Group 1 - The semiconductor crisis is spreading from Europe to Asia, impacting the global automotive production system, with major automakers like Volkswagen, Toyota, Nissan, and Honda seeking solutions [1] - The Japan Automobile Manufacturers Association (JAMA) reported that its member companies, including Toyota, Nissan, and Honda, have received warnings regarding chip supply issues and are working closely with parts manufacturers to resolve the problem [1] - JAMA emphasized that this situation will severely impact the global production of its member companies [1] Group 2 - A report indicated that Volkswagen has suspended production of the Golf model at its Wolfsburg plant due to a halt in chip supply, marking a clear signal of the disruption in the global automotive supply chain [1] - The production halt may affect tens of thousands of employees in Europe's largest economy, with other automakers like BMW, Mercedes, and Daimler closely monitoring the situation, although their production continues for now [1]

Core Points - The Dutch government's intervention in ASML Semiconductor has led to significant consequences, including supply chain disruptions for major automotive manufacturers like Volkswagen [1][5] - Volkswagen is preparing to suspend production of key models due to semiconductor shortages, with the Golf and Tiguan models being the first affected [1][3] - The semiconductor crisis is exacerbated by the fact that ASML's specific chips currently lack viable alternative suppliers [5] Group 1: Impact on Volkswagen - Volkswagen is facing severe pressure due to declining sales in major markets and substantial product and technology investments, requiring €11 billion in funding next year to meet investment plans [3] - The company has contacted labor authorities to implement short-time work for employees, potentially affecting thousands of workers if the crisis persists [3][4] - Despite having sufficient raw materials for the short term, Volkswagen's production may halt if semiconductor supplies run out [3] Group 2: Broader Industry Implications - The semiconductor supply crisis is not new to the automotive industry, which faced similar challenges during the COVID-19 pandemic [4] - The current situation is complicated by the fact that ASML Semiconductor's assets and intellectual property have been frozen for a year due to Dutch government directives [5][6] - The Chinese parent company, Wingtech Technology, is attempting to navigate the crisis by seeking domestic supply chain solutions, but faces challenges related to technology transfer and customer certification [5] Group 3: International Relations and Responses - The Dutch government claims its actions are not influenced by U.S. pressure, despite evidence of U.S. involvement in discussions regarding the leadership of ASML Semiconductor [6] - The Chinese government has expressed concerns over the impact of the Dutch measures on global supply chain stability and has urged for a resolution that protects the rights of Chinese investors [6]