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Dunkirk embodies France's industrial revival: a strategic region where decarbonisation, reindustrialisation and public-private investment come together. This report by the Institut Montaigne identifies the conditions that have enabled this momentum and proposes 10 concrete recommendations to sustainably strengthen national and European industrial ambition.
The Chips Diplomacy Support Initiative (CHIPDIPLO) is an 18-month project led by the Institut Montaigne and co-funded by the European Commission. It aims to strengthen Europe's semiconductor strategy in the face of geopolitical tensions. Its objectives are to anticipate industrial risks, coordinate member states' policies and develop international partnerships. The consortium brings together experts, industrialists and researchers to analyze the challenges and provide recommendations to the EU. CHIPDIPLO supports the EU Chips Act and promotes Europe's attractiveness for innovation and investment.
At the heart of technological rivalry, semiconductors are bringing the EU and Taiwan closer together, forming a cornerstone of AI value chains. Cross-investments and interdependence are intensifying despite persistent obstacles. The study calls for stronger cooperation: improving the industrial environment, boosting R&D, investment, talent mobility, and advancing a European strategy to secure supply chains.
Europe’s semiconductor supply chains face rising geopolitical risks, from Chinese pressure to U.S. export threats and East Asian conflict scenarios. This policy paper argues Europe must choose between autonomy and indispensability. Full autonomy is unrealistic; pure dependence is dangerous. The authors conclude that Europe’s best path is “Allied Autonomy, European Indispensability”: securing strategic choke points, embedding them in trusted partnerships, and strengthening resilience through targeted policy actions.
Amid US-China rivalry and Russia’s war, Europe’s semiconductor sector faces uncertainty beyond Wassenaar. CHIPDIPLO outlines four scenarios to 2029, guiding EU strategies for tech transfer and competitiveness.
Digital infrastructures are crucial to French sovereignty and competitiveness, in the face of American and Chinese domination. Institut Montaigne proposes 9 strategic recommendations for structuring cloud, 5G and data processing, focusing on energy, talent and targeted funding.
Cross-border data flows govern almost everything we do today. States are facing a dilemma between protection of their data and benefits from free-flow. Europe faces a challenge from the US, the dominating actor in the digital world, and a threat from China’s authoritarian model. Europe must make choices to strengthen its position in the digital field.
AI is a unique opportunity for France and Europe to position itself as a leader in safe and trustworthy AI.
Europe faces a long-term resilience and competitiveness challenge, for which it has two main tools to act: industrial policies and controls over technology transfers.
China Trends #10 by Institut Montaigne
How can France become a leader in innovation?
Semiconductors are at the center of the technological and geopolitical race between the United States and China. What strategy for Europe?
Ten proposals for teaching and supporting young people in their digital habits, and encouraging responsible behavior online.
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