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欧洲应该投资于芯片设计,不是mega-fab:智库

欧盟执行的新全球半导体份额翻番的目标到2030年注定是要失败的,因为欧盟缺乏有意义的市场,任何先进芯片铸造可以卖到,属于作者Kleinhans说。

  • 路透
  • 2021年4月09年07:59坚持
欧洲应该投资于芯片设计,不是mega-fab:智库
由道格拉斯Busvine

柏林:欧洲的野心让最强大的计算机芯片风险浪费数十亿欧元,德国智库周四在一份报告中表示,敦促政策制造商专注在重建该地区的芯片设计行业。

欧盟执行的新全球半导体份额翻番的目标到2030年注定是要失败的,因为欧盟缺乏有意义的市场,任何先进芯片铸造可以卖到,属于作者Kleinhans说。

“欧盟铸造没有商业案例目前在欧洲,主要是缺乏客户,“Kleinhans说,分析师Stiftung Neue Verantwortung (SNV)在柏林的智库。

的欧洲委员会上个月推出了一项十年计划,数字指南针,把目光投向全球半导体市场份额20%,构建一个加工厂,或者工厂,可以超高速2纳米芯片。

推了紧迫性由于供应链混乱造成急剧复苏需求产品,从智能手机到电动汽车下滑后出现的冠状病毒大流行一年前。

问题与欧盟的战略是,与美国和亚洲,欧洲缺乏一个有意义的芯片设计行业的成本可以证明mega-fab, Kleinhans在采访中对路透表示。

”的体积不够填满一个工厂,”他说。”这意味着欧盟铸造需要吸引外国客户——这是极其不可能的。”

行业领导者台积电和三星已经计划投资在美国为芯片设计领导人像高通和英伟达,依靠合同制造商生产的芯片。

计划英特尔推出自己的铸造服务,或合同生产操作,开始在美国,将增加产能和提高问题的经济在欧洲扩大生产,Kleinhans说。

欧洲应该专注于恢复其残留芯片设计行业,他说。最后两个上市的“无生产线”芯片制造商,对话框中,刚刚同意以60亿美元收购日本瑞萨。

苹果公司宣布将投资10亿欧元(合12亿美元)的一个新的芯片设计设施在慕尼黑,德国,显示欧盟应该关注其努力。

“苹果一手做了更多的欧洲芯片设计比欧盟委员会在过去的10年里,“Kleinhans说。

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\"Europe<\/figure>By Douglas Busvine<\/strong>

BERLIN: Europe's ambition to make the most powerful computer chips risks wasting billions of euros, a German think tank said in a report on Thursday, urging policy<\/a> makers to focus instead on rebuilding the region's chip design industry<\/a>.

The EU executive's new goal of doubling its global semiconductor share by 2030 is doomed to fail because the bloc lacks a meaningful market that any super-advanced chip foundry could sell into, author Jan-Peter Kleinhans said.

<\/div><\/div>\"For an EU foundry there is simply no business case at the moment in Europe, mainly for the lack of customers,\" said Kleinhans, an analyst at the Stiftung Neue Verantwortung (SNV) think tank in Berlin.

The European Commission<\/a> last month launched a 10-year plan, the Digital Compass, setting its sights on a 20% global semiconductor market share and building a fabrication plant, or fab, that can make superfast 2 nanometer chips.

The push has gained urgency due to supply-chain dislocations caused by a sharp recovery in demand for products ranging from smartphones to electric vehicles following a slump at the onset of the coronavirus pandemic a year ago.

The problem with the EU's strategy is that, unlike the United States and Asia, Europe lacks a meaningful chip design industry that could justify the cost of a mega-fab, Kleinhans told Reuters in an interview.

\"In terms of volume it's simply not enough to fill a fab,\" he said. \"That would mean an EU foundry would need to attract foreign customers - this is extremely unlikely.\"

Industry leaders TSMC<\/a> and Samsung<\/a> already plan investments in the United States to serve chip design leaders like Qualcomm or Nvidia that rely on contract manufacturers to produce their chips.

<\/div><\/div>Plans by Intel<\/a> to launch its own foundry service, or contract manufacturing operation, starting in the United States, would add to capacity and raise questions about the economics of expanding production in Europe, said Kleinhans.

Europe should instead focus on reviving its vestigial chip design industry, he said. Of its last two publicly listed \"fabless\" chipmakers one, Dialog, has just agreed to be bought for $6 billion by Japan's Renesas<\/a>.

Apple's announcement that it will invest 1 billion euros ($1.2 billion) in a new chip design facility in Munich, Germany, shows where the EU should be focusing its efforts.

