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VW and Daimler Going Electric Overwhelms German Auto Suppliers

A worker holds a silicon wafer at Robert Bosch’s semiconductor fabrication plant in Dresden, Germany, in May.

A worker holds a silicon wafer at Robert Bosch’s semiconductor fabrication plant in Dresden, Germany, in May.

Photographer: Krisztian Bocsi/Bloomberg
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Welcome to the Hyperdrive daily briefing, decoding the revolution reshaping the auto world, from EVs to self-driving cars and beyond.

Volkswagen, BMW and Daimler are pushing hard to electrify their offerings, but Germany's $94 billion car-parts industry is struggling with the once-in-a-generation shift.