Europe wants to manufacture 20% of the world’s semiconductors by 2030. It has just taken the first step

43,000 million euros. That is the figure that the European Commission set to achieve something that is currently out of reach: technological sovereignty regarding semiconductors. With the ‘Chips Act‘, Europe seeks to position itself as a power in a semiconductor production segment dominated by Asia with Taiwan at the head. Now, and after years of dreaming, Europe inaugurates the first installation: the FAMES Pilot Line.

The objective is not conservative. By 2030, the Old Continent wants produce 20% of integrated circuits of the world. We have an ace up our sleeve called ASMLthe global spearhead in terms of manufacturing of advanced photolithography equipment refers. The Dutch are the ones who produce the machines that buy foundries like TSMC o Intel to manufacture the most advanced chips on the market. But there is a problem: we have the machine that makes the chips, but we don’t have someone to make chips.

That is what the project wants to change, and with FAMESthe European Union Chip Law lays the first brick to be more relevant. It’s not going to be easy at all.

FAMES, the spearhead of Europe’s Chips Law

Unlike a private company, FAMES is something much more European: a collaboration between countries and institutions. It represents a new example of public-private collaboration like the one we are seeing in parallel in the european space race. And the pilot program is located at the CEA-Leti facilities in the French town of Grenoble.

With an initiative of 830 million euros contributed by both the European Commission and the participating states, FAMES brings together 11 organizations belonging to eight countries and, after two years of preparation, has presented favorable technical results to begin developing advanced semiconductor technologies.

FAMES, with 830 million in financing, is the first of the five pilot lines that will be inaugurated under this Chips Law initiative, and the CEA-Leti plant has been expanded with about 2,000 new square meters destined to clean room. It is an extremely clean area isolated from the outside, with strictly controlled temperature and humidity conditions and optimal conditions for manufacturing semiconductors.

CEA-Leti already had 12,000 square meters of clean room, so the expansion under the Chips Law is considerable. And the big question: what will they do in this pilot program? Well, something known as Fully Depleted Silicon-on-Insulator, or FD-SOI. This is a manufacturing process in which a thin insulating layer (less than 10 nanometers) is placed under the transistors so that the chips operate at lower voltages. And the goal is to create 10 and 7 nanometer processors.

Thus, they consume between 30 and 40% less energy without losing performance, making them more efficient. That efficiency and delivery of energy to the chips is something that everyone is trying to improve, from an Intel that already has its most cutting-edge technologies ready in this sense to a TSMC that is preparing its response by the end of 2026.

That Europe is developing its solution now seems demoralizing, but it must be taken into account that, for decades, the technology of the Old Continent has depended on external manufacturing, so advancing this manufacturing process at this time is not bad news.

But well, in the end, FAMES represents the first platform in which some advanced technologies for the manufacture of semiconductors will begin to mature and, together with the rest of the pilot lines, the objective is to transfer these advances and knowledge to the industry and, obviously, to a final product. We will see if the 2030 goal is reached, but Europe itself is not very optimistic about the matter.

Europe thinks that Europe will fail in its objective

At the beginning of last year, we already said that the European Court of Auditors itself believed that the European Chip Law would be a failurepointing out unlikely which would be if they achieved the goal of building 20% ​​of the planet’s semiconductors by 2030. And… they are not misguided.

Europe is seeking its technological independence while inviting entities like TSMC to its soil, but the two main technological centers are also moving. The United States is attracting talent to its territory, with TSMC buying more land to open a megafactory and Intel as a banner in the American foundry.

China is not standing idly by and, following a Western veto, its semiconductor industry has made unthinkable advances with old ASML machines while companies like SMIC either Huawei develop your own solutions to create advanced chips and be able to shield itself from American technology.

And beyond countries, private companies such as Intel itself, TSMC, Samsung, GlobalFoundries or Texas Instruments are also moving, installing new cutting-edge plants both inside and outside the United States, a country that is determined to invest what is necessary to achieve leadership.

In the end, getting 20% ​​of the world’s chips is a tremendously ambitious goal and Europe is very far away in this industrybut you have to start somewhere and FAMES represents that first stone on the path of the European semiconductor initiative.

Images | Intel (edited), FAMES

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