and a)
First, a cold knowledge: The Dutch, in addition to the planting of tulips and light engraving machines, have recently learned a new craft - "local spinning".
On October 17th, Dutch Economy Minister Kalemans suddenly let go in Parliament: "We can talk."
The tone was so gentle as the evening wind in Amsterdam, as if he wasn’t the one who swallowed the barrel of sanctions three days ago and froze the assets of the Semiconductor.
Even the Dutch media couldn't stand this 180-degree roundabout kick. The front page headline of The Telegraph read: "We frozen ourselves into ice sculptures."
( 2 )
Nexperia, which sounds like a local Dutch band, is actually the "pacemaker" of the European automobile industry.
- Volkswagen ID. series, half the chip attached to it;
- BMW iX, inverter chip is 40% of it;
- Bosch ESP system, the logic chip can't bypass it.
One word: Without Anselm, European electric vehicles would be directly transformed into “electric skateboards” – only pushing.
In 2019, China spent 34 billion yen on technology, and Europe also relaxed: "The Chinese make money, we make technology, we win."
Five years later, the Dutch government suddenly turned its face: “No, this is a supply chain security risk!”
On September 30, a paper freeze order, Anxiet’s shares were deposited, Chinese directors were kicked out of the office, and even publications were taken away.
Dutch officials said generously at the conference: “We can’t give the car’s heart to strangers!”
Before he finished speaking, Volkswagen's Wolfsburg factory stopped production.
(3)
When the news of the suspension of production came, Volkswagen's purchasing director was having a morning meeting.
Hearing that the car-grade chips in the warehouse are only enough for 10 days, he patted the table on the spot: "Twenty cents a chip, and now you can't even buy it if you offer me twenty euros!"
Worse is the BMW.
The Munich factory originally delivered the car in three months, but it was delayed to half a year, and the customer changed his order to Tesla overnight.
The sales director wanted to cry but had no tears: "Are we doing brand promotion for the Shanghai factory?"
The European Automobile Manufacturers Association anxiously issued a statement: "This is the worst supply chain crisis in the past decade!"
He also said maliciously: "If you don't stop, we will boycott Dutch agricultural products!"
Tulips, cheese, pork knuckles, don't even think about selling any!
and 4 )
The Dutch government was tough at first.
Prime Minister Schoff stated at the EU meeting: "We must defend technological sovereignty!"
As a result, the next day, ASML's rare earth inventory was in a hurry.
The high-performance magnets of lithography machines can't live without China's rare earths, just like the Dutch people can't live without cheese.
ASML's internal email leaked: "A month later, EUV production line will have to be shut down."
3,000 engineers were in a panic, and "national treasure enterprises" became "national treasure hostages" in seconds.
The Dutch Ministry of Finance calculated the accounts overnight:
Freezing Ansh to save “security risks”: unknown;
- ASML shutdown risk: 5 billion euros per month;
- Automobile industry losses: 3.5 billion euros in half a month;
-Farmer brothers' tulips are unsalable: statistics are being counted.
This account is counted, not even the Dutch own cows can see.
and V)
Even more magical is the fact that the U.S. also follows the “supplemental knife.”
In December 2024, Zhou Tai was included in the entity list.
In September 2025, the U.S. issued a new rule: "Companies that hold entity list companies will not get U.S. technology."
The Netherlands froze the wind the next day, speeding faster than the Dutch football team.
American automakers are embarrassed.
General Motors and Ford wrote in a letter: “Anthony’s chip confessed, we will have to cut production in November.”
The Dutch ambassador to the United States was called to Congress and asked, "Why do you let us American car companies pay for sanctions against China?"
The ambassador could only cough embarrassedly: “This... we didn’t even think...”
( 6 )
So, there is an article that starts with a 180 degree spin kick.
Secretary Karemans stated in Parliament: "We are willing to negotiate with China."
The reporter asked: "Are you considering lifting the freeze?"
Minister: "It depends on the outcome of the negotiations."
Translation into human language: "I kicked the kick, and now I want to take it back, but I still have to keep my face."
China's Ministry of Foreign Affairs responded succinctly:
"Correcting mistakes is a prerequisite for negotiations."
Subtext: "Put your feet down first, and then talk about how to shake hands."
The Seven
As I wrote here, I remember a paragraph in the eighth section of the Golden Dragon:
I like to say, “No, not too!”
But every time it ended, it was shot by Joe Feng.
The Netherlands this time is like a different package, thinking that following the United States crying "no too", can show technological sovereignty;
As a result, he slapped his palm and realized that it was himself who flew out.
(8)
On October 20, at the entrance of the Dongguan factory in Xi'an, China, workers used to play cards to work.
The machine blows, the chip a bottom line.
Headquartered in Netherlands, the new CEO is upset by an empty warehouse.
He has public authority, equity, and “technical sovereignty.”
There is no chip.
( 9 )
Finally, conclude with a poem by Dutch poet Masman:
"We thought we were driving the wind,
Eventually, the wind took the roof away.”
When the wind of sanctions blew, the Dutch forgot that their roofs-ASML, ASSE, the automotive industry-were all built on global supply chains.
The wind stopped, the roof was gone, leaving only tulip petals on the ground.
(10)
As for the next step?
Will the Netherlands completely let go, can ASML get rare earth, and will European carmakers really resist the tulips?
I don't know.
But I know-
In the context of globalization,
Who uses chips as weapons?
They are killed by the chip first.