全球汽车芯片供应链
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荷兰称将与中方化解安世僵局
第一财经· 2025-10-21 01:59
Core Viewpoint - The article discusses the recent signals from the Netherlands indicating a desire to meet with China to resolve the current "stalemate" involving ASML, which has implications for both Sino-Dutch economic relations and the global automotive chip supply chain [3]. Group 1: Current Situation - The Dutch Minister of Economic Affairs, Vincent Karremans, stated that China perceives the Netherlands' collaboration with the U.S. as interference in ASML's affairs, while the Dutch government aims to prevent the transfer of business and intellectual property from ASML's Chinese CEO out of Europe [3]. - Karremans emphasized the necessity for Chinese automotive manufacturers to access ASML's chips, suggesting a collaborative approach to address the issue [3]. Group 2: Government Actions - The stalemate surrounding ASML originated from the U.S. implementing "penetration rules" on September 29, which led the Dutch government to intervene directly in ASML's internal affairs, causing a ripple effect [3]. - Following the intervention, ASML's global operations and governance structure faced disruptions, with reports on October 17 indicating that employees in the China region were suspended without pay and faced system access interruptions, impacting business operations [3].
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· 2025-10-20 22:57
Group 1 - 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] - Dutch Economic Affairs Minister Vincent Karremans stated that the Dutch government's intervention aims to prevent the transfer of business and intellectual property out of Europe by Nexperia's former Chinese CEO [1] - The "stalemate" originated from the U.S. "penetration rules" issued on September 29, leading to direct Dutch government intervention in Nexperia's internal affairs, which has disrupted the company's global operations [1][2] Group 2 - Nexperia's Chinese subsidiary issued an open letter asserting its independence and normal operations, emphasizing that external forces will not influence its operations or harm employee interests [2] - The automotive industry is under pressure due to concerns that if the stalemate continues, there could be a supply shortage or production halts for global car manufacturers [2] - The American Automotive Innovation Alliance's CEO warned that delays in automotive chip transportation could impact production in the U.S. and other countries, potentially affecting other industries as well [2] Group 3 - A researcher from the Ministry of Commerce emphasized that the Netherlands must maintain independence and not politicize economic issues under U.S. pressure, advocating for adherence to contracts and market principles [3] - The incident highlights the need for countries to focus on developing key technologies and maintaining autonomy in technological advancements amid increasing geopolitical uncertainties [3]