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 itself, AI is driving unprecedented growth in the semiconductor sector while upending long-established industry dynamics and shifting sources of value.

The message is essentially promotional: it invites readers to explore the full report ("Explore AI's impact on chip value") hosted on McKinsey's website, but the body of the email offers no further data, detailed figures, methodology or concrete examples beyond the headline and the introductory sentence quoted above.

Alongside the main report, McKinsey recommends two other 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," suggesting the report is part of a broader series of McKinsey content on AI, computing and hardware.

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