Market Insights

The global mission-critical build map: what is going up, where, and what comes next

We keep a scored map of the world's mission-critical construction, because we cannot resource projects we have not tracked. This is what the latest update says: where the work is on the ground today, where the committed money lands next, and how much of it is real.

Audio · Jack, ROCWAN research

Listen to the overview, with Jack

The short version of what the map says, in one voice: where the work is today, where the committed money lands next, and why it is a workforce problem first. About a minute.

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Audio · Jack and Sarah, in discussion

The build map: Jack and Sarah in discussion

Jack and Sarah work through the whole article: the scoring, the shape of the map, the American shift, the forward wave, the ranked fifteen, all four sectors, the projects that slipped, and what we do with it. About twelve minutes.

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What changed in this update

  • Since the first version on 8 August, coverage has grown from 116 geographies to 197, with South America and Africa scored for the first time.
  • The research cut-off is now 7 September 2026.
  • Ireland is scored as the home market, with the Dublin connection freeze and the three named schemes at Naas, Rochfortbridge and DUB13.
  • Romania's two operating reactors at Cernavoda are offline, with force majeure declared.
  • Indiana has entered the top fifteen.
  • The United States tariff position has settled at a fifteen per cent cap for exporters from the European Union.
All updates
  1. 7 September 2026, latest update: new research with the cut-off moved to 7 September, Ireland scored as the home market, Cernavoda offline, Indiana into the top fifteen.
  2. 20 August 2026: research update, coverage grew from 116 to 197 geographies, with South America and Africa scored for the first time.
  3. 8 August 2026: first published, 116 geographies scored across four sectors.

The short version

  • The United States is still the single dominant market, but inside it the centre of gravity has moved. Northern Virginia is no longer where the growth is: Texas, Louisiana, Ohio, Indiana, Arizona and New York are.
  • The committed pipeline runs ahead of current construction almost everywhere. That is a workforce problem before it is anything else, because the teams have to exist before the concrete does.
  • Energy is not one sector. Nuclear new-build, power generation, grid, hydrogen and LNG, and renewables behave like five different industries with five different labour markets, and the geographies leading each of them are different.
  • Announcements are not schedules. Several of the largest projects on this map have already slipped by years or been cancelled outright, and the research scores committed capex rather than press releases.

How to read the scores

Every geography carries two scores per sector, each on a scale of one to five. Read them as a pair: they say different things.

  • Current is what is under construction or recently completed. It is work happening now, with teams already on it.
  • Forward is what is announced, at final investment decision, permitted, land-secured or capex-committed. It is work that has to be resourced, but has not started.

A high forward score against a low current score means an emerging market getting ready to build. The reverse means a mature market that is running out of land, power or both.


The hottest markets right now

Start with the temperature. Pick a sector and every country the research scores fills with one of five colours, from gold for the quieter markets up to deep plum for the busiest on earth. The colour is a score for spend and jobs: what is on site today plus what is already committed. The matrix below it carries the same scores as supporting detail, market by market.

Figure one The geographic heat map: where each sector is running hottest Every country ROCWAN's research scores in the sector you choose, filled by how hard it is building: work on site today plus work already committed. The darker the country, the more spend and the more people on the ground.

Swipe the map sideways to see the whole world.

Market heat, out of 10: building now (1 to 5) plus committed ahead (1 to 5)

  • 10 Flat out the busiest markets on earth
  • 9 Very busy building hard on both counts
  • 8 Busy a full order book
  • 7 Steady real work, less of it
  • 6 or less Getting going on the map, quieter
  • Not scored below the top tier in this sector
  • Watch only tracked but not pursued (China, Israel)

Every geography shaded for data centres, hottest first

44 geographies are shaded for data centres. Everything left neutral scored below the top tier in that sector, not zero.

Every geography shaded for semiconductor, hottest first

14 geographies are shaded for semiconductor. Everything left neutral scored below the top tier in that sector, not zero.

Every geography shaded for pharma and life sciences, hottest first

14 geographies are shaded for pharma and life sciences. Everything left neutral scored below the top tier in that sector, not zero.

Every geography shaded for energy, hottest first

63 geographies are shaded for energy. Everything left neutral scored below the top tier in that sector, not zero.

