Abstracts listed by sessions

Tuesday, November 12, 2024
12:40	Opening Remarks by Session Chair
	Stefano Ramundo Orlando, Advocacy Manager, SEMI Europe close Stefano Ramundo Orlando Advocacy Manager SEMI Europe Biography A young professional working at the heart of the European Union in Brussels, with a profound passion for international affairs, foreign policy, and a strong interest on the impact of EU policy on socio-economic development in Europe.Retains an in-depth knowledge and experience with the legislative processes and internal dynamics of the EU institutions (European Commission, Parliament and Council), particularly regarding the EU policy approaches towards issues related to trade, industry and innovation.Possesses relevant professional background dealing with institutional and public relations, events organization and stakeholder management, both from the perspective of private consultancies and industry associations.
12:45	The EU Semiconductor Strategy: Adapting to a Changing Geopolitical Landscape
	Léo Saint-Martin, Partner, DECISION Etudes & Conseil close The EU Semiconductor Strategy: Adapting to a Changing Geopolitical Landscape Léo Saint-Martin Partner DECISION Etudes & Conseil Abstract Léo will offer a comprehensive retrospective on the evolution of the global geopolitical landscape since the early 2010s and its impact on the semiconductor ecosystem. This analysis will focus particularly on how export control regulations have shaped the industry. Additionally, Léo will explore the evolution of the EU's industrial policy in response to these changes.Looking forward, Léo will outline the EU's strategic roadmap to address its strategic dependencies and identify key industrial opportunities in alignment with a potential "Chips Act 2.0."In conclusion, Léo will examine potential future geopolitical scenarios and assess their implications for the EU semiconductor industry. Biography Léo Saint-Martin is partner at DECISION Etudes & Conseil. Léo joined DECISION in 2016 to manage a team of economists and bring his expertise in market research and economic analysis in the fields of electronics components and systems.Léo is the project manager of the economic analysis of the semiconductor industry within the ICOS project (International Cooperation On Semiconductors) since 2023 on behalf of DECISION.Léo is also the project manager of the ECSA project (Microelectronics Training, Industry and Skills) and of the European Chips Skills Academy project since 2019 on behalf of DECISION. DECISION is in charge of the skills monitoring and of the quantification of the European talent gap within these projects which will run until 2027.Léo has also been the manager and the main redactor of studies made by DECISION for the European Commission, French government bodies, industry associations and industrials on topics related to the semiconductor value-chain, the electronics value-chain and end-user industries (automotive, defense & security, industrial & robotics, cloud computing…).Before joining DECISION Etudes & Conseil, Léo has conducted a number of theoretical and empirical research projects in economics and statistics focusing on local and international development issues.Léo holds a master’s degree in economics from Paris-Dauphine University, a bachelor's degree in economics and law from Paris Ouest Nanterre-La Défense University and an advanced certificate in corporate finance from HEC Paris.
13:05	Panel discussion Panel discussion on the Geopolitics of Semiconductors
Moderation	Stefano Ramundo Orlando, Advocacy Manager, SEMI Europe close Stefano Ramundo Orlando Advocacy Manager SEMI Europe Biography A young professional working at the heart of the European Union in Brussels, with a profound passion for international affairs, foreign policy, and a strong interest on the impact of EU policy on socio-economic development in Europe.Retains an in-depth knowledge and experience with the legislative processes and internal dynamics of the EU institutions (European Commission, Parliament and Council), particularly regarding the EU policy approaches towards issues related to trade, industry and innovation.Possesses relevant professional background dealing with institutional and public relations, events organization and stakeholder management, both from the perspective of private consultancies and industry associations.
Panelists	Frédérique Le Grevès, President STMicroelectronics France and Executive Vice President, Europe & France Public Affairs, STMicroelectronics close Frédérique Le Grevès President STMicroelectronics France and Executive Vice President, Europe & France Public Affairs STMicroelectronics Biography Frédérique Le Grevès is President of STMicroelectronics France and STMicroelectronics’ Executive Vice President, Europe & France Public Affairs since March 2021. During her career, she has held various positions in management committees of companies in the automotive sector – Aptiv, Nissan Motors, Renault Group, Renault Nissan Mitsubishi Alliance - both in Europe and the United States. In April 2022, she was appointed President of the “Electronic Industry” Strategic Committee (CSF) in France, in July 2022, she was appointed Vice-President of the Electronics Branch of the FIEEC (Federation of Electrical, Electronic and Communication Industries) and in December 2023, Vice-President of the European Semiconductor Industry Association (ESIA). Gustav Kalbe, Acting Director of DG Connect C, Digital Excellence and Science Infrastructure, European Innovation Council close Gustav Kalbe Acting Director of DG Connect C, Digital Excellence and Science Infrastructure European Innovation Council Biography DG Communications Networks, Content and Technology, European Commission, Acting Director of DG Connect C “Digital Excellence and Science Infrastructure” and Head of Unit of the High Performance Computing and Quantum Technology unitDr. Gustav Kalbe studied Applied Physics at the Université Catholique de Louvain, Belgium. In 1991 he studied Applied Optics at the Imperial College of Science in London. In 1995 he completed his studies and earned a PhD in Physics at the Université Catholique de Louvain, Belgium.He started his professional career as a project manager in photonic networks at the incumbent telecom operator in Belgium. He was R&D manager when he left the company.In 1998 he joined the Directorate General Information Society & Media of the European Commission where he started working as Project Officer managing research projects of the European Framework Programs for Research. Over the years he had several assignments in quantum technologies, photonics, and cybersecurity.In 2014 Gustav Kalbe became Head of Unit for Administration & Finance in the European Commission, in Directorate General Communications Networks, Content and Technology.In 2016 he was appointed Head of Unit of the newly created High Performance Computing and Quantum Technology unit in Directorate General Communications Networks, Content and Technology.In 2018 he became responsible for the establishment and operation of the European High Performance Computing Joint Undertaking. He occupied the post of Interim Executive Director of the Joint Undertaking until its autonomy by the end of 2020.In January 2021, he was appointed Deputy to the Director of DG Connect C “Digital Excellence and Science Infrastructure”.Since May 2022 Gustav is the Acting Director of DG Connect C “Digital Excellence and Science Infrastructure”. Julia Christina Hess, Senior Policy Researcher, Interface close Julia Christina Hess Senior Policy Researcher Interface Biography Julia Hess is Senior Policy Researcher for "Global Chip Dynamics". Her focus is on the strategic relevance of semiconductors and the analysis of the global, interdependent value chain. Most recently, Julia presented her work to the Committee on Industry, Research and Energy in the European Parliament.Julia has been working at SNV since 2019, initially conducting research at the intersection of AI and foreign policy with a focus on AI governance. In 2021, she was a fellow at the Gesellschaft für Informatik's AI Camp.Before joining SNV, Julia worked in press and communications at various science and cultural institutions and NGOs, most recently at the Max Planck Institute for Human Development. She studied media culture and sociology at the University of Cologne and completed her master's degree in social and business communication at the Berlin University of the Arts.
13:50	Q&A session with the audience
13:55	Closing Remarks by Session Chair
	Stefano Ramundo Orlando, SEMI Europe close Stefano Ramundo Orlando SEMI Europe

The EU Semiconductor Strategy: Adapting to a Changing Geopolitical Landscape

The EU Semiconductor Strategy: Adapting to a Changing Geopolitical Landscape

Panel discussion on the Geopolitics of Semiconductors