Defence Finance Monitor

Defence Finance Monitor

Black Semiconductor (Germany) – Strategic-Technological Analysis

Aug 11, 2025
∙ Paid
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In the heart of Europe’s microelectronics resurgence, Black Semiconductor has emerged as a bold innovator marrying photonics and graphene to redefine chip technology. Founded in Germany, this deep-tech venture is developing ultra-fast photonic microchips that integrate optical and electronic components on a single graphene-enabled wafer. The company’s mission is not just technological but strategic: to revolutionize European semiconductor capability and curb reliance on foreign chip suppliers. Black Semiconductor’s approach – using a one-atom-thick layer of carbon (graphene) to convert electrical signals into light on-chip – promises to shatter current data bottlenecks. By drastically boosting inter-chip communication speeds while slashing energy consumption, this startup has attracted significant attention and investment. Backed by one of the largest semiconductor funding rounds in European history, it stands at the nexus of innovation and geopolitical importance. The following analysis delves into how Black Semiconductor aligns with Europe’s strategic autonomy goals and defense technology priorities, offering a comprehensive look at its corporate identity, technological portfolio, and contribution to EU and NATO objectives.


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