The semiconductor industry is undergoing a profound transformation — and Europe is at the heart of this evolution. The latest ICOS report, Monitoring Semiconductor Value Chains: Implications for International Cooperation, provides a comprehensive analysis of how the global value chain is being reshaped amid geopolitical fragmentation, shifting investment trends, and growing talent gaps.
Published in July 2025 by the ICOS project and authored by DECISION Etudes & Conseil and CEZAMAT WUT, the report examines developments that have shaped international cooperation in semiconductors since early 2024.
Key highlights include:
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A detailed look at how global semiconductor value chains and trade flows are evolving in a fragmented geopolitical landscape
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A comparative review of investment trends across major semiconductor regions including the EU, US, China, Japan, Korea, Taiwan, India, Malaysia, and Singapore
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An update on the EU’s semiconductor talent gap and its implications for international partnerships
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Key findings from the 2025 EU-wide survey on cooperation priorities
As global supply chains bifurcate and regions vie for strategic autonomy, this report provides essential insights to guide European semiconductor policy and collaboration.
Read the full report: https://icos-semiconductors.eu/eu-singapore-first-joint-researchers-workshop-on-semiconductor/
AENEAS is a partner of the ICOS Project. More about it here.