Jochen Hanebeck beobachtet „sehr besorgt“, was sich geopolitisch in und um Taiwan zusammenbraut. Der neue Vorstandsvorsitzende des deutschen Halbleiterkonzerns Infineon ist wie kaum ein anderer auf ungestörte Lieferantenbeziehungen zu den großen Chipproduzenten aus Südostasien angewiesen. Infineon erzielte zuletzt fast die Hälfte seines Umsatzes mit der Automobilindustrie. Die hat in den vergangenen Monaten ausreichend schlechte Erfahrungen mit fehlenden elektronischen Bauteilen gesammelt. Doch ein Totalausfall Taiwans würde auch das beste Risikomanagement bei den Autobauern überfordern.
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