Insights on Semiconductors

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Article

Frontiers of compute: The technologies to reduce AI inference costs

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AI’s next breakthrough may not be a smarter model but a cheaper token.
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Article
Reinventing autonomous driving in the age of generative AI
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As AI-native systems take hold, autonomous driving is becoming a race for compute power, software, data, and semiconductors.
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Article
The next era of semiconductor value creation
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As the AI boom fuels a surge in data center buildouts, semiconductor companies must make bold strategic moves—not incremental...
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Article
Accelerating the delivery of tech-focused capital projects
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A robust contracting and capital procurement strategy is critical to overcoming challenges in constructing key infrastructure...
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McKinsey Direct
Opportunities in networking optics: Boosting supply for data centers
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Potential shortfalls in networking optics supply could hinder data center and AI expansion. How can players boost supply and...

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McKinsey on Semiconductors

Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.

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