Partner,  McKinsey & Company


Giulietta Poltronieri is a Partner at McKinsey & Company’s Global Semiconductor Practice. She advises leading companies across the semiconductor value chain on strategy, operations, and talent, helping them navigate industry shifts and emerging technologies. With global experience, she supports organizations in adapting to an evolving technological landscape.

Presentation: Future normal: The key technologies of tomorrow

This presentation explores the transformative impact of emerging technologies on the semiconductor industry. It will examine how innovations such as (Gen-)AI, quantum computing, next-gen power electronics, photonics and many others are shaping semiconductor demand, influencing design and manufacturing requirements, and redefining industry dynamics. The session will provide insights into key trends, challenges, and opportunities, offering a strategic perspective on how industry players can adapt and thrive in an era of accelerated technological evolution.