The EU is reshaping its chip strategy beyond first-generation Chip Act investments, expanding manufacturing footprint across multiple European hubs. Spain has become a focal point for new fab capacity, complementing Germany's existing dominance, as the bloc seeks geographic resilience and cost efficiency in semiconductor production.
For multinational buyers and OEMs planning European source diversification, this signals a maturing alternative supply base outside Taiwan and East Asia. The shift also reflects NVIDIA, Intel, and other GPU/logic vendors' interest in European partner capacity and reduced geopolitical risk in critical components.