Part IV — From Sovereignty to Indispensability

Saturday, May 30, 2026

As Chips Act 2.0 begins to reshape Europe’s semiconductor ambitions, a new doctrine is quietly emerging — one focused less on full autonomy and more on becoming structurally indispensable inside the global technology ecosystem.

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Part III — The AI Back-End Problem

Friday, May 29, 2026

As AI systems become larger and more complex, advanced packaging is emerging as one of the semiconductor industry’s most critical bottlenecks — transforming the back-end of chip manufacturing into strategic infrastructure.

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Part II — Italy and Europe’s Packaging Corridor

Friday, May 29, 2026

As AI infrastructure transforms the semiconductor industry, Italy is emerging as one of Europe’s most important hubs for advanced packaging, systems integration and the physical architecture connecting future computing systems.

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Part I — The Missing Layer

Friday, May 29, 2026

As Europe rethinks the original ambitions of the Chips Act, a new semiconductor strategy is emerging — one focused less on scale and more on control over the critical technological layers underpinning modern infrastructure.

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