EVs and more: European partners launch own semiconductor initiative - electrive.com

Europe's leading companies have launched the Moore4Power consortium, one of the continent's largest semiconductor research initiatives, focused on next-generation intelligent power electronics. Led by... Read original →

Europe’s Moore4Power initiative, spearheaded by Infineon, is less about Moore’s Law and more a geostrategic maneuver to secure power electronics sovereignty. By fusing Si, SiC, and GaN through chiplet architectures and AI-driven digital twins, it forces a systemic shift from discrete components to intelligent power modules—disrupting legacy IDM economics. Upstream, substrate suppliers must scale high-purity SiC; downstream EV makers face accelerated design cycles. Crucially, the Digital Product Passport ties compliance to EU’s Clean Industrial Deal, erecting de facto barriers against non-local supply chains—Taiwan, China fabs lacking lifecycle data infrastructure risk exclusion from automotive tiers. Competitors like Wolfspeed will likely deepen alliances with STMicroelectronics. Within 18 months, expect Brussels to codify these specs into regulatory mandates, locking in a Europe-centric ecosystem and accelerating global supply chain fragmentation.