The $2.3 trillion horizon: How AI is rewriting the semiconductor story

By McKinsey & Company.

Bill Wiseman and Marc de Jong, global leaders of McKinsey's Semiconductors practice, present a new report titled "The $2.3 trillion horizon: How AI is rewriting the semiconductor story."

According to the email, AI is driving unprecedented growth in the semiconductor sector while also disrupting long-established industry dynamics and shifting sources of value.

The message is mainly promotional. It invites readers to explore the full report ("Explore AI's impact on chip value") on McKinsey's website. Apart from the headline and the introductory sentence quoted above, the body of the email gives no further data, detailed figures, methodology or concrete examples.

Alongside the main report, McKinsey recommends two related pieces in its "Also Consider" section: "The next big shifts in AI workloads and hyperscaler strategies" and "Silicon squeeze: AI's impact on the semiconductor industry." This suggests the report is part of a broader McKinsey series on AI, computing and hardware.

The email comes from McKinsey's "Advanced Industries" alert list and gives no further context. The body of the message contains no detailed market figures, timeline projections or mentions of specific companies or manufacturers. The summary therefore cannot be expanded without speculating about content that is not in the email.