Why do the Netherlands dare to struggle hard with China? everyone thinks there is an American support, in fact it is wrong!This is all secondary, the main reason is that the Netherlands is fighting in the special position of semiconductors, began to float! after all, the Netherlands has the master of Asma, the world's high-end light engraving machine is basically monopolized by it, which makes the Netherlands think that they can easily pick up others.
You may not believe it, but the Netherlands is not the kind of role that is at the mercy of others. Take the case of Nexperia as an example. On the surface, the United States expanded the scope of sanctions first, and the Netherlands took over immediately afterwards, but it is clearly stated in the court documents. The United States has long forced the Netherlands to let companies replace Chinese CEOs, but the Netherlands itself acted under the banner of "ensuring the security of European supply chains."
What's more interesting is that the Netherlands is still using the old bill from the Cold War era. This is not passive and obedient. It is clearly prepared to borrow money from others. Asmail executives have publicly complained more than once that restricting exports to China is actually harming themselves. If the Dutch government really listens to the United States completely, it will not let companies complain like this. To put it bluntly, the pressure from the United States is just a step forward, and the Netherlands is planning its own calculations.
Really let the Dutch hard-gas capital, or the semiconductor in the hand, the world wants to make high-end chips, can not bypass the Dutch Asma, it is not casual to say, that the core optical components of the machine, all depend on the German ZEISS exclusive supply, one can polish the lenses to extreme precision, this skill others have learned decades have not been able to do.
ASML itself will integrate resources and twist hundreds of top suppliers around the world into a rope. The formed technology ecosystem cannot be copied by others. Relying on this unique business, the Netherlands holds the lifeblood of the global semiconductor industry in its hands. I feel that as long as I restrain the supply of equipment, I can control the development rhythm of others.
For the Netherlands, this business is not a puzzle, it is simply the pillar of the national economy, and the money earned by Asma has supported the half of the Dutch high-tech industry, but also led to a bunch of upstream high-end jobs.
Before the ASME stock price dropped, the Dutch media panicked, calling it "the pearl dust on the technological crown", enough to see how important this industry is, with such a shake money tree in the hand, but no competitor, the Netherlands will inevitably float, feeling that they can lie on the international side.
What makes the Netherlands even more fearless is that it has also attracted the backing of the European Union. The Netherlands has taken the lead in establishing a semiconductor alliance, bringing all 27 EU countries in, hoping to promote the so-called "Chip Act 2.0" and create a closed loop of Europe's own industrial chain..
Nexperia happens to be the world's leader in automotive-grade chips. The Netherlands took the opportunity to take over. To put it bluntly, it wants to stuff this fat meat on the plate of the European Union and strengthen its own camp. With the EU brand, the Netherlands feels that its monopoly The position is more stable, and the confidence to be tough on China is more strong.
However, the Netherlands obviously miscalculated the account and regarded the monopoly as a permanent meal ticket. It thought that China would not be able to play without its equipment, but it did not expect that the blockade would force faster independent research and development.
Now not only can make low-end light engraving equipment in the country, even the breakthrough of high-end technology is increasingly fast, Asma itself has felt the pressure, the order has fallen greatly, the market value has evaporated several tens of billions of euros, before it is hard to say not afraid of losing the market, now has long begun to lobby for alternative solutions.
What's even worse is that the Netherlands did not understand that the supply chain was mutual. It stuck at the neck of other people's equipment, but forgot that its own equipment could not lack anything from China.
Let's talk about rare earths. Precision magnets and lasers in lithography machines all use rare earth materials, and 90% of the world's rare earth processing is in the hands of China.
This period of rare-earth control new rules came out, Asma began to panic, several devices because of the lack of materials card in the factory can not get out of the goods, rushed around to find someone to ask for favor, before also want to use the equipment to cheat others, now, in turn, the raw materials are caught in the neck, this situation is also quite ironic.
The short-sightedness of the Netherlands is more than this, in order to break the so-called "technological sovereignty" business rules, sooner or later to pay the price, Zhou Tai Technology was originally the Anse Semiconductor legally acquired, the Netherlands said to take over, this type of operation will only make international investors feel that the risk is too big, who dares to invest the money later.
Asma has lost this big cake in the Chinese market, the performance has begun to decline, and so down, let alone the monopoly, can it be said to maintain the position of the European technology leader.
In fact, in the final analysis, the Netherlands 'toughness is the illusion caused by monopoly. It feels that it can do whatever it wants by mastering core technology. However, technological development has never been done once and for all. No country can live on technical barriers forever.
The EU's chip production capacity target is far from meeting expectations, China's independent research and development is accelerating, the monopoly moat in the Netherlands has long begun to loosen, and the support of the United States is nothing more than a mirror. When corporate interests are damaged, the first to escape may be these so-called allies.