\"Apple has single-handedly done more for European-based chip design than the Commission in the past 10 years,\" said Kleinhans.
<\/div><\/div>
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plan, which was originally set at 11 billion euros, will be funded with the proceeds of the European Union pandemic relief funds, Calvino said during the news conference following the weekly cabinet meeting.","seolocation":"telecomnews\/spain-to-spend-12-25-bln-euros-on-semi-conductor-micro-chip-industry","seolocationalt":"Spain to spend 12.25 bln euros on semi conductor, micro chip industry","url_seo":"spain-to-spend-12-25-bln-euros-on-semi-conductor-micro-chip-industry"},"91542357":{"msid":"91542357","stname":"China's top chipmaker SMIC says smartphone, PC demand has 'dropped like a rock'","artsyn":"While SMIC previously had issues fulfilling orders due to high demand amid a global chip shortage, customers from the smartphone, personal computer and household appliance sectors were now cancelling orders due to these two events, CEO Zhao Haijun told analysts after the company's quarterly results.","seolocation":"telecomnews\/chinas-top-chipmaker-smic-says-smartphone-pc-demand-has-dropped-like-a-rock","seolocationalt":"China's top chipmaker SMIC says smartphone, PC demand has 'dropped like a rock'","url_seo":"chinas-top-chipmaker-smic-says-smartphone-pc-demand-has-dropped-like-a-rock"},"91180917":{"msid":"91180917","stname":"Alphawave's stock down as delayed results fail to excite","artsyn":"The Canadian company licenses its high-speed data transmission technology to five of the top eight global semiconductor companies, and it counts Intel, TSMC, and Samsung among its manufacturing partners.","seolocation":"telecomnews\/alphawaves-stock-down-as-delayed-results-fail-to-excite","seolocationalt":"Alphawave's stock down as delayed results fail to excite","url_seo":"alphawaves-stock-down-as-delayed-results-fail-to-excite"},"91150580":{"msid":"91150580","stname":"Global PC shipments down 4.3% in Q1 amid chip shortage","artsyn":"Global PC shipments fell 4.3 per cent (on-year) in the March quarter this year to reach 78.7 million units, a new report showed on Thursday.","seolocation":"telecomnews\/global-pc-shipments-down-4-3-in-q1-amid-chip-shortage","seolocationalt":"Global PC shipments down 4.3% in Q1 amid chip shortage","url_seo":"global-pc-shipments-down-4-3-in-q1-amid-chip-shortage"},"90969483":{"msid":"90969483","stname":"ASML boss says \"zero\" signs of easing demand from semiconductor manufacturers","artsyn":"ASML, which sells equipment to TSMC, Samsung, Intel and others, earlier reported better than expected first quarter earnings.","seolocation":"telecomnews\/asml-boss-says-zero-signs-of-easing-demand-from-semiconductor-manufacturers","seolocationalt":"ASML boss says \"zero\" signs of easing demand from semiconductor manufacturers","url_seo":"asml-boss-says-zero-signs-of-easing-demand-from-semiconductor-manufacturers"},"90935366":{"msid":"90935366","stname":"In shift to new era, Wave Computing adopts RISC-V chip architecture","artsyn":"The move adds to growing momentum for RISC-V, an open-standard instruction set architecture (ISA) and emerging rival to proprietary architecture from Britain's Arm, the semiconductor technology firm owned by SoftBank Group Corp.","seolocation":"telecomnews\/in-shift-to-new-era-wave-computing-adopts-risc-v-chip-architecture","seolocationalt":"In shift to new era, Wave Computing adopts RISC-V chip architecture","url_seo":"in-shift-to-new-era-wave-computing-adopts-risc-v-chip-architecture"},"90124305":{"msid":"90124305","stname":"Taiwan invests in next generation of talent with slew of chip schools","artsyn":"Jack Sun, who retired as TSMC's chief technology officer in 2018 and became dean of one of the new semiconductor graduate schools last year, told Reuters chip companies need a lot more and better talent to compete on the global stage.","seolocation":"telecomnews\/taiwan-invests-in-next-generation-of-talent-with-slew-of-chip-schools","seolocationalt":"Taiwan invests in next generation of talent with slew of chip schools","url_seo":"taiwan-invests-in-next-generation-of-talent-with-slew-of-chip-schools"},"89966545":{"msid":"89966545","stname":"PM Modi pitches for self-reliance in semi-conductor, Make in India","artsyn":"'Make in India' initiative is \"not only the need of the hour\", but it is also \"an opportunity to show the world our manufacturing power, said the Prime Minister.","seolocation":"telecomnews\/pm-modi-pitches-for-self-reliance-in-semi-conductor-make-in-india","seolocationalt":"PM Modi pitches for self-reliance in semi-conductor, Make in India","url_seo":"pm-modi-pitches-for-self-reliance-in-semi-conductor-make-in-india"},"89661766":{"msid":"89661766","stname":"Vedanta charts $8 billion chip manufacturing plan via Foxconn JV","artsyn":"Hebbar also said that Foxconn, though with no prior manufacturing experience in semiconductors, was the perfect partner for the project owing to its global footprint in electronics manufacturing. \"The total project cost for 28 nanometres is around $7-$8 billion,\" Hebbar said. \"We want to make sure that the plant comes on board by 2024. We are looking at the site, equity structure and more. Foxconn is investing around $118 -$120 million.