Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0

Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are increasingly reshaping the semiconductor ecosystem through export controls, economic security measures, industrial policy and restrictions on access to critical raw materials. At the same time, semiconductor supply chains remain highly interdependent and structurally vulnerable, relying on concentrated production capacities, specialised manufacturing equipment, electronic design automation software and critical inputs distributed across multiple jurisdictions. As geopolitical tensions intensify, disruptions affecting one segment of the value chain can rapidly propagate across sectors and regions, generating broader economic and industrial consequences.

Against this backdrop, the CHIPDIPLO conference “Semiconductors under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0” brings together policymakers, industry representatives, researchers and strategic stakeholders to discuss the geopolitical future of semiconductors and Europe’s policy options. Organised within the framework of the Chips Diplomacy Support Initiative (CHIPDIPLO), the conference aims to contribute to broader reflections on Europe’s role in an increasingly fragmented and contested technological environment. CSDS is partnering on CHIPDIPLO with the Institut Montaigne, Central European Institute for Asian Studies and the EU Institute for Security Studies.  

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