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.

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.

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.

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.