McKinsey Insights & Publications Follow The $2.3 trillion horizon: How AI is rewriting the semiconductor story AI is fueling unprecedented semiconductor growth while upending long-standing industry dynamics and shifting the sources of value. https://www.mckinsey.com/industries/semiconductors/our-insights/the-2-point-3-trillion-dollar-horizon-how-ai-is-rewriting-the-semiconductor-story mckinsey.com
