that stripped Wingtech of control over Nexperia remains a significant obstacle to resolving the situation [2] Group 1 - The Dutch government announced the suspension of the order that restricted Nexperia from making adjustments to its assets and operations globally, which was originally set to last for one year [3] - Despite the suspension, the court ruling from October 7, which appointed independent directors to manage Nexperia, is still in effect, limiting Wingtech's control over the company [3][4] - Wingtech has not yet regained its legal rights over Nexperia, and the restoration of control requires the removal of the appointed independent directors [3] Group 2 - The Dutch court's decision on October 7 to freeze Nexperia's shares and appoint independent directors has not been overturned, complicating the path to restoring control [4] - The ongoing legal and administrative challenges highlight the complexities in the semiconductor industry, particularly regarding international investments and control disputes [2][3]

Group 1 - The Dutch Minister of Economic Affairs, Karremans, announced on November 19 that intervention against ASML Semiconductor has been suspended, indicating a shift towards constructive steps [1] - A Dutch government delegation is scheduled to visit China next week to seek solutions regarding the issues surrounding ASML Semiconductor, which is owned by the Chinese company Wingtech Technology [1] - The Chinese Ministry of Commerce has expressed a responsible attitude towards the stability and security of the global semiconductor supply chain, engaging in multiple rounds of consultations with the Dutch side [1]

Core Viewpoint - The Dutch Minister of Economic Affairs, Karremans, announced the suspension of intervention in ASML, indicating a shift towards constructive steps in light of recent developments [1] Group 1: Company Control and Negotiations - The control of ASML has been returned to its Chinese owners following the Dutch government's decision [1] - A Dutch government delegation is scheduled to visit China next week to seek resolutions regarding ASML, which is owned by the Chinese company Wingtech Technology [1] Group 2: Bilateral Relations and Supply Chain Stability - The Chinese Ministry of Commerce has expressed a responsible attitude towards the stability and security of the global semiconductor supply chain, engaging in multiple rounds of consultations with the Dutch side [1] - China hopes that the Netherlands will demonstrate a sincere willingness to cooperate and propose substantial and constructive solutions to restore the security and stability of the global semiconductor supply chain [1]

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].

商务部回应安世半导体问题：望荷方尽快提出实质性方案 中新社北京11月13日电 (记者 尹倩芸)中国商务部新闻发言人何亚东13日回应安世半导体相关问题时 称，希望荷方尽快提出实质性、建设性解决问题的方案。 编辑：张澍楠 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 何亚东在当日举行的商务部例行新闻发布会上提到，安世半导体问题发生以来，中方一直本着对全球半 导体产供链稳定与安全的负责任态度，与荷方进行了多轮磋商，并同意荷兰经济部派员来华磋商的请 求。 何亚东说，我们希望荷方展现与中方真诚合作的意愿，尽快提出实质性、建设性解决问题的方案，并采 取实际行动，从源头上迅速且有效恢复全球半导体产供链安全稳定。(完) 来源：中国新闻网 ...

Core Viewpoint - The article discusses the positive developments in the semiconductor supply chain between China and the Netherlands, highlighting the constructive dialogue and cooperation aimed at stabilizing the global semiconductor supply chain. Group 1: Developments in China-Netherlands Relations - The Dutch government, represented by Economic Minister Kaag, expressed welcome for China's commitment to facilitate the resumption of supply to Nexperia's factory in China, indicating that chips will soon reach Nexperia's customers in Europe and other regions [1][3]. - China's Ministry of Commerce emphasized its responsible attitude towards the stability and security of the global semiconductor supply chain, approving relevant export license applications for Chinese exporters and promoting the resumption of supply for Nexperia Semiconductor (China) [4]. Group 2: Market Reactions - Following the news regarding the semiconductor supply chain, Wentech Technology's stock surged, nearing the daily limit with a final trading volume exceeding 1.2 billion yuan; the stock closed up 9.7% at 45 yuan, with a total market capitalization of 56 billion yuan [6].

11月7日，闻泰科技股价在收盘前5分钟时开始直线拉升，最后5分钟成交超12亿元。 商务部6日召开例行新闻发布会，商务部新闻发言人何亚东就安世半导体相关问题答记者问。 何亚东表示，此前，中方已就安世半导体相关问题回应了有关记者的评论。我愿再次强调，荷方不当干预安世半导体内部事务的做法，造成了全球半导体 产供链的动荡和混乱；荷兰政府不顾中方多次在磋商中提出的合理诉求，没有展示出建设性态度和行动且升级全球供应链危机。 对此，荷方应承担全部责任。中方本着对全球半导体产供链稳定与安全的负责任态度，已及时批准中国出口商的相关出口许可申请，并对符合条件的出口 予以豁免，努力促进安世半导体（中国）恢复供货。 中方希望，荷方从维护中荷、中欧经贸关系大局和产供链稳定与安全的角度出发，以负责任的态度与中方相向而行，停止干涉企业内部事务，为安世半导 体问题找到建设性解决方法。 来源：综合本报、商务部网站报道 （文章来源：上海证券报） ...

Group 1 - The Dutch government expects that Anshi China will soon resume chip supply, with the Dutch Economic Minister indicating constructive talks with China [1] - Anshi Semiconductor welcomed the US authorities' decision to suspend the so-called "penetration rule" for one year and is looking forward to details on the conditions for easing export restrictions [2] - The Chinese Ministry of Commerce has approved relevant export license applications from Chinese exporters to promote the recovery of Anshi Semiconductor (China) supply [2]

Core Viewpoint - The Dutch government welcomes China's announcement to resume supply from Nexperia's factory in China, which is crucial for the global supply of traditional chips [1][4]. Group 1: Dutch Government's Position - The Dutch Minister of Economic Affairs, Karremans, acknowledged the recent trade and economic agreement between China and the U.S. and expressed optimism about the resumption of chip supplies from China to Europe and other regions [4]. - The Dutch government plans to closely monitor the situation and coordinate with the European Commission and international partners [4]. Group 2: China's Response - China's Ministry of Commerce stated that it has approved export license applications from Chinese exporters and will exempt qualifying exports to facilitate the resumption of supply from Nexperia [5][7]. - The Chinese government criticized the Dutch government's interference in Nexperia's internal affairs, attributing the global semiconductor supply chain turmoil to such actions [7].

Core Viewpoint - The Chinese government criticizes the Netherlands for interfering in the internal affairs of ASML, leading to disruptions in the global semiconductor supply chain [1] Group 1: Government Response - The Chinese government holds the Netherlands responsible for escalating the global supply chain crisis due to its lack of constructive engagement and failure to address China's reasonable requests during negotiations [1] - China emphasizes its commitment to stabilizing the global semiconductor supply chain by approving export license applications from Chinese exporters and granting exemptions for eligible exports to facilitate ASML's supply recovery [1] Group 2: Call for Cooperation - China urges the Netherlands to adopt a responsible attitude and cease interference in corporate affairs, advocating for a constructive resolution to the ASML issue in the interest of maintaining stable China-Netherlands and China-Europe trade relations [1]