Core Viewpoint - The Chinese government emphasizes the negative impact of the Dutch government's interference in ASML's internal affairs, which has led to a disruption in the global semiconductor supply chain [1][2] Group 1: Government Response - The Chinese Ministry of Commerce reiterates that the Dutch government's actions, including a court ruling that stripped Chinese companies of their equity in ASML, have severely violated the legitimate rights of Chinese enterprises [1] - The Dutch government's lack of constructive attitude and failure to address China's reasonable requests have escalated the global supply chain crisis [1] Group 2: Impact on Semiconductor Supply Chain - ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), resulting in production disruptions and chaos in the global semiconductor supply chain [1] - The Chinese government has announced exemptions for eligible exports to promote the recovery of ASML (China) supply, demonstrating a responsible approach to stabilizing the global semiconductor supply chain [1][2] Group 3: Call for Constructive Solutions - China urges the Dutch government to adopt a responsible attitude and cease interference in corporate affairs to find constructive solutions to the ASML issue [2] - The Chinese government remains committed to safeguarding the legitimate rights of enterprises and ensuring the smooth operation of the global semiconductor supply chain [2]

Group 1 - The core issue revolves around the semiconductor company ASML and its recent actions that have led to significant disruptions in the global semiconductor supply chain, particularly affecting ASML (China) [4] - The Chinese government has expressed strong discontent with the Dutch government's interference in ASML's internal affairs, which has resulted in a court ruling that stripped Chinese companies of their equity rights, thus violating their legitimate interests [4] - ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), which has caused operational disruptions and chaos in the global semiconductor supply chain [4] Group 2 - The Chinese government has taken a responsible stance towards the stability and security of the global semiconductor supply chain by announcing exemptions for eligible exports on November 1, aiming to facilitate the resumption of supply from ASML (China) [4] - The Dutch government has been criticized for not showing a constructive attitude or taking practical actions to resolve the ongoing issues, which could further exacerbate the negative impacts on the global semiconductor supply chain [4] - There is a call for the Dutch government to cease interference in corporate affairs and to engage in constructive dialogue to find solutions to the ASML semiconductor issue, emphasizing the importance of maintaining stable trade relations between China and the Netherlands [4]

Core Points - The Chinese side urges the Dutch government to adopt a responsible attitude and stop interfering in the internal affairs of companies, seeking a constructive solution to the ASML semiconductor issue [1][2][3] Group 1: ASML Semiconductor Issue - The Chinese government has previously responded to concerns regarding the ASML semiconductor issue, emphasizing that the Dutch government's administrative order on September 30 improperly interfered with the internal affairs of ASML [2] - A Dutch court's decision to strip Chinese companies of their equity rights is viewed as a serious infringement on the legitimate rights of Chinese enterprises, exacerbating the global supply chain crisis [2] - 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 [2] Group 2: Chinese Government's Response - On November 1, the Chinese government announced exemptions for eligible exports to promote the resumption of supply from ASML (China) [2] - The Chinese side expresses a commitment to maintaining the legitimate rights of enterprises and stabilizing the global semiconductor supply chain [3] - The Chinese government hopes the Dutch side will act responsibly to maintain the overall economic and trade relations between China and the Netherlands, as well as the stability and security of the supply chain [1][3]

中方本着对全球半导体产供链稳定与安全的负责任态度，于11月1日宣布将对符合条件的出口予以豁 免，并努力促进安世（中国）恢复供货。但荷方继续一意孤行，且无解决问题实际行动，这必将加深对 全球半导体供应链的不良影响。这是中方和全球业界不愿看到的。 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。同时，中方将坚定维护 企业合法权益，并努力稳定全球半导体供应链的稳定畅通。 （文章来源：中国基金报） 据商务部网站11月4日消息，商务部新闻发言人就安世半导体相关问题应询答记者问。 问：近期，各界高度关注安世半导体问题磋商进展，请问商务部对此有何评论？ 答：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，荷兰政府9月30日发 布行政令，不当干预安世半导体企业内部事务，之后荷企业法庭作出剥夺中国企业股权的错误裁决，严 重侵害中国企业合法权益。此后，荷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。安世（荷兰）10月26日宣布停止向安世（中国）供应晶圆， ...

Core Viewpoint - The Chinese government emphasizes that the Dutch government's recent actions regarding ASML have severely infringed upon the legitimate rights of Chinese enterprises and have escalated the global supply chain crisis [1] Group 1: Government Actions and Responses - The Dutch government issued an administrative order on September 30, which improperly intervened in the internal affairs of ASML, leading to a court ruling that stripped Chinese companies of their equity [1] - On October 26, ASML (Netherlands) announced the cessation of wafer supply to ASML (China), disrupting normal production and causing turmoil in the global semiconductor supply chain [1] - The Chinese government announced on November 1 that it would exempt qualified exports to promote the resumption of supply from ASML (China) [1] Group 2: Call for Constructive Solutions - The Chinese government urges the Dutch side to adopt a responsible attitude and cease interference in corporate internal affairs to find constructive solutions to the ASML issue [1] - The Chinese government expresses a commitment to safeguarding the legitimate rights of enterprises and stabilizing the global semiconductor supply chain [1]

