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Europe may not control the entire semiconductor chain, but it increasingly controls several of its most critical layers. This Perspective explores how European ecosystems in lithography, photonics, industrial AI and advanced manufacturing together form a strategically indispensable technology stack.
As Europe prepares for Chips Act 2.0, the semiconductor debate is shifting beyond factories and subsidies toward infrastructure, ecosystems and technological indispensability. This Perspective series explores how Europe is repositioning itself through strategic specialization, industrial depth and interconnected innovation networks.
As Chips Act 2.0 reshapes Europe’s industrial strategy, the semiconductor debate is shifting beyond mega-fabs and subsidies toward ecosystems, infrastructure and technological indispensability. This series explores how Europe is repositioning itself inside the global technology system through cooperation, specialization and strategic interdependence.
Europe’s upcoming Chips Act 2.0 signals a major strategic shift in Brussels. Instead of chasing unrealistic semiconductor self-sufficiency, the European Union increasingly aims to become technologically indispensable through photonics, industrial AI, advanced equipment and critical infrastructure technologies.
A short but pointed intervention by Rafael A. Junquera, Co-Founder and Editorial Director of TeleSemana.com, is drawing attention inside the global telecom industry. Writing in Spanish, Junquera frames the current evolution of 5G not as a technology upgrade, but as a strategic fork in the road that could shape power relations in telecommunications for decades.
