Miscellaneous News

TK3600 · 2025-10-13T14:57:13-0400

GiantPanda said:
It will not hurt worse than when they banned ASML from selling EUVs.

Also gaining Nexperia back not sustainable.

Best scenario is to let Nexperia die on the vine by restricting it from the Chinese market and through the restrictions of rare earth since the Netherlands has shown that is irrevocably hostile.

Nexperia wasn't in the best of shape which was the only reason a Chinese company was allowed to buy it in the first place.

I think the rare earths and China market retaliation cards need to be followed through now that they are out in the open. Nexperia and even ASML need to restricted and damaged so that it doesn't need to be applied to Tesla and Apple.

China will need to kill the Chicken (Holland) to scare the Monkey (US.)

So they can just steal a company and at worst make that company dead? So they can kill as many Chinese company as they can?

If the goal is sending a message, then not only should company be returned, there should be additional compensation as warning.

FairAndUnbiased · 2025-10-13T14:58:50-0400

Thecore said:
I would say Midea executives need to have an emergency meeting and talk about transferring all valuable KUKA IP and transferable assets into their custody ASAP! Then start making plans to divest from the majority of their fixed assets in Europe. Unfortunately, even though the capital outlay to rebuild the factories in China will be huge, the political risk profile of losing all of their holdings in Europe has just gone up like 1000X today.

Also, the EU and Canada wants BYD to build plants on their soil to be able to access their market? After this? lol, GTFOH!

The only assets that BYD should have in EU and Canada are dealerships.

Kalum Pupeter · 2025-10-13T15:11:45-0400

FairAndUnbiased said:
The only assets that BYD should have in EU and Canada are dealerships.

I find China’s defense of its companies painfully lacklustre. They have been slow to respond, and the likelihood of any real retaliation seems small. This isn’t the first time, in the Pirelli case there was no penalty, and so far we’ve heard nothing from Beijing except the statements of a low-ranking spokesman (parrot). I pay scant attention to that parroting noise with zero weight. I wouldn’t be surprised if they do nothing. At a minimum they should seize some Dutch assets to make it clear that thievery in clear daylight have consequences.

CMP · 2025-10-13T15:17:48-0400

Kalum Pupeter said:
I find China’s defense of its companies painfully lacklustre. They have been slow to respond, and the likelihood of any real retaliation seems small. This isn’t the first tim, in the Pirelli case there was no penalty, and so far we’ve heard nothing from Beijing except the statements of a low-level spokesman. I wouldn’t be surprised if they do nothing. At a minimum they should seize some Dutch assets to make it clear that thievery in clear daylight have consequences.

Most Chinese companies are insufficiently mindful of geopolitical risks and national interests. It wouldn't shock me if a majority of execs were shiteating westoid libshit hanjian. If a few Chinese companies need to eat shit and have their balls chopped off by Westerners for the rest of them to learn their lesson, maybe that's an experience worth having. Another chicken and monkey. I'm sure many of us were hoping these guys would learn a lesson from ZTE and Huawei's experience, but instead I get the impression a lot of them write that off as Huawei just being Huawei. And so of course the West isn't going to chop the balls off of sufficiently liberal Chinese owners and entities. Of course, leave it to a libshit to not understand that it's the other way around. They all want to be like South Korea and Japan but the reason these two have "privileges" is because they're already enslaved. They're just the privileged house slaves, not the field slaves.

Kalum Pupeter · 2025-10-13T15:19:47-0400

CMP said:
Most Chinese companies are insufficiently mindful of geopolitical risks and national interests. It wouldn't shock me if a majority of execs were shiteating westoid libshit hanjian. If a few Chinese companies need to eat shit and have their balls chopped off by Westerners for the rest of them to learn their lesson, maybe that's an experience worth having. Another chicken and monkey. I'm sure many of us were hoping these guys would learn a lesson from ZTE and Huawei's experience, but instead I get the impression a lot of them write that off a Huawei just being Huawei. And so ofcourse the West isn't going to chop the balls off of sufficiently liberal Chinese owners and entities. Of course, leave it to a libshit to not understand that it's the other way around. They all want to be like South Korea and Japan but the reason these two have "privileges" is because they're already enslaved. They're just the privileged house slaves, not the field slaves.

