Insights on Semiconductors

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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...
View of Earth from space with glowing lines of interconnectivity across globe.
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...

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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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