The Dutch government, which played with the Ansei Semiconductor incident, softened its tone. Dutch Minister of Economic Affairs Karemans stated on November 6th local time that with the agreement reached between China and the United States, he believes the company’s chips will be delivered to customers in Europe, America, and around the world in the coming days. However, Anshi Semiconductor (Netherlands) still spoke up and warned customers that they cannot guarantee that the products produced in their factories in China meet quality standards.
Karemans stated in a statement that the Netherlands has received notification from both China and the United States that the economic and trade agreement reached last week will enable Ansea Semiconductor’s Chinese factory to resume shipments.
He stated that this is consistent with the information provided by China to the European Commission. He believes that in the coming days, the company’s chips will be delivered to customers in Europe, America, and around the world.
On the same day, Anse (Netherlands) also issued a statement accusing and smearing Chinese factories.
The statement stated that the company’s factories in other countries are operating normally and expected to resolve the control crisis, but at the same time warned customers that it cannot guarantee the authenticity and quality of products produced by Chinese factories after October 13th.
The statement welcomes the China US economic and trade agreement, stating that according to the agreement, the company will not be affected by US export restrictions for the next year. At the same time, China has also stated that it will approve the export of its products on a case by case basis.
We will continue to fully invest in our business in China, “the statement said. The company team is studying other options to ensure that product supply is maintained” in a sustainable manner “in the future.
The Ansei Semiconductor incident has further exacerbated the global supply chain crisis, causing great harm to German car companies. Visual China
Although most of Anshi Semiconductor’s chips are manufactured in Europe, about 70% of the products need to be packaged and sold to distributors by Chinese factories, and the remaining 30% of the products are packaged and distributed in Malaysia and the Philippines.
The Dutch government’s aggressive takeover of Chinese companies has once again sounded the alarm in the already tense global semiconductor supply chain, especially plunging a group of global car companies into a new chip supply crisis.
After the incident, it is reported that the Chinese side has banned the company from exporting products from China. Subsequently, on October 31st, Anse (Netherlands) reportedly suspended the supply of wafers to its factory in Dongguan, China. Shortly after, multiple sources revealed that the White House will announce that Ansei Semiconductor will resume chip shipments.
The parent company of Anshi Semiconductor, Wentai Technology, stated that any agreement to restart Anshi Semiconductor’s exports from China must include the condition of restoring the former CEO of the company.
Anshi (China) previously stated that it has “decoupled” from its headquarters in the Netherlands and has sufficient inventory to supply until the end of 2025, and will seek other channels to obtain wafers.
On November 1st, after China announced that it would comprehensively consider the actual situation of enterprises and exempt eligible exports, Anshi (Netherlands) stated in a letter to customers that it could not determine whether and when the chip supply to the Dongguan factory in China could be restored. Not mentioning at all that it was their own suspension of wafer supply that led to Anshi (China) being unable to produce normally, causing turbulence and chaos in the global semiconductor supply chain.
On November 3rd local time, German automotive parts supply giants including ZF and Aumovio stated that they are urgently seeking exemption from China’s export restrictions on Anse semiconductor chips, hoping to resolve this trade deadlock through a political solution.
China has indeed slightly relaxed its regulations on inventory exports, “said Dominik Zillner from Components at Service, a German electronic component distributor. He added that this requires special permission from the Chinese Ministry of Commerce to be achieved.
Analysis suggests that the possibility of chip supply recovery will effectively alleviate market concerns and provide a relief for global automakers on the brink of production cuts crisis.
Although the Dutch side had previously firmly denied that their occupation of Chinese companies was orchestrated by the United States, it is widely believed that this move is in line with Washington’s so-called “50% penetration rule” export controls introduced at the end of September. But after the US pressed the pause button on the rule, the Netherlands was in an awkward situation.
Sebastian Conting Trillo Figueroa, a geopolitical analyst at the University of Hong Kong and a member of the Asia Global Studies Institute, bluntly stated, “The Hague’s previous actions seemed necessary, but Trump’s words made this so-called ‘necessity’ no longer exist
The Netherlands is facing multiple complex challenges of legal consistency, political credibility, and industrial survival, “he added.
On the afternoon of November 6th, the spokesperson of the Ministry of Commerce, He Yadong, once again emphasized that the improper intervention of the Dutch side in the internal affairs of Anshi Semiconductor has caused turbulence and chaos in the global semiconductor supply chain. The Dutch government has ignored the reasonable demands raised by China in multiple consultations, failed to demonstrate a constructive attitude and action, and escalated the global supply chain crisis.
The Dutch side should bear full responsibility for this. In line with its responsible attitude towards the stability and security of the global semiconductor supply chain, China has also timely approved the relevant export license applications of Chinese exporters and granted exemptions to eligible exports, striving to promote the resumption of supply from Anshi Semiconductor (China).
The Chinese side hopes that the Dutch side, from the perspective of maintaining the overall economic and trade relations between China and the Netherlands, China and Europe, as well as the stability and security of the global production and supply chain, will work towards China with a responsible attitude, stop interfering in the internal affairs of enterprises, and find constructive solutions to the Anshi Semiconductor issue.
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