半导体供应链危机
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事关安世,商务部呼吁
半导体芯闻· 2025-12-31 08:56
Group 1 - The core viewpoint of the article emphasizes the necessity of strong measures against ASML by the Dutch government, as stated by Dutch Economic Minister Karremans [1] - The Chinese side has repeatedly highlighted that inappropriate administrative intervention by the Dutch side in ASML's internal affairs has led to a global semiconductor supply chain crisis, and the Dutch side must bear full responsibility for this [1] - The article expresses confusion over the Dutch government's indifference to global industry anxiety and its lack of responsible actions to ensure the stability and security of the global semiconductor supply chain [1]
商务部:荷方切勿一意孤行 应立即纠正错误
Zhong Guo Xin Wen Wang· 2025-12-31 03:34
Core Viewpoint - The Chinese Ministry of Commerce urges the Netherlands to correct its erroneous stance regarding ASML and emphasizes the need for responsible actions to stabilize the global semiconductor supply chain [1] Group 1: China's Position - The Chinese government has repeatedly highlighted that the Netherlands' inappropriate administrative intervention in ASML's internal affairs has contributed to a global semiconductor supply chain crisis [1] - The Ministry of Commerce criticizes the Netherlands for being unresponsive to global industry concerns and for not demonstrating a responsible attitude towards the security of the semiconductor supply chain [1] Group 2: Call to Action - The Chinese Ministry of Commerce calls on the Netherlands to avoid unilateral actions and to immediately rectify its mistakes to clear obstacles for restoring stability and security in the global semiconductor supply chain [1]
刚刚宣布!荷兰暂停针对安世半导体行政令
Zhong Guo Ji Jin Bao· 2025-11-19 12:04
Core Viewpoint - The Dutch government has announced the suspension of an administrative order against ASML, indicating a shift towards constructive measures in light of recent developments [1][2]. Group 1: Government Actions - Dutch Economic Minister Karremans stated that it is the right time to take constructive measures regarding ASML [2]. - The Dutch government previously issued an administrative order on September 30, which was criticized by the Chinese Ministry of Commerce for interfering in ASML's internal affairs [3]. - The Dutch court's decision to strip Chinese companies of their equity in ASML was deemed erroneous and harmful to Chinese enterprises' legitimate rights [3]. Group 2: Impact on Semiconductor Supply Chain - ASML (Netherlands) announced on October 26 that it would stop supplying wafers to ASML (China), disrupting normal production and causing turmoil in the global semiconductor supply chain [3]. - The Chinese government has taken steps to stabilize the global semiconductor supply chain, including announcing exemptions for compliant exports on November 1 [3]. - Despite China's efforts, the global semiconductor supply chain remains fragile due to the Dutch government's actions, which have exacerbated the situation [4]. Group 3: Diplomatic Relations - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch side to resolve the crisis, emphasizing the need for constructive proposals rather than superficial actions [4]. - The Chinese government has consistently maintained a responsible attitude and has taken practical measures to restore stability in the semiconductor supply chain [4]. - There is a call for the Dutch government to demonstrate genuine cooperation and propose substantial solutions to the ongoing issues [4].
突传大消息!荷兰:暂停对安世半导体干预
Zheng Quan Shi Bao· 2025-11-19 11:48
Core Viewpoint - The Dutch Minister of Economic Affairs, Karremans, announced on November 19 that intervention against ASML has been suspended, indicating a return of control to the Chinese owners of the company [2]. Group 1: Company Control and Intervention - The suspension of intervention means that ASML's control is handed back to its Chinese owners, which is seen as a constructive step amid recent developments [2]. - The Chinese Ministry of Commerce expressed disappointment over the Dutch government's previous actions, which included an administrative order and a court ruling that led to the forced management of a private enterprise's shares [2][3]. Group 2: Semiconductor Supply Chain Impact - The Chinese Ministry of Commerce highlighted that the semiconductor supply chain crisis has taught the world that administrative interference in business operations can lead to instability [2][3]. - The Dutch government's actions have been criticized for damaging the business environment and government credibility in the Netherlands, as they did not follow legal procedures or protect foreign investment rights [3]. Group 3: Future Cooperation and Negotiations - The Chinese side has expressed a willingness to engage in discussions with the Dutch government to resolve the current crisis, emphasizing the need for constructive proposals rather than superficial gestures [4]. - There is a call for the Dutch government to demonstrate genuine cooperation and to present substantial solutions to the ongoing issues in the semiconductor supply chain [4].
