The European Semiconductor Industry Association (ESIA) urged the European Union on Monday to accelerate financial support, develop a revised "Chips Act 2.0" initiative, and appoint a representative to advocate for the semiconductor sector.
In their statement, the association emphasized that the new
EU Commission's chip policy should minimize export limitations, concentrate on
sectors where European firms excel, and expedite the distribution of aid.
They asserted, "The appointment of a dedicated 'Chips
Envoy' to oversee the comprehensive industrial policy for semiconductors is
essential."
The ESIA, which includes major chip manufacturers such as
Infineon, STMicroelectronics, and NXP, along with leading equipment producer
ASML and research institutions like imec, Fraunhofer, and CEA-Leti, called for
the swift implementation of an "immediate Chips Act 2.0."
The initial EU Chips Act, introduced in April 2023, was
designed as a €43 billion subsidy initiative aimed at increasing Europe's
global chip market share to 20% by 2030.
A recent comprehensive analysis conducted by the German
think-tank Interface revealed that Europe is unlikely to achieve the targets
established by Commission industry chief Thierry Breton. The region has not
maintained a 15% share of the global market over the past four decades;
however, the initial Chips Act successfully directed policymakers' focus toward
the semiconductor industry.
Significant initiatives under the first Chips Act included a
€10 billion ($11 billion) facility that Taiwan's TSMC commenced construction on
last month in Dresden, along with a €30 billion project proposed by Intel in
Magdeburg, Germany.
Nevertheless, due to Intel's ongoing business challenges,
the Magdeburg project has not yet received EU approval for financial assistance
and has faced delays, raising concerns about its eventual realization.
Regarding export policy, the European Semiconductor Industry
Association (ESIA) recognizes the necessity of safeguarding technology and
ensuring security.
However, it emphasized that "a more constructive
approach to economic security is essential, one that focuses on support and
incentives rather than a defensive strategy reliant on restrictive and
protective measures."
ASML has been prohibited from exporting the upper tier of
its product line to clients in China, as the European Union and the Netherlands
have aligned with U.S.-led restrictions aimed at curbing China's technological
and military progress.
On Friday, Dutch Prime Minister Dick Schoof stated that his
government will consider ASML's economic interests when further tightening
export regulations to China.
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