The race for investment in semiconductors continues. China, the United States, the European Union: all the big blocs are investing to develop or maintain their sovereignty in this area in the context of a global shortage of components. Frédéric Tilhac, CEO of Alter Technology France, a company specializing in semiconductors, was the guest of Tech&Co on Tuesday, January 3. He gave his analysis of the situation.
Regarding the shortage, “we are at the same point. Cycle times are getting longer in relation to the supply of components and that affects everyone. Is not easy. Europe and the United States are trying to invest billions of dollars but there is still the knowledge to acquire and set up everything takes time, ”he stressed.
Tensions between China and Taiwan are a threat
A situation that is not helped by the inertia that the sector is experiencing: the production of semiconductors requires time between the investment and the manufacture of chips.
The world market is heavily dependent on TSMC, the Taiwanese founder. However, the tense geopolitical situation between Taiwan and its neighbor, China, continues to pose a threat to semiconductor supplies, requiring the relocation of semiconductor manufacturing, believes Frédéric Tilhac.
Frédéric Tilhac also believes that the European plan of 43 billion euros for the production of semiconductors is not enough. “It’s a good start, but it’s a drop in the bucket.”
Source: BFM TV
