【文/观察者网 王一】距离荷兰宣布暂停对安世半导体的干预已经过去了一个多月，但至今未采取进一 步措施撤销有关行政令。 美国彭博社12月22日刊发报道称，闻泰科技董事长杨沐在采访中表示，荷兰政府针对闻泰科技的司法行 动，已实质性违反了2001年与中国签署的投资保护协定，荷兰政府与当地高管合谋想要驱赶合法股东闻 泰科技的行为，属于"有预谋、毫无正当性的干预"。 杨沐警告称，除非闻泰科技恢复对安世半导体的控制权，否则全球芯片供应仍将面临风险，"争端每持 续一天，都会进一步损害全球产业链、国际投资信心和股东利益"。 这是自10月安世半导体风波公开以来，杨沐首次接受国际媒体专访，她2019年加入闻泰科技，今年7月 出任董事长。 杨沐否认了所谓的"向中国不当转移技术"的错误说法，并要求恢复闻泰科技对安世半导体的控制权。她 直言，荷兰政府与部分当地高管的共同目标，是将自2019年收购安世半导体以来一直控股的闻泰科 技"挤出局"。 闻泰科技董事长杨沐 闻泰科技 彭博社称，这番表态凸显出安世半导体当前的内部裂痕，引发了外界对汽车和消费电子行业关键零部件 供应稳定性的担忧。安世半导体的生产模式是将晶圆从欧洲运往亚洲进行后段封测， ...

Core Insights - The semiconductor industry has become a critical battleground in international relations, highlighted by the recent dispute between the Netherlands and China over ASML Semiconductor, showcasing the intersection of commercial issues and national interests [1][3]. Group 1: Netherlands' Intervention - The Dutch government intervened in the operations of ASML Semiconductor, citing "national security" under the 1952 Goods Availability Act, which led to a significant disruption in the global automotive supply chain, affecting major manufacturers like BMW and Volkswagen [1][3]. - The intervention resulted in production line adjustments for several automotive manufacturers, with potential daily losses exceeding 100 million euros [1]. Group 2: China's Response - In retaliation, China suspended chip exports from ASML's factories in China, causing a ripple effect throughout the semiconductor industry, emphasizing China's crucial role in the global tech supply chain [3][5]. - The Chinese government criticized the unilateral actions of the Netherlands, indicating that such moves could lead to chaos in the global supply chain [5]. Group 3: Domestic Reactions in the Netherlands - The intervention sparked controversy within the Netherlands, with Economic Affairs Minister Karremans admitting he underestimated China's strong response, leading to significant political pressure and criticism from various lawmakers [5]. - The term "passing the buck" became prevalent in Dutch government discussions, as Karremans attempted to shift responsibility for the decision to higher officials, reflecting the internal political turmoil [5]. Group 4: Future Implications - The Netherlands will need to navigate its relationship with China carefully to avoid repeating past mistakes, while China should enhance communication with other countries to foster mutual interests [7]. - The incident underscores the complex interplay of economics and politics in today's international landscape, highlighting the necessity for cooperation and interdependence among nations, especially for smaller countries like the Netherlands [7].

Group 1 - The Chinese government urges Japan to retract erroneous statements made by Prime Minister Kishi Nobuo regarding Taiwan, emphasizing that such remarks damage the political foundation of Sino-Japanese relations and negatively impact economic exchanges [3][4] - The Chinese side welcomes the Netherlands' decision to suspend administrative measures against ASML, viewing it as a positive step towards resolving tensions in the semiconductor supply chain [4] - The Chinese government highlights that the responsibility for the current global semiconductor supply chain disruption lies with the Netherlands, and calls for continued cooperation to restore stability [4] Group 2 - The Ministry of Commerce, in collaboration with other departments, has issued a notice to strengthen the management of used car exports, aiming to prevent new cars from being exported under the guise of used cars [5] - The notice includes six specific measures to enhance compliance and promote sustainable development in the used car export sector, reflecting a commitment to quality and service [5] - The Ministry of Commerce plans to guide local authorities in implementing these policies to shift the focus of used car exports from "scale growth" to "value growth," thereby enriching product choices for global consumers [5]

Group 1 - The Chinese Ministry of Commerce responded to Japanese Prime Minister Kishi's remarks regarding Taiwan, stating that such comments fundamentally damage the political foundation of China-Japan relations and have serious negative impacts on economic exchanges between the two countries. The Chinese side urged Japan to retract its erroneous statements and fulfill its commitments to China to create a favorable environment for economic cooperation [4][5] - The Dutch Minister of Economic Affairs announced the suspension of intervention against ASML, indicating a constructive approach following recent developments. This statement comes 50 days after the Dutch government implemented administrative control over ASML, signaling a potential easing of tensions [4][5] - The Chinese Ministry of Commerce, in collaboration with other departments, issued a notice to strengthen the management of used car exports, emphasizing the need to prevent new cars from being exported under the guise of used cars. The notice includes six specific measures aimed at enhancing compliance and promoting sustainable development in the used car export sector [6]

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].

Core Viewpoint - The Netherlands is seeking to meet with China to discuss the current "stalemate" involving Nexperia, which impacts both Sino-Dutch economic relations and the global automotive chip supply chain [1][2]. Group 1: Nexperia's Situation - Nexperia is facing operational challenges due to the U.S. "penetration rules" implemented on September 29, which led to direct Dutch government intervention in the company's internal affairs [1]. - The intervention has disrupted Nexperia's global business and governance structure, resulting in reports of salary suspensions and system access interruptions for employees in China [1][2]. - Nexperia's products are critical in the automotive electronics sector, and any prolonged stalemate could lead to supply shortages or production halts for global automotive manufacturers [2]. Group 2: Responses from Stakeholders - The Dutch Minister of Economic Affairs, Vincent Karremans, emphasized the need for cooperation between China and the Netherlands to resolve the issue, highlighting that Chinese automakers also require Nexperia's chips [1]. - The American Automotive Innovation Alliance's CEO, Bozella, warned that delays in chip transportation could significantly impact automotive production in the U.S. and other countries, potentially affecting other industries as well [2]. - China's Ministry of Commerce criticized the U.S. "penetration rules" as harmful to Chinese enterprises and urged the Netherlands to maintain independence and respect market principles to protect Chinese investors' rights [2]. Group 3: Broader Implications - The ongoing situation serves as a reminder of the increasing geopolitical uncertainties and the need for countries to maintain a balance between development and security while advancing core technologies [3]. - It is essential for the Netherlands to avoid politicizing economic issues under U.S. pressure and to adhere to established contracts and market principles in resolving disputes with China [3].

Group 1 - China's export control on rare earths is causing a production crisis for Western high-end manufacturing, particularly in Europe [1][3] - The European Union Chamber of Commerce has warned that manufacturers may run out of necessary materials within days due to China's restrictions [1][3] - China's Ministry of Commerce has hinted at a potential easing of export controls to Europe, emphasizing the importance of cooperation in the global semiconductor supply chain [3][5] Group 2 - European manufacturers rely heavily on Chinese rare earths for various industries, including electric vehicles, military applications, and semiconductor equipment [5][3] - The current "one batch, one certificate" policy in China has led to a backlog of thousands of license applications for rare earth exports [5][6] - The U.S. is reacting negatively to China's potential easing of export controls, with the U.S. Department of Commerce suspending certain licenses for American companies to sell products to Chinese manufacturers [6][7] Group 3 - The U.S. is particularly focused on the engines of China's C919 aircraft, which are critical for its development [7][10] - Despite the U.S. concerns, alternatives to the C919's engines exist outside of the U.S. market, indicating that sanctions may backfire [10]