Events
Live forums with people who have run these supply chains, on demand sessions you can watch in an afternoon, and the industry shows where you can find the team in person.
Upcoming webinar
The next semiconductor supply chain bottleneck will not start in a fab. In sixty minutes you will learn to read the map that produces the headlines.
Series
Live forum
Format
One hour live session, question and answer included
Access
Conductor members, plus invited guests
Report goes live Q3 — launching in
GMT
11:00 London
SGT
19:00 Singapore
Parag Khanna
Founder and CEO at AlphaGeo
LO
Lloyd Onyeka
Head of Expert Networks and Industry Intelligence at Beebolt
All sessions
Showing 3 of 3 sessions
Where the Next Rule Changes HitsYour Supply Chain
$1,430 to $5,000 for the same six-inch wafer, with no new control behind the move. Following the implementation of performance ceilings by U.S. regulators in October 2022, market participants responded by developing compliant products designed to operate within these regulatory thresholds. This pattern of regulatory updates followed by technical adaptation has characterized subsequent policy iterations. […]
Where the Next Semiconductor Bottleneck Will Come From
$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 […]
Breaking the Bottlenecks in Tier-to-Tier Supply
$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 […]
In person
Beebolt and the Conductor intelligence team attend the shows where the semiconductor supply chain actually meets. Book time before the floor fills up.
Oct 14 to 16, 2026
SEMICON Europa
Meet the Fellows network
Messe München, Munich
Nov 10 to 13, 2026
electronica
Conductor live walkthrough
Messe München, Munich
Dec 9 to 11, 2026
SEMICON Japan
Panel on upstream dependency mapping
Tokyo Big Sight, Tokyo
Mar 30 to Apr 1, 2027
SEMICON West
Tsumiki Report launch session
Phoenix Convention Center
Explore
The standing map of semiconductor dependencies and chokepoints, updated as signals change.
What moved in the supply chain this week, and which signals survived human review.
Plain definitions for the terms that appear in every session, from CoWoS to allocation queues.
One email per session. The topic, the speaker, and the single question the session is built to answer. No digest and no backlog.
Conductor members get first access to every live seat.