Europe can compete in robotics and physical AI, top chipmaker CEOs say

European Chipmakers See Strong Future for Robotics and Physical AI in Europe

By Nathan Vifflin

European Chipmakers Position Themselves in the Global Robotics and Physical AI Market

Industry Leaders Highlight Regional Strengths

MUNICH, Nov 10 (Reuters) - The CEOs of top European chipmakers Infineon, STMicroelectronics and NXP said on Monday the region was well positioned to compete with the US and Asia in robotics and "physical AI", building on its traditional strengths in automotive and industrial technology.

Growing Demand for Advanced Chips in Robotics

Transition of AI from Data Centres to Physical Applications

As AI moves from data centres into robots, vehicles and industrial machinery, demand will grow for chips and systems that can operate safely and reliably in the real world, the executives told an industry gathering in Munich, Germany.

Key Players and Competitive Landscape

The three companies are major suppliers of the power chips, sensors and microcontrollers used in such machines, competing with US rivals including Texas Instruments and onsemi.

Executive Insights on Europe's Role in Physical AI

Infineon’s Perspective

"For me, industrial AI or physical AI is, first of all, a must win for Europe," Infineon CEO Jochen Hanebeck said. "There are so many topics where we feel that we are second to other regions."

STMicroelectronics’ Approach to Collaboration

STMicroelectronics CEO Jean-Marc Chery said physical AI would require close cooperation between chipmakers and customers, including training robots in AI-simulated environments before putting them to work.

Factory Trials and Early Adoption

ST itself has agreed to introduce humanoid robots from Italy's Oversonic into its factories, with the first already installed at a semiconductor plant in Malta. Most such projects remain at an early stage, with factory trials far more common than widespread use.

NXP’s Emphasis on Safety and Reliability

Rafael Sotomayor, CEO of NXP, said Europe's historical strengths gave it an advantage in developing the safe, reliable systems required as AI moves from making recommendations to taking physical action, where mistakes can have irreversible consequences.

"There's no undo for a broken bone if you make a wrong decision," Sotomayor said.

Conclusion

(Reporting by Nathan Vifflin in Munich, Writing by Toby Sterling. Editing by Milla Nissi-Prussak)