Insights on Semiconductors
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 can the rest of the industry catch up?
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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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Creating a thriving chemical semiconductor supply chain in America
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Semiconductors are vital to some of the world’s most important industries. What will it take to ensure US semiconductor manufacturers...
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The power of digital: Quantifying semiconductor fab performance
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Semiconductor fabs can optimize fab performance via transparent advanced analytics, chasing perfection one byte at a time.
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Generative AI spurs new demand for enterprise SSDs
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Widespread enterprise adoption of generative AI is creating a commensurate surge in demand for solid state drives used in servers...
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McKinsey on Semiconductors
Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.