Critical Technologies in a Fragmented World

Geopolitical fragmentation is transforming technology into a strategic national asset, driving long-term structural investment in defense, semiconductors, and cybersecurity.

Key Takeaways

• 1.Technology has transitioned from a growth driver to a critical asset for national security and geopolitical sovereignty.
• 2.Geopolitical fragmentation is driving a long-term structural trend of capital allocation toward defense, semiconductors, and cybersecurity.
• 3.Europe is actively pursuing strategic autonomy through policy frameworks like the European Chips Act and increased defense spending.

Table of Contents

• Critical Technologies
• Critical Technologies in a Fragmented World
• IN A NUTSHELL
• Important information

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