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  • October 8, 2026
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US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey

US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity.

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