References
- Bonnet, P., Ciani, A., Molnar, J., & Nardo, M. (2025). EU’s strengths and weaknesses in the global semiconductor sector. Joint Research Centre, JRC141323.
- Carrara, S., Bobba, S., Blagoeva, D., Alves Dias, P., Cavalli, A., Georgitzikis, K., Grohol, M., Itul, A., Kuzov, T., Latunussa, C., Lyons, L., Malano, G., Maury, T., Prior Arce, A., Somers, J., Telsnig, T., Veeh, C., Wittmer, D., Black, C., Pennington, D., & Christou, M. (2023). Supply chain analysis and material demand forecast in strategic technologies and sectors in the EU – A foresight study. Publications Office of the European Union.
- Di Girolamo, F., & Kotsev, A. (2026). From dependency to resilience. Joint Research Centre (JRC), JRC147104.
- Draghi, M. (2024). The future of European competitiveness – A competitiveness strategy for Europe, Part B – In-depth analysis and recommendations. European Commission.
- European Commission. (2026a). Communication on European Tech Sovereignty, accompanied by an EU Open Source Strategy (COM(2026) 503 final).
- European Commission. (2026b). Proposal for a Regulation of the European Parliament and of the Council on a framework of measures for strengthening the Union’s semiconductor ecosystem, repealing Regulation (EU) 2023/1781 (Chips Act 2.0) (2026/0139 (COD)).
- European Commission. (2026c). Executive summary of the impact assessment report accompanying the document Proposal for the Chips Act 2.0 (SWD(2026) 505 final).
- European Commission. (2026d). Impact assessment report (SWD(2026) 504 final, Part 3/3).
- Eurostat. (2026). EU trade since 1988 by HS2 4-6 and CN8 [ds-045409] [Database].
- Haramboure, A., Lalanne, G., Schwellnus, C., & Guilhoto, J. (2023). Vulnerabilities in the semiconductor supply chain. OECD Science, Technology and Industry Working Papers, No. 2023/05. OECD Publishing.
- Hillrichs, D., & Wölfl, A. (2025). Complexities and dependencies in the global semiconductor value chain. EconPol Policy Report, 54. Ifo-Institut.
- Kiel Institute for the World Economy. (2020, 7 January). The EU Runs a Large Trade Surplus with Itself—One Reason Is Apparently Large-Scale VAT Fraud.
- OECD. (2025). Mapping the semiconductor value chain. OECD Science, Technology and Industry Policy Papers, No. 182.
- Röhl, K.-H., & Rusche, C. (2022). Der EU Chips-Act. Eine Chance für Halbleiter aus Europa? IW Kurzbericht, No. 7.
- Röhl, K.-H., & Rusche, C. (2024). Wo steht die EU im globalen Chip-Wettrennen? IW-Kurzbericht, No. 45.
- Rusche, C. (2026). Wie abhängig sind Deutschland und die EU von Chip-importen? Wirtschaftsdienst, 106(1), 67–70.
- Tagesschau.de. (2026). KI-Investitionen steigen auf 725 Milliarden Dollar.
- World Semiconductor Trade Statistics. (2026a). WSTS historical billings report.
- WSTS. (2026b). Global semiconductor market surges beyond $1.5T 2026.
- WSTS. (2026c). Introduction to WSTS.
Language: English
Page range: 286 - 290
Published online: Oct 25, 2026
Published in print: Sep 1, 2026
Published by: ZBW – Leibniz-Informationszentrum Wirtschaft
In partnership with: Paradigm Publishing Services
Publication frequency: 6 issues per year
Related subjects:
© 2026 Christian Rusche, published by ZBW – Leibniz-Informationszentrum Wirtschaft
This work is licensed under the Creative Commons Attribution 4.0 License.