European Union

Defence Tech · Analysis

Europe's Refining Reversal: Energy Security, Defence Readiness and Lost Industrial Capacity

Europe faces challenges regarding energy security and defence readiness following the loss of industrial refining capacity.

Why it matters: The loss of refining capacity impacts industrial capabilities relevant to European energy security and defence readiness, affecting the broader dual-use sector.

Photo: USGS / Unsplash
News · News

Netherlands Relies on China for Seven of Eight Critical Raw Materials, CBS Finds

A study by Statistics Netherlands has found that the Netherlands depends heavily on China for the supply of seven out of eight critical raw materials.

Why it matters: This heavy reliance on a single external supplier highlights supply chain vulnerabilities for critical raw materials essential to European industries and technology sectors.

Semiconductors · Industry

Infineon Wins EU Funding for World's First 300mm GaN Factory

Infineon has secured European Union funding to establish the world's first 300mm gallium nitride factory, pointing towards silicon cost parity.

Why it matters: Securing EU funding for advanced manufacturing infrastructure strengthens European semiconductor capabilities and supports the production of critical power technologies at lower costs.

Space · Industry

SpaceX Supplier STMicroelectronics Forecasts Strong Sales on AI and Satellite Boost

STMicroelectronics, a supplier to SpaceX, has forecast strong sales driven by boosts from artificial intelligence and satellite technology.

Why it matters: Growth in AI and satellite sectors directly impacts European semiconductor supply chains and dual-use technology markets, given STMicroelectronics' role as a key supplier.

AI & Compute · Policy

European and Canadian Tech Industries Call for Ambitious EU-Canada Tech Alliance

European and Canadian tech industries have called for an ambitious EU-Canada tech alliance ahead of the 2026 summit, according to DigitalEurope.

Why it matters: A formal technology alliance between the European Union and Canada could shape cross-border digital and industrial cooperation, influencing policy and market dynamics for European technology stakeholders.

Defence Tech · Policy

Europe Considers EU Version of Section 301 Amid Expanding Trade Restrictions

Europe is pushing for an EU version of Section 301, pointing to darkening prospects for Chinese exports as trade restrictions expand.

Why it matters: The potential introduction of an EU version of Section 301 indicates a hardening stance on trade restrictions, which could significantly impact Chinese exports to Europe and alter the regulatory environment for dual-use markets.