STMicroelectronics, one of Europe's leading semiconductor manufacturers, will very shortly inaugurate a new production line in Morocco to manufacture electronic chips for American electric car pioneer Tesla. The production line is the latest example of a larger trend among international firms to look to Morocco as an attractive location for “nearshoring.” Through Rabat's smart infrastructure investments and careful management of its foreign partnerships, Morocco has already exploited this trend to emerge as Africa's leading automaker. Now with an auto chip production line dedicated to electric vehicles (EVs), Morocco is positioning itself to become a center for EV production while turning itself into a strategic component of Western semiconductor supply chain resilience.According to Moroccan media, STMicroelectronics will soon inaugurate an EV chip production line at the Franco-Italian company's facility in Bouskoura, an industrial town on the outskirts of Casablanca. STMicroelectronics' Bouskoura plant already began some initial production for Tesla in June 2021 with its existing lines. Morocco's EV chip production will help alleviate the critical global shortage of automotive microchips, aiding EV automakers to maintain their production schedules in the rapidly advancing electric car market.An electronic microchip is an integrated circuit (IC) imprinted on a very small semiconductor. These semiconductor ICs, commonly called “chips,” form the fundamental components of all electronic devices and have propelled economic growth and innovation through the digitization of goods and services. Automobiles have been no exception to the trend — a typical, contemporary car employs upwards of 1,400 semiconductor chips. Engaged in IC product design, manufacture, and sales, STMicroelectronics is Europe's largest integrated device manufacturer with auto chip components accounting for 38% of its pre-COVID annual revenue.(...)During the years immediately prior to the outbreak of the COVID-19 pandemic, global supply chains were already starting to shorten as companies and countries placed greater emphasis on resiliency than on immediate cost efficiency. For Europe, this structural transformation meant bringing sourcing and manufacturing closer to European end-markets. The imperative to “nearshore” while maintaining a competitive advantage in operating expenditures has provided an impetus to international firms to locate manufacturing facilities in Morocco. In the post-pandemic environment, the accelerating drive to shorten supply chains is now providing Morocco an on-ramp to enter the EV manufacturing value chain.The STMicroelectronics agreement with Tesla seems to be just the leading edge of a wave of EV chip production in Morocco that could provide a pathway to EV manufacturing in the North African nation. Following Tesla, Groupe Renault signed a strategic cooperation agreement with STMicroelectronics for the supply of electric and hybrid vehicle advanced power semiconductors to be produced by the company starting in 2026. In 2021, Renault launched its Dacia Spring EV in Europe, marketing it as the continent's cheapest electric car. While the car is manufactured by Renault in China, chip production in Morocco raises the prospect that the Dacia Spring or successor EV models could be manufactured in Renault's Morocco plants. Stellantis has started manufacturing the new Peugeot e-208 EV in its Trnava plant in Slovakia. Morocco's Kénitra plant already manufactures the ICE version of the 5-door hatchback Peugeot 208. Since the e-208 uses the same chassis as the gasoline-powered Peugeot 208, the e-208 can also be easily assembled in the Kénitra plant.Through its new EV chip production line, Morocco will soon play a greater strategic role in securing Western semiconductor supply chains. Given its proven track record as an automotive manufacturing hub, chip production could become the catalyst for the establishment of EV manufacturing in Morocco. With its ability to service end-markets in Europe as well as emerging ones in the Middle East and Africa, Morocco is poised to become a leading electric car manufacturer in the MENA region.(...)
Vista como a nova Tesla, a Rivian vai avançar com uma segunda fábrica nos EUA e está em negociações para definir a localização da sua fábrica no continente europeu, onde quer entrar já no próximo ano.Altamente capitalizada, com o suporte financeiro de gigantes como a Amazon, a BlackRock e a Ford, entre outros, a Rivian continua a atrair as atenções pelo seu potencial, ou não fosse considerada por muitos a nova Tesla. Agora que está prestes a arrancar com as entregas da pick-up R1T e com a edição de lançamento do SUV R1S, a Rivian procura ampliar a sua capacidade de produção, dentro e fora dos Estados Unidos da América (EUA). Na Europa, de acordo com a Sky News, há três países que disputam a corrida para acolher a futura fábrica da marca norte-americana no Velho Continente: Reino Unido, Alemanha e Holanda.