The contents of this article are written with authoritative materials and personal opinions. The source of the literature has been marked at the end of the article, so please know.
Preliminary
Recently, the Netherlands quietly dealt with China, "strangely robbed" the Chinese company in the Dutch semiconductor subsidiary, not only froze 14.7 billion funds, but also took shares.
Nowadays, China has launched a strong counter-measure, and the cut-off of supply by the packaging factory has directly turned the company into an "empty shell". What is important is that the customers of this company are all European and American companies.
But then again, these companies are really not wronged. Because behind the Dutch dare to provoke China, there are shadows of Europe and the United States...
The Netherlands has been really "crazy" recently, provoking China and Russia one after another. On the 13th, NATO's "Firm Noon" nuclear exercise led by the Netherlands kicked off.
This sparked further tensions between NATO and Russia, prompting Putin to publicly announce that “a new type of strategic weapon is about to be unveiled.”
Both sides struggle against each other, do not fight and do not know. If there is a conflict anyway, the leading Dutch will inevitably not be able to get away from the interference.
In addition, the Dutch government also "openly robbed" Chinese assets at the end of September. A few days ago, Nexperia, the core asset of Chinese enterprise Wingtech Technology in the Netherlands, was publicly frozen by the Dutch government, amounting to 14.7 billion yuan.
According to the Netherlands, it is because of the "serious governing flaws and problematic behavior" within the Assembly, but there are no details about the issues stated.
If that's all, it just happened that some external executives in Anshi Company began to engage in "palace fighting" simultaneously, not only to suspend the CEO sent by the China head office, but also to "foster" a foreign director to "take the upper position".
Even with all the shares of the Anselm Semiconductor directly allocated to the Dutch government designated person.This is all about flying the flag of no need, shrinking “robbing money, robbing the company”!
So why does the Netherlands think it has the ability to do this? It is nothing more than that it believes that there is "someone behind it", and that the United States and the European Union are the "backers" that the Netherlands deems.
The day before the Dutch government introduced this initiative, the United States just issued the so-called "50% bill", directly putting thousands of Chinese companies on the "black list".
Among them, Wingtech Technology, which holds more than 50% of the shares, is also included. If the Netherlands does not closely follow the footsteps of the United States, I'm afraid no one will believe it.
Afterwards, the Dutch Ministry of Economic Affairs also "boasted" that it was "pure coincidence" that the two things came together, and the Dutch action had nothing to do with the United States.
Unfortunately, on the 14th, the Dutch court documents "openly slapped the face" to the Dutch government.
The document clearly shows that as early as June, U.S. officials told the Netherlands that if they didn’t want the Anchor Semiconductor to be punished by the U.S. new “entity list,” then they had to “destroy” the Chinese CEO.
This revelation even exposed Trump's "lies".
After China implemented rare earth technology control in the past two days, Trump publicly accused US Secretary of Commerce Lutnick of signing the "Entity List Change Measures" in an emergency meeting, looking unwittingly.
In the meantime, the United States and both countries have been confirmed to "speak blindly" and are not ashamed?
In fact, various media around the world have also expressed their views on this. Recently, CNN in the United States publicly stated that if Trump had not created a "new version of the entity list," China and the United States would not have had to become so nervous.
After the incident of "robbing" Chinese enterprises in the Netherlands was exposed, experts from the Netherlands Institute of International Relations immediately issued a warning, saying that they should be careful of China's counter-measures.
However, after the strong protests on 12th, the Ministry of Foreign Affairs of China, the Semiconductor Industry Association, the EU Chamber of Commerce of China and other institutions shouted to the Netherlands: hurry to cancel.
In the event that the Netherlands continued to be indifferent, China finally took the hand. On the 14th, the Chinese Ministry of Commerce directly issued a regulatory notice: Anselm China and its subcontractors needed, all components made in China are not exported!
You must know that although Nexperia's annual shipments exceed 110 billion, most of them need to be manufactured, tested, and shipped from China. Shanghai is responsible for wafer manufacturing, and Dongguan is more responsible for packaging and testing.
It is reported that Anshi has a ultra-large-scale packaging and testing factory in Dongguan, with a scale of about 80,000 square meters. This Dongguan factory supports a large part of the company's final product shipments, accounting for more than 70% of the final shipments. This is the real "lifeblood of the company."
Nowadays, China controls exports, which is equivalent to directly cutting off Anshi Semiconductor's supply chain system. Even if the Netherlands steals the equity, it will just get an "empty shell."
Moreover, China's move is not only "to deal" with the Netherlands, but also plays a "decisive" role for the United States and Europe.
After all, Dutch experts have long warned them that China’s counter-target might be a wider population, not just the company.
How to say this? Axis Semiconductor's customers are mainly located in Europe and the Americas, from electronic products such as Bosch and Apple to Tesla, a new energy tycoon, industrial customers such as Siemens and consumer-grade products such as Dyson.
China's "reattack" is enough to blind these European and American customers, after all, the goods they should have reached, now have not landed.
On the same day that China issued countermeasures, the Global Times also issued a commentary that challenged the attitude, telling the Netherlands not to underestimate China's determination to safeguard its rights and interests!
Meanwhile, Zhou Tai Technology shares, which have been stalled due to the impact of the incident, have also started to rebound, rising directly by almost 1.5 percentage points on the 15th.
This situation was "terrifying" that senior foreign officials immediately expressed their desire to negotiate with China, and it was obviously a "excessive pulse" for China's counterattack.
However, backwards, there are also people who ask Europe in this incident, whether it is simply "involved"?
Before the Netherlands took action, all EU members had just signed a "declaration" to create a "new alliance" in the semiconductor industry. Then Anshi Semiconductor, a European chip supplier, was "snatched away".
At the same time, the declaration itself makes it easier for the EU to upgrade the "Chip Act 1.0" to "2.0", saying that the EU wants to "strengthen its position in the semiconductor value chain" by suppressing China.
The case was recently directly exposed by foreign media, saying the EU was already in talks to prepare to "forced" Chinese companies to transfer technology to European companies and then operate locally.
It is even clear that China controls rare earth based on legal compliance, and as a result, the EU wants to pull the G7 together, promising to take strong measures against China!
This shows that the whole of Europe is beginning to think about how to treat China "Seize and seize"The Netherlands has only taken the first step, and China's counter-reaction can indeed let them look at the outcome of political manipulation.
In the end, China has repeatedly stated that if foreign companies are willing to compete well, cooperation is better; but if it is forced this set, China resolutely opposes.
References:
Observer.com "Ming robbed? The Dutch government took over Chinese chip manufacturers, and Chinese companies strongly protested"
Observer.com "Forcibly" takeover of Chinese-funded chip companies, the Netherlands urgently argues: it was not the United States that let it do it, it was pure coincidence "
China's Ministry of Commerce Implement Export Controls on Anselm Semiconductors