Semi Impact
Building Europe’s Sovereign Semiconductor & AI Future
The global semiconductor order is fragmenting.
The world — and Europe in particular — is increasingly being pushed to choose between two dominant powers: the United States and China.
This pressure is not abstract. It is reshaping export controls, supply chains, capital flows, standards, research collaboration and technology alliances. Europe’s strategic space is narrowing.
Yet Europe’s long-term security, competitiveness and AI ambition cannot depend on alignment alone.
Europe must build capability.
Rather than functioning as an extension of one system or a counterweight to another, Europe has the scale, capital base and regulatory influence to lead a third sovereign ecosystem — globally connected, but strategically autonomous.
Taiwan is the indispensable catalyst to this effort.
As the backbone of advanced semiconductor manufacturing and a critical enabler of AI infrastructure, Taiwan brings unmatched industrial depth, ecosystem integration and execution experience. For Europe to accelerate sovereign capability, partnership with Taiwan is not optional — it is strategic.
Semi Impact exists to connect Taiwan’s semiconductor leadership with Europe’s sovereign ambition.
Our objective is clear:
To support the development of a Europe-led, sovereign semiconductor and AI ecosystem — resilient, globally integrated, and independent in capability.
Our objective is clear:
To support the development of a Europe-led, sovereign semiconductor and AI ecosystem — resilient, globally integrated, and independent in capability.
A Platform for Serious Conversation
Semi Impact serves as a neutral platform connecting:
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European policymakers
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Industry leaders
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Strategic investors
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Taiwanese semiconductor executives and ecosystem experts
Through structured dialogue, strategic alignment and practical collaboration, we work to strengthen Europe’s third ecosystem in semiconductor and AI.
Ecosystem Translation & Strategic Insight
Making Europe Legible to Taiwan — and Taiwan Legible to Europe
Sovereign ecosystems cannot be built on assumptions. They require structural understanding.
We help:
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Taiwan navigate Europe’s diverse and decentralised policy architecture
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Europe understand Taiwan’s highly integrated, globally critical semiconductor supply chain
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Both sides interpret geopolitical shifts through an industrial and strategic lens
Through research briefings, ecosystem mapping, executive roundtables and curated exchange delegations, we act as translators and strategic guides between two complex systems.
Dialogue without understanding leads to symbolism.
Understanding with structure leads to capability.
A New Chapter
Semi Impact is repositioning and will relaunch shortly.
We are building a platform where:
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Dialogue leads to alignment
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Alignment leads to investment
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Investment leads to sovereign capability
If you would like to be part of this mission, we invite you to connect with us.
Our Valued Partners
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