European Semiconductor Alliance Launches With Key Plenary in Brussels
Brussels, Wednesday, 7 May 2025.
On May 6, 2025, the European Semiconductor Alliance convened in Brussels to tackle skills, supply chain, and sustainability challenges, marking a significant step for the Netherlands’ semiconductor innovation landscape.
Strategic Alliance Formation
The Industrial Alliance on Processors and Semiconductor Technologies, formally launched in 2024, marks a pivotal advancement in Europe’s semiconductor strategy [1]. This initiative comes at a crucial time when the EU aims to double its global semiconductor market share to 20% by 2030 [2]. The alliance’s formation aligns with Europe’s broader Chips Act framework, designed to reinforce technological sovereignty and innovation capacity in the semiconductor sector [1].
Dutch Leadership in Semiconductor Innovation
At the heart of Europe’s semiconductor capabilities stands ASML Holding N.V., the Dutch multinational corporation headquartered in Veldhoven, Netherlands [3]. With revenues of €28.26 billion in 2024, ASML maintains a unique position as the world’s sole supplier of extreme ultraviolet lithography (EUV) systems [3]. The company’s strategic importance is underscored by its position as Europe’s fourth most valuable company, with a market capitalization of approximately US$264 billion as of November 2024 [3].
Working Groups and Future Directions
The alliance’s inaugural plenary event established three dedicated Working Groups focusing on skills development, supply chain resilience, and sustainability [1]. This structured approach aims to address critical industry challenges while fostering collaboration among stakeholders throughout the semiconductor value chain. The Chips Joint Undertaking presented new opportunities for companies and research organizations to scale innovations [1], complementing the alliance’s broader objectives of strengthening Europe’s technological leadership.
International Collaboration and Security Considerations
Recent developments in the sector include significant export controls implemented in January 2024, particularly affecting Dutch semiconductor equipment exports [3]. This regulatory framework reflects the increasing strategic importance of semiconductor technology in global trade and security. The alliance’s work aligns with broader international cooperation efforts, as demonstrated by the formation of a “Semiconductor Coalition” by nine EU member states in March 2025 [2].