\"","seolocation":"telecomnews\/vedanta-to-invest-up-to-usd-20-bn-in-semiconductor-biz-in-india-roll-out-by-2025","seolocationalt":"Vedanta charts $8 billion chip manufacturing plan via Foxconn JV","url_seo":"vedanta-to-invest-up-to-usd-20-bn-in-semiconductor-biz-in-india-roll-out-by-2025"},"89653645":{"msid":"89653645","stname":"Intel sees no big profit margin gains before 2025, would mull consortium for Arm","artsyn":"David Zinsner, Intel's new chief financial officer, promised rising revenue and profit. \"We're going to instill financial discipline through this company.\" That includes using more outside capital for expansion as well as relying on local government grants, he said.","seolocation":"telecomnews\/intel-would-participate-in-consortium-to-invest-in-arm-ltd-intel-ceo","seolocationalt":"Intel sees no big profit margin gains before 2025, would mull consortium for Arm","url_seo":"intel-would-participate-in-consortium-to-invest-in-arm-ltd-intel-ceo"},"89604786":{"msid":"89604786","stname":"India\u2019s latest chip venture little more than a piece of paper?","artsyn":"What Vedanta and Foxconn released on Feb. 14 was little more than a piece of paper. Memoranda of understanding don\u2019t commit either party to anything. The $118.7 million that Foxconn \u2014 the world\u2019s largest contract electronics maker \u2014 is putting up for a 40% stake in the joint venture is just a number. And Vedanta is an unexpected choice of partner because its background is in mining and commodities, with limited experience in technology manufacturing.","seolocation":"telecomnews\/indias-latest-chip-venture-little-more-than-a-piece-of-paper","seolocationalt":"India\u2019s latest chip venture little more than a piece of paper?","url_seo":"indias-latest-chip-venture-little-more-than-a-piece-of-paper"},"88108373":{"msid":"88108373","stname":"Tata's chip making plan may hit silicon wafers import walls on surging global shortage: Report","artsyn":"The Tata Group is reportedly in discussions with several states to identify the land to build a USD 300 million chip making unit. According to reports, the country's largest conglomerate is planning to run the group as an outsourced semiconductor assembly and testing facility.","seolocation":"telecomnews\/tatas-chip-making-plan-may-hit-silicon-wafers-import-walls-on-surging-global-shortage-report","seolocationalt":"Tata's chip making plan may hit silicon wafers import walls on surging global shortage: Report","url_seo":"tatas-chip-making-plan-may-hit-silicon-wafers-import-walls-on-surging-global-shortage-report"},"88019944":{"msid":"88019944","stname":"GlobalFoundries forecasts upbeat sales on booming chip demand","artsyn":"The Malta, New York-based company makes silicon wafers for chip designers such as Advanced Micro Devices, Broadcom Inc and Qualcomm Inc, which do not have their own fabrication plants, called fabs.","seolocation":"telecomnews\/globalfoundries-forecasts-upbeat-sales-on-booming-chip-demand","seolocationalt":"GlobalFoundries forecasts upbeat sales on booming chip demand","url_seo":"globalfoundries-forecasts-upbeat-sales-on-booming-chip-demand"},"87974530":{"msid":"87974530","stname":"U.S. Commerce chief to make pitch for chips funding in Michigan","artsyn":"Raimondo is visiting a United Auto Workers local hall and meeting with Michigan politicians, officials from General Motors Co, Ford Motor and Chrysler-parent Stellantis on the chips push.","seolocation":"telecomnews\/u-s-commerce-chief-to-make-pitch-for-chips-funding-in-michigan","seolocationalt":"U.S. Commerce chief to make pitch for chips funding in Michigan","url_seo":"u-s-commerce-chief-to-make-pitch-for-chips-funding-in-michigan"},"87586278":{"msid":"87586278","stname":"MediaTek may raise chip prices by 15%","artsyn":"Taiwanese chipmaking giant MediaTek is reportedly raising the prices for some of its smartphone chips that are in high demand.","seolocation":"telecomnews\/mediatek-may-raise-chip-prices-by-15","seolocationalt":"MediaTek may raise chip prices by 15%","url_seo":"mediatek-may-raise-chip-prices-by-15"},"87479588":{"msid":"87479588","stname":"Apple cuts iPad production to feed chips to iPhone 13: Nikkei","artsyn":"Production of the iPad was down half from Apple's original plans for the past two months, the newspaper said on its website, adding that parts intended for older iPhones were also being switched to the iPhone 13.","seolocation":"telecomnews\/apple-cuts-ipad-production-to-feed-chips-to-iphone-13-nikkei","seolocationalt":"Apple cuts iPad production to feed chips to iPhone 13: Nikkei","url_seo":"apple-cuts-ipad-production-to-feed-chips-to-iphone-13-nikkei"}}}}" data-news-images="[{"msid":"81980095","msname":"chip","msnameseo":"chip","mediatype":"1","artdate":"2021-04-06 11:55:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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