Dr. Jeremy Chang, CEO of DSET, on November 18 spoke at the Silicon Geopolitics forum in Munich on the opening day of Semicon Europa’s 50th anniversary. He was joined by senior leaders from Europe’s semiconductor industry, including executives from STMicroelectronics and ASML, as a featured panelist.
Geopolitics took center stage at the 50th anniversary of Semicon Europa, the largest annual semiconductor gathering in Europe, bringing together leaders from hundreds of companies across the continent.
The forum opened with remarks from Christopher Frieling, Director at Semicon Europa, and Mathieu Duchâtel, Director of International Studies at the Institut Montaigne, who highlighted geopolitics as the defining structural challenge facing the European semiconductor industry in the years ahead.
The subsequent discussion was moderated by Stefano Ramundo Orlando of SEMI Europe. Joining the panel were industry leaders including Frédérique Le Grevès, President of STMicroelectronics, Wouter Baljon, Head of Communications at ASML, as well as Joris Teer, Research Analyst at the EU Institute for Security Studies (EUISS), and Hester Somsen, the Dutch Ambassador to Germany—representing key voices from Europe’s diplomatic and economic security policymaking community.
As the only non-European representative on the panel, Dr. Chang underscored that this moment marks a critical juncture for Taiwan–Europe cooperation on supply chain resilience and economic security. He noted that TSMC’s friendshoring investment in Dresden represents a new milestone in bilateral cooperation. At the same time, China’s increasing “weaponization” of global supply chain interdependence—from export controls on rare earths to the recent Nexperia incident—highlights the growing risk that China will use economic coercion to absorb or replace the industrial foundations essential to Europe’s economic survival. In this context, Taiwan—armed with a complete solution of semiconductor and ICT supply chain—is positioned to be Europe’s key and trusted partner in safeguarding economic resilience.
Addressing the European Union’s plans for “Chips Act 2.0,” Dr. Chang emphasized Taiwan’s readiness to share its experience more proactively. Drawing from Taiwan’s own development path, he argued that Europe’s renewed industrial policy must strategically foster healthy competition, provide long-term and stable investment incentives, and cultivate a complete ecosystem that aligns with Europe’s industrial foundations.Dr. Chang concluded by stressing that economic security policy is an indispensable pillar of successful industrial strategy. He reiterated Taiwan’s commitment to deepening a relationship of mutual trust and interdependence with Europe, working together to build a resilient future.
