FOOTNOTES 01 Accenture, 2021: Harnessing the power of the semiconductor value chain 02 McKinsey, April 1, 2022: The semiconductor decade: A trillion-dollar industry 03 Semiconductor Industry Association (SIA), Boston Consulting Group (BCG), April 2021: Strengthening the Global Semiconductor ...
To meet shareholders’ expectations for continuing high returns, semiconductor players could expand their partnerships and look for industry-wide solutions to product shortages and supply-chain challenges.Ondrej Burkacky is a senior partner in McKinsey’s Munich office; Marc de Jong is a senior ...
5,” McKinsey, February 7, 2023.To date, each region has benefited from the concentration of talent close to existing semiconductor hubs—think Silicon Valley, Taiwan, and “Silicon Saxony” in Germany. New construction in other areas likely won’t be so lucky; companies could face the ...
Semiconductors will imbue intelligence and new functionalities into more and more products, elevating the value of such products. For example, autonomous driving vehicles will become even safer and more energy efficient with advanced chips which allow for the execution of complex software functionalities ...
Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail. In the
Sources: McKinsey, Accenture, ASMLThe global semiconductor value chain The semiconductor supply chain is complex, capital intensive, and highly globalized: Chips might undergo 1,000 steps and experience 70 border crossings during their manufacturing process. That’s plenty of opportunity for supply ...
需要金币:*** 金币 (10金币=人民币1元)支持先进半导体封装 创新、供应链安全和美国在半导体行业的领导地位Re-Shoring Advanced Semiconductor Packaging Innovation, Supply Chain Security, and U.S. Leadership in the Semiconductor Industry.docx 关闭预览 想预览更多内容,点击免费在线预览全文 免费在线预览全文 Cent...
AR will be as big as the smartphone industry one day, and we can’t wait to have the world’s information projected directly into our eyeballs, but that world isn’t coming any time soon. This chart from ASML needs to be clarified because they are counting fabs willy-nilly. SemiAnalysis...
To make China less dependent on imported chips, according to McKinsey & Company, the Chinese government intends to spend about $100 billion to $150 billion on the development of its semiconductor industry.81Among its objectives is to turn local chip manufacturers such as Semiconductor Manufacturing ...
I’m a senior partner at McKinsey, I lead globally our semiconductor sector. And what got me into semiconductors—I always have been a technology geek and I like speed of innovation. And what could be better as an industry than semiconductors, where you can really see innovation cycles in ...