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Giulietta Poltronieri

PartnerMilan

Helps advanced industries and semiconductor clients across the full electronics value chain on strategy, operations, and people-related topics

As a leader in McKinsey’s global semiconductor and electronics unit, Giulietta drives transformational programs with advanced industries and semiconductor clients along the full value chain, including semiconductor equipment companies, integrated device manufacturers (IDMs), fabless, foundries, and customers (e.g., machinery, aerospace), with a focus on operations, strategy and people topics.

Deeply committed to sectors that are at the forefront of innovation, generating positive impact to all areas of the economy and to our lives, work, and society as a whole, Giulietta combines a deep understanding of the semiconductor industry, related market dynamics and operations (e.g., manufacturing and supply chain, product development and procurement, capital excellence), with the “human” side, including expertise in people, talent and organizational topics.

Examples of her recent work include some of the most iconic companies in the industrial space:

  • helping lead new fab build programs for major semiconductor companies in the US and Europe
  • assisting a semiconductor company in an end-to-end talent, HR and operating model transformation
  • leading a plant turnaround at a European semiconductor IDM
  • supporting a procurement transformation for a major US IDM
  • advising a European semiconductor manufacturer on a holistic supply chain transformation

Giulietta leads McKinsey’s “Industrial Automation” and “Talent in Semiconductors” global initiatives. She convenes McKinsey’s T-30 Europe summit for top executives from semiconductor, technology, and industrial companies. The summit is a platform designed to foster dialogue and share learnings in an informal setting. She is also the key sponsor of McKinsey’s Semiconductor Insights Platform, and frequently publishes on semiconductors, automation, and advanced industries topics, and speaks at relevant conferences from leading industry associations.

Giulietta is also the EMEA “All-in, Diversity & Inclusion” leader for our advanced industries unit, leading initiatives to attract and retain female talent in sectors where the male gender has traditionally been prevalent.

Published Work

The talent gap: The value at stake for global aerospace and defense,” McKinsey & Company, July 2024

Taking industrial sector tech from cost center to competitive edge,” McKinsey & Company, May 2024

New tactics for new talent: Closing US semiconductor labor gaps,” McKinsey & Company, May 2024

How semiconductor companies can fill the expanding talent gap,” McKinsey & Company, February 2024

Exploring new regions: The greenfield opportunity in semiconductors,” McKinsey & Company, January 2024

Europe’s gray-to-green workforce transition in aerospace and defense,” McKinsey & Company, October 2023

How back-end automation can be game changing for chipmakers,” McKinsey & Company, August 2023

Is industrial automation headed for a tipping point?,” McKinsey & Company, June 2023

How aerospace and defense players can win in aftermarket services,” McKinsey & Company, September 2022

How semiconductor makers can turn a talent challenge into a competitive advantage,” McKinsey & Company, September 2022

How industrial and aerospace and defense OEMs can win the obsolescence challenge,” McKinsey & Company, April 2022

Digital supplier days: Events for capturing value in procurement,” McKinsey & Company, August 2021

Education

HEC Paris
CEMS MIM

Bocconi University
MIM