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# ![@loekalization Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::822144154625081350.png) @loekalization Loek van Kooten, 🇨🇳🇯🇵

Loek van Kooten, 🇨🇳🇯🇵 posts on X about china, asml, netherlands, has been the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::822144154625081350/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::822144154625081350/c:line/m:interactions.svg)

- X Week XXXXXX +1,370%
- X Month XXXXXX +109%
- X Months XXXXXXX +0.85%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::822144154625081350/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::822144154625081350/c:line/m:posts_active.svg)

- X Week XX +515%
- X Month XX +324%
- X Months XXX +35%
- X Year XXX +57%

### Followers: XXXXX [#](/creator/twitter::822144154625081350/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::822144154625081350/c:line/m:followers.svg)

- X Week XXXXX +5.40%
- X Month XXXXX +5.40%
- X Months XXXXX +14%
- X Year XXXXX +15%

### CreatorRank: XXXXXX [#](/creator/twitter::822144154625081350/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::822144154625081350/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::822144154625081350/influence)
---

**Social category influence**
[countries](/list/countries)  #4188 [finance](/list/finance)  XXX% [travel destinations](/list/travel-destinations)  XXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[china](/topic/china) #4076, [asml](/topic/asml) 5.38%, [netherlands](/topic/netherlands) #963, [has been](/topic/has-been) 3.23%, [beijing](/topic/beijing) #738, [japan](/topic/japan) #159, [$200m](/topic/$200m) 2.15%, [countries](/topic/countries) 2.15%, [prime minister](/topic/prime-minister) #73, [euro](/topic/euro) XXXX%

**Top accounts mentioned or mentioned by**
[@davidle76335983](/creator/undefined) [@covidnogood](/creator/undefined) [@jiugebtc](/creator/undefined) [@thegrandavide](/creator/undefined) [@dawn2042](/creator/undefined) [@loongof](/creator/undefined) [@bobasoynpc](/creator/undefined) [@geopoliticsnut](/creator/undefined) [@notquiteness](/creator/undefined) [@arty_burton](/creator/undefined) [@macastel3](/creator/undefined) [@pompeyweilian](/creator/undefined) [@imwt8](/creator/undefined) [@0gjuicy](/creator/undefined) [@wyekay](/creator/undefined) [@drkkrw1](/creator/undefined) [@reinout1975](/creator/undefined) [@dancollins2011](/creator/undefined) [@battleforeurope](/creator/undefined) [@jeff3103747](/creator/undefined)

**Top assets mentioned**
[Unilever plc (UL)](/topic/$ul)
### Top Social Posts [#](/creator/twitter::822144154625081350/posts)
---
Top posts by engagements in the last XX hours

"Because the evidence was serious and the risk was immediate. Emergency measures aren't a substitute for court proceedings. They're a temporary safeguard used when waiting for a full trial could cause irreversible damage. The Dutch Ondernemingskamer (Enterprise Chamber) used its emergency powers to freeze management actions after documented self-dealing mass firings of compliance officers and violation of a governance pact with the Ministry of Economic Affairs. Those findings will still be tested in normal court. But first the bleeding had to stop. It's the same principle as suspending a CEO"  
[X Link](https://x.com/loekalization/status/1980005892050600424) [@loekalization](/creator/x/loekalization) 2025-10-19T20:19Z 1548 followers, XX engagements


"@pawelwargan Nothing was stolen. I'd polish up your legal knowledge if I were you"  
[X Link](https://x.com/loekalization/status/1979445579391369258) [@loekalization](/creator/x/loekalization) 2025-10-18T07:12Z 1524 followers, 2218 engagements


"Like there was any *time* to talk to China. Zhang was out of control had funneled XXX million euro to China and had fired three board members on the spot when they simply dared asked questions. Zhang who has been reprimanded and even imprisoned by Chinese authorities multiple times has simply overplayed his hand"  
[X Link](https://x.com/loekalization/status/1979446005293592611) [@loekalization](/creator/x/loekalization) 2025-10-18T07:14Z 1530 followers, 4679 engagements


"We've actually done the same multiple times with American companies. We just applied other laws to it because the situations were slightly different. Diebold Nixdorf (U.S.) 2023 The Dutch court assumed procedural guardianship via a public "Dutch Scheme" restructuring for the U.S.-based Diebold Nixdorf Group's European entities. It was recognized by a U.S. bankruptcy court under Chapter XX as a "foreign main proceeding" meaning Dutch curators temporarily managed the company's European debt restructuring. McDermott International (U.S.) 2023 McDermott a U.S. oil and gas engineering group"  
[X Link](https://x.com/loekalization/status/1979478727399793091) [@loekalization](/creator/x/loekalization) 2025-10-18T09:24Z 1525 followers, XX engagements


