REWATCH WEBINAR · Conductor™ exclusive
Logistics Chokeholds: Breaking the Bottlenecks in Tier-to-Tier Supply
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.
The High-tech and semiconductor supply chains are facing a new era of structural stress. From Red Sea disruptions and Hormuz‑linked energy volatility, to escalating export controls, geopolitical tensions, and fragmented trade policies, logistics chokeholds are now shaping everything from wafer starts to final system delivery.
Logistics Chokeholds: Breaking the Bottlenecks in Tier‑to‑Tier Supply brings together some of the leading voices and expertise in modern trade to examine how bottlenecks propagate across the semiconductor value chain – and what it will take to build a stronger, more resilient tier-to-tier ecosystem.
Rewatch the conversation with Terry Francis, President & Senior Technology Analyst for this SEMI- and Beebolt-hosted event, exploring real‑time impacts of logistics chokeholds, the rising cost of unpredictability, and the tools and intelligence networks enabling companies to anticipate disruption – rather than react to it. Gain practical insights into multi‑tier visibility, supplier diversification, logistics redesign, and the role of industry‑wide collaboration in breaking systemic bottlenecks.
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.
Speakers
Who is on the call
Terry Francis
Sr. Technology Analyst at TA & Associates
Terry Francis brings deep expertise in semiconductor materials, contamination control, specialty gases, and equipment engineering. Drawing on decades of CTO, senior director, and analyst experience, he helps organizations understand the material readiness, supplier qualification, and supply chain risks shaping advanced electronics manufacturing.
Thelma Onyeka
Co-CEO & Co-Founder at Beebolt
We build collaboration infrastructure for the high tech value chain, where coordination, timing, and shared context determine resilience at a global scale. Alongside my commercial work, I founded Akama Fund, a nonprofit focused on using technology to expand access to educational funding.
Six takeaways
What you will learn
- Where logistics chokeholds are hitting hardest
- How bottlenecks spread across supply tiers
- Why lead times and freight costs keep rising
- How companies are redesigning supply routes
- What real-time risk intelligence can unlock
- How shared signals can strengthen resilience
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.