德国智库IFO：德国工业芯片短缺现象加剧

Core Insights - The IFO Institute in Germany reports a worsening shortage of raw materials for electronic and optical product manufacturers due to tightened global controls on rare earth elements [1] - In October, approximately 10.4% of companies in the German electronics and optics sector reported supply bottlenecks, an increase from 7.0% in July and 3.8% in April [1] - The IFO's survey director, Klaus Wohlrabe, indicates that trade restrictions and rare earth controls are negatively impacting the economy, with potential adverse effects on economic growth if the trend continues [1] Industry Overview - Within the broader manufacturing sector, only 5.5% of companies reported supply issues, highlighting a more severe situation specifically in the electronics and optics industry [1] - The German industrial sector continues to face significant supply chain disruptions, prompting European policymakers to seek diversification of supply chains and increased domestic rare earth production, although these efforts will take time [1]