Insights on Semiconductors
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 must overcome challenges.
Article
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.
Article
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...
Interview
Author Chris Miller on the global influence of semiconductors
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As ubiquitous and essential components of modern life, chips are a dominant concern for governments and business leaders across...
Article
Managing uncertainty in the silicon carbide wafer market
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To help navigate the complexities of the silicon carbide wafer market’s supply-and-demand outlook, an examination of multiple...
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McKinsey on Semiconductors
Our 2024 issue provides information on creating value, pursuing innovation, and optimizing operations within the semiconductor industry.
MORE INSIGHTS
Article
What is a semiconductor?
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A semiconductor is a material that falls somewhere on the continuum between conductor and insulator, enabling a controlled flow...
Article
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...
Article
Advanced industries: New technologies and supply chain shifts are driving key portfolio and investment decisions
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A number of trends, including reduced interest rates and the emergence of new technologies, software, and ecosystems, point to...
Article
Deconstructing silos to discover savings: The end-to-end excellence playbook for retailers
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Some of retailers’ most pernicious operational problems can be solved with an end-to-end transformation. Here’s what...
Article
Reimagining labor to close the expanding US semiconductor talent gap
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The US semiconductor industry is poised to expand exponentially by 2030. But how can an industry already facing attrition staff...
Article
Advanced semiconductors for the era of centralized E/E architectures
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Next-gen automotive E/E architectures require sophisticated centralized compute units to cope with increasing feature needs....
Article
New tactics for new talent: Closing US semiconductor labor gaps
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America’s impending semiconductor expansion depends on three labor pools that are currently under pressure. Without new action,...
Article
Generative AI: The next S-curve for the semiconductor industry?
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The surge of interest in and use of generative AI translates to higher demand for semiconductors, pushing the industry to innovate...
Article
How semiconductor companies can fill the expanding talent gap
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Companies will need to cast a wider net, improve their employee value proposition, and get more out of their existing workforce....
Article
Exploring new regions: The greenfield opportunity in semiconductors
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Three factors—supply chain security, sustainability, and subsidies—feature prominently as semiconductor companies...
Article
Need to boost semiconductor fab efficiency? Look to maintenance
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Equipment recovery, planned maintenance, and parts management can increase semiconductor fabs’ equipment availability and efficiencies....