全球安全论坛：2026年下一个硅基十年：构建具备韧性的欧洲半导体产业生态研究报告（英文版）

Europe’s grand strategy for semiconductor sovereignty has finally collided with reality. For years, Brussels and major EU capitals tried to buy their way into the global chip race by simply mimicking the U.S. and Taiwan, throwing massive subsidies at giant, single-site factories. But this copy-paste approach ignored three hard truths about the European market: (i) the absence of a domestic hyperscaler demand base capable of absorbing leading-edge logic at scale, (ii) the cost and vo