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2h ago

Germany Approves Microelectronics Strategy as Firms Report Chip Strains, Waning Trust in U.S.

Berlin sets out to build domestic and European capacity to reduce single‑country dependencies.

Unternehmen in Deutschland sehen einer Umfrage zufolge Probleme bei der Versorgung mit Computer-Chips. Derzeit berichten 60 Prozent der Betriebe über Schwierigkeiten bei der Halbleiterversorgung, wie der Digitalverband Bitkom am Mittwoch mitteilte.
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Overview

  • Bitkom’s representative survey of 503 companies (fieldwork July 21–August 31) found 60% facing semiconductor procurement difficulties driven by delivery delays, price spikes and export controls.
  • Only 37% of firms consider the United States a reliable chip supplier, even as 72% purchase from U.S.-headquartered companies; 63% source from China and 54% buy domestically.
  • Concentration risk around Taiwan looms large, with 92% concerned about Chinese threats and 28% sourcing from Taiwan-based firms, where TSMC dominates advanced logic-chip foundry capacity.
  • The federal cabinet approved a Microelectronics Strategy that is part of the Hightech Agenda, targeting more European manufacturing, strategic partnerships and stronger workforce development.
  • Bitkom welcomed the plan as shortages ease from 2021 and 2023 peaks, while expectations for 2026 remain split with 42% anticipating a critical situation and 55% expecting a good supply environment.