突传大消息!荷兰:暂停对安世半导体干预
证券时报· 2025-11-19 11:00
Core Viewpoint - The article discusses the recent developments regarding ASML and the Dutch government's decision to suspend its intervention, which has implications for the global semiconductor supply chain [2][3]. Group 1: Government Intervention - The Dutch Minister of Economic Affairs, Karremans, announced the suspension of intervention in ASML, indicating a return of control to the Chinese owners [2][3]. - The Chinese Ministry of Commerce expressed disappointment over the Dutch government's previous actions, which they believe disrupted the stability of the global semiconductor supply chain [3][4]. Group 2: Supply Chain Implications - The article highlights that the Dutch government's intervention led to significant disruptions in the semiconductor supply chain, which was previously stable before the intervention [3][4]. - The Chinese Ministry of Commerce noted that the actions taken by the Dutch government have resulted in ongoing vulnerabilities in the semiconductor supply chain, affecting various industries, including automotive [4]. Group 3: Future Cooperation - The Chinese side has expressed willingness to engage in constructive discussions with the Dutch government to resolve the current crisis, emphasizing the need for a genuine collaborative approach [5]. - The Chinese Ministry of Commerce hopes that the Dutch government will come forward with substantive and constructive solutions rather than repeating past mistakes [5].
阿斯麦CEO就安世半导体事件表态:此事凸显供应链脆弱性,对话可防止争端升级
Guan Cha Zhe Wang· 2025-11-17 00:01
Core Viewpoint - The recent tensions between the Netherlands and China regarding ASML and the acquisition of Nexperia highlight the fragility of the semiconductor supply chain and the importance of dialogue to prevent escalation [1][2]. Group 1: ASML's Position - ASML's CEO Christophe Fouquet emphasized the critical nature of the semiconductor industry and its ecosystem's vulnerability, stating that communication is essential before tensions escalate [1]. - He believes that the immediate impact of the tensions on ASML will be minimal and that the worst of the crisis has passed [1]. Group 2: Nexperia's Background - The Dutch government took control of Nexperia, a subsidiary of the Chinese company Wingtech Technology, citing national security concerns, with the action being made public on October 12 [2]. - Nexperia, headquartered in Nijmegen, focuses on discrete and logic devices, and is projected to generate approximately 14.7 billion yuan in revenue in 2024, accounting for one-sixth of Wingtech's total revenue [2]. Group 3: Global Supply Chain Impact - The takeover has caused significant disruptions in the global automotive supply chain, affecting major car manufacturers in the US, Europe, and Japan [3]. - Following the tensions, the US decided to suspend the implementation of stringent export controls for a year, while China agreed to resume chip supplies to the European automotive sector under certain conditions [3]. Group 4: Ongoing Challenges - Despite China's efforts to restore chip exports, European manufacturers continue to face severe chip shortages, which could lead to production line shutdowns [7]. - Automotive executives have expressed concerns about the depletion of chip inventories and the need for ASML to quickly resume supplies to avoid catastrophic impacts on various industries [7]. Group 5: Diplomatic Efforts - The Dutch government announced plans to send a delegation to China to seek a mutually acceptable resolution to the ongoing tensions [5]. - China has expressed disappointment with the Dutch government's actions and emphasized the need for constructive dialogue to resolve the semiconductor supply chain crisis [9].
事关安世半导体,商务部发声
Zheng Quan Shi Bao· 2025-11-14 15:27
Core Viewpoint - The Chinese Ministry of Commerce expresses strong dissatisfaction with the Dutch government's actions regarding Nexperia, emphasizing that such administrative interventions disrupt the global semiconductor supply chain and violate contractual principles [1][2][5]. Group 1: Dutch Government Actions - Dutch Economic Minister Kaagmans stated that he would make the same decision regarding Nexperia, indicating a firm stance despite international criticism [1]. - The Dutch government issued an administrative order on September 30, followed by a court ruling on October 8, which led to significant disruptions in the semiconductor supply chain [1][2]. - The Dutch authorities have been accused of hastily implementing the Cold War-era "Goods Availability Act" without following proper legal procedures, damaging the business environment and credibility of the Dutch government [2]. Group 2: Impact on Semiconductor Supply Chain - The crisis in the semiconductor supply chain has been exacerbated by the Dutch government's actions, which have led to a fragile and severe situation globally [2][5]. - Nexperia, a key semiconductor asset of Wingtech Technology, faced a one-year freeze on its assets and operations due to the Dutch government's intervention [4]. - The Chinese side has taken measures to restore the stability of the semiconductor supply chain, including exemptions for compliant exports, but the situation remains precarious due to the Dutch actions [2][5]. Group 3: Chinese Response and Future Cooperation - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch side to resolve the crisis, provided that constructive proposals are brought to the table [3]. - The Chinese side has emphasized the need for the Dutch government to take substantial actions rather than merely verbal commitments to restore the semiconductor supply chain [5]. - Nexperia China has assured its employees that despite the challenges posed by the Dutch government, it remains capable of providing full salaries and benefits [5].
