Everyone says Europe is losing the global chip race. But what if that's completely wrong? From electric vehicles and power grids to AI data centers, Europe quietly dominates some of the most critical technologies powering the modern world. In this video, we explore Europe's hidden semiconductor champions, from Infineon and STMicroelectronics to ASML, Zeiss, Trumpf, and imec.
Why are Nvidia and TSMC always in the headlines while Europe's tech giants remain largely invisible?
And we need more. We don't need to start from scratch, at least on the designs.
We had ARM, still a British company but externally owned.
We can also work on improving and building on top of RISC-V. For many use cases, you don't need "flagship" chips, and having your own reduces your dependency since they can't cut you off completely.
I think it's better for the EU to skip this technology and focus on the next one. There are promising startups in Europe, that are building photonic chips (some already have a working product). This strategy is not about the next 5 years, but for 20 or so. China has tried it for decades to get as good as TSMC, burned billions in the process and did not get there. Look at EVs, where small companies like Tesla and all the chinese manufacturers could enter a very mature marked because of a technological change. EU should do the same with chips
Europe fabs have been tried and cheap fabs work but the premier small dies are unable to find profit. Even US chips are bigger, older models. Taiwan is really the only place to get world class technology at an affordable price.
Europe might sell a lot of chips but "winning" is a very loose criteria that doesn't apply when comparing technological sophistication of chips or innovation.
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