European tech sovereignty and industrial policy are under growing pressure amid intensifying EU-China competition.

In this episode of the European Guanxi Podcast, we welcome Sebastian Contin Trillo-Figueroa, geopolitics strategist and EU-China consultant.

Through the Nexperia case, this discussion examines how foreign ownership, technology, and national security are increasingly debated in Europe. The episode explores the EU’s strategic autonomy and industrial vulnerabilities, with particular attention to its dependence on rare earths and recent efforts to diversify supply chains with the Critical Raw Materials Act.

Framed by intensifying U.S.–China semiconductor rivalry, this episode reveals the challenges Europe faces in defining its technology policy.