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Europe’s Chip Industry: Perfect Storm or Perfect Timing?

November 9, 2026 -

By Anne-Françoise Pelé, EETimes 

On the afternoon of Oct. 28, 1991, a low-pressure system began forming east of Nova Scotia, Canada, as Hurricane Grace gathered strength just west of Bermuda. Over New England, a cool, dry air mass settled in, and a high-pressure system built over the Great Lakes. As American journalist and author Sebastian Junger recounts in “The Perfect Storm,” none of these were exceptional on their own. Yet their convergence produced one of the fiercest storms on record.

SEMICON Europa 2026, co-located with electronica 2026 in Munich from Nov. 10 to 13, takes the meteorological event as its central metaphor: “Europe’s Next Era: Navigating the Perfect Storm.” The theme reflects the semiconductor industry’s mounting geopolitical, technological, and competitive pressures.

The warning is not new. At the CxO Summit during SEMICON Europa 2025, Laith Altimime, president of SEMI Europe, described the continent as caught “in a perfect storm.” He said, “As we face a combination of internal challenges and intensifying external competition, collaboration is not optional; it is mission-critical.”

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