The supply chain is already fragile, and the world's factories are facing a shutdown.

International Electronic Commerce News on the 19th: Recently, Christophe Fouquet, CEO of Dutch lithography machine giant ASML, stated on a television program that the recent dispute between the Netherlands and China over Nexperia has once again revealed the fragility of the global semiconductor supply chain, and emphasized the importance of maintaining open channels for dialogue in the face of industry tensions.

Fukai pointed out that the Anshi Semiconductor incident "clearly demonstrated how fragile the entire ecosystem is". He stated that the semiconductor industry has strategic significance for the global manufacturing industry, and all parties must demonstrate a sense of responsibility, especially communication is crucial before conflicts escalate. Although ASML's operations will not be affected by the event in the short term, Fukai believes that the most tense stage of the industry has passed, and ASML will continue to provide key technological equipment for global semiconductor manufacturing companies.

The incident began on September 30, 2025, when the Dutch government announced the takeover of Ansea Semiconductor, a wholly-owned subsidiary of Chinese company Wentai Technology and headquartered in Nijmegen, Netherlands, citing national security reasons. Anshi Semiconductor is an important power chip supplier in Europe, and its products are widely used in the automotive electronics field, with customers including BMW, Volkswagen and other car companies. The incident resulted in the disruption of its supply chain model of "German production, Chinese packaging", triggering fluctuations in the global automotive industry's chip supply.

In order to alleviate the crisis, the US government suspended export control measures on Wentai's related subsidiaries in early November. China subsequently agreed to resume supplying key chips to the European automotive industry, provided that the buyer promised to only use the chips for civilian purposes. The Dutch government also announced on November 13th that it will send a delegation to China to negotiate a solution.

However, EU officials pointed out that although China has resumed exports, European car manufacturers still face the risk of chip shortages, and some companies' inventories can only last for a few weeks. Some customers are discussing a "temporary solution" with Anshi Semiconductor to maintain supply by directly purchasing wafers and shipping them to China for packaging.

In response to the Dutch Minister of Economic Affairs' statement that he "has no regrets" about the takeover action, the Chinese Ministry of Commerce expressed strong dissatisfaction on November 14th, pointing out that the Dutch government's forced intervention is the root cause of the global semiconductor supply chain turmoil, and demanded that the Dutch side propose substantive solutions.

Analysis suggests that although there are signs of easing in the Anshi Semiconductor incident, it exposes the potential risks of the global chip industry chain being highly dependent on cross-border cooperation. In the context of technological globalization and deep interweaving of supply and demand, avoiding misjudgment through dialogue has become the key to maintaining supply chain stability.

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