欧盟委员会已批准向德国提供6.23亿欧元（约合51亿人民币）的国家援助，用于支持德国的两个新的 半导体制造项目，这标志着欧洲在推进芯片自主权方面又迈出了切实的一步。具体而言，这笔资金将 用于支持GlobalFoundries在德累斯顿和X-FAB在埃尔福特运营的两座全新的、独一无二的晶圆厂。 对于eeNews Europe 的读者而言，这项决定意义重大，因为它直接影响欧洲未来获取先进制造业产 能的机会，尤其是在汽车、工业、航空航天和人工智能应用领域。它也揭示了《欧洲芯片法案》下公 共资金的流向，以及政策制定者认为哪些技术具有战略关键性。 公众号记得加星标⭐️，第一时间看推送不会错过。 援助资金中最大的一笔，即4.95亿欧元，将用于支持GlobalFoundries在德累斯顿的"SPRINT"项目。 这家总部位于美国的纯晶圆代工厂计划扩建并改造其现有工厂，以新增300毫米晶圆制造产能。 这些技术最初是在微电子和通信技术综合计划 (IPCEI) 下开发的，但现在将进行改造，以适应包括航 空航天、国防和关键基础设施在内的军民两用市场。这意味着要增加特定的安全性和可靠性功能，并 确保整个制造过程都在欧洲完成。欧盟委员 ...

Core Viewpoint - The EU Chips Act aims to increase Europe's semiconductor manufacturing market share from less than 10% to 20% by 2030, reflecting Europe's ambition to reduce dependence on Asia and the US in the digital economy and technology sovereignty [1][3]. Group 1: Challenges and Criticisms - The target of 20% market share was deemed unrealistic from the outset, with analysts noting that Europe accounted for only about 8.5% of global semiconductor purchases in 2020 and 2021, alongside a significant trade deficit in semiconductors [3]. - By 2014, Europe's ownership in 300mm wafer chip manufacturing had dropped to 2%, with actual production locations being less than 1%, indicating a need to rebuild the industry almost from scratch [3]. - Investment projects under the Chips Act have progressed slowly, with Intel's planned factory in Germany facing delays due to rising energy prices and supply chain uncertainties, pushing potential production to around 2030 [5][6]. Group 2: Investment and Market Projections - Despite the ambitious goals, the European semiconductor investment landscape remains bleak, with projections indicating that by 2032, EU investments will reach €147 billion, while global investments will total €2.16 trillion [6]. - The European Court of Auditors highlighted a significant disconnect between the commitments of the Chips Act and the reality of investment execution, with only about 10% of funding coming from the EU Commission [6][8]. Group 3: Industry Focus and Strategic Adjustments - Europe's semiconductor industry has historically focused on non-advanced process areas, lacking deep expertise in advanced technologies (e.g., below 5nm), and has not established a closed-loop ecosystem for supporting technologies [7]. - The EU has adjusted its 2030 market share target to 11.7%, but this includes revenue from companies like ASML, which skews the comparison [7]. - The European semiconductor policy continues to evolve, with efforts to strengthen the supply chain and promote local companies in power devices and automotive chips, while also advancing in RISC-V architecture to reduce reliance on US technologies [11][12]. Group 4: Future Prospects and Recommendations - The EU's semiconductor strategy should focus on system capabilities rather than solely on advanced processes, leveraging strengths in power devices and industrial control chips [15]. - A unified project approval process and transparent mechanisms are necessary to enhance project execution efficiency across member states [15]. - The global semiconductor landscape is shifting, with other countries facing similar challenges in their chip strategies, indicating a need for a balanced approach that considers industry coupling, talent development, and international collaboration [16].

Core Viewpoint - The Irish government has unveiled a semiconductor strategy aligned with the European Chips Act, aiming to enhance its semiconductor industry and position itself as a key player in Europe by creating high-value jobs and attracting significant investments [1][2]. Group 1: Strategic Goals - The primary objective of Ireland's semiconductor strategy is to leverage its existing semiconductor footprint to ensure the security of the European semiconductor supply chain [2]. - The strategy includes plans to attract major manufacturers like Samsung and TSMC to establish factories in Ireland [1]. - By 2040, Ireland aims to support up to 34,500 new semiconductor jobs, as stated by the Minister for Enterprise, Trade and Employment [2]. Group 2: Investment and Infrastructure - The European Chips Act promises to provide €43 billion in policy-driven investments by 2030 to support various initiatives, including next-generation technologies [1]. - Ireland's strategy involves ensuring significant industrial investments, with ambitious plans to establish a leading chip manufacturing facility, two advanced foundries, and an advanced packaging plant [2]. Group 3: Ecosystem Development - Ireland has over 130 semiconductor companies, employing 20,000 people, with an annual export value of €13.5 billion [1]. - The government is committed to enhancing research and development, supporting innovation, and fostering a collaborative open ecosystem in the semiconductor sector [3]. - A comprehensive map of the Irish semiconductor ecosystem has been released to promote connections between research and innovation clusters and to engage the education system to meet the growing talent demand [2].