European semiconductor policy treats Taiwan as a supply-chain problem of fabs, capacity, and critical materials. It overlooks the one input that underpins every advanced wafer made on the island: electricity. Key takeaways: More than 90% of the world’s most advanced chips are made in Taiwan, and every one of those fabs is a major electrical… Continue reading Europe’s chip de-risking has no energy chapter
Europe’s chip de-risking has no energy chapter