"Stacks on Stacks on Stacks: The Rice Cooker Kanji That Rules Them All Meet (s) the kanji for "layer" "stratum" "level" and basically any situation involving one thing awkwardly sitting on top of another. Think of it as the architectural blueprint for a very ambitious lasagna or your inbox. This character is a multi-story masterpiece. On top you've got (steam) then (a rice basket) and at the bottom (the stove). Together they form (s) the phonetic and semantic core of . Add a roof radical () and voil: a house stacked with steaming rice baskets. Yes this is literally a kanji about tiered rice"  
[X Link](https://x.com/loekalization/status/1979533670659854643) [@loekalization](/creator/x/loekalization) 2025-10-18T13:02Z 1533 followers, XXX engagements


"@DavidLe76335983 @iamakid51363442 @0gJuicy There is definitely a political context. My take is this: the Dutch tried to hold off the USA for two years and succeeded. Then comes Zhang who totally overplays his hand and basically hands Nexperia to the US on a silver plate"  
[X Link](https://x.com/loekalization/status/1979543050088272143) [@loekalization](/creator/x/loekalization) 2025-10-18T13:40Z 1533 followers, XXX engagements


"@28482zhemm @ZichenWanghere I think we all hope for a good solution. It's definitely guardianship: this is literally what the court statement mentions and stresses very clearly and multiple times"  
[X Link](https://x.com/loekalization/status/1979547643782254771) [@loekalization](/creator/x/loekalization) 2025-10-18T13:58Z 1527 followers, XX engagements


"@DavidLe76335983 @iamakid51363442 @0gJuicy Erm. ASML is still exporting DUV's to China against the explicit wishes of the USA"  
[X Link](https://x.com/loekalization/status/1979560808771125723) [@loekalization](/creator/x/loekalization) 2025-10-18T14:50Z 1533 followers, XXX engagements


"They can't even if they wanted to (and the then-CEO said multiple times in interviews he wanted to). The core issue lies in the fact that ASML's EUV machines contain critical U.S.-origin components which places them under U.S. export jurisdiction through what is known as the Foreign Direct Product Rule. The American export control framework allows Washington to restrict or block the sale of any product made abroad if it incorporates U.S.-made parts software or intellectual property. Since ASML's EUV systems rely on U.S. subsystems (including optics lasers and control software) they are"  
[X Link](https://x.com/loekalization/status/1979564934364287269) [@loekalization](/creator/x/loekalization) 2025-10-18T15:07Z 1525 followers, XX engagements


"@WZH100 @DavidLe76335983 "Not best practice" understates it: US$200m self-dealing orders (need $7080m) + XX% prepay then sacking CLO/CFO. That's why the court intervened. State oversight is temporary under law: this isn't nationalization"  
[X Link](https://x.com/loekalization/status/1979573252088565800) [@loekalization](/creator/x/loekalization) 2025-10-18T15:40Z 1530 followers, XXX engagements


"I completely agree that double standards are toxic. In principle any government has the right to act when national security or economic integrity is at risk. But it should do so transparently within the law and proportionally. The Dutch case is judicial and temporary; China's own data-localization and export-control measures follow the same logic. The real danger isn't that countries protect themselves. It's that they stop trusting each other's legal systems"  
[X Link](https://x.com/loekalization/status/1979573519496212791) [@loekalization](/creator/x/loekalization) 2025-10-18T15:41Z 1525 followers, XX engagements


"The Dutch government was the formal issuing authority for ASML's export licenses but in 20182019 it came under intense U.S. diplomatic pressure to revoke a license that would have allowed ASML to sell EUV systems to China. Washington argued that EUV tools were strategically sensitive for military and AI purposes. That political intervention reflected the U.S.'s "long-arm jurisdiction". Its extraterritorial assertion of control through the Foreign Direct Product Rule (FDPR) and allied coordination regimes. Under the FDPR if a product is derived from or depends on U.S. technology even when made"  
[X Link](https://x.com/loekalization/status/1979618429695906026) [@loekalization](/creator/x/loekalization) 2025-10-18T18:39Z 1533 followers, XX engagements


"@Mutimbon Why do you even engage if you've drawn all your conclusions based on emotion only Just want to vent Here's a chair. Go stand on it and vent"  
[X Link](https://x.com/loekalization/status/1979760722105299124) [@loekalization](/creator/x/loekalization) 2025-10-19T04:05Z 1540 followers, XX engagements


