📊Executive Summary

The article discusses the ongoing semiconductor crisis affecting the automotive industry, highlighting the significant increase in demand for automotive chips compared to overall vehicle production. It cites a PwC analysis predicting a potential semiconductor crisis starting in 2026, driven by the rapid digitalization of vehicles and competition for chip manufacturing capacity. The article emphasizes the geopolitical risks associated with semiconductor sourcing, particularly from China and Taiwan, and the financial impact of past chip shortages on the German automotive sector. It suggests that manufacturers need to adopt better risk management strategies for semiconductor sourcing to avoid future crises....