As part of the 2030 Digital Compass decadal plan, the European Commission aims
to establish cutting-edge semiconductor manufacturing in the European Union (EU).
The goal is to operate semiconductor fabrication plants (fabs) with 2nm process
nodes within the EU by the end of this decade. This would require tens of billions of
Euros in public and private investment. To make this investment strategically sound
in the long-term, such an “EU foundry” must have a solid business case based on
substantial demand in the market, especially in the highly competitive market of
cutting-edge chip manufacturing which has almost insurmountable barriers to entry.
Unfortunately, chasing the 2nm fab is a futile endeavor with a very real risk of
wasting billions of Euros in public and private money. This idea lacks a business
case due to the following factors.

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