Insights on Semiconductors
Article
Hiding in plain sight: The underestimated size of the semiconductor industry
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A new McKinsey analysis suggests that the semiconductor industry is poised for record-breaking growth—but for companies, success will require the right segment-specific strategies.
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...
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...
Article
The effects of tariffs on the semiconductor industry
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Given the shifting landscape, semiconductor executives could prepare their companies by determining the potential impacts of...
Article
Silicon squeeze: AI’s impact on the semiconductor industry
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AI has generated explosive growth in the semiconductor industry, but only the top 5 percent of companies have benefited. How...
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McKinsey on Semiconductors
Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.