2026藏于明处:被低估的半导体产业规模研究报告(英文).pdfVIP

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2026藏于明处:被低估的半导体产业规模研究报告(英文).pdf

SemiconductorsPractice

Hidinginplainsight:

Theunderestimatedsizeof

thesemiconductorindustry

AnewMcKinseyanalysissuggeststhatthesemiconductorindustryispoisedfor

record-breakinggrowth—butforcompanies,successwillrequiretherightsegment-

specificstrategies.

ThisarticleisacollaborativeeffortbyBillWiseman,MarcdeJong,andPhilippPfingstag,withAndreasJeindland

KlausPototzky,representingviewsfromMcKinsey’sSemiconductorsPractice.

January2026

Marketanalystsmaydisagreeaboutsp

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