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They should make another law and probably a few more commissions of auditors.
I get the sarcasm, but its not like e.g. TSMC popped up in a environment of pure libertarian free market capitalism. It was, from the beginning, a project of the Taiwanese state, and without significant public influence there is no way it would have become what it is. Are the EU laws what's needed? IDK. But without a proper public industrial policy besides "low taxes and few regulations" there is no way Europe will be able to get significant semiconductor-production up, the rich-get-richer phenomenon is just to strong.
I think the point is that laws alone mean nothing. As you note, Taiwan was more active than just having commissions and signing papers.
Airbus proves the EU can do this. It remains to be seen if they still have the ability to take constructive action, or if “add more bureaucracy” is the only tool remaining in the toolbox.
Untrue. TSMC is just building a state of the art chip factory in Dresden, and they are certainly using ASML.
That fab unfortunately seems to be quite far from state of the art at 12 nm feature size. Source: https://de.wikipedia.org/wiki/European_Semiconductor_Manufac...
Uh, so they are lying to us constantly. First the said the new BOSCH fab in Dresden is for AI, with 28nm - ha!
Bosch never said that though, the "AI" stuff was about the production methods used in the fab (along with a couple other buzzwords), it was never claimed that the fab produces chips "for AI". Instead these are fairly simple controllers for the automotive industry.
Can you share any official communication where somebody claimed this fab was for AI?
It was pretty clear that this fab - much like the other Bosch facilities - is going to be for automotive and industry ICs, not for high end node sizes in CPUs or GPUs.
I think I've read "power management chips for AI" somewhere. Probably technically correct, but also a somewhat gratuitous reference to the current thing for silly PR reasons.
You probably mixed it up with the Infineon Smart Power Fab.
The Infineon Smart Power Fab was opened some months ago and builds power ICs for the energy market. Probably something like ACDC and DCAC converter ICs. This is also needed in AI data centers. https://www.infineon.com/de/regional/dresden/smart-power-fab
European Semiconductor Manufacturing Company (ESMC), the TSMC fab in Dresden is still under construction and will produce logic chips in 28nm or 16nm. Bosch, Infineon, and NXP each have 10% share in this fab. I assume that it will mostly produce products which will be sold by these 3 companies, probably just the next generations from what they already sell. This fab was 50% subsidized by the German government.
GlobalFoundries also has a big 20nm Fab in Dresden.
The most advanced logic fab in the EU is the Intel fab in Ireland.
The fab itself can still be "state of the art" even when the product isn't (Germany needs chips for its industry, not for gaming PCs or AI data centers).
We actually need both. Part of the industry certainly needs “PC chips”
There will be 2nm in Ireland
Are you talking about Intel? That's the 7nm class and I've never seen anything about plans for the 20A/2nm generation at that fab.
Intel has committed to bringing "Intel 3" to Leixlip https://www.idaireland.com/latest-news/press-release/intel-a... , so below 12nm or 7nm but still above 20A/2nm IIUC. It does also seem that Intel has already ordered ASML EUV machines for Leixlip, which arrived by 2023 https://www.intel.com/content/www/us/en/corporate/eu-chipmak... .
Current state of the art in feature sizes is 20 nm metal pitch / 45 nm gate pitch.
No, ASML is not lying about ASML's business developments.
That would make it the only company in the world not doing that
So you seem to know more about ASML's business than the ASML executive quoted in this article.
To be fair:
1. They provided evidence (construction of a fab in Dresden).
2. Executives lie all of the time.
Aside: after all of the denunciations of AI companies claims of danger, I expected comments here to be denouncing this as a “ASML shill article trying to get the government to buy more of their product”. Not that I believe, but the contrast is striking.
since when are executives statements meant to produce more investment into them trustable?
even more so it is reasonable to assume their (executive) statement was a simplification ignoring small for the overall statement irrelevant exceptions
like ignoring there being a factory build which is small and only meant for older nodes producing embedded chips and is for the car industry only
because honestly while the factory does matter for Bosh, it doesn't really make much difference for the larger picture of chip production in the EU
"During a gold rush, sell shovels."
when China finally cracks EUV we might be able to afford PC parts again?
oddly cheering for this but I doubt it will end well
* https://www.reuters.com/world/china/how-china-built-its-manh...
