Global Chip Dynamics

SNV’s programme, Global Chip Dynamics, assesses the resilience of the semiconductor industry and Europe's strategic positioning based on the following two questions:

  • How can Europe ensure the supply security of the semiconductor supply chain in a time when external shocks and geopolitical dynamics regularly affect and destabilize this important sector?
  • How can Europe enhance its competitiveness in an era defined by several challenges, such as US-China technological tensions, China’s push for self-reliance and ambitious sustainability goals?

By analysing the interplay between geopolitical dynamics at play in the semiconductor value chain, we aim to identify the implications of global rivalries for Europe’s leadership in different semiconductor technologies. Similarly, we are convinced that the competitiveness of the semiconductor industry will increasingly depend on its sustainability in the years to come. Through our work, we want to address these two challenges equally with the goal of aligning urgently required policy decisions with strategic insights and Europe’s values.

Our aim is to support Europe's continued relevance and indispensability in this foundational industry amidst ongoing global shifts. To that end, the research programme offers insights into the technology and industry, quantitative analysis and recommendations for policymakers, so that they become better equipped to navigate this complex industry.

Workstream #1
Semiconductors, Geopolitics and Europe

In this workstream we focus on Europe’s technological competitiveness and the impact of geopolitical tensions, particularly those arising from US-China technology competition as it plays out in chips. We assess the competitive landscape and the geopolitical intricacies that influence the sector, considering China’s quest for semiconductor self-reliance and its long-term implications for Europe.

We provide analyses that support the development of semiconductor strategies that are adaptive and resilient to the complexities of today’s geopolitical landscape. The goal is to enhance Europe’s technological footprint in the semiconductor domain, ensuring its indispensable role in the global ecosystem amidst shifting power balances and supply chain vulnerabilities.

Workstream #2
Advancing Sustainability in Semiconductors

This workstream is centred around the question of how Europe can strengthen its technological competitiveness and achieve the green transition at the same time. Semiconductors play a crucial but double-edged role in this: They are pivotal for a variety of climate-neutral technologies but also have a high carbon and environmental footprint regarding their production and operation.

We aim to address this challenge by combining and structuring knowledge from both a technological and a sustainability standpoint; and by identifying key problems and opportunities in reducing the climate and environmental impact of chip manufacturing. The goal is to support policymakers, industry stakeholders, civil society organizations and academia in finding effective measures to advance sustainability in semiconductors that is aligned with Europe’s climate and environmental goals, while still fostering Europe’s technological prowess.


Project Director "Global Chip Dynamics"
+49 (0)30 81 45 03 78 99
  • Global Chip Dynamics
Senior Policy Researcher "Global Chip Dynamics"
+49 (0)30 81 45 03 78 80
  • Global Chip Dynamics
Student Assistant Global Chip Dynamics
  • Global Chip Dynamics
Student Assistant Global Chip Dynamics
  • Global Chip Dynamics