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EU’s strengths and weaknesses in the global semiconductor sector

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Abstract

This report provides an in-depth analysis of the European Union's (EU) position in the global semiconductor industry. The analysis reveals that while the EU has long been a significant player in the global semiconducotor market, it faces challenges and dependencies that could impact its future competitiveness. The report examines the EU's trade dependencies, equipment ecosystem, and chips' market, identifying areas of strength and vulnerability. It also delves into the automotive sector, a key driver of the EU semiconductor demand, and highlights the complex and evolving nature of the automotive semiconductor supply chain. With the European semiconductor market projected to continue growing, this report provides valuable insights for policymakers and industry stakeholders seeking to strengthen the EU's position in the global semiconductor industry.

Suggested Citation

  • Bonnet Paolo & Ciani Andrea & Molnar Jozsef & Nardo Michela, 2025. "EU’s strengths and weaknesses in the global semiconductor sector," JRC Research Reports JRC141323, Joint Research Centre.
    • Handle: RePEc:ipt:iptwpa:jrc141323
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    1. Benoit, Florence & Connell-Garcia, William & Herghelegiu, Cristina & Pasimeni, Paolo, 2022. "Detecting and Analysing Supply Chain Disruption," Single Market Economics Papers WP2022/1, Directorate-General for Internal Market, Industry, Entrepreneurship and SMEs (European Commission), Chief Economist Team.
    2. Bonnet, Paolo & Ciani, Andrea, 2023. "Applying the SCAN methodology to the Semiconductor Supply Chain," JRC Working Papers in Economics and Finance 2023-08, Joint Research Centre, European Commission.
    3. Ramani, Vinay & Ghosh, Debabrata & Sodhi, ManMohan S., 2022. "Understanding systemic disruption from the Covid-19-induced semiconductor shortage for the auto industry," Omega, Elsevier, vol. 113(C).
    4. Gianluca Benigno & Julian di Giovanni & Jan J. J. Groen & Adam I. Noble, 2022. "The GSCPI: A New Barometer of Global Supply Chain Pressures," Staff Reports 1017, Federal Reserve Bank of New York.
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    Cited by:

    1. Bonnet Paolo & Ciani Andrea & Zaurino Elena, 2026. "Throwing sand in the chips: unintended effects of export controls," JRC Working Papers in Economics and Finance 2026-02, Joint Research Centre, European Commission.

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