"@WyeKay @MyLordBebo Study law and the court documents. Everything you said here is wrong. I'm not going to explain things you can find yourself by simply reading the court documents"  
[X Link](https://x.com/loekalization/status/1979761111378616791) [@loekalization](/creator/x/loekalization) 2025-10-19T04:06Z 1535 followers, XXX engagements


"No: under Dutch corporate law you don't get to "mismanage your own company." Directors and controlling shareholders must act in the interest of the company (the Dutch B.V.). When there are grounded doubts about proper governance the Enterprise Chamber can impose temporary remedies: suspend a director appoint an independent director with a decisive vote and park the voting rights in custody ("ten titel van beheer") until things are stabilised. That's standard enquterecht under Art. 2:349a BW not a state takeover. "But he isn't the owner: Wingtech is." Correct: Wingtech (via Yuching) owns"  
[X Link](https://x.com/loekalization/status/1979784830544933090) [@loekalization](/creator/x/loekalization) 2025-10-19T05:41Z 1532 followers, XXX engagements


"The "pirate" metaphor makes for good headlines but it ignores every verified legal fact. Nexperia wasn't nationalized. Ownership remains with Wingtech. The Dutch court appointed a temporary administrator after clear evidence of internal governance failures including massive fund transfers to a CEO-owned affiliate and the abrupt firing of compliance staff. The timing wasn't a coincidence with the U.S. rule either. The court filings show Dutch authorities had been negotiating governance reforms with Nexperia since early 2024 long before Washington's move. The Netherlands isn't seizing treasure;"  
[X Link](https://x.com/loekalization/status/1979882188549087642) [@loekalization](/creator/x/loekalization) 2025-10-19T12:07Z 1534 followers, 2519 engagements


"That's not what happened. No one "kicked the Chinese out". The Dutch court suspended one individual Zhang Xuezheng after confirming serious governance violations and conflict-of-interest transactions (over $XXX million in self-dealing wafer orders). Wingtech still owns Nexperia and its equity hasn't been expropriated. What changed is that management decisions now require approval from a court-appointed administrator for one year. A temporary guardianship not a separation. As for customers production in China the Philippines and Malaysia continues. The only real risk to supply chains came from"  
[X Link](https://x.com/loekalization/status/1979943166775099809) [@loekalization](/creator/x/loekalization) 2025-10-19T16:10Z 1535 followers, 1040 engagements


"@ThePoliEcon Really Aren't you still using machines from ASML"  
[X Link](https://x.com/loekalization/status/1979945584833282300) [@loekalization](/creator/x/loekalization) 2025-10-19T16:19Z 1530 followers, XXX engagements


"First there is no "you." I am not Europe and Europe is not me. I'm not a nationalist and couldn't care less about the nationality stamped in a passport I never asked for in the first place. That being said: ASML actually tried to resist U.S. pressure. They kept exporting DUV systems to China as long as they legally could. EUV was different. It contains U.S.-origin components and Washington's export control laws (FDPR) made shipment to China illegal without a U.S. license. The restriction wasn't Dutch policy it was U.S. extraterritorial law"  
[X Link](https://x.com/loekalization/status/1979971840563982462) [@loekalization](/creator/x/loekalization) 2025-10-19T18:04Z 1530 followers, XX engagements


"@Yaman84426026 @notaleftretard @loong_of I've been waving a Palestinian flag for years so don't even go there. Also it is completely unrelated and therefore irrelevant"  
[X Link](https://x.com/loekalization/status/1979972312276291999) [@loekalization](/creator/x/loekalization) 2025-10-19T18:06Z 1535 followers, XX engagements


"Mintz Group Beijing Branch Case (2023) In March 2023 China's national security authorities sealed the Beijing office of the American due diligence firm Mintz Group on suspicion of "illegally obtaining state data." Five Chinese employees were arrested and related assets were frozen. The government stated that the company had collected information involving strategic industries without approval thereby endangering national security. The company was subsequently forced to shut down its operations in China. This is the closest case of a foreign company being suddenly frozen and shut down under"  
[X Link](https://x.com/loekalization/status/1979980415764168878) [@loekalization](/creator/x/loekalization) 2025-10-19T18:38Z 1535 followers, XXX engagements


"That that I completely agree with. But I think the Dutch know this. And that's why I think that currently both the Dutch and Chinese government are working frantically behind the screens to come up with a solution that will make both parties look like victors. I expect a solution within two weeks or so. In fact the Dutch Minister of Economic Affairs will meet with his Chinese counterpart in the next few days"  
[X Link](https://x.com/loekalization/status/1979980763886989616) [@loekalization](/creator/x/loekalization) 2025-10-19T18:39Z 1535 followers, XXX engagements