Colour is the two research scores added together: current activity (under construction or recently completed) plus forward pipeline (announced, at final investment decision, permitted or capex committed), each one to five. It is a research score, not a spend figure. The United States is one shape here, shaded at its strongest state; the fifty-one square state grid in the map below opens it up. Outlines are Natural Earth, drawn on an equal-area projection so no country is flattered by its latitude; countries too small to read at this size carry a dot in their own colour.

Figure two The matrix: the same heat, sector by sector Supporting detail for the heat map above: only what is under construction TODAY, side by side across the four sectors, hottest geographies first.
Current construction scores for the hottest geographies, by sector, on a one to five scale. An empty cell means the geography is below the leader threshold in that sector.
Geography Data centresSemiconductorPharma and life sciencesEnergy
United States* 5 of 5 now 5 of 5 now 5 of 5 now 5 of 5 now
China (watch only) 4 of 5 now 5 of 5 now 4 of 5 now 5 of 5 now
India 4 of 5 now, rising to 5 of 5 4 of 5 now, rising to 5 of 5 5 of 5 now 5 of 5 now
South Korea 4 of 5 now, rising to 5 of 5 5 of 5 now 4 of 5 now 4 of 5 now
Ireland 4 of 5 now 4 of 5 now 5 of 5 now 3 of 5 now, rising to 4 of 5
Italy 4 of 5 now, rising to 5 of 5 4 of 5 now 4 of 5 now 4 of 5 now
Germany 5 of 5 now 4 of 5 now below the leader threshold 5 of 5 now
Belgium 4 of 5 now below the leader threshold 5 of 5 now 4 of 5 now
Brazil 4 of 5 now, rising to 5 of 5 below the leader threshold 4 of 5 now 5 of 5 now
Singapore 4 of 5 now 5 of 5 now 4 of 5 now below the leader threshold
France 4 of 5 now, rising to 5 of 5 below the leader threshold 4 of 5 now 4 of 5 now, rising to 5 of 5
Japan 4 of 5 now, rising to 5 of 5 5 of 5 now below the leader threshold 3 of 5 now, rising to 4 of 5
Malaysia 5 of 5 now 4 of 5 now below the leader threshold 3 of 5 now, rising to 4 of 5
Netherlands below the leader threshold 4 of 5 now, rising to 5 of 5 4 of 5 now 3 of 5 now, rising to 4 of 5

Darker is heavier construction today Corner mark means the committed pipeline is higher still Empty means below the leader threshold in that sector

*The United States is scored state by state in the research; this row takes its strongest state, and the state grid below opens it up in full.


Where the world is building

Colour says how hard a market is running. This says where the work physically sits. Switch sector and the map redraws. Data centres are close to everywhere at once; semiconductor work concentrates into a handful of clusters; pharma and life sciences follows a narrow band of established manufacturing countries; energy is the broadest and the most regionally particular of the four.

Left half is under construction now, right half is committed ahead Pale is minimal, navy is a major hotspot A dashed ring is a market we track but do not pursue: China (export controls and sanctions exposure) and Israel (largest expansion frozen)

Leading geographies, data centres

36 further countries score four or five for data centres. The United States is one marker here because the research scores it state by state. The grid below opens it up.

Leading geographies, semiconductor

6 further countries score four or five for semiconductor. The United States is one marker here because the research scores it state by state. The grid below opens it up.

Leading geographies, pharma and life sciences

6 further countries score four or five for pharma and life sciences. The United States is one marker here because the research scores it state by state. The grid below opens it up.

Leading geographies, energy

55 further countries score four or five for energy. The United States is one marker here because the research scores it state by state. The grid below opens it up.

