Industry
Semiconductors
A chip company lives on technical choices made early and on factory capacity that cannot be wished into existence later.
What is changing
- Customers dual-source, and the forecast they give you is a strategy of its own.
- New nodes and advanced packaging concentrate both the margin and the risk.
- Talent in design and in the fab is as scarce as the equipment.
How we work here
We help leadership teams align the roadmap, the capacity bets, and the customer commitments. The work is to make a long cycle explicable and manageable.
Related capabilities