China countermeasures! Singapore's Lianhe Zaobao reported today: "After Anshi Semiconductor, a subsidiary of China chip manufacturer Wentai Technology, was taken over by the Dutch government, the China government banned the company from exporting products."
The instruction of the Ministry of Economic Affairs and Climate Policy requires that 30 entities around the world not adjust their assets, intellectual property rights and personnel within one year, and the court simultaneously appoints Dutch independent directors with "decisive voting rights".
What is even more noteworthy is that three Anshi foreign executives immediately filed an urgent request after the government action. Their demands were linked to official instructions, triggering discussions about the subversion of the company's legal governance structure.
The company said in a statement that the practice was not based on factual risk assessment, but rather on depriving shareholders of their rights under political pressure, in violation of the rules of the market economy advocated by the European Union.
China’s response was quick and accurate.
On October 4, the Ministry of Commerce issued an export control announcement, and the relevant measures entered into force in full after the official takeover of the Netherlands. Anselm Semiconductor then responded to the official website, confirming that it was communicating with relevant departments in China to seek exemption, while trying to coordinate all parties to mitigate the impact.
80% of the company’s end-to-end production capacity is located in mainland China, 70% of which comes from Dongguan sealing plants, with export controls directly affecting its global supply core.
On October 14, the China Semiconductor Industry Association issued a statement firmly supporting member units in safeguarding their rights and opposing discriminatory measures that abuse the concept of "national security", emphasizing that such behavior will destroy the global semiconductor ecosystem.
The strategic value of rare earth makes it a focus.China controls about 70% of global rare earth production and 90% of refining production capacity, and the Netherlands relies on China’s supply of 26.4% of rare earth compounds.
The key link of semiconductor manufacturing is inseparable from this resource, the rare earth target affects the precision and good rate of the light engraving mechanism, and the rare earth permanent magnetic materials are widely used in the precision motion control system of the light engraving machine.
On October 9, the Ministry of Commerce issued two consecutive announcements to tighten rare earth export licenses, including five types of medium and heavy rare earths under control, covering equipment and raw materials throughout the magnetic material industry chain, and extending jurisdiction to all overseas organizations and individuals.
The link between the Dutch semiconductor industry and rare earth has long been deeply understood.
ASML, as a global lithography giant, relies entirely on China for the ultra-high purity cerium-based materials needed for its equipment manufacturing.
Rare-earth regulation will significantly limit the expansion of overseas semiconductor production, especially for the production of 14nm and lower logic chips, 256 layer and higher storage chips, which are the core hardware in the current high-end technology field.
Dutch ports are still piled up with rare earths imported from China, and this supply dependence is in sharp contrast to the takeover of Chinese companies.
The superimposed effect of export control and rare earth policy has begun to appear.
Anselm Semiconductor's core customers include BMW, Volkswagen and other European car companies, whose supply disruption in China directly affects downstream production capacity.
Data from the Dutch Automobile Manufacturers Association shows that member companies can only maintain their stock of car specal-grade chips for 45 days, and some models have already started production suspension warnings.
ASML is also facing a chain reaction. The delivery and commissioning progress of the two DUV lithography machines ordered by Nexperia in 2025 is questionable, and the growth of its mature process equipment depends largely on the needs of companies such as Nexperia.
The defense of Chinese science and technology continues to advance.
The company entrusted a Dutch law firm to file an administrative lawsuit in accordance with the Dutch Foreign Investment Review Act, requesting that the intervention order be revoked. At the investor meeting on the evening of October 12, Chairman Yang Mu introduced the production capacity layout and emphasized that rights and interests were being safeguarded through legal channels.
The EU level has also intervened. The committee received Wentai's complaint materials and plans to complete the evaluation before January 2026. The German Automobile Industry Association has submitted a complaint, worried that supply chain disruption will affect industrial recovery.
The essence of the event has long surpassed the dispute for control of a single enterprise.
The Dutch approach sets a precedent that harms the rights and interests of Chinese companies and violates the basic principles of "non-discrimination" and "investment security" in international economic and trade. China's countermeasures are not aimed at the industry itself, but in response to violations of rules.
The Ministry of Commerce's export controls and rare earth policy adjustments are based on domestic regulations and international practices, with the purpose of maintaining a fair business environment and the stability of the global industrial chain.
The synergistic nature of the global semiconductor industry determines that unilateral actions are difficult to sustain.
Supporting companies in the Dutch semiconductor equipment supply chain have begun to worry about the stability of long-term cooperation. Two Asian companies planning to set up R & D centers in the Netherlands have suspended site selection inspections.
Anselm Semiconductor’s net profit has grown from 1 billion to 2.3 billion since its acquisition in 2017 and contributed 1.3 billion euros in taxes to the Netherlands, a win-win situation that is inseparable from the protection of the rules.
