REWATCH WEBINAR · Conductor™ exclusive
The Data Center Risk Map: Where the Next Semiconductor Bottleneck Will Come From
The next semiconductor supply chain bottleneck will not start in a fab. It will start in a permitting office, an interconnection queue, or a single export controlled substrate. In sixty minutes you will learn to read the map that produces the headlines.
Friday, December 25
60 minutes
BST
11:00 London
SGT
17:00 Singapore
$725bn
committed to AI data centers this year. Almost none of the hard questions left are about money.
From grid interconnection queues and water permits to statewide construction moratoria and export controls on a single substrate, the constraints on AI infrastructure now shape everything from where a site can break ground to which fabs receive allocation.
Parag Khanna, Founder and CEO of AlphaGeo and author of Connectography, examines how a location level constraint becomes an industry level one, why announced capacity and energized capacity have diverged, and what the semiconductor supply chain should be reading from a permitting office.
This one hour forum offers a concise, expert led look at how technology and investment teams can move from reacting to headlines to reading the map that produces them.
You will leave able to look at any announced site and ask the three questions that decide whether it energizes on schedule, and to translate that answer into your own capacity and materials planning.
Speakers
Who is on the call
Parag Khanna
Founder and CEO at AlphaGeo
Founder and CEO of AlphaGeo and author of seven books including Connectography and MOVE. Named one of Esquire’s 75 Most Influential People of the 21st Century. Ph.D., London School of Economics. He has traveled to more than 150 countries and has spent two decades mapping how infrastructure, capital and people move across them.
Lloyd Onyeka
Head of Expert Networks and Industry Intelligence at Beebolt
Head of Expert Networks & Industry Intelligence at Beebolt, where he leads the team that forms the human intelligence layer over Beebolt’s multi-agent system. He is experienced in energy policy, renewable operations, and regulated market change, built across different leading companies as Shell, and Energy UK.
Six takeaways
What you will learn
- Where capacity can physically go, and the constraints that decide siting before a single permit is filed
- The bottleneck forming in plain sight, visible today in public filings and permit records
- How a data center constraint travels upstream into wafer starts, advanced packaging, and materials
- What the facility is made of, and which lines of that bill of materials are already tight
- Why announced capacity and energized capacity have diverged, and what explains the gap
- How to see the next one early, and how to tell a real flag from noise that only looks urgent
The Intelligence Brief
Exploring the signals, strategy, and shaping of the industry
The Intelligence Brief is a high-impact, one hour forum designed to bring clarity to the critical challenges and opportunities shaping today’s high-tech ecosystem. Each session brings together industry leaders, operators, and innovators to examine the emerging risks, shifts, and forces redefining global competitiveness.
It is hosted by Beebolt with SEMI, and exclusive to Conductor™ members. Combining SEMI’s global authority, trust, and reach with Beebolt’s intelligence driven perspective on supply chain collaboration and Co-Intelligence™, the Brief is built to become the definitive space for understanding, and anticipating, the forces reshaping the industry.
Upcoming sessions center on
Logistics · New and emerging technologies · Advanced packaging · Capital equipment cycles
Who is already attending
From engineers to executives, the room spans the high-tech industry and the wider supply chain ecosystem.
60 minutes · REWATCH THE WEBINAR
Read the map before it makes the news
One hour, a live question and answer, and the recording reaches you either way.