Insights on Semiconductors
Article
The shift to 800-volt DC at data centers: Implications for providers
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As AI increases energy demand, data centers are moving to higher voltage systems, creating new opportunities for electricity and component providers.
Article - MGI Research
Semiconductors: Etching the new map of strategic supply
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As geopolitics shift, more countries are wooing semiconductor manufacturers to enhance resilience. At the same time, demand for...
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.
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.
Interview
The board’s role in managing emerging AI risks
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Leading cybersecurity executives and board directors discuss the challenges and opportunities of AI.
Featured collection
Collection
McKinsey on Semiconductors
Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.