Workflow
全球半导体供应链
icon
Search documents
企业自身受到影响 全球汽车面临“断供” 荷兰称将与中方化解安世僵局
Huan Qiu Shi Bao· 2025-10-21 01:27
随着安世事件持续发酵,全球汽车产业链开始承压。路透社报道称,虽然安世半导体并非生产最尖端芯 片的企业,但其产品种类多、产量大、应用广泛,尤其在汽车电子领域地位关键。安世主要在德国生产 芯片,在中国完成封装后销往全球汽车厂商。业内担心,如果"僵局"持续,短期内无法找到替代方案, 全球车企可能面临供应短缺甚至停产风险。 荷兰方面近日释放信号,将寻求与中方会面,商讨解决安世半导体当前陷入的"僵局"。这一事件不仅牵 动中荷经贸关系,也使全球汽车芯片供应链面临不确定性。 据路透社报道,荷兰经济事务大臣文森特·卡雷曼斯19日在一档节目中表示,中方认为荷兰与美国联手 干预安世半导体事务,但荷方政府此次行动的目的,是为防止安世前中国籍首席执行官将业务及知识产 权转移出欧洲。卡雷曼斯称,中国汽车制造商同样需要安世半导体的芯片,荷中应共同解决这一问题。 据他透露,荷兰外交官正积极斡旋,他本人将在几日内与中方主管官员会面,"此事已上升至最高层级 讨论"。 安世半导体陷入的"僵局"源于美国9月29日发布的所谓"穿透规则"。此后,荷兰政府以行政手段直接介 入安世半导体内部事务,引发连锁反应。安世公司全球业务及治理架构受到冲击,并于本月 ...
欧企迎来转机,将获得稀土特赦?美警告中国,威胁对C919做文章
Sou Hu Cai Jing· 2025-06-06 04:53
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]