Semiconductors, Geopolitics and Europe

In this workstream we focus on Europe’s technological competitiveness and the impact of geopolitical tensions, particularly those arising from US-China technology competition as it plays out in chips. We assess the competitive landscape and the geopolitical intricacies that influence the sector, considering China’s quest for semiconductor self-reliance and its long-term implications for Europe.

We provide analyses that support the development of semiconductor strategies that are adaptive and resilient to the complexities of today’s geopolitical landscape. The goal is to enhance Europe’s technological footprint in the semiconductor domain, ensuring its indispensable role in the global ecosystem amidst shifting power balances and supply chain vulnerabilities.

List of Publications

• Built for Purpose? Demand-Led Scenarios for Europe's AI Gigafactories

• The Missing Strategy in Europe’s Chip Ambitions. Member States Must Drive the Next Steps.

• Chip Diplomacy – Analysis of technology partnerships

• Who is developing the chips of the future? RELOADED

• Who is funding the chips of the future? Analysis of global semiconductor startup funding activities

• Challenges of a rising Chinese chip design ecosystem

• China Semiconductor Observatory – Baseline Report

• Governments’ role in the global semiconductor value chain #3

• Governments’ role in the global semiconductor value chain #2

• Governments’ role in the global semiconductor value chain

• China’s rise in semiconductors and Europe: Recommendations for policymakers

• Understanding the global chip shortages

• Mapping China’s semiconductor ecosystem in global context: Strategic dimensions

• and conclusions

• Who is developing the chips of the future?

• The lack of semiconductor manufacturing in Europe: Why the 2 nm fab is a bad investment

• The global semiconductor value chain: A technology primer for policymakers