Semiconductor News & Analysis Feed

EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.

Editorial The EU Chips Act: better than nothing 24 June 2026 Paul van Gerven Editor at Bits&Chips Reading time: 3 minutes Muddling through is the best you can hope for in the EU. Since Covid, Ukraine and especially Trump 2.0, we’ve been bombarded with advice about what Europe must do. Europe must become more competitive. Europe must reduce its dependence on fossil fuels. Europe must build its ow

According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st

According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st

ASML’s, Billion ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount 30.05.2026 - 14:41:25 | boerse-global.de ASML shares surge 111% in a year on AI demand and EU semiconductor push, but trade at 19% above Morningstar fair value. Key support at €1,355. ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount - Foto: über boers

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act 2.0 draft shifts focus toward stimulating demand By Júlia Tar and Matthew Newman May 29, 2026, 10:02 AM GMT The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and... To view the full article, register now. FREE A

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the