Overview
- Only 37% of German companies say they can rely on the United States for future semiconductor supply, according to Bitkom’s representative survey.
- Despite the trust drop, 72% of firms report buying chips from U.S.-headquartered suppliers, with 63% sourcing from China and 54% domestically.
- Concern over a potential China–Taiwan conflict is near universal, with 92% of chip-intensive companies calling it worrisome for Germany’s supply.
- Procurement pressures have eased but persist, with 60% reporting difficulties this year versus 89% in 2023 and 81% in 2021.
- The federal cabinet approved a microelectronics strategy that Bitkom welcomed as a step toward more European capacity, talent, and supply-chain resilience.