/The Dutch "begging for mercy" call is coming! But China must "sacrifice the flag" with it this time! The Netherlands is willing to be a "pawn" of the United States, trying to lock China up. Now it has become a "stumbling block" and must be the first to clear it! Otherwise, there will be endless troubles!
On October 21, Dutch Economy Minister Karemans took the initiative to call the Ministry of Commerce of China, asking to talk about Anshi Semiconductor. However, this phone call was not a sincere apology at all. It was more like a rogue act of beating a person and then asking for benefits. More than half a month ago, the Netherlands just used the Cold War "Supply of Goods Law" to take over Anshi Semiconductor, a subsidiary of China Wentai Technology, freezing the CEO's powers and forcing a foreign supervisor to be replaced. Now that it has been counteracted by China, it has become unbearable and remembered to negotiate.
Anshi's automotive chips account for 40% of the world's share, shipping 110 billion pieces every year. The inventory of European and American car companies is only enough to last for a few weeks. The German Automobile Industry Association was so anxious that it directly warned that production would be suspended if it delayed; American car companies also put pressure on the Netherlands to solve the problem quickly.
Dutch semiconductor companies are even more panicked. ASML has long lost its market share in China due to the previous export restrictions on lithography machines. Now that Nexperia has another accident, more than 30 companies have handed a joint letter to the cabinet. What they are afraid is to completely lose China's market. big market.
But the Dutch “forgiveness” is hidden in the calculation, it is betting that China will compromise for “supply chain stability”. After all, this is not the first time that the Netherlands cooperates with the U.S. to pressure Chinese semiconductors: in 2023, the sale of advanced DUV optical engravers is banned, and in 2024 the scope of regulation is expanded, forcing Asma to reduce China’s market share from the first to about 20%.
This time, I dare to move Anshi, that is, I feel that China will only "protest" and dare not really do it. What's more dangerous is that the Netherlands has changed from "passively submitting to the United States" to "actively cooperating". If this trend is not suppressed, other European countries will definitely follow suit.
The fate of Lithuania is a lesson from the past. In 2021, following the anti-China efforts of the United States, exports to China shrank by 90%, laser equipment could not be sold, more than 1300 companies closed down, and 60,000 people lost their jobs. Only 9 million yuan of the 600 million yuan credit promised by the United States came to the account, and the EU subsidies were also discounted. In the end, the port crane was rusted into observation platforms and the warehouse was transformed into parking lots.
But even so, there are Czechs and Poland on the side of the watch, if the Netherlands this time is okay, these countries will only feel that "anti-China has no cost", and then Europe's "continuation" can not stop at all.
China can't give them this illusion. The core demands of the Netherlands is "limit the counter-reaction", but must first let it pay the price: first have to give the control of the Anchor Semiconductor back to Thai Technology, to revoke the intervention on the management; secondly to stop the export restrictions of the photocopier, the losses of Asma bear themselves, can not let Chinese enterprises pay; the most important thing is, to publicly acknowledge the fact of the pressure of the United States, do not take "economic security" as an excuse. These conditions can not allow, otherwise is to tell the world, China's red line can negotiate price.
Some people say that "negotiation is better than confrontation", but negotiation must be based on reciprocity. The Netherlands first robbed things, but now it wants to talk after being beaten in pain. This logic of "negotiation after robbery" cannot be used to.
In the first two years, the United States forced its allies to engage in chip restrictions, and China endured several times, and the results went steadily, from the prohibition of equipment to the takeover of enterprises, the methods became more and more harsh.
If this time is to retreat, the next time the United States may force Germany to ban the sale of automotive technology, force French truck airline parts, then the supply chain mouth will only be torn bigger.
It is also important to see clearly that the Netherlands made compromises not because it "understood reason" but because it was "afraid of pain." Its semiconductor industry is highly dependent on the China market. More than half of the parts and components of Asmai's lithography machines rely on the global supply chain. If China really cuts off rare earth supply or market access, the Netherlands cannot afford this kind of structural loss.
At this time,松口, instead, will make it feel "anti-Chinese costs are not high", and will follow the United States later.
The key now is not "whether to talk", but "how to talk". China can answer calls from the Netherlands, but it must stick to the rules: if you want to resume cooperation, correct mistakes first; if you want to protect the supply chain, don't be a pawn. This is not a "fuss over a mountain". It is setting rules for Europe. If you follow the United States to suppress China, you have to lose the market and lose business; only by respecting the rights and interests of China companies can we cooperate well.
In the end, taking the Dutch “flag” is not for revenge, but to stop the damage. If “deal after the robbery” becomes a practice, China’s overseas asset security, supply chain stability will be threatened. Only to let the Netherlands pay a real price, can the countries who want to be the “horseman of the horse” get the ratio: following the U.S. anti-China, is not worth it. Otherwise let go of the Netherlands today, tomorrow there will be more countries to pop up, at the time of the counterattack, the cost will only be higher.
