The vision identifies six strategic priorities that must be addressed holistically: international cooperation, targeted investments in innovation and production, access to capital, economic resilience, talent and the right enabling conditions. For innovation and production, a structural annual investment of at least €500 million is required, of which €250 million is public and at least as much is private. To scale up investment in technology and companies, around €7 billion in public capital will be needed up to and including 2035. It is expected that this will encourage private parties to co-invest, bringing the total package to €25 billion.
Peter Stolk, Chair of Key Technologies and Chair of Holland High Tech, comments:
"I am delighted with the Semicon Vision 2035, which was presented to the House of Representatives this week, and with the progress made by the Semicon Board NL. Together, they represent an important step towards further strengthening the Dutch semiconductor industry and, by extension, our innovative capacity and international competitiveness. At the same time, it is clear that the development of semiconductors does not stand alone: more than half of the ten priority key technologies from the National Technology Strategy contribute directly to this sector. The innovation tasks set out in the Semicon Vision 2035 must therefore be inextricably linked to the innovation programmes in the action agendas of the National Technology Strategy, which were presented on 26 January 2026 and which we are now implementing together with the entire ecosystem. These action agendas must form an integral part of the implementation of the ambitions set out in the Semicon Vision 2035. In this way, we in the Netherlands will continue to work together to realise the ambitions of both the Semicon Vision 2035 and the National Technology Strategy."
In the field of innovation, the vision focuses on specific strategic core positions within the chip value chain, with an emphasis on high-mix production. In addition to strengthening existing strengths such as materials & equipment, chip design, advanced packaging, integrated photonics and high-mix production, the vision targets promising new growth markets, including AI-accelerating chips, 6G chips, heterogeneous chips and chips for quantum computers.
The report highlights the link with the National Technology Strategy. It notes that more than half of the ten priority key technologies contribute directly to the semiconductor industry: from integrated photonics and quantum to AI and mechatronics. The action agendas for the key technologies that align with the NTS form the basis for this. However, the approach in which semiconductors, photonics, quantum and AI hardware are viewed as a single coherent whole (as brought together under the heading ‘the future of compute’) goes further than what is presented in the report.
In short: the presentation of this vision to the House of Representatives marks an important milestone, but it comes with a clear mandate: implementation must go beyond semiconductors alone. More details on the broader approach, in which semiconductors and related key technologies are treated as a single entity, will be published next Wednesday.
