Policy advice on international cooperation on semiconductors

This deliverable of the ICOS project provides comprehensive policy advice to strengthen the European position in the global semiconductor value chain through coordinated international cooperation. The starting point is the current geopolitical situation, in which the EU faces both dependencies (e. g. on China, the USA) and strategic opportunities (partnerships with Japan, South Korea, India, Canada, etc.). Based on analyses, workshops, and stakeholder interviews, three areas of action are identified: Coordinated action – Establish an open, transparent collaboration database, streamline decision‑making and steering processes, and make greater use of already established organisations (research‑technology organisations (RTOs) pilot lines, Europractice) as interfaces to international partners. Strategic investment – Build targeted partnerships in key technologies and materials, prioritise European industry interests, expand the qualified workforce, and ensure IP protection and trust mechanisms. Innovation support – Develop a long‑term vision to specialise in future‑oriented areas (photonics, quantum and neuromorphic computing, advanced packaging, sustainability) and launch focused R&D programmes, which are to be further expanded with opportunities for international cooperation. For each of the seven non‑EU countries examined (China, India, Japan, South Korea, Singapore, Taiwan, the USA) concrete cooperation instruments are proposed – from trade and investment agreements and talent‑exchange schemes to joint research initiatives. In addition, the technologically complementary framework is always taken into account. Implementing these recommendations is intended to increase the resilience of Europe’s semiconductor supply, expand technological leadership, and establish a balanced, win‑win cooperation model with international actors.