• Europe is actively investing in key technologies – AI, semiconductors, and cloud computing – to reduce reliance on external powers and strengthen its digital infrastructure, global competitiveness and resilience 
  • Via initiatives like the European Technological Sovereignty Package, the Chips Act 2.0, and the Critical Raw Materials Act, the EU is providing a stable, long-term framework to bolster digital and industrial infrastructure
  • This structural transformation is creating significant long-term opportunities for investors across multiple sectors, including technology, energy, defence, and the raw materials supply chain

As Europe strives for strategic autonomy, it is ramping up investment in key technologies including artificial intelligence, semiconductors and cloud computing.

This structural transformation is, in turn, creating a plethora of potential opportunities for investors.

While it is widely acknowledged there is a notable gap between Europe’s overall technology ecosystem and that of the US and China, European companies nonetheless form an integral part of technology supply chains, for example in lithography equipment used in vital semiconductor manufacturing.

Find out more