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The Chips Act 2.0 is a Commission legislative proposal — not yet law — that would repeal and replace Regulation (EU) 2023/1781. It enters the ordinary legislative procedure (co-decision) and requires agreement from the European Parliament and the Council before it takes effect. The 2023 regulation remains in force throughout this process.
Key structural changes vs the 2023 Act:
combined), reflecting the Commission's assessment that the 2023 target was insufficient to close the gap with US CHIPS Act and Chinese semiconductor subsidies.
procurement across Member States to create guaranteed demand for EU-made chips, reducing commercial risk for fabs and lowering the subsidy burden.
framework (which funded leading-edge nodes under the 2023 act) to explicitly include AI-optimised architectures — reflecting the post-ChatGPT shift in EU policy priorities toward inference and training hardware.
Strategic Projects, down from the 2023 act's "priority" designation with no hard deadline.
cooperation agreements with third countries (Japan, South Korea, India, US) to coordinate export controls, research, and investment screening.
What is NOT changed: The three-pillar architecture (R&D funding, fab permitting, supply-chain monitoring + crisis powers) is preserved. The Commission's power to mandate priority orders during a declared semiconductor crisis (Article 28 of the 2023 regulation) is retained and likely strengthened.
STMicroelectronics Catania) are the main beneficiaries of expanded public co-investment under the successor regulation.
automotive, and energy-grid applications are named priority verticals.
entities, SiPearl for HPC, imec design prototyping) — and could affect hyperscaler CAPEX allocation in Europe if EU-sourcing preferences are attached.
financial framework — legislative process will determine how much is EU budget vs Member State envelope vs private co-investment obligation.
coordinate DUV/EUV export-licensing regimes with the US and Japan.
as of 4 June 2026; search eur-lex.europa.eu for "Chips Act 2.0" once indexed.
it behind the CADA and Green Deal revision?
trigger WTO disciplines or US-EU trade friction under the post-2025 trade reset architecture?
it operate as a political SLA only?