GaN Semiconductor Verticalization in Europe: Regulatory Framework and Entry Points for U.S. Firms
An Analysis of EU Chips Act, SAFE, and EDIP Regulations on Defence and Space Supply Chains
Europe’s pursuit of vertical integration in gallium nitride (GaN) semiconductors is driven by the dual imperatives of technological sovereignty and defence autonomy. GaN is a wide-bandgap semiconductor enabling high-frequency, high-power electronic components – notably advanced radar, electronic warfare (EW) modules, and satellite communication amplifie…