Demand Is Back. Is Your Supply Chain Ready?

WEBINAR: 2026 Semiconductor Supply Chain Survey Results

SEMI and McKinsey & Company surveyed 200+ equipment suppliers, materials suppliers, device manufacturers, OEMs, and service providers to benchmark the health of the semiconductor supply chain.
The rebound is broad: 88% of suppliers expect revenue growth over the next 12 months. But beneath it, the chain has split. Leading-edge capacity is stretched to the limit while downstream inventories pile up, lead times are running 27% above historical norms, and AI ambitions are outpacing the skills to deliver them.

Join SEMI and McKinsey experts to learn:

• Where capacity, lead times, and inventory will be tightest heading into 2027
• How peers are using long-term agreements to secure supply
• How to close the AI execution gap
• Why shared intelligence has become the industry’s scarcest input

Moderator:

Andrew Scott VP, Corporate Marketing SEMI

Speakers:

Henry Marcil Partner McKinsey & Company

Andrea Ciovati Engagement Manager McKinsey & Company