
In 2022, STMicroelectronics and GlobalFoundries announced that they would invest 5.7 billion euros to build a wafer factory in France. According to the latest media reports, this joint venture project has now stalled.
It is reported that in May 2023, GlobalFoundries announced that the European Commission approved subsidies under the European Chip Act to finance a 12-inch wafer fab for the automotive, industrial, 5G/6G, defense and aerospace markets. As of June 2023, the total cost of the project is estimated at 7.5 billion euros and is supported by France's Bpifrance under the "France 2030" initiative. Despite these commitments, no progress has been made in 18 months. Media reports indicate that the project has been shelved and its future viability is questionable.
Other media reports said that by the end of 2023 and 2024, STMicroelectronics and GlobalFoundries will shift their focus to China, highlighting the growing challenges facing the European semiconductor industry. In October 2024, GlobalFoundries held its annual technology summit in Shanghai, emphasizing its strategic focus on the Chinese market. Mike Cadigan, GlobalFoundries' chief corporate and government affairs officer, emphasized the importance of China, and Kay Chai Ang, the new president of Asia Pacific and chairman of GlobalFoundries China, introduced plans to expand regional business.
STMicroelectronics has also deepened its business in China. In June 2023, the company's CEO Jean-Marc Chery announced a partnership with Sanan Optoelectronics to expand its 8-inch SiC wafer fab. In November 2024, it established a new partnership with Hua Hong Semiconductor, emphasizing the competitive advantages of localized manufacturing.
消息称意法半导体和格罗方德搁置法国建厂计划 转投中国市场
2022年,意法半导体与格罗方德宣布将在法国投资 57 亿欧元建立晶圆厂,据媒体最新报道,目前这一合资项目已陷入停滞。到 2023 年底和 2024 年,意法半导体和格罗方德将重点转向中国,凸显了欧洲半导体行业面临的日益严峻的挑战。