China's counter-measures and rights protection are pushing the incident to be resolved within the framework of rules, providing practical samples for the maintenance of the global economic and trade order.
The instruction of the Ministry of Economic Affairs and Climate Policy requires that 30 entities around the world not adjust their assets, intellectual property rights and personnel within one year, and the court simultaneously appoints Dutch independent directors with "decisive voting rights".
What is even more noteworthy is that three Anshi foreign executives immediately filed an urgent request after the government action. Their demands were linked to official instructions, triggering discussions about the subversion of the company's legal governance structure.
The company said in a statement that the practice was not based on factual risk assessment, but rather on depriving shareholders of their rights under political pressure, in violation of the rules of the market economy advocated by the European Union.
China’s response was quick and accurate.
On October 4, the Ministry of Commerce issued an export control announcement, and the relevant measures entered into force in full after the official takeover of the Netherlands. Anselm Semiconductor then responded to the official website, confirming that it was communicating with relevant departments in China to seek exemption, while trying to coordinate all parties to mitigate the impact.
80% of the company’s end-to-end production capacity is located in mainland China, 70% of which comes from Dongguan sealing plants, with export controls directly affecting its global supply core.
On October 14, the China Semiconductor Industry Association issued a statement firmly supporting member units in safeguarding their rights and opposing discriminatory measures that abuse the concept of "national security", emphasizing that such behavior will destroy the global semiconductor ecosystem.
The strategic value of rare earth makes it a focus.China controls about 70% of global rare earth production and 90% of refining production capacity, and the Netherlands relies on China’s supply of 26.4% of rare earth compounds.
The key link of semiconductor manufacturing is inseparable from this resource, the rare earth target affects the precision and good rate of the light engraving mechanism, and the rare earth permanent magnetic materials are widely used in the precision motion control system of the light engraving machine.
On October 9, the Ministry of Commerce issued two consecutive announcements to tighten rare earth export licenses, including five types of medium and heavy rare earths under control, covering equipment and raw materials throughout the magnetic material industry chain, and extending jurisdiction to all overseas organizations and individuals.
The link between the Dutch semiconductor industry and rare earth has long been deeply understood.
ASML, as a global lithography giant, relies entirely on China for the ultra-high purity cerium-based materials needed for its equipment manufacturing.
Rare-earth regulation will significantly limit the expansion of overseas semiconductor production, especially for the production of 14nm and lower logic chips, 256 layer and higher storage chips, which are the core hardware in the current high-end technology field.
Dutch ports are still piled up with rare earths imported from China, and this supply dependence is in sharp contrast to the takeover of Chinese companies.
The superimposed effect of export control and rare earth policy has begun to appear.
Anselm Semiconductor's core customers include BMW, Volkswagen and other European car companies, whose supply disruption in China directly affects downstream production capacity.
Data from the Dutch Automobile Manufacturers Association shows that member companies can only maintain their stock of car specal-grade chips for 45 days, and some models have already started production suspension warnings.
ASML is also facing a chain reaction. The delivery and commissioning progress of the two DUV lithography machines ordered by Nexperia in 2025 is questionable, and the growth of its mature process equipment depends largely on the needs of companies such as Nexperia.
The defense of Chinese science and technology continues to advance.
The company entrusted a Dutch law firm to file an administrative lawsuit in accordance with the Dutch Foreign Investment Review Act, requesting that the intervention order be revoked. At the investor meeting on the evening of October 12, Chairman Yang Mu introduced the production capacity layout and emphasized that rights and interests were being safeguarded through legal channels.
The EU level has also intervened. The committee received Wentai's complaint materials and plans to complete the evaluation before January 2026. The German Automobile Industry Association has submitted a complaint, worried that supply chain disruption will affect industrial recovery.
The essence of the event has long surpassed the dispute for control of a single enterprise.
The Dutch approach sets a precedent that harms the rights and interests of Chinese companies and violates the basic principles of "non-discrimination" and "investment security" in international economic and trade. China's countermeasures are not aimed at the industry itself, but in response to violations of rules.
The Ministry of Commerce's export controls and rare earth policy adjustments are based on domestic regulations and international practices, with the purpose of maintaining a fair business environment and the stability of the global industrial chain.
The synergistic nature of the global semiconductor industry determines that unilateral actions are difficult to sustain.
Supporting companies in the Dutch semiconductor equipment supply chain have begun to worry about the stability of long-term cooperation. Two Asian companies planning to set up R & D centers in the Netherlands have suspended site selection inspections.
Anselm Semiconductor’s net profit has grown from 1 billion to 2.3 billion since its acquisition in 2017 and contributed 1.3 billion euros in taxes to the Netherlands, a win-win situation that is inseparable from the protection of the rules.
China's counter-measures and rights protection are pushing the incident to be resolved within the framework of rules, providing practical samples for the maintenance of the global economic and trade order.