On the Continent

What's working in European tech. Curated daily.

Semiconductors

High Dependency

Overview

Europe produces less than 10% of global semiconductors. Advanced node fabrication (sub-5nm) is concentrated in TSMC (Taiwan) and Samsung (South Korea). Chip design tools (EDA) are dominated by US firms Synopsys, Cadence, and Siemens EDA.

The EU is strong in automotive and industrial chips (above 10nm) but has no cutting-edge logic fabrication. This creates strategic vulnerability in everything from defense systems to automotive supply chains.

Why EU Sovereignty Matters

Semiconductors underpin every digital technology. The global chip shortage of 2021-2023 demonstrated how supply chain disruptions in Asia cascade into European factory shutdowns. Without domestic fabrication capacity, Europe cannot guarantee supply for critical infrastructure, defense, or its automotive industry — the continent's largest manufacturing sector.

Key European Players

Corporate

World monopoly on EUV lithography machines — the most critical tool in advanced chip manufacturing. Every sub-7nm chip on Earth is made with ASML equipment.

Global leader in automotive semiconductors and power management chips. Europe's largest chipmaker by revenue.

Major player in automotive, IoT, and secure connectivity chips. Key supplier to European automotive OEMs.

Franco-Italian semiconductor company strong in automotive, industrial, and IoT chips. Operating fabs in France and Italy.

Initiative

€43B initiative targeting 20% global semiconductor production by 2030. Funds new fabs, design capabilities, and advanced packaging.

Intel Magdeburg Fab DE

Planned €30B Intel fabrication complex in Magdeburg, Germany — intended to bring cutting-edge chip manufacturing to Europe.

Key Facts

Target
20% by 2030 (European Chips Act)
Key policy
European Chips Act (2023)
EU investment
€43B European Chips Act (public + private)
EU market share
<10% of global production

Recent News

Suggest an Edit

Know a European player we're missing? See something that needs updating? Suggestions are reviewed by our editorial team.

What would you like to suggest?