"@CovidNoGood @loong_of I can't speak for them but I know the Dutch are pretty pragmatic and care not so much about face and a lot more about money"  
[X Link](https://x.com/loekalization/status/1979981040430039114) [@loekalization](/creator/x/loekalization) 2025-10-19T18:40Z 1535 followers, XX engagements


"@CovidNoGood @loong_of And thank you for reading"  
[X Link](https://x.com/loekalization/status/1979981323126145246) [@loekalization](/creator/x/loekalization) 2025-10-19T18:41Z 1535 followers, XXX engagements


"That claim isn't supported by any verifiable source. There's no evidence the Dutch government ever instructed Nexperia to "cut off communication" or "threaten salaries." The temporary system lockout was a standard IT reset after a change of legal guardianship. Even Wingtech itself confirmed this to Chinese media saying some accounts were already restored. The Dutch court ruling focused on governance irregularities and conflict-of-interest transactions not on punishing Chinese employees or "abandoning" China. In fact the official Dutch documents explicitly say production must continue to"  
[X Link](https://x.com/loekalization/status/1979942934356054257) [@loekalization](/creator/x/loekalization) 2025-10-19T16:09Z 1562 followers, 2732 engagements


"That comparison doesn't hold. The difference is that the Dutch court acted under corporate law after documented self-dealing and governance breaches. Not political decree. If you "switch" the nouns you lose that context entirely. A Chinese court removing a Dutch CEO over national-security concerns would be political; a Dutch court suspending a Chinese CEO for $XXX million in related-party transactions is legal oversight"  
[X Link](https://x.com/loekalization/status/1979972589171900590) [@loekalization](/creator/x/loekalization) 2025-10-19T18:07Z 1561 followers, XXX engagements


"@jordan_med90738 @StarboySAR Okay you're not open for discussion and just want to scold like a three year old. Blocked"  
[X Link](https://x.com/loekalization/status/1980136039550529973) [@loekalization](/creator/x/loekalization) 2025-10-20T04:56Z 1576 followers, XX engagements


"That's a convenient narrative but not an accurate one. The Netherlands didn't suddenly seize Nexperia because of U.S. pressure. The court intervention came after documented internal governance breaches: self-dealing worth $XXX million board dismissals and a formal request by Nexperia itself for investigation. The Goods Availability Act was used because the Netherlands lacks a newer economic-security law like China's or the U.S. CFIUS framework. It's a legal stopgap not a political stunt. The timing looks dramatic but the filings predate the U.S. rule by weeks"  
[X Link](https://x.com/loekalization/status/1980204824634249374) [@loekalization](/creator/x/loekalization) 2025-10-20T09:29Z 1573 followers, XXX engagements


"Exactly. That irony isn't lost on anyone. For two years Nexperia couldn't access EU or Dutch chip subsidies because it was "too Chinese." Now to protect its fabs and jobs the same government calls it "a Dutch/European semiconductor company." Politics moves faster than paperwork"  
[X Link](https://x.com/loekalization/status/1980513516806135858) [@loekalization](/creator/x/loekalization) 2025-10-21T05:56Z 1577 followers, XXX engagements


"True. In 2018 there was no objection because Wingtech's takeover was cleared under then-existing Dutch and EU rules. What changed wasn't the buyer but the context: - Nexperia grew into a strategic chip supplier for Europe's auto sector. - The U.S. Entity List and XX % rule (20242025) suddenly exposed its Chinese ownership as a sanctions risk. - And by 2025 internal audits showed governance breaches and broken state agreements. So it's not a retroactive ban. It's a reaction to new risks that didn't exist in 2018"  
[X Link](https://x.com/loekalization/status/1980513670825156992) [@loekalization](/creator/x/loekalization) 2025-10-21T05:57Z 1577 followers, XXX engagements


"The Goods Availability Act sounds like a war-time tool but it's actually a continuity safeguard law re-activated in 2020 for energy and medical supply security. In this case it was used because normal corporate remedies were too slow: the CEO had revoked banking access and ignored a standing court order. So the "war-time" framing is technically true in origin but the legal trigger was operational collapse not sovereignty seizure"  
[X Link](https://x.com/loekalization/status/1980536845684338822) [@loekalization](/creator/x/loekalization) 2025-10-21T07:29Z 1577 followers, XX engagements


