Policy · 1h ago
Europe's chip billions won't end US cloud reliance, Forrester warns
Forrester Research argues that Europe's massive investments in semiconductor fabrication won't reduce its dependence on US cloud and software giants. The report says sovereignty in chips doesn't translate to sovereignty in higher-value tech layers. European firms still rely on American platforms for critical infrastructure and applications.
Meridian48 take
The analysis rightly highlights that building fabs is easier than displacing entrenched US software ecosystems, but it understates the strategic value of chip independence for supply chain resilience.
Read the full reporting
Europe's chip ambitions won't break dependence on US cloud and software, says Forrester →
The Register
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