Accepting Intel, the EU’s semiconductor industry will certainly get some benefits, but it is also possible to make wedding dresses for others.
A few days ago, Intel announced that it will invest 20 billion U.S. dollars to build chip factories in a number of EU member states, hoping to win EU economic and policy support for the project.
For this, Intel CEO Pat Kissinger has discussed with French President Emmanuel Macron and Italian Prime Minister Mario Draghi the impact on related industries in Europe and other parts of the world. Of global chip shortages.
Intel executives said that if Intel’s requirements for the new EU chip factory are met, it can “benefit the entire EU” and is expected to proliferate related facilities and services to provide support for chip production in multiple EU member states.
“We believe that this project will benefit the whole of Europe.” Intel vice president of global regulatory affairs Reg Slater said.
It is reported that Intel’s current public companies that can build chip factories include Germany, the Netherlands, France, and Belgium. At the demand level, in addition to financial support, they also hope to apply for a gluten piece of 1,000 acres (about 4.047 million square meters), and it must be equipped with mature infrastructure.
According to the plan, Intel will initially build two chip factories, with a total operating cost of about 20 billion U.S. dollars in 10 years, but the total investment in the entire factory life cycle may exceed 100 billion U.S. dollars.
As for the chip manufacturing processes that these factories are responsible for, French officials said that Intel is considering bringing 10nm chip technology and more advanced technologies to Europe. However, whether this technology meets the needs of European customers is still under discussion.
I have to say that this plan really scratched the “itch” in the EU’s heart.
In fact, seeing Meiya’s chip strength, especially its strength in chip foundry, the EU has long been unable to sit still.
Just last year, 19 EU member states signed a joint statement, which mentioned that they will apply R&D to chips and embedded systems in specific fields, and upgrade their foundry capabilities towards the 2nm node, in order to “strengthen European development. The capabilities of next-generation processors and semiconductors”.
Then, in March of this year, in the context of a global core shortage, the European Commission put forward new goals for digital transformation. 20% of the value, the production capacity sprints 2nm, and the energy efficiency reaches 10 times the current.
In this context, Intel’s project to establish a chip factory in the European Union and the European Union’s plan for the chip industry can be said to be a hit.
However, judging from the EU’s joint statement and the new goals of digital transformation, what they ultimately want to gain is a stronger voice in the global chip industry, which involves breaking the US dominance in the chip field.
And the arrival of Intel, it is undeniable that this project will indeed drive the development of the European Union chip industry, but on the other hand, the European Union’s right to speak in this project is not dominant. This means that once the United States implements a technology blockade, even if Intel factories are built in EU member states, they will not be able to OEM and ship chips for the EU.
At the same time, plans for advanced processes such as 2nm have also caused some groups in the EU to worry about input costs.
For example, Jacob Wallenberg, one of the most respected industrialists in the European Union, said that he understood the ambition of setting the target at 2nm, but the risks involved are also huge. “The question is whether you can catch up. We ended up investing too much money, but did not really solve the problem, that would be unfortunate.”
On the one hand, Intel’s entry can bring the European Union the possibility of attacking advanced technology, and it may also increase the EU’s share of the global semiconductor industry. On the other hand, the right to speak is not large, and the input cost may ultimately be a wedding dress for others.
Faced with this project, I don’t know what decision the EU member states will make in the end.