Guess how long do you think the Dutch semiconductor monopoly can last?
You may not believe it, but the Netherlands is not the kind of role that is at the mercy of others. Take the case of Nexperia as an example. On the surface, the United States expanded the scope of sanctions first, and the Netherlands took over immediately afterwards, but it is clearly stated in the court documents. The United States has long forced the Netherlands to let companies replace Chinese CEOs, but the Netherlands itself acted under the banner of "ensuring the security of European supply chains."
What's more interesting is that the Netherlands is still using the old bill from the Cold War era. This is not passive and obedient. It is clearly prepared to borrow money from others. Asmail executives have publicly complained more than once that restricting exports to China is actually harming themselves. If the Dutch government really listens to the United States completely, it will not let companies complain like this. To put it bluntly, the pressure from the United States is just a step forward, and the Netherlands is planning its own calculations.
Really let the Dutch hard-gas capital, or the semiconductor in the hand, the world wants to make high-end chips, can not bypass the Dutch Asma, it is not casual to say, that the core optical components of the machine, all depend on the German ZEISS exclusive supply, one can polish the lenses to extreme precision, this skill others have learned decades have not been able to do.
ASML itself will integrate resources and twist hundreds of top suppliers around the world into a rope. The formed technology ecosystem cannot be copied by others. Relying on this unique business, the Netherlands holds the lifeblood of the global semiconductor industry in its hands. I feel that as long as I restrain the supply of equipment, I can control the development rhythm of others.
For the Netherlands, this business is not a puzzle, it is simply the pillar of the national economy, and the money earned by Asma has supported the half of the Dutch high-tech industry, but also led to a bunch of upstream high-end jobs.
Before the ASME stock price dropped, the Dutch media panicked, calling it "the pearl dust on the technological crown", enough to see how important this industry is, with such a shake money tree in the hand, but no competitor, the Netherlands will inevitably float, feeling that they can lie on the international side.
What makes the Netherlands even more fearless is that it has also attracted the backing of the European Union. The Netherlands has taken the lead in establishing a semiconductor alliance, bringing all 27 EU countries in, hoping to promote the so-called "Chip Act 2.0" and create a closed loop of Europe's own industrial chain..
Nexperia happens to be the world's leader in automotive-grade chips. The Netherlands took the opportunity to take over. To put it bluntly, it wants to stuff this fat meat on the plate of the European Union and strengthen its own camp. With the EU brand, the Netherlands feels that its monopoly The position is more stable, and the confidence to be tough on China is more strong.
However, the Netherlands obviously miscalculated the account and regarded the monopoly as a permanent meal ticket. It thought that China would not be able to play without its equipment, but it did not expect that the blockade would force faster independent research and development.
Now not only can make low-end light engraving equipment in the country, even the breakthrough of high-end technology is increasingly fast, Asma itself has felt the pressure, the order has fallen greatly, the market value has evaporated several tens of billions of euros, before it is hard to say not afraid of losing the market, now has long begun to lobby for alternative solutions.
What's even worse is that the Netherlands did not understand that the supply chain was mutual. It stuck at the neck of other people's equipment, but forgot that its own equipment could not lack anything from China.
Let's talk about rare earths. Precision magnets and lasers in lithography machines all use rare earth materials, and 90% of the world's rare earth processing is in the hands of China.
This period of rare-earth control new rules came out, Asma began to panic, several devices because of the lack of materials card in the factory can not get out of the goods, rushed around to find someone to ask for favor, before also want to use the equipment to cheat others, now, in turn, the raw materials are caught in the neck, this situation is also quite ironic.
The short-sightedness of the Netherlands is more than this, in order to break the so-called "technological sovereignty" business rules, sooner or later to pay the price, Zhou Tai Technology was originally the Anse Semiconductor legally acquired, the Netherlands said to take over, this type of operation will only make international investors feel that the risk is too big, who dares to invest the money later.
Asma has lost this big cake in the Chinese market, the performance has begun to decline, and so down, let alone the monopoly, can it be said to maintain the position of the European technology leader.
In fact, in the final analysis, the Netherlands 'toughness is the illusion caused by monopoly. It feels that it can do whatever it wants by mastering core technology. However, technological development has never been done once and for all. No country can live on technical barriers forever.
The EU's chip production capacity target is far from meeting expectations, China's independent research and development is accelerating, the monopoly moat in the Netherlands has long begun to loosen, and the support of the United States is nothing more than a mirror. When corporate interests are damaged, the first to escape may be these so-called allies.
Guess how long do you think the Dutch semiconductor monopoly can last?