The EU Chips Act was formally approved on July 25th, 2023. In August of 2022, the United States passed their Chips and Science Act and South Korea has done similar.
In this episode of Perspectives with Neilo we're discussing the EU Chips Act and why the EU, the US and others are trying to take back control of their semiconductor supply chains amid concerns that have intensified since Russia's invasion of Ukraine and China's increasingly aggressive behavior against Taiwan.
My guest is Dr. Denis Doyle, who is currently Board Chair of the Tyndall National Institute based at University College Cork. Denis has been a leader in the semiconductor industry for over 30 years and has run large and complex silicon manufacturing facilities with complex global supply chains both in Ireland and in the United States. He spoke to us in a personal capacity about the evolution of the global semiconductor industry, Ireland's engagement with the EU Chips Act, the need for a National Semiconductor Strategy, whether the allowance of state subsidies may prove challenging in competing for FDI for smaller EU states, and much more.
Date of Recording: September 5th, 2023.
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| The EU Chips Act: A Game-Changer for Semiconductors? |
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Additional information and references on the topics covered in this episode:
- Ireland's role in the global semiconductor industry - Tyndall National Institute (August 7th, 2023)
- Ireland needs a national computer chip strategy - Alan Healy, The Irish Examiner (August 7th, 2023)
- European Chips Act - link
- The CHIPS and Science Act: Here's what's in it - McKinsey & Company (October 4th, 2022)
- Subsidy wars: Ireland faces fierce global competition as international rivals pile on - Barry J Whyte, Sunday Business Post (August 27th, 2023)
- TSMC is bringing a 10bn chip plant to Germany - Leigh Mc Gowran, Silicon Republic (August 8th, 2023)
- Intel agrees to build chip factory in Germany backed by state subsidies of 10 billion (euro) - Derek Scally, The Irish Times (June 19th, 2023)
- Lithuania's Teltonika sets domestic chip production goal under Taiwanese deal - Andrius Sytas, Reuters (January 18th, 2023)
- The chips are up: How Irish companies are cashing in on the microchip rush - Daniel Murray, Sunday Business Post (April 4th, 2021)
- Ireland: From dragging its feet to breaking into a sprint - Alexander Davy, Analyst/Editor, MERICS (July 2023) - chapter from ETNC Report 2023.
- European Chips Act: Public Consultation Report - Department of Enterprise Trade and Employment (May 19th, 2022)
- The IPCEI on Microelectronics - link
- Horizon Europe - link
