Europe’s Semiconductor Sovereignty
Lithography, equipment, power chips, RF, sensors, packaging and chip sovereignty.
18 pages · PDF · 24 June 2026 · Licensed single-user copy, watermarked to the buyer
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About this report
Semiconductors have become one of the decisive tests of European strategic autonomy. Europe cannot sustain credible independence in AI, defence systems, space infrastructure, secure communications, automotive electronics, energy grids or cyber-physical industrial systems without reliable access to advanced and specialised chips.
The issue is not whether Europe can reproduce the entire global semiconductor value chain within its own borders. That is neither realistic nor necessary.
Key questions this report answers
- Why are semiconductors a decisive test of European strategic autonomy across AI, defence, space and secure communications?
- What is Europe's true industrial position within the semiconductor value chain?
- What policy, law and infrastructure are already in force to strengthen chip sovereignty?
- What does the defence-finance assessment conclude about Europe's realistic path to specialised-chip security?
Inside this report
- Semiconductors as a strategic industrial base
- The value chain and Europe’s true industrial position
- Policy, law and infrastructure in force
- Defence Finance Monitor assessment
Who it's for
Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.
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Methodology, format & delivery
DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (24 June 2026). You receive a 18-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.
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