事关安世半导体,商务部发声
证券时报· 2025-11-14 15:19
Core Viewpoint - The article discusses the recent statements made by Dutch Economic Minister Karremans regarding Nexperia, a semiconductor company, and highlights China's strong discontent with the Dutch government's actions that have disrupted the global semiconductor supply chain [2][3][5]. Group 1: Dutch Government Actions - The Dutch government issued an administrative order on September 30, followed by a court ruling on October 8, which led to significant disruptions in the semiconductor supply chain, contradicting the previously stable environment [2][3]. - The Dutch Minister's decision to intervene in Nexperia's operations, including the freezing of assets and management changes, is criticized as reckless and damaging to the business environment in the Netherlands [3][5]. Group 2: China's Response - China expresses disappointment and strong dissatisfaction with the Dutch government's actions, emphasizing that such administrative interventions harm the legitimate rights of foreign enterprises and the overall business climate [2][3]. - The Chinese government has taken measures to restore stability in the semiconductor supply chain, including exemptions for compliant exports, but acknowledges that the situation remains precarious due to Dutch actions [3][6]. Group 3: Future Cooperation - China is open to discussions with the Dutch government to resolve the current crisis but insists that constructive proposals must be presented rather than mere formalities [4][6]. - The Chinese subsidiary of Nexperia reassures its employees that despite the challenges posed by the Dutch government's interference, it remains capable of fulfilling its payroll and benefits obligations [6].
商务部,深夜回应!
券商中国· 2025-11-14 15:03
Core Viewpoint - The article emphasizes China's strong discontent with the Netherlands' recent actions regarding ASML, highlighting the negative impact of administrative interference on the global semiconductor supply chain [1][2]. Group 1: Netherlands' Actions - The Dutch government's decision to intervene in ASML's operations is criticized as a reckless and absurd move, undermining the rule of law and damaging the business environment in the Netherlands [2]. - The Dutch government issued an administrative order and pushed for a court decision in a very short timeframe, which is seen as a violation of legal procedures and foreign investment rights [2]. Group 2: Impact on Semiconductor Supply Chain - The article notes that the semiconductor supply chain crisis has been somewhat alleviated due to China's responsible measures, but the situation remains fragile due to the Netherlands' actions [2]. - The refusal of ASML to supply wafers to Chinese companies has led to supply risks for many automotive companies, escalating internal conflicts into systemic risks for the global semiconductor supply chain [2]. Group 3: China's Position - China expresses a willingness to engage in discussions with the Netherlands to resolve the current crisis, emphasizing the need for constructive proposals rather than superficial gestures [3]. - The expectation is set for the Netherlands to demonstrate genuine cooperation and present substantial solutions to the issues at hand [3].
中方:极度失望、强烈不满
Zhong Guo Ji Jin Bao· 2025-11-14 14:36
Core Viewpoint - The Chinese Ministry of Commerce expresses extreme disappointment and strong dissatisfaction with Dutch Economic Minister Karremans' remarks regarding ASML Semiconductor, emphasizing that the Dutch government's intervention has destabilized the global semiconductor supply chain [3][4]. Group 1: Chinese Government's Position - The Chinese government criticizes the Dutch government's actions as a violation of contractual spirit and an impulsive decision that has led to chaos in the global semiconductor supply chain [3][4]. - China has taken responsible measures to restore the stability of the global semiconductor supply chain, including exemptions for compliant exports intended for civilian use [4][5]. - The Chinese government has repeatedly urged the Dutch government to propose substantive and constructive solutions to resolve the current crisis [4][8]. Group 2: ASML Semiconductor's Response - ASML China reassures its employees that despite the Dutch government's improper intervention and the obstruction from some Dutch management, it remains capable and confident in providing full salaries and benefits to all employees [5][6]. - The company emphasizes that it values its employees as its most precious asset and is committed to protecting their legitimate rights and interests [7][8]. - ASML China is actively engaging in "self-rescue" efforts to maintain orderly production and operations in response to the Dutch government's interference [7][8]. Group 3: Ongoing Diplomatic Efforts - The Dutch government plans to send a delegation to Beijing to seek mutually beneficial solutions regarding the ASML Semiconductor issue [8]. - The Chinese Ministry of Commerce has engaged in multiple rounds of consultations with the Dutch side and is open to further discussions to resolve the semiconductor supply chain issues [8]. - Both parties have acknowledged the importance of maintaining a stable and secure global semiconductor supply chain and are encouraged to act in a constructive manner [8].