Semiconductors and Hardware

In the high-stakes semiconductor and advanced hardware sector, scaling requires total de-risking. We provide end-to-end consulting, design, and project delivery for semiconductor facilities, helping clients navigate utility constraints, scale for rising AI demand, and optimize performance across the asset lifecycle. Our global team of experts transforms complex semiconductor manufacturing programs into reliable, operational assets while providing cost and schedule certainty through proven, industry-leading approaches.

Navigating the semiconductor and advanced hardware landscape

The integrated circuit is the foundation of semiconductor technology, powering the modern world and digital economy. These essential components are driving the expansion of artificial intelligence, the rollout of 5G networks, and the global push toward energy security and diversification. Global legislation, including the US and European CHIPS Acts, is accelerating historic capital investment into semiconductor manufacturing facilities. This rapid growth has created an immediate need to expand semiconductor manufacturing capacity at scale. 

At the same time, the advanced hardware and semiconductor sector is under pressure to grow quickly while maintaining total operational stability. The surge in AI workloads is the primary driver of demand for next-generation integrated circuits. Meeting this demand requires complex infrastructure, from large greenfield semiconductor fabs and upgraded existing facilities to hundreds of specialized production tools.

The pace of expansion introduces significant challenges:

• Project uncertainty: The speed and complexity of semiconductor fab construction can lead to execution risk, often resulting in schedule delays and cost overruns if not actively managed.
• Utility crises: Many fabrication plans are operating at near-maximum capacity. Semiconductor tool upgrades frequently require substantial capital investment, in some cases up to €200 million, to refurbish or expand supporting services.
• Geopolitical risk: Evolving trade policies pose materials risks, with the potential to increase costs and disrupt global semiconductor supply chains.