NuAxiSemiconductor trade intelligence
Bosch investing €3bn in semiconductor business by 2026
What happened
Robert Bosch GmbH plans to invest €3 billion in its semiconductor division by 2026, supported by European IPCEI funding. This investment aims to expand capacity for automotive and industrial chips, particularly in power semiconductors and MEMS sensors. Bearish: The significant, subsidized capacity expansion for mature-node automotive chips could increase long-term supply, potentially easing specific shortages and putting downward pressure on future prices.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
Power SemiconductorsMEMS SensorsASICs
Robert Bosch GmbH
capacity-expansioncapexeuropean-subsidy
Source and time
Source: Semiconductor Today · 7/14/2022 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders