India, Sept. 21 -- Europe's need for semiconductors will nearly double by 2040 - to various degrees depending on the market segment and technology node, but the trend is clear (Source: ZVEI Study 2026: Europe's Semicon Business Case - A Demand-Driven Perspective for a Competitive and Resilient Microelectronics Ecosystem).

Consequently, Europe does not have a demand problem. Rather, efforts to translate this demand into industrial value creation have so far been insufficient and too slow. Political strategies alone are not enough to secure a leading technological position. The crucial question is therefore: What do Europe and Germany need to remain competitive in the long term and play a decisive role in shaping the future of microelectro...