Geographical AI Compute Power: Where Capability Meets policy Reality
March 25, 2026 – 11:00 AM EST March 26, 2026 - 10:00 AM JST/KST
Join TechInsights experts Dan Kim, Anand Joshi, and Eric Balossier as they decode the foundry capacity race, export control implications, and the shifting geography of AI compute manufacturing.
As AI workloads explode globally, the ability to manufacture advanced compute chips has become a geopolitical flashpoint. This webinar examines the intersection of foundry capability, capacity constraints, and export policy, and what it means for the future of AI infrastructure.
Why Attend
Export controls are reshaping the semiconductor landscape faster than fabrication timelines. Understanding which countries can actually produce AI-capable chips, and in what volumes, is critical for technology strategy, supply chain planning, and competitive intelligence. This webinar delivers actionable insights based on TechInsights' proprietary foundry analysis, chip teardowns, and market intelligence.
Who Should Attend
- Semiconductor equipment and materials suppliers
- Government agencies and policy organizations
- Investment firms tracking semiconductor and AI markets
- Technology companies managing AI infrastructure strategy
- Supply chain and competitive intelligence professionals
Key Topics
- Estimating true AI compute demand in geographical locations: Current Installed capability by geography is not reflective of true demand by country, so how does one estimate the Total Addressable Market for AI compute in era of sovereign AI?
- On the ground realities of China’s AI chip production: What TechInsights has observed in terms of China’s domestic AI hardware capabilities on both logic and memory
- China's Foundry Capacity Gap: What it takes for China’s foundries to make competitive AI chips and why China may need more 7/6nm fabs just to meet current demand forecasts
- Question of yield: How does foundry yield assumptions change the landscape of AI capabilities in China?
- Huawei's Strategic Repositioning: How US export restrictions of AI chips create opportunities for Huawei's (and other Chinese chip makers’) datacenter ambitions
- Why the compute gap matters: What is the likely gap in China's total FLOPS capability compared to the United States and why it matters (or may not matter)
- China’s model strategy: Understand how China can compete by creating state-of-the-art smaller models
- Reconciling the contradiction: How does limited hardware production capabilities be reconciled with China’s competitiveness in open-source AI models?
Your Expert Hosts
Dan Kim
Chief Strategy Officer
Dan Kim is a globally recognized expert and experienced leader in semiconductor markets and policy
Eric Balossier
Lead Semiconductor Market Analyst
Eric is the lead analyst for processors and logic within the semiconductor market analysis group. His main areas of interest are processors, accelerated computing, communication, and SoCs
Anand Joshi
AI Technology Fellow
With over 25 years of semiconductor experience and a reputation as an artificial intelligence industry veteran, Anand Joshi leads the coverage on AI at TechInsights
Capacity and Policy Will Define the AI Era
Reserve your spot to understand the impact on technology and supply chain strategy.
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