2026藏于明处:被低估的半导体产业规模研究报告-.docxVIP

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2026藏于明处:被低估的半导体产业规模研究报告-.docx

SemiconductorsPractice

Hidinginplainsight:

Theunderestimatedsizeofthesemiconductorindustry

AnewMcKinseyanalysissuggeststhatthesemiconductorindustryispoisedfor

record-breakinggrowth—butforcompanies,successwillrequiretherightsegment-specificstrategies.

ThisarticleisacollaborativeeffortbyBillWiseman,MarcdeJong,andPhilippPfingstag,withAndreasJeindlandKlausPototzky,representingviewsfromMcKinsey’sSemiconductorsPractice.

January2026

Marketanalystsmaydisagreeaboutspecifictrendsandforecasts,buttheytypically

sharethesameoptimistic

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