They are not cracking EUV, they are finding ways that actually scale. Chips can be much cheaper than they are currently. I mean yes, obviously we cannot be confident ntil it happens, but they are already making 5nm with DUV.
When China leads chip making the rest of the world is just vasal states.
Going to higher densities with DUV needs high multi patterning which is very inefficient and ends up costing more than if they could do EUV with fewer patterns.
It's well known tech that is used globally, just not to that degree as yield and throughput goes way down
Yes it will not end well because Amurica will put a crater in the middle of the fab if it ever becomes viable.
Happy to hear India got mentioned by the same executive during that conversation. We are just started buying from them. I went to Semicon India 2026, held in delhi last week. The energy was amazing. Really pleasant. all big names including ASML.
It's is heartening looking at a country like India and thinking that it only seems to be a little behind China on the same trajectory. The little flashes of news as they start settling in to more interesting and high tech industries. Whatever good or evil comes out of their growing geopolitical power at least that is another billion people with a clear enough path to wealth and prosperity.
India's caste system ensures by design that wealth and prosperity will not be evenly distributed.
Is it evenly distributed in China or the US?
I think you mean all systems by design do not distribute wealth and prosperity evenly. Thats actually not a thing.
I don’t understand why people replying to you are defending a caste system like it’s an ok thing. This site blows my mind sometimes.
I remember when China was poor and everyone was talking about how their communal society guarenteed poverty. Then they started getting wealthy and the story became their communal society was what allowed them to be wealthy. The US is similarly either propelled by or crippled by their individualism depending on whether they've had a good year or not. India will no doubt be similar.
IMO the evidence suggests it is mostly tax policy and whether people are allowed to start and run businesses. Culture is important insofar as it affects those areas of policy. Getting wealthy is literally as simple as being able to create new wealth and keep it, plus lots of time.
You could say the same of the aristocracy of Europe over the last few hundred years, but that has effedtively crumbled. There's remnants of "old money" families that were upper-class, but for the most part the merchant class took control of the system that held them down. It took many generations, but the blue blooded dynasties are a dying breed.
Arguably India has the class system tied to the prevailing religion, but religion too has faded with modernity. Systems have a habit of breaking under strain and time.
I'm hoping for India development but that is quite far from the truth yet.
Oh, the EU economy is collapsing? I thought that was common knowledge.
No? If that’s common knowledge that’s a common lie. It’s not really growing much but there is no collapse occurring. And if you look more specifically at countries some are growing rapidly
If you don’t grow then you are shrinking as percentage of the worlds economy becoming more and more irrelevant.
You’re defining collapse in a very unique way here
A lot of the "growth" is debt and money going in circles. We'll see how much of it actually stays around next year. So far the US already has to bail out the datacentre expansion by funding transmission lines upgrades instead of asking for money for it from the companies.
Please cite comments like this. It's not helpful to the conversation to make highly opinionated statements.
Cite -> provide citations for
This is not opinionated. The financial circle between AI companies has been discussed lots of times already, it's everywhere you want to check. Grid funding is here https://www.energy.gov/articles/energy-department-announces-...
The rumours of our demise have been greatly exaggerated and will continue to do so.
The $23 trillion economy "collapsing" is quite amusing.
That sounds like information from cope propaganda.
The European Commission strikes again!
Misleading article, they are selling to corporations already who in turn have plans to create a few fabs in Europe. So it is maybe more about European companies who are not buying, but that rests on difficult capital availability and fragmented nature of the continent. Europe is not one country after all, someone wants a fab in Germany, but the why is it not in France or Sweeden.
The EU needs to stop acting as if all is fine. The EU commission is totally useless, from A to Z. There is zero strategy in play here. They need to take a much more pro-active stance - fining US companies that work against europeans is fine, but you also need to have viable alternatives. And that simply is not happening right now.
The Dutch govt is slowly nationalising the chip industry, by making taxes so high no company can survive international competition, and then using this tax money to buy stock in all deep tech companies calling it investing.