TREASURY

Europe must respond to intensifying global competition and strategic autonomy needs by reimagining its semiconductor manufacturing approach. China’s growing dominance in producing high-quality legacy chips poses a strategic risk to Europe’s supply chain resilience. European manufacturers face challenges due to lower investment levels, limiting their ability to match the scale of new fabs in the US or China. To overcome this, Europe must act swiftly - leveraging AI and data-driven methods to build a more efficient, resilient, and competitive semiconductor ecosystem without major new investments or replacing legacy equipment. TREASURY brings together fabs, equipment makers, research institutes, and service providers to seize this opportunity. The project will develop a reference framework to connect and utilise equipment and process data for control, digital twinning, and AI analytics. This framework enables seamless information sharing across diverse systems and builds on prior EU projects and standards. TREASURY will also create reusable technical building blocks using generative and agentic AI, digital twins, hybrid models, and human augmentation. These will support sensing, control, data management, and process optimisation. Six application areas—such as virtual metrology, quality control, real-time yield optimisation, and workforce AI augmentation—will be demonstrated through 14 demonstrators across fabs and OEMs. The project aims to improve process quality, boost capacity, and enhance cost-competitiveness, while integrating legacy systems and addressing workforce shortages with AI augmentation. The consortium consists of 43 partners from 14 countries, representing a key part of the European semiconductor manufacturing ecosystem. TREASURY has significant potential for impact by ensuring that the European semiconductor manufacturing for strong European application domains stays globally competitive and can fulfil the market demand gap forecasted until 2030.