COVID-19: Implications for business published by McKinsey & Company (8/2020).
“Amid one of the greatest bull markets ever for technology, semiconductor fabs must find ways to keep up. And all advanced-industry companies should organize for speed to sustain their current pace.
This week, McKinsey healthcare researchers documented the shortage of medical oxygen in developing countries, a long-standing problem made worse by COVID-19. New ideas can help these regions meet short-term needs and set the foundation for a better long-term future.
Our industry research focused on semiconductors and the industries that make and use advanced electronics. Chips control everything from toys and smartphones to laptops and thermostats. In the pandemic, demand has soared for many of these products—even as supply chains have faltered and geopolitical tensions have risen. But will the boom last? Such questions have semiconductor companies thinking about their manufacturing plants. In a winner-take-all industry, even a slight edge in manufacturing can help a company capture an outsize portion of revenues (exhibit). Our new report outlines the essential ingredients of tomorrow’s successful fab…”
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