# Europe Is Writing New Rules For Chips, Defense And EV Supply Chains: Alison James, Global Electronics Association

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2026-04-14
- Length: 12m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james

## Summary

Alison James, Senior Director for European Government Relations at the Global Electronics Association, discusses the fragility of European electronics supply chains amid geopolitical tensions, highlighting risks from energy spikes and petrochemical dependencies. She details the upcoming European Chips Act proposal, expected in May, which integrates PCBs and EMS into a broader tech sovereignty package, and notes a new defense program allocating €122 million for capacity building in PCBs and IC substrates. The conversation also covers the 'Made in Europe' automotive procurement rules, which tie EV subsidies to union origin requirements for components and electronic systems, creating complex trade-offs for global sourcing.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james#t=8) Introduction: Geopolitical Risks and Supply Chain Fragility
- [2:02](https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james#t=122) European Chips Act Review and Tech Sovereignty Package
- [4:01](https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james#t=241) Defense Industry Program and Electronics Capacity Building
- [6:05](https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james#t=365) Automotive Sector and 'Made in Europe' Procurement Rules
- [9:24](https://hardwarepodcasts.com/podcast/ems-c-level/2026-04-14-europe-is-writing-new-rules-for-chips-defense-and-ev-supply-chains-alison-james#t=564) Holistic Industrial Strategy and Future Outlook

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

established companies

## Mentioned

- Global Electronics Association (company)
- European Chips Act (other)
- Koh Young (company)
- Productronica (other)
- Apex (other)
- Hamush Strait (other)
- Industrial Accelerator Act (other)

## Related episodes from other shows

- [Monte Carlo Formula E Race | Trade War: China’s View | AI @ Hot Chips](https://hardwarepodcasts.com/podcast/ee-times-current/2019-05-31-monte-carlo-formula-e-race-trade-war-chinas-view-ai-hot-chips) (EE Times Current)
- [Bonus Episode: Resilient Supply Chains for Robotics (ERF 2026)](https://hardwarepodcasts.com/podcast/robot-talk/2026-06-01-bonus-episode-resilient-supply-chains-for-robotics-erf-2026) (Robot Talk)
- [PCBs, Global Innovation Policy & the CHIPS Act](https://hardwarepodcasts.com/podcast/ontrack/2024-02-27-pcbs-global-innovation-policy-the-chips-act) (OnTrack)
- [What the new Treasury rules mean for EV supply chains](https://hardwarepodcasts.com/podcast/catalyst/2023-04-06-what-the-new-treasury-rules-mean-for-ev-supply-chains) (Catalyst)
- [Daaaamn We're Duuuummmb](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-07-17-daaaamn-were-duuuummmb) (The Amp Hour)

## Citing this page

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