Strategy – Microelectronics Strategy

This report discusses the growing importance of microelectronics for national economies and the need for Europe and Germany to develop a sustainable strategy to regain their digital sovereignty in this sector. Currently, Europe and Germany heavily rely on Asia and the US for microelectronics, with US companies accounting for 80% of microelectronics design and four Asian countries (Taiwan, South Korea, Japan, and China) controlling 75% of silicon wafer production. To reduce these dependencies and secure digital sovereignty, countries have established comprehensive funding programs. This report presents a potential strategy for Germany, consisting of four strategic programs. However, similar considerations need to be made in the European context. To implement the strategy and secure digital sovereignty, an estimated €115 billion of public and private investment over 10 years is required. The positive impact of this strategy on the global macroeconomic situation is expected to exceed €3 trillion by 2035, with the positive impact on Germany's GDP alone reaching up to €600 billion. The government must provide the necessary conditions, funding, support, and direction, while industry players must actively participate and take ownership of the strategy implementation. It is crucial to collaborate and ensure Germany's digital sovereignty.