Semiconductor Fab Announcements–Drivers, Trends, And Implications
ABSTRACT
In this presentation, we will explore current fab announcement plans and build schedules in relation to forecasted demand, and what this means for the semiconductor industry’s ability to satisfy market demand over the next 5 years.
BIOGRAPHY
Henry is a partner working in McKinsey’s Operations and Advanced Industries Practices, where he supports clients across a wide range of strategic and operational topics in semiconductor, aerospace and defense, electronics, and high-tech sectors. An engineer by training, Henry helps clients navigate technological inflection points and their underlying supply chain implications to enable market access and secure, efficient operations.
Some of his recent client work includes the following:
• Developing a technology growth strategy and value creation thesis for a major semiconductor fabless
• Advising an integrated device manufacturer on a supply chain performance and resiliency transformation
• Improving operational capabilities of critical equipment companies to high-tech end markets
• Transforming the operational performance of aerospace original equipment manufacturers and supplier
• Diagnosing risk positions of clients across several sectors in a set of critical technology areas
Before joining McKinsey, Henry was an engineer for a defense prime. An avid outdoorsman, Henry is active in Northern California’s outdoors and conservation communities.