Titolo completo
Stress-Testing EU-Taiwan Semiconductor Supply Chains: An Economic Security Assessment
Semiconductors underpin virtually every domain of the modern economy, yet supply chains sustaining them were built for efficiency rather than resilience. Comparative mapping of EU and Taiwanese semiconductor ecosystems reveals structural complementarity: Europe leads in upstream equipment, Taiwan in advanced manufacturing. Though bilateral industrial cooperation is deepening, coordinated resilience strategies remain largely overlooked. Both ecosystems are vulnerable to external shocks: geographical chokepoints – including Hormuz and Taiwan Strait scenarios – the deliberate politicisation of supply architecture – particularly for artificial intelligence – and the weaponisation of critical input exports amid escalating US-China tensions. Greater EU-Taiwan cooperation on supply chain resilience entails early warning and stockpiling protocols, minilateral chip diplomacy and a joint roadmap toward strategic autonomy in EDA software.
1. Two ecosystems: Assets and vulnerabilities
1.1 The EU semiconductor ecosystem
1.2 Taiwan’s semiconductor ecosystem
2. Supply chain disruptions: A three-tiered analysis
2.1 Tier I: Geographical chokepoints
2.2 Tier II: Politicisation of supply
2.3 Tier III: Weaponisation of supply
3. Avenues for cooperation: Present and future
3.1 State of affairs
3.2 Policy recommendations
Abbreviations
References