"But this isn't about claiming Wingtech's R&D fruits. When Wingtech bought Nexperia in 2018 it explicitly accepted Dutch jurisdiction and governance law including export-control IP-protection and board-oversight clauses. That means all R&D and IP developed within Nexperia B.V. legally belong to that Dutch entity. Not to Wingtech as a parent. The same applies if a Dutch company buys a Chinese subsidiary: jurisdiction defines ownership not nationality. As for the agreement: the governance commitments between Nexperia and the Ministry of Economic Affairs (EZK) are quoted in the Amsterdam Court of"  
[X Link](https://x.com/loekalization/status/1980617474618839134) [@loekalization](/creator/x/loekalization) 2025-10-21T12:49Z 1577 followers, XXX engagements


"The judgment doesn't name customers but it explains the $7080 million estimate came from Nexperia's internal production units ("Metal-Oxide-Semiconductor" and "Logic") based on actual customer demand forecasts (3.18). Those are Nexperia's standard automotive and consumer clients. Think major European and U.S. component buyers like Volkswagen Bosch Continental and global OEM assemblers. The disputed extra $XXX million in wafer orders to WSS went far beyond those demand projections and were described internally as "for scrap." So in short: - the $XX M aligned with real OEM orders - the excess"  
[X Link](https://x.com/loekalization/status/1980722625543332041) [@loekalization](/creator/x/loekalization) 2025-10-21T19:47Z 1572 followers, XXX engagements


"I'm afraid this take misses many very crucial details. The CEO they sacked had a criminal record went to prison for almost two years and was warned multiple times by Chinese watchdogs. He also signed an agreement with the Dutch government stating that he would consult other board members for every decision but instead decided to sack them when they started asking questions about him siphoning millions to another company of his in China"  
[X Link](https://x.com/loekalization/status/1979653402737922093) [@loekalization](/creator/x/loekalization) 2025-10-18T20:58Z 1589 followers, 20.1K engagements


"@RnaudBertrand Yes. And that's why I hope these countries will grow closer again despite the crazy things Japan did during WW2 and the wedge that the West has been trying to drive between these two. Because face it or not these countries used to be brothers"  
[X Link](https://x.com/loekalization/status/1980165306602467378) [@loekalization](/creator/x/loekalization) 2025-10-20T06:52Z 1579 followers, XXX engagements


"Because advance notice would have defeated the purpose of the law. The measure was meant to freeze potential asset transfers immediately. Before anyone could move funds data or production. Even in domestic cases the Netherlands doesn't tip off companies before issuing such emergency orders; confidentiality is essential to prevent pre-emptive action. After the decision Dutch diplomats immediately briefed Beijing Washington and EU partners to explain that the step targeted one executive's conduct not China as a nation. So it wasn't a "rookie mistake" but standard procedure: act first to secure"  
[X Link](https://x.com/loekalization/status/1980193790443889131) [@loekalization](/creator/x/loekalization) 2025-10-20T08:46Z 1585 followers, XXX engagements


"It's not a nationalisation and ownership has not changed. Wingtech still owns XXX % of Nexperia. No shares were seized or transferred to the Dutch state. What happened is that the Amsterdam Enterprise Chamber (Ondernemingskamer) a specialised commercial court placed the Dutch holding company under temporary judicial administration. That means a court-appointed administrator now oversees management decisions on behalf of all shareholders until the governance issues are resolved. It's comparable to a company being placed under special supervision not state ownership. When the investigation ends"  
[X Link](https://x.com/loekalization/status/1980194817566003208) [@loekalization](/creator/x/loekalization) 2025-10-20T08:50Z 1580 followers, XXX engagements


"You're right that the root cause was corporate misconduct. But the impact extended far beyond one company's balance sheet. Nexperia isn't just any private firm. It's the only remaining European producer of certain mature-node power and automotive chips that feed into critical sectors. Cars energy systems medical equipment. If the CEO's covert plan to transfer assets abroad had succeeded Europe would have lost its last foothold in that segment overnight. That's why the Dutch Ministry of Economic Affairs stepped in. Under Dutch law the government can invoke emergency powers only when private"  
[X Link](https://x.com/loekalization/status/1980197534510280841) [@loekalization](/creator/x/loekalization) 2025-10-20T09:00Z 1584 followers, XXX engagements


"@Jiugebtc @CovidNoGood @loong_of Once more I invite you to read this summary of a 30-minute interview with the Dutch Minister of Economic Affairs broadcast yesterday. We can call eachother names or we can try to understand what really happened in The Netherlands:"  
[X Link](https://x.com/loekalization/status/1980200184693891178) [@loekalization](/creator/x/loekalization) 2025-10-20T09:11Z 1585 followers, XX engagements


