Elmos Semiconductor Secures Additional Wafer Capacity in Dortmund to Strengthen Supply Chain Resilience

Elmos Semiconductor SE has extended its supply agreement for the Dortmund wafer fab, ensuring access to significantly increased capacity until at least 2028. This move addresses the ongoing global shortage of semiconductor manufacturing capacity and reinforces Elmos' supply chain resilience.

"Extending our supply agreement for the fab in Dortmund is a highly attractive solution for Elmos. We are securing additional wafer capacity and further strengthening the reliability of our supply. Against the backdrop of strong global demand for semiconductor manufacturing capacity, this represents an important strategic advantage for us," said Dr. Arne Schneider, CEO of Elmos Semiconductor SE.

The importance of semiconductors in vehicles continues to grow structurally. Global megatrends such as electrification, autonomous and assisted driving, increasing connectivity and digitalization, as well as rising requirements for safety, comfort and energy efficiency, are driving the continuous growth of semiconductor content in vehicles. This ensures sustained high demand for Elmos' innovative solutions.

At the same time, demand for wafer manufacturing capacity for high-voltage technologies is rising sharply, driven by the continued expansion of data centers and AI infrastructure. With the extended supply agreement, Elmos is addressing these developments at an early stage. The company is increasing its available wafer capacity and further strengthening the resilience of its supply chain.

The additional capacity from the Dortmund fab complements Elmos' agreements with its foundry partners. The company is thus consistently pursuing its fabless strategy, combining access to the advanced manufacturing technologies of its foundry partners with greater availability of established manufacturing capacity in Dortmund. "In the current allocation environment, securing additional wafer capacity is an important strategic building block," adds Dr. Schneider.

This announcement matters because it highlights the strategic steps semiconductor companies are taking to navigate the global chip shortage. By securing additional wafer capacity, Elmos ensures it can meet the growing demand for its automotive semiconductors, which are critical for electric vehicles, advanced driver-assistance systems, and other innovative technologies. The extended agreement also underscores the importance of the Dortmund fab in the semiconductor supply chain and demonstrates Elmos' commitment to maintaining a reliable supply of chips for its customers.

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