Commission impact assessment proposes Chips Act 2.0 revision

The European Commission has published an Impact Assessment accompanying a Proposal for a Regulation to strengthen Europe’s semiconductor ecosystem (Chips Act 2.0), repealing Regulation (EU) 2023/1782.

• Main measures announced:Strategic Projects (EU-level co-funded industrial deployment via a proposed European Competitiveness Fund), clarification of the First-of-a-Kind (FOAK) scope, a voluntary Business-to-Business Semiconductor Supply Chain Platform with targeted pre-crisis information requests (PM5/PM6), and demand-side measures including innovation procurement and a recommended security-of-supply declaration in public procurement (PM8–PM10). The document sets out concrete implementation elements, candidate measures PM1–PM10, and governance via the European Semiconductor Board and the Chips JU.
• Background facts and concrete figures:EUR 80 billion in announced/planned manufacturing investments attributed to the Chips Act (Pillar II); 11 FOAK projects approved by end-2025 worth over EUR 31.6 billion (public + private); target to increase EU manufacturing capacity ~30% (from 1.07 million wspm in 2023 to ~1.39 million wspm by 2030); explicit references to AI-driven demand (AI chips to represent >70% of market by 2030) and data-center capacity forecasts (quadrupling of EU data center capacity 2025–2030).