Mr. Bo LI
Associate Partner, McKinsey & Company
Bo Li is an Associate Partner based in Singapore with focus in semiconductor manufacturing and the broader advanced electronics sector. He has extensive experience supporting leading organizations across Southeast Asia on improving operational performance, enhancing manufacturing efficiency, and scaling production capabilities. Bo advises clients on growth strategy, market expansion, and large-scale capital projects, bringing a practical understanding of how to translate strategy into execution on the factory floor. His background combines hands-on industrial experience with consulting, enabling him to bridge technical and strategic perspectives, solve operational challenges, improve throughput, and build resilient manufacturing systems in rapidly evolving markets.
Presentation Title
Rewiring the Semiconductor Industry for the Age of AI
This presentation provides a strategic overview of how AI - including generative and agentic AI - is reshaping the semiconductor industry across growth, operations, and competitive dynamics. It synthesizes global leading practices and real-world use cases, highlighting how leading players are deploying AI across the value chain, focusing on manufacturing. Building on these insights, it introduces a discussion framework to help executives assess the implications of AI for their business models, operating models, and partnership strategies, enabling more informed decisions in an increasingly AI-driven landscape.