There pandemic and the geopolitical tensions they teach us that the moving house may have gods the inconvenients, even in the world of high technology. for decades theEurope letting Asia become the global hub of semiconductor manufacturing in a steady relinquishment of “sovereignty”, thus moving from about 40% in the 1990s to 10% today.
The Old Continent, aware that having a local production chain is useful to support the growing ecosystem of companies linked to the world of technology and to create new jobs, aims to double its share by 2030 to 20%.
The European Chips Act (which will be launched in the first half of next year) goes in this direction, even if the European commissioner for competition Margrethe Vestager has admitted that talking about European independence in the world of the production of semiconductors is substantially utopian.
What to do then? The way forward is to create favorable conditions for players like Intel, Samsung and TSMC to invest in Europeby opening factories capable of covering the needs of local industry in the first place, starting with the big German automobile giants.
It has been known for some time that Intel is about to announce its plan to open a European Fab, probably in Germany in Dresden, as well as other collateral commitments which could also concern other countries, such as Italy. Intel cannot remain the only investment in Europe: TSMC also intends to open a factory by investing $12 billion. In pole position is the Germany.
Lora Ho, an executive at TSMC, started i first contacts with the new German government of Olaf Scholzbut the company has not yet made a decision: in addition to the production site and the support ecosystem, a fundamental role will be played by government grants. A new disbursement is therefore expected for the Taiwanese founder after the 12 billion dollars planned for a factory in Arizona and the 7 billion for the opening of a factory in Japan.
At the moment, there is no news of Samsung’s interest in production in Europe, although the company intends to invest tens of billions of dollars to increase production. Samsung recently announced that it will build a new factory in the United States, precisely in Taylor, Texas, by investing 17 billion dollars.
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