Chiplets, Ecosystems, and Europe’s Post-Fab Semiconductor Strategy

As AI drives semiconductor complexity beyond monolithic design, Europe sees its future competitiveness in chiplets, interoperability, and heterogeneous integration.

By Pat Brans, EE Times | May 28, 2026

For years, Europe’s semiconductor ambitions were measured in fabs, process nodes, and manufacturing sovereignty. The European Chips Act elevated semiconductors to the level of strategic industrial policy, triggering a wave of subsidies and investment proposals aimed at rebuilding manufacturing capacity across the continent.

Yet despite those efforts, Europe’s position in the global semiconductor industry continues to weaken. Few executives have watched Europe’s semiconductor industry evolve as closely as Maria Marced, who now helps shape discussions around Chips Act 2.0. According to Marced, Europe’s global semiconductor market share could fall to around 6% this year.

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