2025年12月25日，我国半导体封装材料产业骨干企业江苏华海诚科新材料股份有限公司（以下简称"华 海诚科"，证券代码：688535）发布公告，华海诚科发行股份、可转换公司债券及支付现金购买资产并 募集配套资金实施情况中，新增股份已上市、可转换公司债券登记已完成，且已完成对交易对方现金对 价的支付，华海诚科成功完成了对衡所华威电子有限公司（以下简称"衡所华威"）70%股权的收购。 收购方华海诚科成立于2010年12月，位于连云港市经济技术开发区，是一家专注于半导体芯片封装材料 的研发及产业化的国家级专精特新"小巨人"企业，主营产品包括环氧塑封料与电子胶黏剂，广泛应用于 半导体封装、板级组装等应用场景。华海诚科作为我国半导体封装材料产业骨干企业，已发展成为我国 规模较大、产品系列齐全、具备持续创新能力的环氧塑封料厂商，在半导体封装材料领域构建了完整的 研发生产体系并拥有完全自主知识产权，并结合下游封装产业的技术发展趋势，对先进封装用环氧塑封 料提前布局开展研发工作，已通过部分客户验证。 标的公司衡所华威是一家从事半导体芯片封装材料研发、生产和销售的国家级专精特新"小巨人"企业， 是国家863计划成果产业化基地、 ...

本文字数：1266，阅读时长大约2分钟 2025.12.31 商务部新闻发言人强调，安世半导体问题的根源是荷政府对企业经营的不当行政干预引起的。中国有句古话，解铃还须系铃人，要想彻底消除全球相关企 业对芯片短缺的担忧，荷政府应立即撤销行政令，推动安世荷兰前高管从企业法庭撤诉，为企业协商创造有利条件，尽快恢复包括在中国的中外汽车制造 商芯片供应，为恢复全球半导体产供链的安全与稳定做出荷方应尽之义。 此前，据商务部信息，11月18日和19日，中荷双方政府部门在北京就安世半导体问题举行了两轮面对面磋商。在磋商中，中方再次强调，造成当前全球半 导体产供链混乱的源头和责任在荷方，敦促荷方切实采取实际行动，迅速且有效推动安世半导体问题早日解决，恢复全球半导体产供链的安全与稳定。荷 方主动提出，暂停荷经济大臣根据《货物可用性法案》签发的行政令。 商务部新闻发言人彼时表示，中方对荷方主动暂停行政令表示欢迎，认为这是向妥善解决问题的正确方向迈出的第一步，但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，希望荷 ...

商务部最新发声。 12月31日，商务部新闻发言人就荷兰经济大臣卡雷曼斯接受采访答记者问。具体如下： 有记者问：近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措施确有必要。请问商务部新闻发言人对此有 何评论？ 答：我们注意到你提到的报道。中方已多次强调，荷方对安世半导体企业内部事务的不当行政干预，已导致全球半导体供应链危机，荷 方必须对此承担全部责任。令人困惑的是，面对全球业界焦虑和不安，荷方依然无动于衷固执己见，完全没有展现出对全球半导体产供 链安全负责任的态度，更没有任何实质性行动。中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供链的稳定 与安全扫清障碍。 12月22日，商务部发言人表示，闻泰科技与安世荷兰的负责人上周举行了首轮协商，就各自关注的问题进行了解释和澄清，并同意继续保 持沟通。中方呼吁相关企业就控制权和恢复供应链问题进行协商，切实恢复全球半导体产供链。商务部发言人强调，安世半导体问题的根源 是荷政府对企业经营的不当行政干预引起的。中国有句古话，解铃还须系铃人，要想彻底消除全球相关企业对芯片短缺的担忧，荷政府应立 即撤销行政令，推动安世荷兰前高管从企业法庭 ...