11月4日，商务部新闻发言人就安世半导体相关问题应询答记者问。 问：近期，各界高度关注安世半导体问题磋商进展，请问商务部对此有何评论？ 答：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，荷兰政府9月30日发布行政 令，不当干预安世半导体企业内部事务，之后荷企业法庭作出剥夺中国企业股权的错误裁决，严重侵害中国企 业合法权益。此后，荷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。安世（荷兰）10月26日宣布停止向安世（中国）供应晶圆，导致后者无法正常生产，造成了全球 半导体产供链的动荡和混乱。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，于11月1日宣布将对符合条件的出口予以豁免，并努 力促进安世（中国）恢复供货。但荷方继续一意孤行，且无解决问题实际行动，这必将加深对全球半导体供应 链的不良影响。这是中方和全球业界不愿看到的。 责编： 杨喻程 校 对： 王朝全 百万用户都在看 刚刚！两大利好，来袭！ 深夜，暴涨！美联储，重磅发声！ 突然大跌！两大变数，闪现！ 利好来了！猛增84%！ 证监会、中基协，重磅发布！公募重要 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中方本着对全球半导体产供链稳定与安全的负责任态度，于11月1日宣布将对符合条件的出口予以豁 免，并努力促进安世(中国)恢复供货。但荷方继续一意孤行，且无解决问题实际行动，这必将加深对全 球半导体供应链的不良影响。这是中方和全球业界不愿看到的。 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。同时，中方将坚定维护 企业合法权益，并努力稳定全球半导体供应链的稳定畅通。 格隆汇11月4日丨商务部新闻发言人就安世半导体相关问题应询答记者问。问：近期，各界高度关注安 世半导体问题磋商进展，请问商务部对此有何评论？ 答：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，荷兰政府9月30日发 布行政令，不当干预 ...

中方本着对全球半导体产供链稳定与安全的负责任态度，于11月1日宣布将对符合条件的出口予以豁 免，并努力促进安世（中国）恢复供货。但荷方继续一意孤行，且无解决问题实际行动，这必将加深对 全球半导体供应链的不良影响。这是中方和全球业界不愿看到的。 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。同时，中方将坚定维护 企业合法权益，并努力稳定全球半导体供应链的稳定畅通。 问：近期，各界高度关注安世半导体问题磋商进展，请问商务部对此有何评论？ 答：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，荷兰政府9月30日发 布行政令，不当干预安世半导体企业内部事务，之后荷企业法庭作出剥夺中国企业股权的错误裁决，严 重侵害中国企业合法权益。此后，荷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。安世（荷兰）10月26日宣布停止向安世（中国）供应晶圆，导致后者 无法正常生产，造成了全球半导体产供链的动荡和混乱。对此，荷方应承担全部责任。 （原标题：商务部： ...

Core Viewpoint - The Chinese Ministry of Commerce has criticized Nexperia (Netherlands) for halting wafer supply to Nexperia (China), causing disruptions in the global semiconductor supply chain, and has called for responsible actions from the Dutch side to stabilize the situation [1][6]. Group 1: Supply Chain Impact - Nexperia (Netherlands) announced on October 26 that it would stop supplying wafers to Nexperia (China), leading to production disruptions [1]. - The Chinese government has stated that it will exempt eligible exports to facilitate the recovery of Nexperia (China) and stabilize the global semiconductor supply chain [1][6]. - Despite potential disruptions from European wafer supply, Nexperia (China) is expected to continue delivering products to domestic semiconductor clients [2]. Group 2: Alternative Suppliers - Several Chinese wafer manufacturers, including Wuxi Xin Jie Neng and Hangzhou Silan Microelectronics, are capable of supplying wafers to Nexperia (China) [2]. - Shanghai Ding Tai Jiang Xin Technology, part of Wingtech Technology, is also likely to provide wafers to Nexperia (China), with a significant investment of 12 billion yuan in a 12-inch wafer production facility [4]. Group 3: Production and Certification Challenges - Nexperia (China) may require 6 to 12 months to certify new wafer suppliers due to strict safety requirements, complicating the production scheduling process [4]. - Most Chinese wafer manufacturers primarily produce medium and low-voltage products, while foreign companies like Infineon and STMicroelectronics can produce high-voltage products, potentially limiting Nexperia (China)'s options [5]. Group 4: Market Reactions - Following positive news regarding the potential resumption of chip shipments from Nexperia (China), stock prices of European automakers such as Volkswagen, Mercedes-Benz, and Volvo rose by at least 3% [6]. - Nexperia (Netherlands) welcomed recent statements from China and the U.S. that removed obstacles to chip shipments but refrained from commenting on Nexperia (China)'s plans to accelerate its independence [6]. Group 5: Company Statements and Legal Issues - Nexperia (China) has assured customers of sufficient inventory to meet demand until the end of the year and is actively validating new wafer production capacities [7]. - Nexperia (China) refuted claims of contract violations, stating that Nexperia (Netherlands) owes 1 billion yuan to its packaging and testing factory in Dongguan [7].

Group 1 - The core issue revolves around ASML's semiconductor supply chain disruptions due to the Dutch government's intervention and court rulings affecting Chinese companies' equity rights [1][2] - The Dutch government issued an administrative order on September 30, which was seen as an improper interference in ASML's internal affairs, leading to a court ruling that stripped Chinese companies of their equity [1] - ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), causing production disruptions and chaos in the global semiconductor supply chain [1] Group 2 - China has expressed its commitment to maintaining the stability and security of the global semiconductor supply chain and has announced exemptions for eligible exports to facilitate ASML (China) in resuming supply [1][2] - The Chinese side has urged the Dutch government to adopt a responsible attitude and cease interference in corporate affairs to find constructive solutions to the ASML semiconductor issue [2]