The EU accelerates chip expansion and cannot completely get rid of the United States, and the two sides are still in a competitive relationship
Release: 2023-05-10 17:00:00
Release: 2023-05-10 17:00:00
In the past, the semiconductor industry was not a priority for the EU, but this decision was considered by the EU to be "revised". Today's European Union is waking up that the semiconductor industry must not rely on the United States and Taiwan, otherwise, there is too much uncertainty that may become an economic stumbling block in Europe because of semiconductors.
In Europe today, the semiconductor industry is overly dependent on the United States and Taiwan, and once the global situation becomes more tense, it will obviously have a greater impact on Europe. It is imperative that Europe accelerate the expansion of the semiconductor industry, on the one hand, to reduce its dependence on the United States and Taiwan, and on the other hand, to avoid geopolitical risks affecting Europe's economic development.
Europe has reached a consensus to accelerate semiconductors
Europe is beginning to come to a clear sense.
The first is the consensus of the three major European authorities. On April 4, the EU chip bill was reached by the European Parliament, the Council of the European Union and the Executive Committee. The European Chip Act will invest 18 billion euros in the semiconductor industry. The bill's specific goal is to increase the share of European-made chips to 430% of the world by 2030, up from 20% today.
Second, Europe has a medium-term plan for semiconductors. On 2021 March 3, the European Commission published the communication document "Digital Guide 9: The Road to a Digital Decade in Europe", which proposes that by 2030, the EU's cutting-edge and sustainable semiconductor production should reach at least 2030% of the world's gross domestic product.
Third, in order to avoid risks and rely too much, European semiconductor acceleration is inevitable. From the perspective of demand, the EU is one of the world's third largest semiconductor consumer markets after the United States and China. Therefore, the development of the semiconductor industry is not only in line with the local interests of the EU, but also in line with the hedging requirements, and will not be limited by the United States and Taiwan due to the external environment.
Germany is leading by example
As the leader of the European economy, Germany still plays an exemplary role in the semiconductor industry.
On May 5, local time, European Commission President Ursula von der Riyan said at the groundbreaking ceremony of Infineon's fab, Germany's largest semiconductor company, that semiconductor mass production has long been excluded from our priorities, but in the end, without semiconductor production, everything will stop.
It is reported that Infineon's Jingyuan plant invested 50 billion euros, which is the largest single investment in Infineon's history. With this investment, the German power semiconductor company is strengthening its semiconductor manufacturing base that promotes decarbonization and digitalization.
According to the plan, Infineon will start construction of the plant this autumn, and it plans to start producing 2026-inch (12 mm) power semiconductors in autumn 300, creating approximately 1000,<> highly qualified jobs.
As a banner for the European semiconductor industry, Infineon opened a power semiconductor plant at its plant in Villach, Austria, as early as 2021.
But Infineon is by no means alone. In early June 2021, Bosch opened a state-of-the-art multibillion-dollar production facility near Dresden, Germany, to produce rare power semiconductor commodities.
From the perspective of the layout of the semiconductor industry in Europe, the development and production are mainly concentrated in Germany, France, Italy, the Netherlands, Austria, Belgium and Ireland.
It is a coopetition relationship with Taiwan
With the implementation of the European Chip Act, the semiconductor industry in the EU will further accelerate. When developing the semiconductor industry in Europe, it may establish a cooperation framework agreement with Taiwan, and then seek Taiwan's support for the European semiconductor industry.
It is worth noting that TSMC is coordinating the construction of a semiconductor plant in Dresden, Germany, which is the first time in Europe. U.S. power semiconductor manufacturer Wolfspeed will also invest 27.5 billion euros in Saarland, Germany, as its first factory in Europe, to build the world's largest and most advanced silicon carbide (SiC) semiconductor production facility and R&D center, with 20% of the total investment subsidized by the German government.