来源：商务部网站 1 2月31日， 商务部新闻发言人就荷兰经济大臣卡雷曼斯接受采访答记者问。 有记者问：近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措 施确有必要。请问商务部新闻发言人对此有何评论？ 答： 我们注意到你提到的报道。中方已多次强调，荷方对安世半导体企业内部事务的不当行 政干预，已导致全球半导体供应链危机，荷方必须对此承担全部责任。令人困惑的是，面对 全球业界焦虑和不安，荷方依然无动于衷固执己见，完全没有展现出对全球半导体产供链安 全负责任的态度，更没有任何实质性行动。中方再次呼吁，荷方切勿一意孤行，应立即纠正 错误，为恢复全球半导体产供链的稳定与安全扫清障碍。 A股，又见证历史！ ...

答：我们注意到你提到的报道。中方已多次强调，荷方对安世半导体企业内部事务的不当行政干预，已 导致全球半导体供应链危机，荷方必须对此承担全部责任。令人困惑的是，面对全球业界焦虑和不安， 荷方依然无动于衷固执己见，完全没有展现出对全球半导体产供链安全负责任的态度，更没有任何实质 性行动。中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供链的稳定与安全 扫清障碍。 有记者问：近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措施确有必 要。请问商务部新闻发言人对此有何评论？ ...

美国又搞了个新联盟，叫硅和平倡议，英文是Pax Silica，直译成硅的和平。这东西在2025年12月12日正式启动，华盛顿那边开峰会，七国签了份宣言。表 面上看是谈技术合作，保障AI和半导体的供应链安全，但明眼人都知道，这剑锋直指中国，目的是想在关键矿产和芯片领域绕开中国的主导地位。 成员里有美国、日本、韩国、澳大利亚、新加坡、荷兰、以色列、英国、加拿大和阿联酋，这些国家在科技链条上各有分工，美国带头拉帮结派，试图重塑 全球格局。 中国这边没被邀请，外交部直接表态，反对这种排他性小圈子，强调要按市场规则办事，谁想另起炉灶就得自己掂量后果。 这个倡议不是凭空冒出来的，早几年美国就在补贴本土芯片产业，同时全球到处拉盟友。2025年12月11日，美国国务院副国务卿雅各布·赫尔伯格主持峰 会，12日各国代表签字。 名单选得很精，日本管精密制造，韩国有三星和SK海力士这样的芯片巨头，澳大利亚提供矿产资源，新加坡负责物流和金融，荷兰握着ASML的光刻机技 术，以色列擅长算法和软件，英国和加拿大补位资金和技术，阿联酋带点中东影响力。 韩国政府表面配合美国，但私下得权衡经济账。新加坡靠开放中立吃饭，加入这种排他联盟，会不会 ...

荷兰干预安世半导体控制权事件又有了新进展。 12月9日，《每日经济新闻》记者从知情人士方面了解到，闻泰科技（维权）已正式向荷兰方面指定的 安世半导体（Nexperia）股权托管人迪里克先生（Mr.Dierick）、阿诺德先生（Mr.Arnold）发出函件， 主动提议就安世半导体相关争议开展建设性会谈，以期通过对话弥合分歧、寻求符合各方利益的长期解 决方案。 12月9日，《每日经济新闻》记者从知情人士方面了解到，闻泰科技（维权）已正式向荷兰方面指定的 安世半导体（Nexperia）股权托管人迪里克先生（Mr.Dierick）、阿诺德先生（Mr.Arnold）发出函件， 主动提议就安世半导体相关争议开展建设性会谈，以期通过对话弥合分歧、寻求符合各方利益的长期解 决方案。 自荷兰方面针对安世半导体采取单边干预措施以来，安世半导体的正常经营秩序与全球供应链稳定性均 受到显著影响，不仅损害了闻泰科技作为股东的合法权益，也对欧洲汽车及半导体产业的供应链安全造 成冲击。 在此背景下，闻泰科技始终秉持理性沟通、诚信协商的态度，积极寻求通过合法合规且富有建设性的渠 道化解争议。自控制权争议发生以来，闻泰科技已多次清晰表达该核心 ...