Inside the United States

States scoring four or five for data centres: Georgia, under construction 5 of 5, committed ahead 5 of 5. Indiana, under construction 5 of 5, committed ahead 5 of 5. Louisiana, under construction 5 of 5, committed ahead 5 of 5. Ohio, under construction 5 of 5, committed ahead 5 of 5. Texas, under construction 5 of 5, committed ahead 5 of 5. Wisconsin, under construction 5 of 5, committed ahead 5 of 5. Alabama, under construction 4 of 5, committed ahead 5 of 5. Arkansas, under construction 4 of 5, committed ahead 5 of 5. Iowa, under construction 4 of 5, committed ahead 5 of 5. Michigan, under construction 4 of 5, committed ahead 5 of 5. Mississippi, under construction 4 of 5, committed ahead 5 of 5. Nevada, under construction 4 of 5, committed ahead 5 of 5. New Mexico, under construction 4 of 5, committed ahead 5 of 5. North Dakota, under construction 4 of 5, committed ahead 5 of 5. Pennsylvania, under construction 4 of 5, committed ahead 5 of 5. Tennessee, under construction 4 of 5, committed ahead 5 of 5. Virginia, under construction 5 of 5, committed ahead 4 of 5. Wyoming, under construction 4 of 5, committed ahead 5 of 5. Arizona, under construction 4 of 5, committed ahead 4 of 5. Illinois, under construction 4 of 5, committed ahead 4 of 5. Kansas, under construction 4 of 5, committed ahead 4 of 5. Maryland, under construction 4 of 5, committed ahead 4 of 5. Missouri, under construction 3 of 5, committed ahead 5 of 5. North Carolina, under construction 4 of 5, committed ahead 4 of 5. South Carolina, under construction 4 of 5, committed ahead 4 of 5. Utah, under construction 4 of 5, committed ahead 4 of 5. Washington, under construction 4 of 5, committed ahead 4 of 5. Kentucky, under construction 3 of 5, committed ahead 4 of 5. Minnesota, under construction 3 of 5, committed ahead 4 of 5. Nebraska, under construction 4 of 5, committed ahead 3 of 5. New Jersey, under construction 3 of 5, committed ahead 4 of 5. New York, under construction 3 of 5, committed ahead 4 of 5. Oklahoma, under construction 3 of 5, committed ahead 4 of 5. Oregon, under construction 4 of 5, committed ahead 3 of 5. Florida, under construction 2 of 5, committed ahead 4 of 5. Montana, under construction 2 of 5, committed ahead 4 of 5. West Virginia, under construction 2 of 5, committed ahead 4 of 5 .

States scoring four or five for semiconductor: Arizona, under construction 5 of 5, committed ahead 5 of 5. Idaho, under construction 5 of 5, committed ahead 5 of 5. New York, under construction 5 of 5, committed ahead 5 of 5. Texas, under construction 5 of 5, committed ahead 5 of 5. Oregon, under construction 4 of 5, committed ahead 4 of 5. Utah, under construction 4 of 5, committed ahead 4 of 5. Indiana, under construction 3 of 5, committed ahead 4 of 5. Ohio, under construction 3 of 5, committed ahead 4 of 5 .

States scoring four or five for pharma and life sciences: Indiana, under construction 5 of 5, committed ahead 5 of 5. North Carolina, under construction 5 of 5, committed ahead 5 of 5. Alabama, under construction 4 of 5, committed ahead 5 of 5. Virginia, under construction 4 of 5, committed ahead 5 of 5. California, under construction 4 of 5, committed ahead 4 of 5. New York, under construction 4 of 5, committed ahead 4 of 5. Wisconsin, under construction 4 of 5, committed ahead 4 of 5. Illinois, under construction 3 of 5, committed ahead 4 of 5. Maryland, under construction 3 of 5, committed ahead 4 of 5. New Jersey, under construction 3 of 5, committed ahead 4 of 5. Pennsylvania, under construction 3 of 5, committed ahead 4 of 5. Texas, under construction 3 of 5, committed ahead 4 of 5. Georgia, under construction 2 of 5, committed ahead 4 of 5 .

