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欧盟警示“高风险”依赖:进口成熟芯片1/3来自中国!
是说芯语·2025-05-01 13:41

Core Viewpoint - The European Court of Auditors (ECA) report indicates that China has become the largest source of mature chip imports for the EU, with the EU's dependency on China reaching a "high-risk" level due to U.S. semiconductor technology export controls [1] Group 1: Market Dependency and Goals - The EU aims to capture 20% of the global chip market by 2030, but currently, it is far from this target [1] - Approximately one-third of the EU's mature chip imports come from China, highlighting the significant reliance on Chinese sources [3] Group 2: Industry Competitiveness - Despite having competitive companies like Infineon in Germany, NXP in the Netherlands, and STMicroelectronics, these firms primarily serve the automotive sector and cannot meet the growing demand within the EU [2][3] - The ECA's 2024 survey reveals a semiconductor trade deficit of €9.8 billion between the EU and China, which may widen as the demand for mature chips, crucial for green and energy-efficient technologies, continues to rise [3]