Memory, not processors, remains Europe's supercomputing weakness, Bull CEO says


Bull's logo inside its supercomputing facility in Angers, France, October 1, 2026. REUTERS/Leo Marchandon

Oct ⁠2 (Reuters) - Europe is increasingly able to source ⁠the components used in its supercomputers locally, ‌but memory remains the biggest gap in the supply chain, the head of French supercomputer maker Bull said on Friday.

Bull ​can now source around 70% ⁠of the components in ⁠the machines it builds in Europe - including boards, interconnects, ⁠cooling ‌systems and increasingly processors - up from 20%-30% five years ago, leaving memory as ⁠the last major component without a European ​supplier, Chief ‌Executive Emmanuel Le Roux said.

• He cited ⁠progress on ​European processors — SiPearl, in which Bull holds a stake, Vsora and Openchip.

• "The problem is memory," he told ⁠Reuters at the company's Angers factory. "We ​don't see anything coming."

• Processors account for 10-20% of a supercomputer's value, he said.

• Memory prices have ⁠risen sharply and are now one of the industry's biggest concerns, Le Roux said. European memory initiatives exist but would take a long time ​to build.

• Samsung, SK Hynix ⁠and Micron produce over 90% of memory worldwide.

• ​Memory chips hold the data ‌a machine is actively working ​on; supercomputers need them in vast quantities.

(Reporting by Leo Marchandon; Editing by Matt Scuffham)

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