"That's a fair hypothesis. And it's likely true that both sides acted defensively. Beijing probably saw U.S. export restrictions tightening and assumed the Netherlands would follow suit so it tried to shield assets from potential political fallout. At the same time Dutch authorities saw unilateral asset movements and interpreted them as an attempt to evade existing agreements not as a pre-emptive safeguard. So yes it's a mirror image of mistrust: each side moved to "protect" the same company from the other. As for the "original sin" selling to a Chinese buyer it's less about nationality and"  
[X Link](https://x.com/loekalization/status/1980201761261359525) [@loekalization](/creator/x/loekalization) 2025-10-20T09:17Z 1585 followers, XXX engagements


"That comparison doesn't hold. Unilever sells shampoo and ice cream; Nexperia makes semiconductors used in automotive control units and defense systems. The legal basis is tied to strategic supply risk not market share. If Unilever's CEO secretly funneled hundreds of millions to his own private company and fired his European board for objecting then yes Dutch courts would also intervene. Exactly as they just did here"  
[X Link](https://x.com/loekalization/status/1980205822891163857) [@loekalization](/creator/x/loekalization) 2025-10-20T09:33Z 1586 followers, XXX engagements


"Thanks for reading carefully. I'm not arguing one side is angelic; I'm explaining the Dutch/legal side so both stories are on the table. ASML: Yes U.S. pressure has shaped Dutch export policy for years. That's obvious and widely acknowledged in NL. Why sell Nexperia back then The 20182019 deal met EU/Dutch rules at the time. Geopolitics shifted later (Entity List "50% rule" EU economic-security agenda). Why to a Chinese buyer Capital + Asia access; and Nexperia stayed a Dutch company in law (HQ/EMEA footprint). That was the pitch. Performance since acquisition Operations and revenue grew for"  
[X Link](https://x.com/loekalization/status/1980230366070775950) [@loekalization](/creator/x/loekalization) 2025-10-20T11:11Z 1586 followers, XXX engagements


"@loong_of @Jiugebtc @CovidNoGood Yes and The Netherlands a country XXX times smaller than China and XXX times smaller than the USA is caught up in between"  
[X Link](https://x.com/loekalization/status/1980233081186566250) [@loekalization](/creator/x/loekalization) 2025-10-20T11:22Z 1585 followers, XX engagements


"That's a fair point. Nearly half of Nexperia's revenue is China-linked but that doesn't automatically mean bankruptcy. If China cuts off access Nexperia would lose market share not its entire business. Its European and U.S. automotive clients (VW BMW Bosch Continental etc.) still depend on its supply chain. The Dutch state already invoked the Goods Availability Act to prevent collapse meaning temporary liquidity support and production continuity are guaranteed. So yes short-term pain and downsizing are inevitable but state-backed restructuring not bankruptcy is the realistic outcome"  
[X Link](https://x.com/loekalization/status/1980255520645652576) [@loekalization](/creator/x/loekalization) 2025-10-20T12:51Z 1586 followers, XXX engagements


"Yes Nexperia was profitable under Wingtech and repaid major debts but the phrase "repeated subsidy and client obstacles" refers to political and regulatory pushback not poor business performance. Here's what the court record and related government documents show: X. Subsidy obstacles Starting in 20232024 Nexperia repeatedly applied for Dutch and EU innovation subsidies (especially R&D and energy-efficiency grants). According to XXX and XXXX of the ruling those applications stalled because: - The company was not recognized as a "European" semiconductor firm due to its Chinese ownership. -"  
[X Link](https://x.com/loekalization/status/1980407771628445987) [@loekalization](/creator/x/loekalization) 2025-10-20T22:56Z 1581 followers, XXX engagements


"I get the frustration. A lot of Nexperia's back-end (assembly & test) is in China and Dongguan is huge. Industry reporting cites XX% (or more) of end-product capacity in mainland China with Dongguan the biggest back-end site. But facts that matter for the policy debate are longer and narrower: Nexperia also runs wafer fabs in Europe (Hamburg Manchester Newport) and has a global footprint of sites and R&D outside China. That's why governments worry about preserving a European supply base. It's not "all gone already." The Dutch intervention was framed as a supply-continuity / governance measure"  
[X Link](https://x.com/loekalization/status/1980513356466303114) [@loekalization](/creator/x/loekalization) 2025-10-21T05:55Z 1577 followers, XXX engagements


