EU Plans to Invest in Semiconductor Industry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2026
0mins
Should l Buy NVDA?
The European Union's plan to stimulate the semiconductor industry would allow its executive arm to invest in manufacturing and prioritize developing new technologies, Gian Volpicelli and Alberto Nardelli of Bloomberg reports, citing people familiar with the draft. Expected in late May, the proposed Chips Act II is an attempt to improve on its predecessor, with the draft proposals intended to empower the European Commission to invest in large, cross-border projects. Publicly traded companies in the space include AMD (AMD), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM), Intel (INTC), and Texas Instruments (TXN).
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 211.500
Low
200.00
Averages
264.97
High
352.00
Current: 211.500
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Partnership Highlights: Nvidia's collaboration with IREN aims to deploy up to 5 GW of AI infrastructure across IREN's global data centers, with a five-year option for Nvidia to purchase 30 million shares, potentially investing up to $2.1 billion, indicating a strong strategic alliance in the AI sector.
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