Core Viewpoint - The news reveals that ASML, a leading photolithography machine company, is allegedly involved in espionage activities in China and has even requested to act as an informant for the U.S. in China, challenging the previously held perception of the company as a neutral entity [1][3][5] Group 1: ASML's Alleged Espionage Activities - ASML is reported to have not only cooperated with U.S. pressures to limit its operations in China but has also actively sought to serve U.S. interests by acting as an informant [3][5] - A new book titled "The Most Important Machine in the World" claims that ASML's involvement as a U.S. informant was voluntary, contradicting the narrative of being coerced by the U.S. [3][5] - ASML's executives have denied these allegations, labeling them as fake news, yet the situation raises questions about the company's true intentions and actions [5][7] Group 2: Implications for the Semiconductor Industry - The controversy surrounding ASML coincides with issues faced by TSMC, including leaks of advanced 2nm technology and the potential loss of core technical data due to a former executive's actions [8] - The U.S. is encouraging increased investment from Taiwan, which could lead to significant shifts in the semiconductor industry landscape [8][10] - The overall situation highlights the fragility of the semiconductor supply chain and the increasing importance of national security in the industry [5][10]

Core Viewpoint - The article discusses the recent statements made by Dutch Economic Minister Karremans regarding ASML and the semiconductor supply chain crisis, expressing strong dissatisfaction with the Dutch government's actions and emphasizing the need for constructive dialogue to resolve the ongoing issues [3][5]. Group 1: Dutch Government's Actions - The Dutch government’s decision to intervene in the semiconductor supply chain by taking control of a Chinese listed company's subsidiary is criticized as a violation of contractual spirit and an impulsive action that has led to global supply chain turmoil [3][4]. - The use of outdated legislation to justify rapid administrative decisions is described as reckless and absurd, undermining the rule of law and damaging the business environment in the Netherlands [4]. Group 2: Semiconductor Supply Chain Crisis - The article highlights that the semiconductor supply chain crisis has been exacerbated by the Dutch government's actions, which have not only failed to address the underlying issues but have also escalated internal conflicts into systemic risks for the global semiconductor supply chain [5]. - Despite efforts from China to restore stability in the semiconductor supply chain, the situation remains fragile due to the Dutch government's refusal to take practical actions to ensure supply chain security [5]. Group 3: Future Cooperation - China expresses a willingness to engage in discussions with the Dutch side to find constructive solutions to the semiconductor crisis, urging the Netherlands to come with genuine proposals rather than repeating past mistakes [5].

Core Points - The Dutch government's actions regarding ASML and its semiconductor supply chain have created significant global supply chain risks, with ongoing disputes between the EU and China highlighting the dangers of reliance on a single country for critical technology and materials [1][4][5] - Vincent Karremans, the Dutch Minister of Economic Affairs, remains unapologetic about the government's decisions, asserting that he would act the same way again given the information available [2][4] - The situation has led to a "supply disruption" crisis in the global semiconductor supply chain, with the Dutch government yet to retract its takeover of ASML, despite some easing of tensions between the US and China [7][9] Summary by Sections Government Actions - On September 30, the Dutch government ordered the takeover of ASML's subsidiary, citing "national security" concerns, which was publicly announced on October 12 [4][5] - The US had previously imposed export controls on ASML, which the Dutch government claims did not influence their decision, despite evidence of prior communication between the two governments regarding the matter [5][6] Industry Impact - The actions taken by the Dutch government have led to significant disruptions in the semiconductor supply chain, particularly affecting the automotive industry [1][7] - ASML's parent company, Wintech, has indicated that their planned investment in Germany has been stalled due to the Dutch government's intervention [6] International Relations - The ongoing dispute has strained relations between China and the Netherlands, with China expressing concerns over the impact on the global semiconductor supply chain and urging the Dutch government to take constructive actions [9][10] - Recent discussions between Chinese and German officials have emphasized the need for the Dutch government to correct its course and resolve the situation [10]