"Zhang deserves real credit for saving Nexperia after the NXP carve-out. His investment and discipline made it viable again. But the Ondernemingskamer ruling isn't about denying that success. It's about fiduciary duty. When a CEO also owns the supplier he orders from Dutch law requires strict separation and transparency. You can recognize the turnaround and still act when governance lines are crossed. Gratitude doesn't cancel accountability"  
[X Link](https://x.com/loekalization/status/1980553999934738668) [@loekalization](/creator/x/loekalization) 2025-10-21T08:37Z 1585 followers, XXX engagements


"@AsianDawn4 If people want to form an actual opinion instead of just shouting slogans I invite you to read this pretty extensive blog of mine on Yasukuni and a possible alternative:"  
[X Link](https://x.com/loekalization/status/1980704356082004302) [@loekalization](/creator/x/loekalization) 2025-10-21T18:34Z 1588 followers, XXX engagements


"I get the irony. But the Ondernemingskamer saw it differently. The ruling wasn't about isolating Nexperia; it was about restoring autonomy after the CEO blurred the line between Nexperia and his own supplier WSS. The goal wasn't to "cut off" the business but to stop it from being run from outside its own boardroom. Sometimes "interest of the company" starts with giving it back control over its own decisions"  
[X Link](https://x.com/loekalization/status/1980735776175300821) [@loekalization](/creator/x/loekalization) 2025-10-21T20:39Z 1585 followers, XXX engagements


"Under Dutch law (Art. 2:239 lid X BW) a conflict of interest arises when a director's personal or affiliated interest could conflict with the company's. Here the CEO owned WSS a supplier to Nexperia. And ordered $200M of wafers from it triple demand prepaid 70%. That's the conflict. And yes. Continuity was explicitly cited. The court noted that the excessive orders and removal of key finance staff created "a threat to the continuity of the enterprise." (3.13 3.23) So it wasn't about "strategic preference" but fiduciary duty and solvency risk"  
[X Link](https://x.com/loekalization/status/1980897291566207405) [@loekalization](/creator/x/loekalization) 2025-10-22T07:21Z 1586 followers, XX engagements


"The Dutch newspaper NRC has now published the official court documents from the Ondernemingskamer confirming that the Dutch government's intervention at Nexperia was not primarily driven by geopolitics but by a serious internal financial conflict. According to the report Nexperia's Chinese CEO Zhang Xuezheng ("Wing") attempted to use the company's funds to rescue his privately owned chip factory WingSkySemi in Shanghai a business not affiliated with Nexperia's parent group Wingtech. Facing a liquidity crisis at WingSkySemi Wing allegedly forced Nexperia to place excessive wafer orders worth"  
[X Link](https://x.com/loekalization/status/1978048062409871368) [@loekalization](/creator/x/loekalization) 2025-10-14T10:39Z 1589 followers, 109.2K engagements


"Everyone's celebrating Japan's "first female prime minister" but headlines like "Japan writes history" say more about Western wishful thinking than about Japan itself. Sanae Takaichi's election is not a feminist milestone. It's the culmination of decades of conservative consolidation under the Liberal Democratic Party. She's a disciple of Shinzo Abe an admirer of Margaret Thatcher and an opponent of same-sex marriage separate surnames for married couples and female succession to the throne. In short: she embodies Japan's traditionalist mainstream not its progressive fringe. The irony is that"  
[X Link](https://x.com/loekalization/status/1980572941914927240) [@loekalization](/creator/x/loekalization) 2025-10-21T09:52Z 1589 followers, 5139 engagements


"Yes. The Dutch Ministry of Economic Affairs (EZK) had direct communication with Nexperia's owner Wingtech through its Hong Kong holding company Yuching. According to the court (2.132.20): EZK repeatedly urged Nexperia and Wingtech to implement the agreed governance reforms (supervisory board IP protection local oversight). Wingtech's legal team (Fangda Partners) objected saying these reforms would "restrict shareholder control." By mid-2025 when the U.S. XX% rule became likely the Dutch side again requested confirmation that Nexperia would maintain its "European footprint." Wingtech through"  
[X Link](https://x.com/loekalization/status/1980735453910220920) [@loekalization](/creator/x/loekalization) 2025-10-21T20:38Z 1589 followers, XXX engagements


"Fair point. But in this case the "electricity bill" wasn't unpaid. Nexperia's Dutch entity was still funding Dongguan operations until Beijing blocked exports. That decision came after the Dutch government invoked the Goods Availability Act. So the blackout wasn't caused by unpaid bills. It was a deliberate switch-off from the other side of the grid"  
[X Link](https://x.com/loekalization/status/1980940768610062505) [@loekalization](/creator/x/loekalization) 2025-10-22T10:14Z 1589 followers, XX engagements