States scoring four or five for energy: Louisiana, under construction 5 of 5, committed ahead 5 of 5. Texas, under construction 5 of 5, committed ahead 5 of 5. Georgia, under construction 4 of 5, committed ahead 5 of 5. Nevada, under construction 4 of 5, committed ahead 5 of 5. Ohio, under construction 4 of 5, committed ahead 5 of 5. Pennsylvania, under construction 4 of 5, committed ahead 5 of 5. Tennessee, under construction 4 of 5, committed ahead 5 of 5. Wyoming, under construction 4 of 5, committed ahead 5 of 5. Alaska, under construction 3 of 5, committed ahead 5 of 5. New Mexico, under construction 4 of 5, committed ahead 4 of 5. New York, under construction 4 of 5, committed ahead 4 of 5. North Carolina, under construction 4 of 5, committed ahead 4 of 5. North Dakota, under construction 4 of 5, committed ahead 4 of 5. South Carolina, under construction 3 of 5, committed ahead 5 of 5. Virginia, under construction 4 of 5, committed ahead 4 of 5. Alabama, under construction 3 of 5, committed ahead 4 of 5. Arizona, under construction 3 of 5, committed ahead 4 of 5. Arkansas, under construction 3 of 5, committed ahead 4 of 5. California, under construction 4 of 5, committed ahead 3 of 5. Florida, under construction 3 of 5, committed ahead 4 of 5. Illinois, under construction 3 of 5, committed ahead 4 of 5. Indiana, under construction 3 of 5, committed ahead 4 of 5. Iowa, under construction 3 of 5, committed ahead 4 of 5. Kentucky, under construction 3 of 5, committed ahead 4 of 5. Michigan, under construction 3 of 5, committed ahead 4 of 5. Missouri, under construction 3 of 5, committed ahead 4 of 5. Montana, under construction 3 of 5, committed ahead 4 of 5. Oregon, under construction 3 of 5, committed ahead 4 of 5. Utah, under construction 3 of 5, committed ahead 4 of 5. Washington, under construction 3 of 5, committed ahead 4 of 5. Wisconsin, under construction 3 of 5, committed ahead 4 of 5 .

Each square is one state, in roughly its place on the map. Left half is what is under construction, right half is what is committed ahead. Washington DC is scored as its own line, which is why the grid holds fifty-one squares.

From ROCWAN's own market research. Dual scores of one to five per sector: current activity is what is under construction or recently completed, forward is what is announced, at final investment decision, permitted or capex committed. Research cut-off 7 September 2026 for every geography.

The shape of the map

The research covers 197 geographies across seven continents and regions: all 50 US states plus Washington DC, Canada, Mexico, seven Central American states and the Dominican Republic; 45 European countries; all 54 African states; 17 Asian countries; 12 South American countries; six Gulf and Middle East markets; and Australia and New Zealand. Across the whole set, two are flagged: markets we track but do not pursue.

Figure three The shape of the map Geographies assessed by region, and how many of them we rank tier one for targetability.
  • North America 61 assessed 16 tier one AI data centres, semiconductor reshoring and Gulf Coast LNG. Mexico, Central America and the Dominican Republic added this round.
  • Europe 45 assessed 11 tier one Grid capex is now among the largest employers of construction professionals. Irish and Danish biopharma still set the global bar.
  • Asia 17 assessed 3 tier one The semiconductor heartland, plus the Johor and Singapore data-centre axis. India is now the highest-scoring single geography on the map.
  • Gulf and Middle East 6 assessed 1 tier one Sovereign AI and data-centre megaprojects, LNG and green hydrogen.
  • Oceania 2 assessed 1 tier one Australian hyperscale data centres; offshore wind still retreating.
  • South America 12 assessed 1 tier one New this round. Brazil accounts for most of it, with Chile, Guyana and Argentina the other genuine markets.
  • Africa 54 assessed 2 tier one New this round, all 54 states. Concentrated in Egypt, Mozambique, South Africa, Morocco and Nigeria; access, not activity, is the constraint elsewhere.

North America carries the most weight, and the concentration inside it is what matters: 61 of the 197 lines, and seven US states sit in the global top fifteen. Europe is the next deepest, forty-five assessed geographies with data centres and pharma running hard across the north and west and nuclear new-build re-emerging across the centre and east. Africa is the widest addition and the thinnest, all 54 states assessed and very little of it at scale yet.


The American centre of gravity has moved

Virginia is still the largest current data-centre market on earth, with about 2.3 gigawatts under construction or in advanced permitting and AWS's standing $35bn commitment through 2040. The change is what happens next: land and grid capacity in Loudoun County are the binding constraint, the Digital Gateway scheme died in court, and the growth is going elsewhere.

Texas is where it went. Crusoe started the second phase of the Stargate campus at Abilene in March 2026, about 1.2 gigawatts across six buildings, alongside Vantage's $25bn Frontier campus and a stack of LNG export capacity on the coast. Samsung's Taylor fab taped out its first 2nm chip in July 2026, with volume production guided to the second half of 2027. It is not frictionless. On 3 August 2026 the Governor froze approval of new data-centre grid connections pending an audit by ERCOT, the state grid operator, though projects already under construction are unaffected. Only five geographies anywhere in the research score five for current activity in data centres and energy at the same time, and only two of them are US states: Texas and Louisiana.

