A methodological toolbox to monitor the semiconductors’ supply-chain

Since the beginning of the pandemic in 2020, the European Union has experienced unprecedented disruptions in the semiconductor value chain. To respond to the crisis and enhance the resilience of the supply chain, the European Commission has proposed the European Chips Act, which includes the willingness to create a mechanism to monitor the semiconductor value chain and to anticipate semiconductor crises. Based on a review of the relevant public and commercial data, this report presents a set of structural indicators and real-time monitoring tools for the monitoring of the semiconductor supply chain in the framework of Pillar III. While each indicator or tool alone can give only a partial picture of the supply chain, their combined use could enhance the EU's capability to understand supply chain disruptions and enable a more punctual analysis of disaster impacts of some types of supply shocks. Nonetheless, insights from experts and industry remain key for the precise data interpretation and the foresight of possible actions.