Post by GLOBSEC

Europe's semiconductor strategy has spent years chasing the wrong metric. The cancellation of Intel's Magdeburg mega-fab, alongside its planned packaging plant in Poland, wasn't a setback. It was a warning about the risks of building sovereignty around a handful of prestige sites. A new GLOBSEC GeoTech Center brief by Mike Miller, The Next Silicon Decade, argues for a different doctrine — defensible ecosystems over cathedrals in the desert. Three points stand out: 🔶 The mega-fab era is over. Resilience comes from distributed ecosystems, not isolated mega-bets. 🔶 85% of Europe's industrial GDP runs on chips above 12nm. The 2nm race isn't where the risk lives — automotive, industrial, and defense systems do. 🔶 Sovereignty isn't self-sufficiency. It's enforced relevance at chokepoints — packaging, chiplets, photonics, power modules, certified provenance. The measure of success in 2035 won't be a symbolic share of global wafer volume. It will be whether Europe's critical sectors keep functioning under pressure — and whether Europe sets standards others have to follow. Read the full brief: https://lnkd.in/dwSqa9uC