European Union warned of bleak semiconductor future
Tap title to read story
An EU-funded report released on Thursday warns that Europe’s semiconductor industry faces a bleak outlook unless it rapidly reinforces domestic supply chains and reduces strategic dependencies. Produced by the EU Institute for Security Studies and French think tank Institut Montaigne, the study cites Chinese export controls on critical minerals and magnets, reliance on U.S. chip design software and technology, and structural weaknesses in Europe’s chip ecosystem as key risks. It notes that a Taiwan Strait conflict would severely disrupt supplies. The report also highlights high energy costs, limited private capital, and declining chip-intensive industries as additional pressures, despite recent EU initiatives such as the proposed Chips Act 2.0 and participation in Washington’s “Pax Silica” framework.
Timeline
- June 2024 EU proposes Chips Act 2.0 incentives
- This year China tightens controls on key minerals
- This year Report flags Europe’s structural semiconductor weaknesses
- This year Concerns raised over Taiwan Strait conflict
- This year U.S. Congress debates broader export control powers
- This year Europe joins Washington-led Pax Silica initiative
- This year SEMI Europe stresses critical raw materials access
Sources
JQJO Editorial Desk · Human reviewed · AI assisted. Report a correction.































