June 2025 – work coordinated by CEZAMAT WUT

Monitoring Semiconductor value chain: Implications for International Cooperation

The report gives a vision of what’s shaping EU cooepration with third countries in semiconductors since early 2024. It explores the evolution of value chains and trade flows in the geopolitical landscape, investments trends across major regions (EU, US, China, Japan, Korea, Taiwan, India, Malaysia, Singapore), updates to the EU talent gap and insights from an EU-wide survey on cooperation priorities.