Insights on Semiconductors
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 such as data centers and semiconductor manufacturing plants.
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...
Article
Semiconductors have a big opportunity—but barriers to scale remain
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Global semiconductor companies plan to invest roughly one trillion dollars in new plants through 2030. But first, the industry...
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McKinsey on Semiconductors
Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.