Core Viewpoint - The Dutch government's intervention in ASML's internal affairs and the court's decision to strip Chinese shareholders of their rights are seen as violations of legitimate rights, leading to global supply chain disruptions and raising questions about Europe's institutional credibility [1][2][3] Group 1: Impact on Investment Environment - The actions of the Dutch government undermine the foundation of property rights protection in the Netherlands and Europe, raising concerns about the motivations behind such behavior [2] - The arbitrary alteration of equity structures and corporate governance by public authorities increases "institutional risk premiums," making long-term capital hesitant to invest in the region [2][3] Group 2: Global Supply Chain Risks - The abrupt cessation of wafer supply to ASML (China) by the Dutch government amplifies systemic risks within the global supply chain, affecting various sectors such as automotive electronics and industrial control [2] - The interconnected nature of the global supply chain means that disruptions can lead to order delays, increased costs, and difficulties in finding alternatives, impacting multiple industries [2] Group 3: Geopolitical Context - The U.S. has previously labeled Chinese-backed enterprises as risky, pressuring allies to intervene in normal business activities under the guise of national security, a tactic that has backfired in the case of ASML [3] - The Dutch government's extreme measures have not yielded substantial security benefits and have resulted in a loss of trust from Chinese enterprises and the global market [3] Group 4: Future Relations and Recommendations - The Chinese side advocates for a constructive resolution to the ASML issue, emphasizing the importance of maintaining stable economic relations between China and the Netherlands [4] - The Dutch government is urged to act responsibly and cease interference in corporate matters to preserve the integrity of bilateral trade and supply chain stability [4]