Mr. Bill WISEMAN
Senior Partner, McKinsey & Company
Bill is a Senior Partner in McKinsey’s Seattle office. He leads McKinsey's semiconductor practice globally. Since joining the McKinsey in 2001, Bill has worked across the technology value chains in North America and across Asia. He is an expert in semiconductor manufacturing, industrial electronics, medtech, and mobile devices.
Presentation Title
GenAI – the next S-curve for the semiconductor industry
Abstract
GenAI could create an additional ~ 35-70% of value above what other AI and analytics can unlock. The compute demand has been rising rapidly as model complexity is growing faster than device performance. McKinsey has developed 3 adoption scenarios to forecast GenAI demand in 2030, and based on that, we took a 3-step approach to estimate the number of new fabs required in 2030.