Mr. Marc De JONG
Senior Partner, Global Co-Leader for Semiconductor, McKinsey & Company
Marc is a Senior Partner in Amsterdam, The Netherlands. Marc leads the Global Semiconductors practice, and he also is a leader in our Global Strategy & Corporate Finance practice. Marc advises global clients in technology related industries, such as semiconductors, electronics, energy, chemicals, and professional services, on strategy, innovation, and transformation. Marc has over 30 years’ experience in the semiconductor industry. Prior to joining McKinsey in 1998, Marc worked for Philips in their research division, where he wrote 40 articles that appeared in leading scientific journals.
Education: PhD in Physics from the University of Leiden and MSc in Applied Physics at the Delft University of Technology, both graduated Cum Laude.
Presentation Title
Growth and Value Creation in Semiconductor Industry
The semiconductor industry is entering a new phase of growth driven by structural demand across AI, electrification, connectivity, and advanced computing. At the same time, the industry is undergoing significant shifts in market dynamics, technology leadership, and value distribution across the ecosystem.
This presentation explores three key perspectives: the long-term growth outlook and market size of the semiconductor industry, the major shifts reshaping competitive positioning, and the strategic actions that leading companies are taking to capture disproportionate value.
Drawing on industry insights and recent market developments, the discussion highlights how companies can position themselves to succeed in an increasingly complex and rapidly evolving semiconductor landscape.