Issue 8
Vision
Pursuing innovation and value
Article
Value creation: How can the semiconductor industry keep outperforming?
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The industry has made vast profitability gains in recent years. Can it seize the moment to accelerate value creation even further?
Article
Scaling AI in the sector that enables it: Lessons for semiconductor-device makers
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Artificial intelligence has significant value-creation potential in the semiconductor industry. How can semiconductor companies deploy AI at scale and capture this value?
Article
Semiconductor design and manufacturing: Achieving leading-edge capabilities
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As chips get smaller and competition increases, semiconductor companies need a new strategy that considers everything from fab size to supply-chain issues.
Article
The next wave of innovation in photonics
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More end products are integrating lasers with sensors and optics, opening new opportunities for photonics manufacturers.
“This is an industry where year-on-year—whether it's in actual semiconductor technology advancement, whether it's in solution development, whether it's in manufacturing process—you always see significant innovation. That's something that I’ve personally been very passionate about and excited about.”
Aaron Aboagye,
Partner, McKinsey & Company, New Jersey.
“Imagine now a world where you can recombine logic, analog, all the various elements, as a kind of a building block and build really multifunctional chipsets that can, from a performance standpoint, perform much better than the individual ones.”
Ondrej Burkacky,
Senior Partner, McKinsey & Company, Munich.
Growth
Enabling next-generation vehicles
Article
Coping with the auto-semiconductor shortage: Strategies for success
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Just as cars and trucks go digital, a scarcity of semiconductors is causing billions of dollars in lost revenue for the automotive industry. Here’s why it’s happening and how to move forward.
Article
Automotive semiconductors for the autonomous age
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The rise of autonomous vehicles is shifting demand for automotive chips and prompting OEMs to consider in-house design. How could this reconfigure value chains across industries?
Report
Cybersecurity in automotive: Mastering the challenge
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With the software content of cars increasing, what do automotive players need to know about cybersecurity?
“Semiconductors play a fundamental role, and we've only begun to scratch the surface of what increased computing power, increased connectivity, and increased storage can accomplish, the kind of solutions that they can create for tomorrow's problems.”
Abhijit Mahindroo,
Partner, McKinsey & Company, Co-leader of
Semiconductors in the Americas.
Leadership
Changing with the times
Interview
Renesas’s Hidetoshi Shibata on leadership through difficult times
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A CEO discusses past and future strategy in the evolving semiconductor sector.
Interview
Navigating through change: An interview with NXP Semiconductors’ Kurt Sievers
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A new CEO reflects on the past year and looks at what’s ahead for semiconductors.
“Every government in the world is talking about semiconductors, every company in the world that produces anything, is talking about semiconductors because we're short globally of capacity, and it makes it a really dynamic industry to be a part of.”
Bill Wiseman,
Senior Partner, McKinsey & Company, Seattle.