"True. But the separation is legal custody not ownership transfer. The Ondernemingskamer placed the shares under temporary management to stabilize the company not to nationalize it. Intragroup operations can legally continue. Wingtech simply chose not to. That's politics not inevitability"  
[X Link](https://x.com/loekalization/status/1980977796970082309) [@loekalization](/creator/x/loekalization) 2025-10-22T12:41Z 1589 followers, XX engagements


"Yesterday the acting Dutch Minister of Economic Affairs Vincent Karremans gave a 30-minute interview on national television. He explained in detail why the Dutch government has taken its current actions and how it intends to resolve the issue. I'll write a neutral summary so everyone can draw their own conclusions. Also a quick note: my Xiaohongshu account is currently experiencing a purely technical login issue. The platform is actively working on it. According to the official feedback it may take anywhere from X to XX days to fully resolve. Although I can still see updates there I'm"  
[X Link](https://x.com/loekalization/status/1980184292891263232) [@loekalization](/creator/x/loekalization) 2025-10-20T08:08Z 1589 followers, 6495 engagements


"When the White House Press Secretary replies to a journalist with "your mom" it's more than a lapse in judgment. It's a snapshot of a deeper cultural shift. I mention China not to praise its system but to illustrate the contrast in temperament. Chinese politicians for all their rigidity and lack of transparency understand the solemn weight of representation. They speak in careful tones aware that every word reflects the state. Their discipline is deliberate even ritualistic. They may control information but they never lose composure. America's system by contrast prizes spontaneity and"  
[X Link](https://x.com/loekalization/status/1980543093809008918) [@loekalization](/creator/x/loekalization) 2025-10-21T07:54Z 1589 followers, 4816 engagements


"Got it. The "excessive order" refers to wafer purchases Nexperia's CEO forced through in 2025 from his own affiliated foundry WSS (Shanghai Jiangzin Technology Co. Ltd.). According to the court (3.18): Internal forecasts showed Nexperia needed about 98400 wafers worth $7080 million for that period. The CEO insisted on ordering 215000 wafers. Roughly $XXX million almost X the requirement. Managers warned many of those wafers would be "for scrap". Overproduction that would never be used. He also changed the Foundry Services Agreement so Nexperia had to prepay XX% of every order to WSS creating"  
[X Link](https://x.com/loekalization/status/1980742992156823820) [@loekalization](/creator/x/loekalization) 2025-10-21T21:08Z 1589 followers, XXX engagements


"Japan expert here. There are no credible reports or official announcements confirming that Prime Minister Takaichi has created a "Ministry for Mass Deportations" or that mass deportations are her government's "first policy." None of Japan's major outlets (NHK Kyodo Asahi Shimbun Mainichi or Reuters) have published anything to support these claims. While Takaichi is known as a conservative politician who supports stricter immigration control there is no evidence she has announced or implemented any mass deportation measures since taking office"  
[X Link](https://x.com/loekalization/status/1980763651079598460) [@loekalization](/creator/x/loekalization) 2025-10-21T22:30Z 1589 followers, 202.5K engagements


"That risk is real. No one denies it. But "collapse" isn't the goal or the trajectory. The Goods Availability Act keeps Dutch assets IP and contracts legally intact so production can restart once negotiations and export flows resume. Short-term paralysis yes. Structural collapse no"  
[X Link](https://x.com/loekalization/status/1980941296391922057) [@loekalization](/creator/x/loekalization) 2025-10-22T10:16Z 1589 followers, XX engagements


"That's not quite accurate. The "internal letter" came from Wingtech's Chinese management not the Chinese government. Beijing's official response (Ministry of Commerce Oct 21) was far milder (straight from the website of the Chinese Ministry of Commerce see screenshot): Ministry of Commerce of the People's Republic of China Minister Wang Wentao Holds Phone Call with Dutch Minister of Economic Affairs Vincent Karremans October XX 2025 22:59 On October XX Minister of Commerce Wang Wentao held a phone conversation with Dutch Minister of Economic Affairs Vincent Karremans. The two sides exchanged"  
[X Link](https://x.com/loekalization/status/1980999987929456904) [@loekalization](/creator/x/loekalization) 2025-10-22T14:09Z 1589 followers, 1712 engagements


"@dawn2042 @arty_burton Erm no nothing has been shut down in Europe. Two factories in Germany may shut down temporarily. As for now that's it"  
[X Link](https://x.com/loekalization/status/1981000495415341480) [@loekalization](/creator/x/loekalization) 2025-10-22T14:11Z 1589 followers, XX engagements