The European Union has always been one of the major regions of semiconductor production. However, in the past two years, the tense relations between China and the United States, as well as the relationship between the United States and the European Union, have turned cold. Based on its own interests, the European Union is reviewing some policy issues. According to tomshardware, the European Union has launched new supercomputing plans and CPU plans due to its dependence on overseas chip development and manufacturing, and has proposed that leading wafer foundry companies set up Fabs using advanced technologies in Europe.
Nowadays, the European Union is unable to develop and manufacture HPC independently, and can only rely on the industrial chain of the United States and Asia. In recent years, the European Union has launched "European processor program" and "European HPC program". In order to support the implementation of these two programs and realize the self-sufficiency of chip supply, Europe needs advanced manufacturing technology to produce chips. The EU hopes to eventually produce 20% of the world's processors and their respective chips (by value), currently 10%.
Thierry breto, Commissioner of the European Industry Commission, said:
"If Europe does not have autonomy in the field of microelectronics, it will not have European digital sovereignty."
Recently, the demand of European automobile manufacturers for chips has increased the concern of the European Union, which will greatly affect the local economic development. However, the demand for advanced technology in the pillar industries of the European Union is not so high. As the proportion of automotive chips in TSMC and Samsung is not high, for example, only about 3% of TSMC. In addition, it is not the use of advanced technology but mature technology. Therefore, it is not so attentive to the large-scale wafer foundry enterprises pursuing technology. In manufacturing, advanced technology needs the whole industry chain and market demand to maintain the operation and R & D of the wafer factory. So it's not enough to rely on incentives to attract TSMC or Samsung.
However, there are recent signs that TSMC is considering building a wafer plant in Europe, in part because global geopolitical tensions will undermine the traditional semiconductor supply chain and lead to the possibility of losing customers. The same is true of Samsung, which has told the media that in addition to the needs of regional customers, other factors should be considered when selecting a site.
Although all countries and regions in the world want to put the most advanced semiconductor manufacturing industry locally, which is very important politically, the world has become very globalized. A country or a group can hardly be completely self-sufficient in this industry. Although digital sovereignty includes local chip production, it is not only limited to semiconductor production, but also includes various factors. The problem is that these components have already spread all over the world.