Anshi Semiconductor admits: unsure when Chinese authorities will release; about 70% of products are packaged in China.

Regarding the incident of the Dutch government forcibly taking over a Chinese semiconductor company, leading to a "chip shortage," on November 1st, the Chinese Ministry of Commerce announced that as a responsible major country, China will comprehensively consider the actual situation of companies and grant exemptions to those that meet the conditions for export. Companies facing actual difficulties are welcome to contact the Chinese side in a timely manner. This move has been widely interpreted by foreign media as "China sending a signal to relax export controls," and the possibility of chip supply resuming will effectively alleviate market concerns, allowing global automakers on the brink of reduced production or even shutdown to "breathe a sigh of relief." Shortly after, on November 2nd, ASML China issued a customer announcement stating that they have established sufficient finished and in-process inventory to stably and continuously meet the order demands of their customers until the end of the year and even beyond, ensuring a secure and reliable supply chain. Now, the ASML semiconductor company, forcibly taken over by the Netherlands, has become a "hot potato." According to a report by Reuters on the 4th, a customer letter dated "November 3rd" obtained by ASML informed affected customers that they cannot confirm whether chip supply from the Dongguan factory in China can be restored, and if so, when. The report stated that in this letter, which should be considered as a "formal force majeure notification," ASML cunningly argued that without regaining "supply chain control" over the Dongguan factory, the company cannot "supervise the feasibility and delivery time of the factory's products." However, the letter did not mention that it was ASML's own suspension of wafer supply that caused ASML to be unable to produce normally, resulting in turmoil and chaos in the global semiconductor supply chain. The statement added, "We are working on further clarifying the scope and specific consequences of the measures taken by the Chinese side on ASML's production facilities and subcontractors in China." The Dutch technology professional website "Bits & Chips" pointed out that around 70% of ASML's products are packaged in China, so unless a solution is reached through diplomatic means, the European front-end market will face an urgent shortage of packaging capacity.