Détail de l'actualité

Totally Unrealistic: Achieving a 20% World Market Share for European producers

29/01/2024

The ambitious goal of the EU’s $43 billion Chips Act is to achieve a 20% world market share for European producers by 2030, but ASML CEO Peter Wennink believes that this target is ‘totally unrealistic’. Despite notable investments in fabs by prominent companies such as TSMC, Bosch, NXP, and Infineon, Wennink asserts that these efforts, although beneficial for the European car industry, fall short of what is needed to reach the 20% market share goal. He emphasized, “It’s not enough at all, if you want to get to 20%, you just have to calculate how much you need to build here.

In 2022, NXP CEO Kurt Sievers stated that an estimated €500 billion investment in Europe would be necessary to attain the 20 percent market share goal. Additionally, according to SEMI, the industry landscape paints a clear picture of the challenge ahead for Europe. China, Taiwan, Korea, Japan, the USA, and Southeast Asia are all projected to have significantly more semiconductor manufacturing capacity (measured in 8 inch equivalent wafers per month) than Europe. The region is currently only accounting for approximately 8% of the industry capacity and market value.

To reach the 20% market share goal by 2030, in a global landscape where capacity is growing at about 6% annually, Europe would need to build and put into full volume production around a dozen new fabs. This underscores the substantial investment and rapid development required to significantly bolster the semiconductor industry's position within the global market.

Totally Unrealistic: Achieving a 20% World Market Share for European producers

Mots clés

Nouvelles croisées

1. AURIX TC3X microcontroller: Complete Solution

AURIX TC3X microcontroller: Complete Solution

2. TLX9910: Toshiba's latest innovation

TLX9910: Toshiba's latest innovation

3. Intel's Arc Graphics for Automotive: Revolutionizi...

Intel's Arc Graphics for Automotive: Revolutionizing Vehicle Graphics

4. Lynred Expands Capabilities with New Acquisition

Lynred Expands Capabilities with New Acquisition

5. Best Paying Jobs in Semiconductors 2023

Best Paying Jobs in Semiconductors 2023

6. Market Analysis: Consumer Memory Price Trends and ...

Market Analysis: Consumer Memory Price Trends and Implications

7. Discovering LR44 Battery Equivalents: A Comprehens...

Discovering LR44 Battery Equivalents: A Comprehensive Guide

8. Q4 Foundry Revenues Surge by 7.9%

Q4 Foundry Revenues Surge by 7.9%

9. Germany to invest €20B in chip production subsidies

Germany to invest €20B in chip production subsidies

10. 2N3904: Manufacturers and Features

2N3904: Manufacturers and Features