Rate Of Return$Nokia Oyj(NOK.US) The list for the European Chips Act 2.0 is as shown. Apart from traditional semiconductor and Tier 1 giants like ASML, ASM, NXP, Infineon, STMicroelectronics, and Bosch, there are also small champions that White Hair likes to promote, such as X-FAB and Sivers.
The Act 2.0 places greater emphasis on supply chain collaboration and localization. TSMC, by establishing an ESMC factory in Germany, I estimate can also gain a lot,
and Nokia, being on the list, naturally can also receive more subsidies and orders.
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