Louisiana is the sharper story, because it barely existed on this map two years ago. Meta's Hyperion campus in Richland Parish has moved from a $10bn commitment to $27bn and then to more than $50bn at five gigawatts. Three Entergy gas plants are being built to feed it and seven more are proposed, that second tranche now under formal challenge at the Louisiana Public Service Commission. Ohio pairs a delayed Intel mega-fab at New Albany with Meta's Prometheus campus beside it, the first data centre to need more than a gigawatt. Arizona holds the US semiconductor anchor: TSMC's Arizona build is now about a $265bn commitment. Indiana is the new entrant on the target list, where AWS's New Carlisle campus has grown from $11bn to about $26bn, Meta is building a $10bn campus at Lebanon, Eli Lilly's district beside it carries about $18bn of committed investment, and SK hynix broke ground on an advanced-packaging plant at West Lafayette in August 2026 that the company puts at more than $4bn.


Ireland, read the way we read everyone else

This is the home market, so it gets the least generous reading on the page. On current activity Ireland is one of the strongest lines in the research: five out of five in pharma and life sciences, four in data centres and four in semiconductor. What moved in this update is the view ahead.

Power is the constraint, not demand. The grid operator has accepted no new data-centre connection applications in the greater Dublin area since its statement of January 2022, and that freeze is still in force. The connection policy that reopened access on much harder terms through 2026 applies outside Dublin. Vantage's DUB13 scheme was refused and the refusal upheld in April 2025. A €3bn, 180 megawatt campus at Naas was granted by Kildare County Council and is under appeal, with a decision expected in January 2027. A €1bn campus at Rochfortbridge in Westmeath was granted in June 2026 and carries ten appeals, with a decision due on 27 October 2026. No named greenfield scheme in the Dublin area is proceeding, and the two largest outside it are under appeal, so we have taken Ireland's forward score for data centres down from four to three.

The rest of the Irish book reads better. Intel committed a further €5bn to Fab 34 at Leixlip in July 2026, on top of the €17bn already in the ground. Pharma and life sciences holds its five, anchored by named plants rather than national policy, and the US tariff position that hung over the sector for most of the year has settled at a fifteen per cent cap for EU exporters, which is a cost rather than a stop. The honest summary is a strong market with a queue in front of it, and a queue is a scheduling problem before it is a demand problem.


What is coming is bigger than what is here

In almost every sector and almost every region, the committed pipeline scores higher than current construction. A handful of places show the gap at its most extreme: not much on the ground today, and a committed pipeline scored four or five behind it.

Figure four Where the next wave lands Geographies whose committed pipeline runs at least two points ahead of what is on the ground today, and lands at four or five.
Croatia Data centres Slovenia Energy Alaska, United States Energy Bulgaria Energy Czech Republic Energy Missouri, United States Data centres Slovakia Energy South Carolina, United States Energy Bulgaria Data centres Cyprus Energy Florida, United States Data centres Georgia, United States Pharma and life sciences Lithuania Semiconductor Montana, United States Data centres Morocco Data centres Namibia Energy West Virginia, United States Data centres

On the ground today Committed ahead

Central and eastern Europe carries the largest share of it, and much of that is nuclear. Bulgaria, the Czech Republic and Slovakia all sit at three out of five for energy today against five committed ahead of them, because in each case the reactors are contracted or out to tender and none of them has started site construction. The American entries in the most extreme group are energy, in Alaska and South Carolina, and data centres in Missouri; Florida, Montana, West Virginia and a Georgia pharma line follow just behind. Morocco and Namibia are the first rows from Africa, one of the two continents added this round.

For a project director this is the whole problem in one chart. The work exists, the money is committed, and the teams that will build it are not assembled yet.


