全球半导体供应链安全
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中企对荷兰安世控制权仍处于受限状态,中方敦促荷方早日解决安世问题
Huan Qiu Shi Bao· 2025-11-21 22:52
【环球时报报道 记者 倪浩】在荷兰政府主动暂停据《货物可用性法案》签发的行政令后,中国商务部 新闻发言人20日在例行新闻发布会上回应称,这是向妥善解决问题的正确方向迈出的第一步,但距离彻 底解决问题还有差距。发言人敦促,希望荷方继续展现合作诚意,切实采取实际行动,迅速且有效推动 安世半导体问题早日解决。 据彭博社此前报道,荷兰经济大臣卡雷曼斯19日发表声明,宣布暂停对安世半导体的干预措施。中国商 务部新闻发言人随后回应表示,距离解决全球半导体产供链动荡和混乱的根源"撤销行政令"还有差距。 同时,在荷经济部推动下的企业法庭剥夺闻泰科技对荷兰安世控制权的错误裁决,仍是阻碍问题解决的 关键所在。 彭博社20日报道称,荷兰暂停对安世半导体的管控权,将控制权交还其中资母公司,此举化解了与中国 政府的僵局。但荷兰经济部门仍强调,即便管控行政令中止,安世半导体仍有义务就"生产资源或知识 产权转移"相关事宜向荷兰政府报备。报道进一步分析,尽管短期芯片供应紧张局面有望缓解,但长期 问题仍未解决,闻泰科技创始人张学政的角色同样存在变数,这仍是争端的核心症结之一。 彭博社还援引一位了解上周中荷双方磋商情况的消息人士的话报道称,荷兰 ...
高技术制造业宏观周报:国信周频高技术制造业扩散指数走平-20250530
Guoxin Securities· 2025-05-30 03:21
Group 1: High-Tech Manufacturing Index - The Guosen weekly high-tech manufacturing diffusion index A recorded 0, while index B was at 51.2, remaining unchanged from the previous period[1] - Prices for acrylonitrile and dynamic random-access memory (DRAM) increased, indicating a rise in the aerospace and semiconductor sectors[1] - Prices for 6-amino penicillanic acid and lithium hexafluorophosphate decreased, reflecting a downturn in the pharmaceutical and new energy sectors[1] Group 2: Price Tracking and Policy Developments - The price of 6-amino penicillanic acid is 260 RMB/kg, down 20 RMB/kg from last week; acrylonitrile is 8600 RMB/ton, up 50 RMB/ton[2] - DRAM prices rose to 1.0800 USD, an increase of 0.063 USD; wafer prices fell to 2.73 USD, down 0.01 USD[2] - A meeting on May 27 emphasized support for EU semiconductor companies and hinted at potential relaxation of rare earth export controls to European chip firms[2] Group 3: Economic Indicators - Fixed asset investment cumulative year-on-year growth is at 4.00%[4] - Retail sales growth for the month is at 5.10% year-on-year[4] - Monthly export growth stands at 8.10% year-on-year[4]