欧盟批准奥地利3.19亿欧元国家援助支持英飞凌菲拉赫氮化镓工厂：总投资约11亿欧元，2027年底投产
欧盟委员会10月27日在布鲁塞尔批准奥地利向英飞凌奥地利公司（Infineon Technologies Austria AG）提供3.19亿欧元国家援助，支持其在奥地利克恩顿州菲拉赫的「Empowering Fab」项目；英飞凌同日宣布，将投资约11亿欧元，在菲拉赫现有洁净室中建设全球首座高产量300毫米氮化镓（GaN）功率半导体工厂，计划2027年底开始生产。
英飞凌表示，300毫米晶圆的芯片产出是200毫米晶圆的2.3倍，其首批300毫米氮化镓晶圆已于2024年完成加工。新工厂面向超级智能（SI）数据中心、能源基础设施、电动车、机器人与消费电子等应用。英飞凌首席执行官 Jochen Hanebeck 说，功率半导体是电气化的支柱，在菲拉赫扩大氮化镓产能是公司支持能源转型与数字化战略的一部分。公司引述 Yole Group 预测，功率氮化镓市场将以每年约35%的速度增长，2031年达约35亿美元。
欧盟委员会说，该援助依据《欧洲芯片法案》批准（案件编号 SA.113427），约占项目投资的29%，并附带条件，包括向研究机构、中小企业与初创企业开放实验室与设计工具、开展员工技能提升，以及在回报超预期时启用的利润分享与回收机制。奥地利的正式拨款承诺尚待作出。
英飞凌在奥地利约有5,800名员工，其中约4,800人在菲拉赫。公司表示，产能爬坡将视市场需求推进，整个投资期至2034年。
EU Approves €319 Million Austrian State Aid for Infineon's Villach GaN Fab, a €1.1 Billion Investment Starting Production by End-2027
The European Commission approved €319 million of Austrian state aid in Brussels on October 27 for Infineon Technologies Austria AG's 'Empowering Fab' project in Villach, Carinthia, under the European Chips Act. Infineon announced the same day that it will invest about €1.1 billion through 2034 to build the world's first high-volume 300mm gallium nitride (GaN) power-semiconductor fab inside its existing Villach cleanroom, with production to start by the end of 2027.
Infineon said 300mm wafers yield 2.3 times as many chips as 200mm wafers, and that its first 300mm GaN wafers were processed in 2024. The fab targets applications including super intelligence (SI) data centres, energy infrastructure, e-mobility, robotics and consumer electronics. Chief Executive Jochen Hanebeck said power semiconductors are the backbone of electrification, and that expanding GaN capacity in Villach is part of the company's strategy to support the energy transition and digitalisation. The company cited a Yole Group forecast of the power GaN market growing about 35% a year to roughly $3.5 billion by 2031.
The Commission said the aid, approved under case SA.113427, amounts to about 29% of the project cost and carries conditions, including laboratory and design-kit access for research institutions, SMEs and startups, workforce upskilling, and a clawback and profit-sharing mechanism if returns exceed the baseline. Austria's formal funding commitment is still to come.
Infineon employs about 5,800 people in Austria, around 4,800 of them in Villach. The company said the production ramp will follow market demand.
来源：GSM·美国（原文链接）
图片来源：英飞凌科技公司标志。Infineon Technologies AG，公共领域，经 Wikimedia Commons。 / The Infineon Technologies logo. Infineon Technologies AG, public domain, via Wikimedia Commons.
