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Wired for Resilience: Transatlantic Approaches to Semiconductor Supply Chain Security

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30/06/2025

Semiconductors, the bedrock of modern economies, have vaulted from niche concern to the centre stage of economic security policy amid the intensifying United States–China technology rivalry. Caught in the middle is the global semiconductor ecosystem, intricately interdependent and now geopolitically exposed. The central policy question is how can the United States and its allies de-risk and diversify without succumbing to techno-nationalist overreach? Securing semiconductor resilience is not a zero-sum nationalist arms race. It is a positive-sum coordination challenge. The United States and Europe must act not just in parallel but in concert – aligning incentives, investing in complementary nodes, and preparing for contingencies around Taiwan and other flashpoints.

Revised version of a paper presented at the IAI Transatlantic Symposium 2024–25, held in Rome on 9 May 2025.

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