On October 21, Dutch Economy Minister Karemans took the initiative to call the Ministry of Commerce of China, asking to talk about Anshi Semiconductor. However, this phone call was not a sincere apology at all. It was more like a rogue act of beating a person and then asking for benefits. More than half a month ago, the Netherlands just used the Cold War "Supply of Goods Law" to take over Anshi Semiconductor, a subsidiary of China Wentai Technology, freezing the CEO's powers and forcing a foreign supervisor to be replaced. Now that it has been counteracted by China, it has become unbearable and remembered to negotiate.
Anshi's automotive chips account for 40% of the world's share, shipping 110 billion pieces every year. The inventory of European and American car companies is only enough to last for a few weeks. The German Automobile Industry Association was so anxious that it directly warned that production would be suspended if it delayed; American car companies also put pressure on the Netherlands to solve the problem quickly.
Dutch semiconductor companies are even more panicked. ASML has long lost its market share in China due to the previous export restrictions on lithography machines. Now that Nexperia has another accident, more than 30 companies have handed a joint letter to the cabinet. What they are afraid is to completely lose China's market. big market.
But the Dutch “forgiveness” is hidden in the calculation, it is betting that China will compromise for “supply chain stability”. After all, this is not the first time that the Netherlands cooperates with the U.S. to pressure Chinese semiconductors: in 2023, the sale of advanced DUV optical engravers is banned, and in 2024 the scope of regulation is expanded, forcing Asma to reduce China’s market share from the first to about 20%.
This time, I dare to move Anshi, that is, I feel that China will only "protest" and dare not really do it. What's more dangerous is that the Netherlands has changed from "passively submitting to the United States" to "actively cooperating". If this trend is not suppressed, other European countries will definitely follow suit.
The fate of Lithuania is a lesson from the past. In 2021, following the anti-China efforts of the United States, exports to China shrank by 90%, laser equipment could not be sold, more than 1300 companies closed down, and 60,000 people lost their jobs. Only 9 million yuan of the 600 million yuan credit promised by the United States came to the account, and the EU subsidies were also discounted. In the end, the port crane was rusted into observation platforms and the warehouse was transformed into parking lots.
But even so, there are Czechs and Poland on the side of the watch, if the Netherlands this time is okay, these countries will only feel that "anti-China has no cost", and then Europe's "continuation" can not stop at all.
China can't give them this illusion. The core demands of the Netherlands is "limit the counter-reaction", but must first let it pay the price: first have to give the control of the Anchor Semiconductor back to Thai Technology, to revoke the intervention on the management; secondly to stop the export restrictions of the photocopier, the losses of Asma bear themselves, can not let Chinese enterprises pay; the most important thing is, to publicly acknowledge the fact of the pressure of the United States, do not take "economic security" as an excuse. These conditions can not allow, otherwise is to tell the world, China's red line can negotiate price.
Some people say that "negotiation is better than confrontation", but negotiation must be based on reciprocity. The Netherlands first robbed things, but now it wants to talk after being beaten in pain. This logic of "negotiation after robbery" cannot be used to.
In the first two years, the United States forced its allies to engage in chip restrictions, and China endured several times, and the results went steadily, from the prohibition of equipment to the takeover of enterprises, the methods became more and more harsh.
If this time is to retreat, the next time the United States may force Germany to ban the sale of automotive technology, force French truck airline parts, then the supply chain mouth will only be torn bigger.
It is also important to see clearly that the Netherlands made compromises not because it "understood reason" but because it was "afraid of pain." Its semiconductor industry is highly dependent on the China market. More than half of the parts and components of Asmai's lithography machines rely on the global supply chain. If China really cuts off rare earth supply or market access, the Netherlands cannot afford this kind of structural loss.
At this time,松口, instead, will make it feel "anti-Chinese costs are not high", and will follow the United States later.
The key now is not "whether to talk", but "how to talk". China can answer calls from the Netherlands, but it must stick to the rules: if you want to resume cooperation, correct mistakes first; if you want to protect the supply chain, don't be a pawn. This is not a "fuss over a mountain". It is setting rules for Europe. If you follow the United States to suppress China, you have to lose the market and lose business; only by respecting the rights and interests of China companies can we cooperate well.
In the end, taking the Dutch “flag” is not for revenge, but to stop the damage. If “deal after the robbery” becomes a practice, China’s overseas asset security, supply chain stability will be threatened. Only to let the Netherlands pay a real price, can the countries who want to be the “horseman of the horse” get the ratio: following the U.S. anti-China, is not worth it. Otherwise let go of the Netherlands today, tomorrow there will be more countries to pop up, at the time of the counterattack, the cost will only be higher.