This means that when Europe develops the semiconductor industry, on the one hand, it wants to meet its own needs and export through its own industrial development, but at the same time, it cannot be cut from the semiconductor industry of the United States and Taiwan. Between the several, there is both competition and competition. From the perspective of the European semiconductor industry concept, in the next few years, the United States, Taiwan and the European Union will form an intersection in the development of the semiconductor industry, and the cooperation between them may develop in depth.
In Europe today, the semiconductor industry is overly dependent on the United States and Taiwan, and once the global situation becomes more tense, it will obviously have a greater impact on Europe. It is imperative that Europe accelerate the expansion of the semiconductor industry, on the one hand, to reduce its dependence on the United States and Taiwan, and on the other hand, to avoid geopolitical risks affecting Europe's economic development.
Europe has reached a consensus to accelerate semiconductors
Europe is beginning to come to a clear sense.
The first is the consensus of the three major European authorities. On April 4, the EU chip bill was reached by the European Parliament, the Council of the European Union and the Executive Committee. The European Chip Act will invest 18 billion euros in the semiconductor industry. The bill's specific goal is to increase the share of European-made chips to 430% of the world by 2030, up from 20% today.
Second, Europe has a medium-term plan for semiconductors. On 2021 March 3, the European Commission published the communication document "Digital Guide 9: The Road to a Digital Decade in Europe", which proposes that by 2030, the EU's cutting-edge and sustainable semiconductor production should reach at least 2030% of the world's gross domestic product.
Third, in order to avoid risks and rely too much, European semiconductor acceleration is inevitable. From the perspective of demand, the EU is one of the world's third largest semiconductor consumer markets after the United States and China. Therefore, the development of the semiconductor industry is not only in line with the local interests of the EU, but also in line with the hedging requirements, and will not be limited by the United States and Taiwan due to the external environment.
Germany is leading by example
As the leader of the European economy, Germany still plays an exemplary role in the semiconductor industry.
On May 5, local time, European Commission President Ursula von der Riyan said at the groundbreaking ceremony of Infineon's fab, Germany's largest semiconductor company, that semiconductor mass production has long been excluded from our priorities, but in the end, without semiconductor production, everything will stop.
It is reported that Infineon's Jingyuan plant invested 50 billion euros, which is the largest single investment in Infineon's history. With this investment, the German power semiconductor company is strengthening its semiconductor manufacturing base that promotes decarbonization and digitalization.
According to the plan, Infineon will start construction of the plant this autumn, and it plans to start producing 2026-inch (12 mm) power semiconductors in autumn 300, creating approximately 1000,<> highly qualified jobs.
As a banner for the European semiconductor industry, Infineon opened a power semiconductor plant at its plant in Villach, Austria, as early as 2021.
But Infineon is by no means alone. In early June 2021, Bosch opened a state-of-the-art multibillion-dollar production facility near Dresden, Germany, to produce rare power semiconductor commodities.
From the perspective of the layout of the semiconductor industry in Europe, the development and production are mainly concentrated in Germany, France, Italy, the Netherlands, Austria, Belgium and Ireland.
It is a coopetition relationship with Taiwan
With the implementation of the European Chip Act, the semiconductor industry in the EU will further accelerate. When developing the semiconductor industry in Europe, it may establish a cooperation framework agreement with Taiwan, and then seek Taiwan's support for the European semiconductor industry.
It is worth noting that TSMC is coordinating the construction of a semiconductor plant in Dresden, Germany, which is the first time in Europe. U.S. power semiconductor manufacturer Wolfspeed will also invest 27.5 billion euros in Saarland, Germany, as its first factory in Europe, to build the world's largest and most advanced silicon carbide (SiC) semiconductor production facility and R&D center, with 20% of the total investment subsidized by the German government.
This means that when Europe develops the semiconductor industry, on the one hand, it wants to meet its own needs and export through its own industrial development, but at the same time, it cannot be cut from the semiconductor industry of the United States and Taiwan. Between the several, there is both competition and competition. From the perspective of the European semiconductor industry concept, in the next few years, the United States, Taiwan and the European Union will form an intersection in the development of the semiconductor industry, and the cooperation between them may develop in depth.