EU Pushes for 'Chips Act 2.0' to Strengthen Supply Chain Control with Contract Intervention and Fines - 아시아경제

The European Union is advancing its 'Chips Act 2.0,' aiming to strengthen control over semiconductor supply chains by granting emergency powers to override existing contracts and mandate priority supp... Read original →

The EU’s proposed Chips Act 2.0 isn’t just about supply security—it’s a bid for semiconductor governance sovereignty. Technically, contract override mechanisms disrupt wafer foundry scheduling logic; TSMC’s 3nm/EUV lines, optimized for high-margin AI chips, can’t pivot orders without severe yield and cost penalties. Compliance-wise, while the €300k fine is modest, the legal uncertainty forces firms to price in 'geopolitical risk premiums' for European investments. Strategically, this accelerates fragmentation: with U.S. CHIPS funding locking TSMC’s Arizona capacity, Taiwanese firms face forced alignment, splintering global supply chains. Over the next 12–24 months, expect two tailwinds: a revival of European IDMs like STMicroelectronics and Infineon leveraging subsidies to re-enter advanced nodes, and an emerging ‘geopolitical bifurcation’ in AI chip ecosystems—U.S. vs. EU—leading to underutilized, duplicated 3nm capacity worldwide.