Europe once held more leading-edge manufacturing than it does today. There's no single reason for this. GlobalFoundries has several manufacturing plants in Dresden, but these are older factories producing on legacy nodes. Companies such as STMicroelectronics, Infineon, and NXP are still major industry players, but they fab on older nodes or outsource to TSMC for leading-edge capability. According to a recent report from a German think tank Stiftung Neue Verantwortung (New Responsibility Foundation), the EU's efforts to build a 2nm leading-edge fab is likely to fail for several reasons. First,
Taiwan Dismisses EU Effort to Build Leading Edge Semiconductor Capacity… There were expectations of a joint venture, likely a licensing agreement where a partner foundry would provide relevant process technology, while Tesla would finance and set up the infrastructure required for production, and this is exactly what has happened with the Intel Foundry deal. …
Samsung Electronics' largest union has ratified a compensation deal that will pay semiconductor workers an average bonus of roughly $340,000, according to Bloomberg . …
… Shawn Han of Samsung Foundry Joins Intel Foundry, Bringing Years of Semiconductor Experience The announcement was made by Intel Executive Vice President, Naga Chandrasekaran , on LinkedIn, and shared by the Intel Foundry handle on X. …
… Intel would be betting that the EU was serious enough about boosting its semiconductor capacity to invest in it, and the EU would be betting Intel could deliver enough customers to fill the foundry. …
… Those seven non-foundry companies are required to give the federal government a minority, non-controlling equity stake in exchange for funding. …
… Since 2024, the company has effectively been split into two: There’s the long-standing “product” side, where Intel designs and sells cost-efficient CPUs to PC makers and data centers; and the aspirational Foundry side, where Intel makes advanced semiconductors. …
… Apple has been eyeing diversification of its chip production through dual sourcing, with Intel Foundry and Samsung Foundry as potential partners. …
… TSMC and the semiconductor industry as a whole are both winners here as Intel will become a serious foundry competitor and that will push semiconductor innovation and supply chain strength to an even higher level which is for the greater good for all. “We either build the Terafab or we don’t have t… …
… IBM isn't a foundry. You can't knock on Arvind Krishna's door and order up some wafers. But it nonetheless has a long tradition of semiconductor research and process design, and continues to work on those technologies. …
… ASML's issues are related to the restrictions the Trump Administration has put on high-end semiconductor shipments to certain Chinese companies. When it became clear that Huawei was going to lose access to advanced nodes at TSMC, the foundry delayed a few of its EUV machine purchases. …
