Sovereign Supply Chains

3.30pm – 4.35pm, 8 July 2026 ‐ 1 hour 5 mins

Speaker Session

Export controls, trade barriers, geopolitical tensions and competition for critical materials are changing where and how semiconductor and photonic supply chains work. The UK has world class capabilities in chip design, compound semiconductors and photonics, but where are the real bottlenecks in delivering on those strengths at scale, particularly for critical applications like AI, data centres and high performance compute? Does the UK have the domestic capacity to match its ambitions, or does it need the right partnerships to bridge the gap?