Four sectors, four different maps

Data centres The broadest sector on the map and the one closest to being everywhere. Germany leads Europe on current activity with Ireland and the United Kingdom a step behind, Malaysia leads Asia with Singapore behind it, and the Gulf has bought its way to the front. The constraint has stopped being demand and become power: the greater Dublin area has taken no new data-centre connection applications since 2022 and the reopening on harder terms applies outside it, and Dutch growth has been displaced out of Amsterdam to Middenmeer, Rotterdam and Groningen.
Semiconductor The narrowest and the most concentrated. Taiwan, South Korea, Japan and Arizona carry the leading edge, with South Korea committing $471bn to the Gyeonggi cluster and pulling its four-fab Yongin site forward to 2033. Elsewhere, Penang and Vietnam are packaging and test clusters, and India is an industry that has only just become real.
Pharma and life sciences The most stable sector on the map, and the one where a small country can lead outright. Ireland, Denmark, North Carolina and Indiana top it on current activity, driven by named plants rather than national policy: Eli Lilly at Limerick, Pfizer at Grange Castle, Novo Nordisk at Kalundborg and again at Clayton. Where the plant goes, the work goes.
Energy The largest and the least uniform. The United Kingdom, Texas, Louisiana, the Gulf, Canada and Australia lead it on current activity, but for entirely different reasons. Underneath the single score are five sub-sectors that share almost no labour market at all.

Energy is five industries wearing one name

A nuclear new-build in Poland and an LNG production line (a 'train') on the Gulf Coast both score as energy, and they need almost nothing in common: different regulators, different commissioning regimes, different quality systems, different people. Splitting the score is the only way to read it.

Figure five Energy is five industries, not one The same geography can be a nuclear market, an LNG market or a grid market, and the teams those jobs need are not interchangeable.
Energy sub-sector scores for the leading geographies. Each cell gives the current score and, where higher, the committed forward score, on a one to five scale. An empty cell means the sub-sector is not scored as a mega-project market for that geography.
Geography NuclearPower generationGridHydrogen and LNGRenewables
United Kingdom 5 of 5 4 of 5 4 of 5 now, rising to 5 of 5 3 of 5 4 of 5 now, rising to 5 of 5
France 3 of 5 now, rising to 5 of 5 3 of 5 4 of 5 now, rising to 5 of 5 3 of 5 now, rising to 4 of 5 3 of 5 now, rising to 4 of 5
Germany 1 of 5 3 of 5 5 of 5 3 of 5 now, rising to 4 of 5 5 of 5
Poland 3 of 5 now, rising to 5 of 5 4 of 5 4 of 5 now, rising to 5 of 5 4 of 5 5 of 5
Romania 3 of 5 now, rising to 5 of 5 3 of 5 2 of 5 now, rising to 3 of 5 5 of 5 2 of 5 now, rising to 4 of 5
Canada 5 of 5 2 of 5 4 of 5 now, rising to 5 of 5 5 of 5 3 of 5 now, rising to 4 of 5
Texas, United States 2 of 5 now, rising to 5 of 5 5 of 5 4 of 5 now, rising to 5 of 5 5 of 5 5 of 5
Louisiana, United States 1 of 5 now, rising to 3 of 5 4 of 5 now, rising to 5 of 5 4 of 5 5 of 5 1 of 5
Saudi Arabia 1 of 5 now, rising to 3 of 5 5 of 5 4 of 5 4 of 5 5 of 5
Qatar not scored 4 of 5 3 of 5 5 of 5 3 of 5
Oman not scored 3 of 5 2 of 5 now, rising to 3 of 5 4 of 5 3 of 5

Darker is heavier activity Corner mark means the committed pipeline is higher still Empty means not scored as a mega-project market in this update

A blank cell means this sub-sector was not scored as a mega-project market in this update, not that it is structurally not applicable to the geography shown. Scoring is restored whenever that geography and sub-sector return to the research scope in a later round.

The nuclear column is where Europe reappears. France has the EPR2 reactors in early works, with a decree of 20 August 2026 authorising site preparation at Gravelines, the investment decision still targeted for the end of 2026 and first concrete at Penly not before 2029. The United Kingdom has Sizewell C at final investment decision, a capital cost of around £38bn at 2024 prices with £14.2bn of government funding committed behind it. The Czech Republic signed for Dukovany II at CZK 407bn with construction starting in 2029. Romania has Cernavoda 3 and 4 under a completion contract worth about €3.2bn, even as both of its operating reactors sit offline, shut down by record-low Danube levels from late July and mid-August 2026 with force majeure declared and no restart date given. Poland has the largest of them all at Choczewo, the commune holding the Lubiatowo-Kopalino site, contracted through the turbine island, with Bechtel taking over site management on 7 August 2026, earthworks under way and the first unit targeted for 2033. That is a multi-decade build arriving in five countries at once, with one shared pool of people qualified to deliver it.


