Bosch will move its chip operations into a dedicated internal division within its Mobility business sector, adapting the business to customer needs as it pursues about €5 billion in semiconductor sales by 2030.
The new unit, named Semiconductors, will remain part of Bosch Mobility; the company described the move as an internal reorganization, not the creation of a separate company. The semiconductor business is currently within Mobility Electronics, which will focus on electronic control units for automotive applications after the change.
Bosch said the overhaul is designed to organize responsibilities and processes around semiconductor customers and conditions in the chip market. The company also plans to offer external partners more manufacturing capacity and expand its foundry business. Erik Rein, who is responsible for Bosch’s semiconductor business, said: “With our own division, we’ll be able to better tailor our services to our customers’ needs.”
Bosch identified robotics and AI data centers as potential growth areas alongside its automotive and consumer businesses. It says its chips are already used in robotic systems, including control applications for humanoid robots. Bosch also cited its MEMS sensors, silicon carbide chips and application-specific integrated circuits as technologies it aims to build on.
The company’s semiconductor work spans about 40 locations worldwide, covering research, development and production. Bosch says it has invested about €3 billion in wafer fabs in Dresden and Reutlingen, Germany, in recent years. It is also spending about $2 billion on equipment at its Roseville, California, plant for specialized silicon carbide chip production.
In Penang, Malaysia, Bosch plans to expand its semiconductor test center by the middle of the next decade. The new division is part of a broader corporate reorganization Bosch announced in late October. The Semiconductors unit is scheduled to start Jan. 1, 2028, with the company’s sales goal set for 2030.
