Even the United States does not dare to do things, the Netherlands is obviously daring to do. Recently, the Netherlands "rabbit" Chinese semiconductor enterprises in the Netherlands, the subsidiary ANSI semiconductor in the Netherlands, the Chinese side put forward strong opposition, not expecting the Chinese voice just fell, the Netherlands received the ban.
It can be said that on the third day after the Netherlands openly seized a Chinese company, China took action. This time, China took action very quickly, and from the perspective of influence, even the EU warned it.
China has already launched a combination of punches against the Netherlands. On the one hand, on October 14, China Semiconductor Industry Association issued a statement expressing "serious concern" about the interference of the local government by Anshi Semiconductor, a subsidiary of member company Wentai Technology in the Netherlands. The statement clearly opposes the abuse of the concept of "national security" and the imposition of selective restrictions on China companies.
On the other hand, China also took action and quickly implemented export control measures. According to Bloomberg News in the United States, on the third day after the Dutch government was exposed to "take over" Nexperia, China announced that it would ban the company from exporting chips from China. This further shows that China has adopted more rapid and precise countermeasures in the international game in the semiconductor field.
The core of the incident revolves around the dispute over the control of Nexperia, a branch of Chinese-funded Wingtech Technology in the Netherlands. Recently, the Dutch government forcibly "intervened" in Chinese companies, and the Dutch corporate court made three emergency rulings: suspending all management positions of Zhang Xuezheng, founder of Wingtech Technology, in Nexperia; Transfer the company's equity held by Hong Kong Yucheng Holdings to a third party for temporary custody; Obtain decisive voting rights on major matters of the company through the appointment of independent foreign directors. This series of measures essentially caused Wingtech Technology to lose control of Nexperia.
China is not accustomed to this move by the Netherlands. China's Ministry of Commerce quickly issued an export control announcement on October 4, targeting Anshi Semiconductor's business in China. According to the announcement, Anshi Semiconductor and its subcontractors are prohibited from exporting specific finished components and components manufactured in China. You should know that Anshi Semiconductor has an 80,000-square-meter packaging and assembly production base in Guangdong, of which domestic products occupy an important position in the global supply chain. This control measure will further affect the company's global supply chain.
Moreover, China's counter-measures have obvious characteristics of precise counter-measures. As a key supplier of mature chips for the automotive and consumer electronics industries, Nexperia supplies about 20% of the world's mature chips, and the production capacity of its Chinese factory accounts for more than 70% of the total production capacity. China's choice to impose export controls on Nexperia has accurately hit the actual effect of the Dutch government's policy of "ensuring supply chain security". The controls will prevent Nexperia from exporting semiconductor products from Chinese factories to the world, directly affecting the supply of automotive sensors, power management and chips for consumer devices.
Moreover, the China Semiconductor Industry Association stated three positions in its statement on October 14: firmly support Chinese companies in defending their legitimate rights and interests; Oppose the abuse of the concept of "national security" to impose selective restrictions on overseas branches of Chinese enterprises; Resolutely oppose discriminatory measures that undermine the global semiconductor ecosystem. This statement represents the common concern of the Chinese industry.
Judging from the timeline, China responded extremely quickly this time. After the Dutch government was exposed to interfering with Nexperia's operations, within just three days, the China Semiconductor Industry Association issued an official statement, and China also announced a ban. It can be seen that China has already made full preparations.
In fact, in order to prevent the U.S. and Dutch side from jumping the wall, China has long announced export controls on uranium and uranium-related objects, these two metals are an important component of semiconductor materials.In December last year, the U.S. Department of Commerce included Zhou Tai Technology in the entity list, and in September this year, the U.S. Department of Commerce Industry and Security Bureau issued the "related party rules", expanding the scope of export control to subsidiaries with more than 50% of entity list enterprises.
Then it can be seen that the Netherlands has cooperated well with the United States. But in any case, China chose to impose export controls on Anshi Semiconductor in a combination of punches. Although this reaction was directly aimed at the Netherlands, it was also an opportunity to beat other European countries.
In addition, choosing to speak through industry associations is also a strategic reserve, both expressing positions and not completely shutting down channels of dialogue. And China Semiconductor Industry Association opposes “discriminatory measures against specific companies” in its statement, which imply a warning to the EU’s overall policy.
You should know that the EU is formulating its own semiconductor strategy. China and Europe have extensive cooperation bases in the semiconductor field, and how to treat China investment and corporate business in Europe will become key issues. China's rapid response also showed other EU countries that discriminatory measures will face consequences.
But in any case, if the Netherlands adhere to the current policy, China will increase the counter-dependence, the other is the negotiation path, the two sides through dialogue to find a balance point. To know, China in the field of semiconductors there are many counter-dependence tools, including export control, market access restrictions and supply chain restructuring, etc. But still that word, the global semiconductor industry chain interdependence, no party can be independent, moreover, the EU in the semiconductor policy, not a piece of iron, Germany, France and other major countries and the interests of the Netherlands are not the same consideration. China's quick and accurate counter-dependence, both to safeguard the legitimate rights and interests of enterprises, and to the EU send a clear signal: technological protectionism