When we hear McKinsey & Company, we may think of one of the “Big Three” management consultancies. While that’s true, this firm has a reach and impact that goes far beyond management consulting. According to its website, the firm accelerates sustainable and inclusive growth. While this is an inspirational statement, the… Read More
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Automotive Lone Bright Spot
Automotive appears to be about the only bright spot in the semiconductor market for 2023. Forecasts for the overall semiconductor market range from a decline of 4% to a decline of 20%. Semiconductor companies generally have bleak outlooks for the start of 2023, citing excess inventories ad weak end market demand. The chart below… Read More
The New Semiconductor Economy
Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.
In the United States: unemployment claims are up, home sales are down without… Read More