Page 53 - EE Times Europe March 2022

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EU Must Continue to Invest in Microelectronics, Says SEMI Europe President

NEW DISRUPTIONS ARE DRIVING
EXPONENTIAL IC INDUSTRY GROWTH

Integration Scale in Transistors $500B Sales in ~ 50 years
10s 100s 1,000s Millions Billions Trillions
$1,000
>$1T in the next ~ 10 years
Data Digital Era In $B 2020 2030 Top Drivers
(Industry 5.0)
Note: 8-10% CAGR over the next 10 years
Annual Semiconductor Revenue ($B) • IC Mobile Era • 6G Non-Memory 235 678 MPUs, High-
$100
• Moore’s Law
• Quantum Computing
• Smart Manufacturing
• PCs
(Industry 4.0)
• Internet
• Blockchain/Cryptocurrencies
end Logic
• Digital Economy
• Neuromorphic
$10
Compute Era • IoT, AI, VR, 4G to 5G Memory 133 467 DRAM, NAND,
Other Memory
(Industry 3.0)
• Big Data
• Cloud Technology
Discretes,
Other ICs
79
206
• Advanced Robotics
• Sensor Networks
• Machine Learning Opto
$1 Total 446 1,351 NA
1975
1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 2000 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2030 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Semiconductor
2001
Year
Sources: IC Insights & VLSI Research Source: International Business Strategies
1
applies for the Intel fab. This will accelerate announced a multi-billion–euro investment to talent and building awareness of the micro-
Europe’s progress toward achieving the ambi- support its domestic tech industry and create electronics industry as a career destination at
tion of 20% production. 25 French “unicorns” by 2025. Besides being all levels — from grade school and post-
SEMI is also playing an instrumental role in home to numerous semiconductor companies secondary education to people returning to
enhancing collaborations between Europe and and R&D hubs, France also hosts the world’s the workforce. We are fully committed to
the U.S. and between Europe and Taiwan. largest tech incubator in Paris. building on the momentum created with the
These and many other examples make me METIS Erasmus+ collaborative project and
FRENCH PRESIDENCY OF THE COUNCIL OF confident that the French presidency can to mobilizing our industry and education
THE EUROPEAN UNION deliver real change in the upcoming months. partners for a successful Pact for Skills in
France took over from Slovenia the presidency France’s ecosystem is a fundamental part of microelectronics launched in November 2020.
of the Council of the European Union on the Europe’s microelectronics ecosystem, with a The launch is a significant step forward,
first day of 2022 and will be replaced by the strategic hub in Grenoble with CEA-Leti as with a focus on reskilling and upskilling for
Czech Republic in the second half of the year. one of the world’s powerhouses in innovation; Europe that will help ensure the continent’s
In his speech at the Élysée Palace, French STMicroelectronics as a world-class provider recovery from the Covid-19 pandemic and
President Emmanuel Macron declared, “We of state-of-the-art solutions in areas such bolster its digital and green transitions.
need to move from being a Europe of coop- as smart driving, power and energy, IoT, 5G, Microelectronics provides the founda-
eration inside of our borders to a powerful and, of course, their automotive industry; tion for digital infrastructure, and while the
Europe in the world, fully sovereign, free to and Schneider Electric as the leader in digital industry’s strategic importance is recognized
make its choices, and master of its destiny.” transformation of energy management and worldwide, a future diverse talent shortage
automation playing a strategic role in provid- could limit the industry’s growth. The Pact for
EETE: As president of SEMI Europe, you sent ing green energy management solutions. Skills for microelectronics offers opportuni-
a letter to French President Macron asking ties for the future and is essential for enabling
him to encourage closer collaboration TALENT GAP IN MICROELECTRONICS sustainable growth and a more resilient
among member states for the benefit of The Covid-19 pandemic has accelerated the European supply chain.
the semiconductor industry. Is France’s shift to a digital economy, and the global We will have a sharp focus on adding
six-month presidency an opportunity for semiconductor market is now expected to resiliency to the European supply chain
technology and, more specifically, the reach US$1 trillion by 2030. At last year’s Leti at the SEMI Industry Strategy Symposium
European semiconductor industry? What Innovation Days, Ajit Manocha, president and Europe 2022, on May 30 in Brussels. Themed
makes you think that France has the CEO of SEMI, stressed that closing the talent “Resilient Europe: Semiconductors Enabling a
means to act and achieve real change? gap is “extremely critical for the success and Sustainable Digital Life,” the event will exam-
Altimime: The French government under- the growth of our industry.” ine economic, technology, market, business,
stands the importance of technology as a key and geopolitical developments and trends
enabler for Europe’s future economic growth. EETE: What actions are needed to address influencing the global electronics manufac-
For example, in 2017, President Macron called the talent gap in Europe? turing industry, along with their implications
upon France to “think and move like a startup.” Altimime: To address the talent gap, SEMI for strategic business decisions. ■
This sent a powerful message across Europe takes a holistic approach to nurture the
to engage innovation and drive technolog- workforce and reskill and upskill for career Anne-Françoise Pelé is editor-in-chief of
ical transformation. Two years later, France advancement, as well as developing new EE Times Europe.

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