该协会在声明中强调，这一事件将对成员企业的全球生产造成严重冲击。 这一警告发出的前一天，德国《图片报》刚刚报道称大众汽车因部分芯片供应停止而暂停了其沃尔夫斯 堡工厂的高尔夫车型生产线，这是芯片中断冲击全球汽车供应链的首个明确信号。 半导体危机正从欧洲蔓延至亚洲，冲击全球汽车生产体系，从大众汽车到丰田、日产和本田在内的全球 主要车企寻求应对方案。 据媒体周四报道，日本汽车工业协会（JAMA）发布声明称，其成员企业丰田、日产和本田均已收到关 于芯片供应问题的警告。JAMA表示，其会员公司目前正与零部件制造商密切合作以求解决此问题。 生产线停工可能影响欧洲最大经济体数万名员工。该报道称，宝马、奔驰和戴姆勒等其他汽车制造商正 在密切关注局势发展，尽管其生产目前仍在继续。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

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]