EU Drafts Plan to Reduce External Dependency in Technology

The European Commission has outlined a new strategy aimed at reducing external dependency in critical areas such as semiconductors, artificial intelligence, cloud computing, and open-source technologies. The plan seeks to strengthen the EU's technological sovereignty and achieve an independent position in global competition. Under the strategy, the EU aims to increase Europe's share in semiconductor production, develop AI infrastructure with domestic resources, and promote independent solutions in cloud computing services. By investing in open-source technologies, the EU plans to reduce its external dependency in digital transformation. The European Commission states that this plan will enhance Europe's competitiveness in the technology sector and provide strategic autonomy. Implementation will involve collaboration with member states and the allocation of necessary funds. This is not investment advice.

📊 ASML — Piyasa Yorumu

▲ up · 65%

The news announces the EU's plan to reduce technological dependency, which can be interpreted as a positive development for European semiconductor equipment manufacturers like ASML. Technical indicators also point to a strong upward trend; the RSI is near 70, the MACD is above the signal line, and the price is above both the 20-day and 50-day moving averages. However, the RSI approaching overbought territory may increase the risk of a short-term correction. Therefore, while the upward trend continues, caution is advisable.

RSI 14

69.8

MACD

24.28

24h Δ

5.90%

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

The news announces the EU's plan to reduce external dependency in technology. This could pose a risk of demand loss for US-based semiconductor companies like NVDA in the long term. However, in the short term, the stock price shows weak momentum, with the RSI at 43 and the price remaining below the SMA20. The MACD being below the signal line also confirms selling pressure. The recent close near the SMA50 suggests this level may be tested as support. Therefore, it is difficult to determine a clear direction in the short term.

RSI 14

43.0

MACD

1.56

24h Δ

1.39%

📊 AMD — Piyasa Yorumu

▲ up · 65%

AMD stock is in a technically strong uptrend. The RSI at 66.7 is approaching overbought territory but is not yet at a dangerous level. The MACD is above the signal line and positive, indicating continued momentum. The price is trading well above both the 20-day and 50-day moving averages. The EU's plan to reduce external dependence on technology could be a development that increases demand for semiconductor companies like AMD.

RSI 14

66.7

MACD

5.50

24h Δ

2.12%

📊 ARM — Piyasa Yorumu

▲ up · 60%

ARM has shown a strong upward trend, gaining 12.5% in the last 24 hours. The EU's plan to reduce technological dependence on external sources could serve as a positive catalyst for semiconductor companies like ARM. However, with the RSI at 48.7 (neutral territory) and the price trading below its 20-day moving average, caution is needed regarding the sustainability of the rally. The MACD remains below the signal line, indicating weak short-term momentum. While a short-term upward move is possible, excessive optimism should be avoided.

RSI 14

48.7

MACD

16.35

24h Δ

12.55%

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