半导体行业观察·2025-06-15 02:29Core Viewpoint - France is aiming to establish itself as a key technology hub in Europe by producing advanced semiconductors, specifically targeting the production of chips in the 2nm to 10nm range, and is seeking to attract TSMC and Samsung to set up facilities in the country [1][4][6]. Group 1: European Semiconductor Strategy - Following the U.S. push for domestic chip production, Europe is now focusing on local manufacturing to meet semiconductor demands, with France's President Macron expressing the necessity of developing a domestic supply chain [1][2]. - Macron highlighted the importance of semiconductors for national security and economic independence, indicating a shift towards self-sufficiency in chip production within Europe [1][5]. - The potential establishment of TSMC or Samsung facilities in France is seen as crucial for achieving advanced semiconductor manufacturing capabilities [6][7]. Group 2: Challenges and Current Landscape - There are concerns regarding the feasibility of TSMC's German factory becoming operational quickly, which raises doubts about the prospects of similar facilities in France [2]. - France currently lacks involvement in developing products that require advanced semiconductors, primarily focusing on mature process nodes like 16nm, particularly in the automotive sector [2][5]. - The shift of production from East to West necessitates Europe to secure a stable chip supply, as reliance on U.S. imports may incur additional costs due to tariffs [2]. Group 3: Investment and Collaboration - Macron announced a significant investment of €109 billion (approximately $125.6 billion) in the AI sector over the coming years, which is part of France's broader strategy to enhance its technological infrastructure [7]. - Collaborations are being formed, such as between Nvidia and Mistral AI, to develop AI cloud infrastructure, which aligns with France's ambitions in the semiconductor and AI domains [6][7].