The fifteen that matter most

Ranking a market is not the same as scoring it. This list weighs the scores against how reachable the work actually is, and groups the result into the order we would go after them. Thirty-five of the 197 geographies rank tier one on our own scale, which is our read of where we can reach the work rather than a measure of the market, and these fifteen are the ones we would go after first.

Figure six The ranked target list Fifteen geographies, grouped by the rollout stage the research assigns them.

Stage 1 Go first

  1. Rank 1. Texas, United States Data centres, LNG, semiconductors and gas power stacked in one state North America
  2. Rank 2. Virginia, United States The world's largest current data-centre market, now short of land and power North America
  3. Rank 3. Arizona, United States The US semiconductor anchor North America
  4. Rank 4. Louisiana, United States The biggest single data-centre campus spend in the US, beside Gulf Coast LNG North America
  5. Rank 5. UAE A sovereign AI supercluster, with LNG and completed nuclear behind it Gulf and Middle East
  6. Rank 6. Saudi Arabia Sovereign AI money and green hydrogen at scale Gulf and Middle East
  7. Rank 7. Malaysia The fastest-moving new hub on the map, from Johor to Penang Asia

Stage 2 Go next

  1. Rank 8. Taiwan The global semiconductor core Asia
  2. Rank 9. South Korea The largest national semiconductor commitment ever made Asia
  3. Rank 10. Australia The biggest technology commitments in the country's history Oceania
  4. Rank 11. Japan Leading-edge fabs returning, alongside restart-led nuclear Asia
  5. Rank 12. Indiana, United States Hyperscale campuses next to the biggest pharma plant build in the country North America
  6. Rank 13. Ohio, United States A delayed mega-fab beside one of the fastest data-centre builds North America
  7. Rank 15. New York, United States A twenty-year memory-fab build breaking ground now North America

Stage 3 Watch and prepare

  1. Rank 14. India A semiconductor industry that has only just become real, at speed Asia

Where the plans slip

Announced capacity is not delivered capacity, and the honest version of this map has to say so. Schedule slippage in semiconductors is not the exception, it is the pattern, and several headline projects on this map have already moved by years or disappeared.

  • Intel's Ohio fabs have slipped to 2030 and 2031, Micron's Clay campus to 2030 and Samsung's Taylor fab to 2027.
  • Intel cancelled Magdeburg in July 2025 and Wroclaw with it, taking a large piece of the European semiconductor forecast with them.
  • The Line at NEOM was suspended in September 2025, and the Intel expansion at Kiryat Gat is frozen.
  • Four Australian offshore-wind feasibility licences were surrendered across 2025 and 2026.

This is why the forward score is anchored to committed capex, permits and land rather than to stated completion dates. It is also why we treat the difference between an announcement and a final investment decision as the single most useful signal on the whole map.


What we do with it

This map is not a marketing exercise. It decides where we build our resource pool, which sectors we track week to week, and which projects we are ready for before the call comes. A forward score of five is our cue to have the project controls, commercial, CQV (commissioning, qualification and validation) and construction professionals in place while the client is still at financial close.

It is also the clearest argument we can make for how we work. AI assembles and maintains this picture across 197 geographies and four sectors, continuously, which no team our size could do by hand. Our people then read it, argue with it and decide what it means. That is the same division of labour we apply to every requirement that comes through the door.

We publish it because our sectors are what we know. We are not here to teach AI as a subject or sell it as one. We are here to show what it does inside a mission-critical project, and inside the company resourcing it.

Method and source

Drawn from the ROCWAN Global Mission-Critical Market Map, version three of the research, revision two, issued 7 September 2026. Scores are anchored to hard signals: announced capex, land purchases, permit filings, capacity in megawatts or wafers, named plant announcements and incentive schemes. It covers 197 geographies across seven continents and regions, and the research cut-off is 7 September 2026 for every one of them.

Two presentation decisions are worth stating. The research scores two separate pharmaceutical columns where the site names one sector, so pharma and life sciences here takes the higher of the two. The world map carries a single United States marker scored at its strongest state, because the research treats the country state by state, and the state grid opens that up in full.

Two markets are flagged rather than targeted. China scores among the highest on raw activity but sits behind export controls and sanctions exposure. Israel is scored but its largest semiconductor expansion is frozen. Russia and Belarus are scored but placed at tier six, legally non-addressable under sanctions, and Ukraine is tracked as a future reconstruction market rather than a current one.

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