Sovereign Supply Chains

3.25pm – 4.35pm, 8 July 2026 ‐ 1 hour 10 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?

Gary Graham, Professor in Operations Management, Liverpool John Moores University
Bottlenecks in the Semiconductor Industry supply chain: a reverse Kraljic perspective
This talk explores how key firms in the semiconductor supply chain establish and maintain “bottleneck” positions by controlling critical technologies, scaling capability, and protecting IP. Using network analysis and case studies, it highlights how these firms create high barriers to entry and how geopolitical pressures and government intervention are shaping both risks and opportunities.

Tony Kenyon, Director, Neuroware (UCL)
Neuromorphic Computing - Opportunities for the UK
Brain-inspired, or Neuromorphic, computing offers huge potential to create more sustainable and more powerful computing systems to work alongside our existing digital machines. The UK sees this as a priority and has recently invested in several large initiatives, including Neuroware, the UK Innovation and Knowledge Centre in Neuromorphic Computing Hardware. I will outline the mission of the centre and how it aims to help build a vibrant neuromorphic ecosystem in the UK.

Dr Andy G Sellars, Director of Strategy, CORNERSTONE
Supply Chain Initiatives to Secure Tech Sovereignty
Recent geopolitical developments have accelerated a shift away from decades of globalisation towards greater tech sovereignty. This talk explores opportunities to capitalise on UK strengths in photonics and related technologies through targeted supply chain initiatives to enhance resilience, strengthen competitiveness and unlock growth.