卡雷曼斯当地时间13日表示，荷兰政府代表团将于"下周初"前往中国，寻求解决有关中国企业闻泰科 技旗下安世半导体公司的问题。 11月13日，中国商务部新闻发言人表示，安世半导体问题发生以来，中方一直本着对全球半导体产供 链稳定与安全的负责任态度，与荷方进行了多轮磋商，并同意荷兰经济部派员来华磋商的请求。我们希 望荷方展现与中方真诚合作的意愿，尽快提出实质性、建设性解决问题的方案，并采取实际行动，从源 头上迅速且有效恢复全球半导体产供链的安全与稳定。 荷兰经济大臣卡雷曼斯11月19日在社交媒体X上发声明表示，已暂停对安世半导体的干预。 来源｜环球网 他说，"鉴于近期的事态发展，我认为现在是采取建设性步骤的正确时机。" 编辑 ｜ 钉钉 ...

Group 1 - The Dutch government, represented by Economic Minister Kaag, will send a delegation to China next week to address issues concerning the Chinese company Nexperia, a subsidiary of Wingtech Technology [1][3] - The Dutch government previously intervened against Nexperia, citing risks to economic security in the Netherlands and Europe, which Nexperia claims is based on geopolitical bias rather than factual risk assessment [3] - Nexperia has initiated legal and diplomatic actions to demand the Dutch government retract its directive and stop systemic discrimination against Chinese companies, emphasizing the need for an open and cooperative global semiconductor supply chain [3] Group 2 - The Chinese Ministry of Commerce has expressed a responsible attitude towards the stability and security of the global semiconductor supply chain and has engaged in multiple rounds of consultations with the Dutch side [3] - The Chinese side hopes that the Dutch government will demonstrate a sincere willingness to cooperate and propose substantive and constructive solutions to restore the security and stability of the global semiconductor supply chain [3]

Group 1 - The Trump administration is considering reallocating at least $2 billion from the CHIPS Act to finance critical mineral projects and enhance the influence of Commerce Secretary Gina Raimondo in this area [1][2] - The move aims to reduce U.S. dependence on foreign critical minerals used in electronics and defense industries, and to unify the U.S. strategy for financing critical minerals [1][4] - The CHIPS Act, totaling $52.7 billion, was signed by President Biden in 2022 to strengthen domestic semiconductor production and reduce reliance on Asia [2] Group 2 - The U.S. Department of Energy recently proposed $1 billion in funding for critical mineral projects, sourced from the Bipartisan Infrastructure Law [3] - The administration plans to empower Raimondo to take a leading role in the allocation of critical mineral funds, replacing the current fragmented management by the Pentagon and other agencies [3][4] - Analysts suggest that this initiative is aimed at securing the semiconductor supply chain and reshaping U.S. influence in the global critical minerals sector [4]

Group 1 - The core assets' value is being redefined by national security, supply chain stability, and energy independence, with significant capital inflows from the US, France, Japan, and emerging economies [1][4] - SoftBank's $2 billion equity investment in Intel at $23 per share highlights the strategic importance of Intel in the US semiconductor manufacturing and supply chain expansion [2][3] - The US government's potential plan to convert part of the $10.9 billion subsidy for Intel into approximately 10% equity indicates a shift towards non-market valuation based on strategic necessity rather than current profitability [2][4] Group 2 - The shift in asset pricing logic reflects a global re-evaluation of core assets, with examples including the French government's takeover of EDF and Japan's national fund investing in JSR [3][4] - The transition from a focus on efficiency and capital returns to prioritizing national security and supply chain stability is reshaping the underlying logic of asset pricing [4] Group 3 - Key global core assets include major players in defense, semiconductor manufacturing, and energy sectors, such as Lockheed Martin, Intel, and NextEra [6][8][11] - The list of global core assets emphasizes the strategic importance of companies in the semiconductor and energy sectors, which are crucial for national security and economic stability [5][10][12]