SIGNALQuantum·May 20, 2026, 4:43 PMSignal75Short term

Guest Post — Chips Act II: European Start-ups Need Faster Funding and Less Red Tape, Investor Says

Source: The Quantum Insider

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Guest Post — Chips Act II: European Start-ups Need Faster Funding and Less Red Tape, Investor Says

Guest Post by Daiva Rakauskaitė, CFA, partner and fund manager of Aneli Capital (Image: Aneli Capital) As chip shortages persist and global competition intensifies, the European Commission is expected to publish its Chips Act II proposal on May 27, aimed at strengthening Europe’s semiconductor ecosystem. According to an investor, the act will only succeed if […]

Why this matters
Why now

The European Chips Act II proposal is imminent, setting the stage for critical discussions on semiconductor industry funding and regulation. Persistent chip shortages globally are forcing regions like Europe to double down on efforts to secure their supply chains and technological independence.

Why it’s important

The effectiveness of the European Chips Act II will directly influence Europe's ability to compete in the semiconductor space, impacting its economic sovereignty and technological future. It also highlights the global scramble for control over foundational compute infrastructure.

What changes

The upcoming proposal and subsequent actions will determine whether Europe can foster a competitive chip ecosystem, potentially reducing its reliance on foreign manufacturing and strengthening its position in the global tech landscape. It may accelerate or hinder funding for European start-ups.

Winners
  • · European semiconductor startups (if funding is faster)
  • · European technology sector (if supply chain strengthens)
  • · Aneli Capital (as an investor in the sector)
Losers
  • · European semiconductor startups (if red tape persists)
  • · European Commission (if Act fails to deliver)
  • · Economies reliant on vulnerable semiconductor supply chains
Second-order effects
Direct

Europe's semiconductor industry either receives a vital boost or continues to lag global competitors due to regulatory hurdles.

Second

Increased European semiconductor independence could lead to greater innovation within the continent and reduce susceptibility to geopolitical supply shocks.

Third

A successful European Chips Act II could inspire similar regional initiatives globally, leading to a more fragmented but potentially resilient global semiconductor manufacturing landscape.

Editorial confidence: 90 / 100 · Structural impact: 60 / 100
Original report

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