The global semiconductor supply chain represents a critical battleground with far-reaching implications for economic stability, national security and the transition to clean energy. Despite the EU’s significant role in this supply chain, it still lags behind key global competitors. Taiwan and China dominate the manufacturing market, while the US leads in chip design innovation, each controlling different segments of the supply chain. To navigate this complex landscape, the EU must strengthen its relationships with East Asia’s semiconductor leaders — China, South Korea and Taiwan — whilst leveraging international agreements such as the ones discussed during the recent Japan–US semiconductor summit. By strategically positioning itself in the global semiconductor supply chain, the EU can secure its technological future and play a pivotal role in the global shift towards sustainable energy solutions.
Authors: Moritz Wendt, EIAS Junior Researcher and Ben Redhead, University of East Anglia
Photo Credits: Pexels