Industry

The engine of the digital economy.

195 Global Consulting
Overview

The engine of the digital economy.

Chip designers, manufacturers, equipment makers and governments partner with us to capture growth from AI and electrification, secure supply and invest wisely in capacity.

AI and electrification are driving extraordinary demand for advanced and power semiconductors, while governments invest heavily to localise supply. Companies must place capital-intensive bets carefully in a famously cyclical industry.

Our semiconductors team brings together sector specialists, data scientists and implementation experts, working as one team with clients from the boardroom to the front line.

Questions we help answer
  1. 01Where in the AI value chain can we build a defensible position?
  2. 02How do we improve yield and cycle time in our fabs?
  3. 03How do we structure regional capacity to balance cost, subsidies and resilience?
How we help clients

6 areas where our industry teams bring deep expertise, proven methods and hands-on support.

We help chip companies position themselves in AI, automotive, industrial and data-centre markets.

We improve yield, cycle time, tool utilisation and capital efficiency in manufacturing.

We help design teams prioritise projects, accelerate development and manage rising design costs.

We design sourcing, inventory and regional-capacity strategies that withstand disruption.

We strengthen customer engagement, pricing and channel strategies for semiconductor suppliers.

We help governments design semiconductor strategies, incentives and talent programmes.

Impact

10%
Yield improvement in programmes
$5B
Capacity investments assessed
12
National strategies supported
Work with us

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