European Electronics Industry Applauds Chips Act

The European law on chips, announced on February 8 by the European Commission, intends to mobilize 43 billion euros of public and private funding for the semiconductor industry with the ambition to double the EU’s share of global chip production to 20% in 2030. .

No matter how they communicate, European electronics companies, research institutes and industry associations are united in their celebration of the Chips Act, but often treat it differently.

Here is a brief overview of the reactions following the publication of the European Chips Act.

Increase resilience

In a statement, the SEMI Microelectronics Industry Association warmly endorsed the initiative and stressed the importance of ensuring a sustainable and sustainable supply chain.

Laith Altimeme - SEMI
SEMI’s Laith Altimeme

“SEMI and the regional e-ecosystem see the European Chip Act as a major step forward in increasing the resilience and growth of the semiconductor industry in Europe,” said Light Altimim, President of SEMI Europe. “Due to the lack of critical components that affect the growth of many industries around the world, we welcome the introduction of this timely initiative.”

“The Chips Act does call for building on the strengths of the European semiconductor ecosystem and eliminating its weaknesses in order to develop a prosperous and sustainable supply chain and identify measures to prepare for, anticipate and respond to future failures,” SEMI said.

Ensuring the relevance of semiconductors

The Dutch lithography provider ASML strongly supported the EU proposal, but went even further by publishing a “position paper” presenting the company’s views on what the European Chipboard Act “can and should provide” to improve Europe’s global semiconductor relevance. chain.

The article, written in close consultation with customers, suppliers, partners and other stakeholders, states:

“The law on chips should focus not only on the production of chips. It must ensure the relevance of Europe in the global semiconductor ecosystem by increasing the capabilities and productivity of European products and technologies that others hope for. Europe needs a long-term roadmap for innovation in semiconductor industries to make investment decisions. To define this roadmap, the European Semiconductor Alliance must bring together semiconductor manufacturers, their customers in Europe’s major end markets, the world’s leading suppliers of equipment and materials, research and technology organizations and politicians.

For ASML and co-authors of the position document, the roadmap should support plans for:

1. Make the most of the potential of European champions in semiconductor design, production equipment and materials on which the global semiconductor ecosystem depends

2. Invest in the European semiconductor ecosystem to strengthen Europe’s strong industrial position in global end markets;

3. Invest in both mature and advanced semiconductor production in Europe;

4. Engage industry leaders to build cutting-edge factories in Europe;

5. Upgrading European research institutions on semiconductor technology.

Infineon CEO Reinhard Ploss
Reinhard Ploss

Decreased dependence

Infineon CEO Reinhard Ploss expressed his enthusiasm in a short tweet and message on LinkedIn. He stated: “The European Chip Act is an important step for Europe towards building a semiconductor ecosystem at the highest global level, enhancing digitalisation and reducing unilateral dependence. We appreciate the initiative of Commissioner Thierry Breton. ”

Strengthening Europe’s competitiveness

STMicroelectronics noted through LinkedIn the steady work of the European Commission and Member States to help the semiconductor industry continue to innovate and manufacture in Europe. “This will help strengthen the competitiveness of the European semiconductor industry in global markets.”

ST stated that it intends to actively participate in the EU’s goal of achieving 20% ​​of world production by 2030.

The main ST waffle factories are located in Agrate-Brianza and Catania (Italy), Krolle, Rousse and Tours (France), as well as in Singapore. They are complemented by assembly and testing facilities located in China, Malaysia, Malta, Morocco, the Philippines and Singapore. In yesterday’s LinkedIn report, the Franco-Italian chipmaker reaffirmed its commitment to invest about $ 3.5 billion in capital expenditures over fiscal year 2022, both to increase capacity and to support long-term strategic programs. The company explained: “This amount includes $ 2.1 billion to increase capacity and change the mix in our production, particularly for our plates (digital 300mm in Crolles, analog 200mm in Singapore, SiC 150mm in Catania and Singapore) as well as assembly and test operations; and $ 900 million in strategic investments, including the first line of industrialization of our new 300-mm plate plant in Agrate, Italy, as well as GaN technology initiatives and raw material SiC initiatives. The rest of the capital expenditure plan covers the overall maintenance and efficiency of our manufacturing operations and infrastructure, as well as our carbon neutrality program. ”

In the long run, ST has stated that it plans to double production capacity in Europe in 2025 compared to 2020, “continuing to be a key factor in achieving the targets set by the European Commission, strengthening the supply chain independence of several European industries and continuing to lead a player in semiconductors around the world. ”

Supply chain structuring

Soitec, a manufacturer of silicon wafers on insulators (SOI) based in Bernin, France, sees the Chips Act as a clear effort by the European Union to invest in strengthening and structuring a complete and competitive supply chain in Europe.

“This strategy is based on innovation and the conquest of new market segments,” the group commented on LinkedIn. “As explained by the European Commissioners, innovation in microelectronics begins with substrates and materials that are upstream in the value chain.”

Soitec has stated that with its SOI substrates it contributes to setting global standards for semiconductors and better serves fast-growing areas such as 5G, mobility and connected facilities.

Opening the discussion

Of course, this list of testimonies is not exhaustive and needs to be supplemented. In this regard, I invite EE Times Europe readers to share their opinions in the comments!

Read also:

European Union-EU processors

European Commission-European Union-Europe

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