Semiconductors in EU–Taiwan Relations: Bridging Gaps, Building TrustRead more about Semiconductors in EU–Taiwan Relations: Bridging Gaps, Building TrustTaiwan is emerging as the cornerstone of AI infrastructure, while remaining the indispensable hub of global semiconductor manufacturing. In 2025, TSMC’s revenue reached $122 billion, with AI chips accounting for more than half of its growth. By 2026, Taiwan is producing nearly 90 percent of the world’s most advanced chips below 7 nm. As the European Commission prepares to unveil the second Chips Act by the end of May, this raises the question of how Europe can deepen its semiconductor partnership with Taiwan.
Semiconductors: European Views on Four 2029 Tech Transfer Regime ScenariosRead more about Semiconductors: European Views on Four 2029 Tech Transfer Regime ScenariosUS-China rivalry, Russia’s invasion of Ukraine and global technology competition have led to a proliferation of mainly US—and increasingly Chinese— technology transfer restrictions, directly affecting Europe’s semiconductor industry and research institutes.
Forging a Post-Carbon Industry: Insights from AsiaRead more about Forging a Post-Carbon Industry: Insights from AsiaAs the new European commissioners' hearings approach, the EU is confronted with tough choices. Industry, which is responsible for over a quarter of the world's greenhouse gas emissions, is a vital part of its economy and faces a profound transformation.
Newsletter EN-30/05/2023Read more about Newsletter EN-30/05/2023Welcome back to Institut Montaigne’s international newsletter France and Europe in the World. We open with a special interview with Francis Fukuyama who looks at faltering democratic governance abroad and at home, in what may be one of the defining challenges of our time. In France, some local governing bodies are coming under strain and our recent piece examines the role they can play to foster more social dialogue.