Because if you do not become competitive on the frontier you are doomed to perpetually play a game of catch-up. This is what happened to the EU with battery technology, renewable technology, AI, digital services, and semiconductors.
GPUs require sub-7nm design, fabrication, and packaging - all of which is nonexistent in Europe today, and would take 10-20 years at which point the EU-27 would have fallen behind the frontier again.
Europe cannot be competitive in bleeding edge and legacy packaging in 2026-36 given how heavily subsidized and tightly integrated the Asian and American cluster is (eg. I can get 0-1% interest rate loan terms with tax holidays and subsidizes in the 9 figure range in much of Asia and the US). Europe CAN reinvest in 2D packaging, materials, and metrology (which is critical for quantum).
Europe cannot be competitive in bleeding edge fabrication in 2026-36 given how heavily subsidized and tightly integrated the Asian and American cluster is (eg. I can get 0-1% interest rate loan terms with tax holidays and subsidizes in the 9 figure range in much of Asia and the US). Europe CAN be competitive in legacy (28nm and above), power, and compound semiconductor fabrication (this also had a downstream impact on quantum).
Europe cannot be competitive in chip design in 2026-36 given how heavily subsidized and tightly integrated the Asian and American cluster is. It CAN work on building the next generation of tooling needed to design quantum circuits and conduct metrology.
Quantum applications of Sensing, Optics, Communication, Key Distribution, Computing, Packaging, and Hardware Design are all greenfield segments that everyone is at a roughly equal starting point at. All these technologies have directly relevant applications in telecommunications, defense, semiconductor packaging, and computing.
And this is what can help some EU states regain relevance in the competitive frontier. There's a reason France has been working heavily on this for a decade.