The Indian Semiconductor Industry at the Cusp of Inflection

The Indian Semiconductor Industry at the Cusp of InflectionThe semiconductor industry faces significant challenges, including supply chain disruptions, localized talent shortages, and the constant technological demand for smaller chips. Despite these obstacles, in 2023 the industry generated a substantial 500 bln EUR in revenue. While this represents a 9% decrease from 2022, a strong recovery is underway and forecasting revenue to exceed 1.2 trln EUR by 2030.  This growth will be primarily driven by the automobile, computing, and data storage sectors, which are expected to account for over 70% of semiconductor demand.  Semiconductors are a vital cog in our day-to-day …

Challenges within the German Automotive Network

Challenges within the German Automotive NetworkThe German automotive industry, renowned for its precision engineering and collaborative spirit between manufacturers and suppliers, is facing a tumultuous period marked by rising tensions between the major automakers and their suppliers. The strained relationship has led to significant disruptions and financial losses. The situation underscores broader challenges within the industry, including heightened cost pressures, increasing complexity of vehicle components, and shifting market dynamics.At the heart of the issue lies a breakdown in the traditionally close-knit partnership between the major automakers and their suppliers. Instances of faulty or delayed components, ranging from brakes to batteries, …