Open to Debate Is Europe Too Late to Compete in the Chip War?
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Nov 7, 2025 Zach Meyers, Director of Research at CERRE, argues Europe is too late in the chip war, lacking the scale of U.S. and China. In contrast, Geoffrey Gertz emphasizes the need for Europe to focus on vulnerabilities rather than competing directly. Cristina Caffarra champions European tech sovereignty for areas like defense and AI, while Eric Baissus highlights the continent's unique strengths and talent in semiconductor innovation. The discussion navigates funding challenges, geopolitical tensions, and the potential for open-source solutions to break existing monopolies.
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Europe Should Play To Its Strengths
- Zach Meyers argues Europe lacks the scale and funds to match US and China in an all-out chip war.
- He advises Europe should focus on strengths, preserve open markets, and build partnerships instead of chasing self-sufficiency.
Preserve Open Markets, Target Funds
- Zach advises Europe to preserve open markets and avoid escalating the chip war.
- He suggests concentrating public funds on technological leads and strategic partnerships instead of trying to do everything.
Barriers Aren't Insurmountable
- Eric Baissus says barriers to entry for chipmaking aren't insurmountable for Europe.
- He stresses Europe has talent, components, and open-source momentum to build competitive AI chips.