China and US risks leave Europe’s chip sector facing a bleak future, report warns
THE SO WHAT
The EUISS / Institut Montaigne report is blunt: Europe’s chip stack is caught between Chinese export controls and dependence on US tech. If you operate in Europe with semiconductor or AI hardware exposure, treat supply chain diversification — alternative fabs, packaging, and design partners — as a 2026 priority, not a 2030 aspiration.
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