Core Viewpoint - The article discusses how Anshi China has maintained its composure and strength in the face of foreign government pressure, particularly from the Netherlands and the United States, highlighting the strategic moves made by the company to assert its independence and operational capabilities [1][3][5]. Group 1: Company Response - Anshi China issued a letter to customers and employees, declaring its operational independence and ensuring that the quality of chips produced in its Dongguan factory meets standards, while also stating that local employees have the right to reject directives not recognized by Chinese law [3][5]. - The company has resumed supply to domestic clients and established a new policy to conduct all transactions in RMB instead of USD, marking a significant step towards financial independence in the semiconductor industry [3][5]. Group 2: Industry Implications - The core production capabilities of Anshi Semiconductor are primarily located in China, with over 70% of essential automotive chips relying on the Dongguan factory for assembly and testing, which has led to significant pressure on the Dutch government from European automakers facing production halts [5][7]. - The situation illustrates that in the globalized supply chain, control over core processes equates to power in negotiations, and attempts to disrupt market rules through political means can backfire [7].

Core Viewpoint - The letter from Anshi China signifies a strong stance against external control, particularly targeting the dominance of the US dollar in global trade, and highlights a strategic shift in operations and financial practices to assert independence and resilience against external pressures [1][11][24]. Group 1: Company Actions and Responses - Anshi China issued a public letter declaring its independence from Dutch headquarters, emphasizing that it will operate under Chinese laws and manage its own payroll and business operations [11][13]. - The company replaced its European ERP system with domestic software and shifted its supply chain partnerships from European firms to local Chinese companies, indicating a significant operational realignment [15][22]. - Anshi China transitioned to using the Chinese yuan for all domestic transactions, effectively severing ties with the SWIFT system and asserting financial sovereignty [24][27]. Group 2: Impact on Global Trade and Financial Systems - The actions taken by Anshi China challenge the existing dollar-centric global trade framework, suggesting a trend towards de-dollarization and increased use of local currencies in international transactions [19][52]. - The operational resilience of Anshi China's Dongguan facility, which maintained a high order delivery rate despite external pressures, underscores the critical role of Chinese manufacturing in the global supply chain [17][29]. - The situation has prompted European companies, particularly in the automotive sector, to reassess their reliance on Dutch operations, revealing vulnerabilities in the supply chain that could lead to production disruptions [31][37]. Group 3: Broader Implications for Europe and the US - The incident illustrates the growing awareness in Europe of the risks associated with over-reliance on the US dollar and the need for a diversified payment system to mitigate potential disruptions [33][60]. - The Dutch government's actions, perceived as being under US pressure, have led to a backlash from local industries, highlighting the tension between national interests and external political influences [9][35]. - The event serves as a wake-up call for European policymakers to reconsider their strategies towards China, emphasizing the importance of mutual respect and adherence to contractual obligations in international business [62][68].

然而，安世中国的战略更进一步。在荷兰政府试图强化控制的时候，安世中国迅速恢复向国内客户供货，并宣布所有交易将不再使用美元，而是改用 人民币结算。这对半导体行业而言，是一项极具标志性的决策。在长期以来以美元为主流结算货币的全球经济中，这一改变无疑是一个大胆且具有前 瞻性的选择，它不仅彰显了安世中国的经济独立性，也传达出一种清晰的信息：我们有能力掌握自己的命运。 现在，荷兰政府意识到自己所掌握的安世半导体只不过是个"空架子"。真正的生产能力和核心技术早已在中国，尤其是在东莞的工厂。数据显示，全 球超过七成的车载常用芯片，诸如控制车门和调节座椅的基础芯片，其最后的组装和测试都依赖于这家工厂。对此，欧洲的大型汽车制造商们感到了 前所未有的压力。短短几周之内，他们的库存便可能耗尽，生产线随时面临停滞的风险。为了避免惨重的损失，多个车企不得不联名警告即将面临暂 停生产的局面，这对荷兰政府来说无疑是一种巨大的冲击。 荷兰政府最近以"国家安全"为借口，强行接管了安世半导体（ASML），并将中国籍CEO停职，这一举措引发了广泛关注。然而，值得注意的是，中 国的安世半导体却以令人意想不到的方式回应了这一压力，展现出了不屈的硬气和 ...