Core Viewpoint - A new "semiconductor alliance" has been established by nine European countries to enhance self-sufficiency in chip production, responding to the growing demand driven by AI chips and the need for strategic autonomy in the semiconductor industry [1][2][3]. Group 1: Formation of the Semiconductor Alliance - The alliance aims to strengthen Europe's semiconductor industry and reduce reliance on Asian manufacturers, particularly TSMC [2][3]. - The Netherlands has emphasized its strategic advantage in discussions about exporting ASML chip machines, indicating a shift in the landscape of semiconductor manufacturing [1][2]. - Germany is leading the charge with significant subsidies to build new factories, including a joint venture with TSMC and European partners [1][2]. Group 2: Economic and Strategic Importance - The semiconductor sector is crucial for various industries, including AI, aerospace, defense, and energy, highlighting its role as a backbone of modern society [3][4]. - Ensuring the resilience and competitiveness of the semiconductor industry is not only an economic priority but also a strategic necessity for prosperity and security [4]. Group 3: Goals and Strategies - The alliance seeks to ensure that key steps in the semiconductor value chain are accessible to EU countries and to develop reliable innovative technologies [5][6]. - There is a focus on enhancing Europe's current leadership position in the semiconductor sector and expanding into new areas [5][6]. - The collaboration will involve coordinated policies, strategic funding, and international partnerships to secure supply chains and support startups [7]. Group 4: Future Actions - In the coming months, member countries will work with the European Commission to create a declaration that emphasizes their commitment to strengthening Europe's position in the global semiconductor industry [7]. - Immediate action is required from both government and industry to build a robust and leading European semiconductor ecosystem [7].
九大欧洲国家,成立芯片联盟
半导体行业观察·2025-03-13 01:34