Clive Struver
Founder & Editor
Clive Struver is the founder and editor of Silicon and Stone. Across more than thirty years in the technology industry he led European and EMEA operations for Motorola, Anritsu, Giant International and WDS Global — running semiconductor, test, and electronics businesses through repeated cycles of disruption — before moving into independent advisory and team-turnaround work. He writes Forensic Technopolitics from Scotland's Atlantic coast, bringing an operator's eye to AI regulation, semiconductor supply chains, and digital sovereignty. Thirty years across Europe, the US and Japan — including a working grasp of the EU–Japan digital partnership and DFFT that few US-facing advisers can offer.
Analysis by Clive Struver
2 August 2026 moves the transparency line and switches on the penalty regime; the heavy high-risk obligations move to December 2027 and August 2028.
Iran's conflict is squeezing rare earth flows, specialty chemicals, and MLCC supply.
Helium supply constraints are creating structural risk for semiconductor fabs and edge computing deployments.
The AI accelerator supply chain is constrained by test capacity, not fab output. Regional agencies have 18 months to position as semiconductor test hubs.
South Korea's DRAM and NAND fabs face a structural capacity squeeze by 2027.
The EU, UK, and US are accelerating strategic partnerships with Greenland to secure critical mineral supply chains essential for energy transition technologies.
Trump's administration is weaponizing tariffs against allies (100% on Canada) while demanding digital concessions from the EU.
The White House has unveiled several AI initiatives including FDA AI deployment, a National Policy Framework, and the Genesis Mission.
The Long View from the Edge.
30% tariffs. €35M fines. The Atlantic just got wider.
Europe can't out-build Silicon Valley. But it might out-open-source them.