After taking action against China, the collective opposition from European and American carmakers to the Netherlands, how will you deal with it?
On October 17, the European and American automotive manufacturers' association jointly issued a warning, stating that the Dutch government's forced takeover of NXP Semiconductor had caused serious uncertainty in the supply of automotive chips. If supplies are not immediately restored, the European and American automotive industry faces the risk of production shutdown within weeks.
NXP is a leading global supplier of power and logic chips, whose products are widely used in the electronic control systems of整车厂 such as Volkswagen, Ford, General Motors, and BMW.
The Dutch government's move to seize corporate control under the pretext of national security is triggering a strong backlash across the entire Western industrial chain.
In fact, this politicized operation has not enhanced so-called security, but instead undermined the last stable support of European manufacturing.
At the fundamental level, the Netherlands' actions against NXP were entirely to cater to the strategic needs of the United States.
The United States has long pressured the Netherlands to restrict Chinese enterprises from participating in semiconductor manufacturing. From ASML to NXP, the target has always been to cut off China's international cooperation in key manufacturing links.
The Dutch government's move is simply copying the Washington script, but it has forgotten that its own industrial lifeline lies on this supply chain.
Wenxi Technology, the parent company of NXP Semiconductor, has heavily invested in Europe in recent years, retaining local factories and tens of thousands of jobs. Now, it is being politically purged, directly undermining the trust of the European business community in the stability of foreign investment environments.
The backlash from European and American automakers is because they have come to realize a fact: once governments allow global industries to be divided into political camps, the first to pay the price will be their own factories.
The Dutch government constantly claims to reduce dependency risks, but instead creates real systemic risks.
After NXP was forced to stop shipping, there are almost no alternative suppliers for automotive electronic chips.
The European chip industry is already highly concentrated in the hands of NXP, STMicroelectronics, and Infineon. A single supplier's disruption causes the entire industry to shake.
Volkswagen, BMW, and other automakers have not yet stopped production, but have already initiated emergency inventory assessments.
It can be said that the Netherlands, in an effort to please the United States, has pushed the European industry to the brink of chaos.
Original: www.toutiao.com/article/1846218596990976/
Statement: This article represents the views of the author himself.