The comprador phenomenon dates back a long way, especially among merchants. I always hold my breath ten times over when they make decisions. It’s all about money, and national interests come a distant tenth.

tokenanalyst · 2025-10-13T15:29:37-0400

More information about the Wingtech case:

"Wingtech Technology (600745.SH) announced that recently, its subsidiary Nexperia Semiconductor and Nexperia Semiconductor Holdings (collectively referred to as “Nexperia”) received an Order from the Dutch Ministry of Economic Affairs and Climate Policy and a ruling from the Enterprise Chamber of the Amsterdam Court of Appeal. On September 30, 2025, local time in the Netherlands, the Dutch Ministry of Economic Affairs and Climate Policy issued an Order to Nexperia, requiring that all 30 global entities under Nexperia—including its subsidiaries, branches, and offices—must not make any adjustments to their assets, intellectual property, operations, or personnel for a period of one year. Although Nexperia’s daily operations are still ongoing, the aforementioned Order and the Enterprise Chamber’s ruling will result in temporary changes/lengthening of decision-making chains and reduced flexibility in resource allocation in the short term, which may have a certain impact on operational efficiency. The company’s control over Nexperia is temporarily restricted, but its economic rights as a shareholder remain unaffected. The company’s shares and convertible bonds will resume trading from market opening on October 13, and the company’s convertible bonds (“Wingtech Convertible Bonds”) will also resume conversion."

plawolf · 2025-10-13T15:37:33-0400

vincent said:
The reason may be much simpler: NSA and CIA have dirts on all European politicians and elites.

I would say it’s even more explicit. The NSA and CIA made all the EU leaders, and they can unmake them as well just as easily.

You can be a literal saint or Jesus reborn and still they can easily remove you from office with invented stories and fabricated allegations from lying ‘victims’. If that doesn’t work, they can eliminate you in all manner of ways from suicide to accidents to ‘natural’ causes or even a snipers bullet.

Who are you going to ask to protect you? Your own national intelligence agency? Who do you think the CIA is going to outsource the wet work to in the first place?

Hell, these days the CIA doesn’t even need to wait until you are in power to terminate you. Look at all the candidates that have died of mysterious reasons in German recently.

The EU is a lost cause. There is no hope of them acting in their own self interest. The only thing China can do is plan how to take them out most efficiently.

escobar · 2025-10-13T16:05:59-0400

escobar said:
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View attachment 162368

Shipping Faces ‘Sizeable Disruption’ as US, China Spar on Fees

To hit back, Beijing has proposed that US equity shareholding of as little as 25% would constitute a vessel as being American and subject to its port fee — a detail that one shipowner called “a bombshell.”

China Exempts China-Made Ships Owned by US Cos. From Port Fees

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China to exempt newbuilds, offer port fee rebate for current contracts

Shipping companies with newbuild orders in China will be exempt from the upcoming special port fee

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MortyandRick · 2025-10-13T16:14:29-0400

escobar said:
Shipping Faces ‘Sizeable Disruption’ as US, China Spar on Fees

View attachment 162474 View attachment 162475

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Now that is a good response.
I was scared china was gonna let it go.
I have to say, CPC know when to hit back and when to hit back hard. Eg. Rare earths, Panama canal port etc.

I'm not worried about Nexperia. If the Dutch won't play ball, china will have many levers. I am sure if it is important enough china will squeeze the Dutch

Eventine · 2025-10-13T16:15:40-0400

Clearly targeted at South Korean and Japanese ship building companies.

Miscellaneous News

TK3600

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FairAndUnbiased

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Kalum Pupeter

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CMP

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Kalum Pupeter

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tokenanalyst

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plawolf

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escobar

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MortyandRick

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Eventine

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