0
Deep & Emerging Tech·November 3, 2026·1 min read

Bosch gives chips their own division, eyeing €5bn in sales by 2030

Share

Bosch carving out a dedicated semiconductor division with a €5B 2030 target is a bet that verticals beyond auto — industrial, IoT, power — will need tailored silicon. Hardware buyers should expect more specialized options and tighter co-design with OEMs, but also more complex supply dependencies.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.