Insights on Semiconductors

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Article

The $2.3 trillion horizon: How AI is rewriting the semiconductor story

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AI is fueling unprecedented semiconductor growth while upending long-standing industry dynamics and shifting the sources of value.
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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...
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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...
This image is a stylized, AI-generated illustration representing technological concepts like artificial intelligence, data processing, or quantum computing. It depicts a central microprocessor or chip with bright blue light emitting upwards, symbolizing high-speed data transmission or intense computational power.
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.
Aerial view of a multi-lane urban highway with illustrated digital sensor overlays on each vehicle.
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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McKinsey on Semiconductors

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

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