Tuesday, September 29, 2026
Grenoble already has silicon photonics in volume production, while CEA-Leti works to bring the next generation closer to industry. The strategic question is whether Europe can shape the AI systems that rely on its chips.
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Tuesday, September 29, 2026
Deutsche Telekom’s American business gives Tim Höttges unusual financial room. As the group invests in European cloud and industrial AI while returning cash to shareholders, the central question is whether telecom can capture lasting value above its networks.
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Monday, September 28, 2026
Europe’s photonics sector is approaching its industrial test. As Eindhoven expands wafer capacity and SMART Photonics partners with GlobalFoundries, the challenge shifts from proving chips can work to deciding who controls production, integration and value at scale.
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Thursday, September 24, 2026
ASML sells virtually no chipmaking machines in Europe. The demand exists, but remains fragmented across industries. Europe’s semiconductor challenge may therefore be less about building fabs than about turning its own companies into coordinated anchor customers.
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Monday, September 21, 2026
Europe needs Ericsson to preserve technological agency, but Ericsson needs global markets to remain relevant. The company’s strategic value lies not in technological isolation, but in keeping Europe influential inside the standards and architectures shaping worldwide communication.
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Saturday, September 19, 2026
Europe already possesses many of the companies, technologies and industrial sectors needed to sustain a semiconductor market. The challenge is no longer only building fabs, but connecting demand across mobility, energy, healthcare, telecom, aerospace and AI infrastructure.
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Friday, September 18, 2026
Modern warfare increasingly depends on an invisible digital layer connecting sensors, drones, cloud infrastructure, artificial intelligence and command systems. The Digital Battlefield examines why control over software, data and interoperability is becoming a fundamental question of European military sovereignty.
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Friday, September 11, 2026
Europe made payments instant, but fraud intelligence still moves between banks, platforms and authorities at institutional speed. As AI industrialises deception, Europe must decide who connects—and ultimately controls—the warning systems protecting its financial architecture.
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Sunday, September 6, 2026
Ericsson and Nokia appear to occupy the same market, yet their industrial centres of gravity differ. Ericsson builds outward from the intelligent mobile network; Nokia connects broader infrastructure spanning radio, fibre, IP, optical systems and data centres.
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Tuesday, September 1, 2026
A mobile standard is not merely a neutral technical agreement. It is where research, institutional consensus and patented inventions become shared infrastructure. Ericsson’s influence lies deep inside this process, helping shape the grammar of global communication.
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