2026 U.S. Executive Forum

Dylan Patel

Founder & CEO

SemiAnalysis

Dylan Patel is the Founder of SemiAnalysis- the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.

Hassane El-Khoury

President, CEO & Director

ON Semiconductor

Hassane El-Khoury was elected as a Director of ON Semiconductor Corporation and appointed as President and Chief Executive Officer of onsemi and Semiconductor Components Industries, LLC in December 2020. Prior to joining onsemi, El-Khoury served most recently as President, Chief Executive Officer and Member of the Board of Directors at Cypress Semiconductor until its sale to Infineon in April 2020. He held various roles spanning business unit management, product development, applications engineering and business development during his thirteen years at Cypress.

Mr. El-Khoury began his career at Continental Automotive Systems as a Senior Design Engineer. After immigrating to the United States from Lebanon at the age of 17, El-Khoury obtained a Bachelor of Science in Electrical Engineering from Lawrence Technological University and Master’s in Engineering Management from Oakland University. He was a 2018 recipient of Silicon Valley’s 40 under 40 and currently serves as Chairman of the Board of Directors of Leia Inc.

Jodi Shelton

Co-Founder & CEO

GSA

Jodi Shelton is the Co-Founder and CEO of GSA. A pioneer within the technology space, Shelton was instrumental in the creation of the Alliance and has continuously addressed global issues in the industry as the voice of its members. Under her leadership, GSA has grown its membership to include companies throughout the supply chain representing 30 countries across the globe. In her role as president, Shelton oversees GSA daily operations, ensuring that the Alliance remains focused on achieving its defined mission and goal to foster a more effective ecosystem through collaboration, integration and innovation. She is the key liaison between GSA and the business community at high-level financial and industry conferences, providing insight on key topics pertaining to the global fabless supply chain.

Shelton earned her bachelor’s degree in political science from San Diego State University and her master’s degree in political science from the University of Houston.

John DeBoer

Head of Data Center Vertical

Siemens

John DeBoer, Head of Data Center Vertical for Siemens USA, is responsible for the strategy and growth of data center products, solutions, and services across North America. With more than 20 years of industry experience, John is instrumental in driving innovation within Siemens and building an ecosystem of collaboration that shapes the future of data center infrastructure. He leads a team of Siemens experts who are focused on the current and future needs of clients around electrification, automation, digital twins, energy management, fire, safety, and decarbonization.

Mark Papermaster

CTO & EVP

AMD

Mark Papermaster is Chief Technology Officer and Executive Vice President of Technology and Engineering at AMD and is responsible for corporate technical direction, product development including system-on-chip (SOC) methodology, microprocessor design, I/O and memory and advanced research. He led the re-design of engineering processes at AMD and the development of the award-winning “Zen” high-performance x86 CPU family, high-performance GPUs and the company’s modular design approach, Infinity Fabric. He also oversees Information Technology that delivers AMD’s compute infrastructure and services.

His more than 35 years of engineering experience includes significant leadership roles managing the development of a wide range of products, from microprocessors to mobile devices and high-performance servers. Before joining AMD in October 2011 as Chief Technology Officer and Senior Vice President, Papermaster was the leader of Cisco’s Silicon Engineering Group, the organization responsible for silicon strategy, architecture, and development for the company’s switching and routing businesses. He served as Apple Senior Vice President of Devices Hardware Engineering, where he was responsible for iPod and iPhone hardware development. He also held a number of senior leadership positions at IBM overseeing development of the company’s key microprocessor and server technologies.

Papermaster received his bachelor’s degree from the University of Texas at Austin and master’s degree from the University of Vermont, both in Electrical Engineering. He is a long-term member of the University of Texas Cockrell School of Engineering Advisory Board, Olin College Presidents Council and the Juvenile Diabetes Research Foundation. Most recently, he was appointed to the CTO Forum Advisory Board and IEEE Industry Advisory Board.

Nick Harris

Founder & CEO

Lightmatter

Nick Harris is the Founder and CEO of Lightmatter, a pioneering photonic-computing company that is redefining AI infrastructure. An MIT-trained engineer and scientist, he is a Fellow of the Optical Society, has won the MIT Technology Review’s TR35 award, and holds numerous patents on revolutionary photonic technologies. His prolific research—published in top-tier journals such as Nature—has seeded new fields in photonic AI interconnects, processor design, and quantum computing. Under his leadership, Lightmatter has rapidly become the industry benchmark for ultra-fast photonics for connecting AI supercomputers.

Patrick Moorhead

Founder, CEO & Chief Analyst

Moor Insights & Strategy

Patrick Moorhead founded Moor Insights & Strategy to deliver the real-world, experience-based insights and advice he didn’t get from traditional analyst firms during his decades as a technology executive — and this is what makes MI&S unique. More than a dozen years later, he’s a top-ranked tech analyst with more than 100 active CXO-level clients who delivers 1,000-plus hours of advisory per year. Taking a big-picture view grounded in 35 years in high tech, Moorhead also has specific expertise ranging from silicon to infrastructure to enterprise SaaS and everything in-between, and in strategic areas including M&A, roadmaps, market positioning, messaging, and antitrust.

Moorhead has shared his expertise in more than 1,000 broadcast appearances on CNBC, Yahoo Finance, Bloomberg, and other outlets, and he has been quoted many times in publications such as The Wall Street Journal, The New York Times, Computerworld, The Information, and CNET. He is often ranked #1 among thousands of technology industry analysts by ARInsights. A longtime Forbes contributor, he has published thousands of articles and research-based analyses, along with thousands of podcast episodes and video interviews. His regular online commentary has brought him 50,000 followers on X and 33,000 on LinkedIn.

Before founding MI&S, Moorhead spent more than 20 years as an executive leading strategy, product management, product marketing, and corporate marketing functions addressing the PC, mobile, graphics, and server ecosystems. He is grounded in reality because he led the real-world planning and execution of products and strategies at NCR, AT&T, Compaq, and AMD — and had to live with the outcomes. Moorhead also served on the boards of the Consumer Electronics Association and the American Electronics Association, and for five years chaired the board of the St. David’s Medical Center in Austin. He is also the co-founder of Six Five Media and Signal65. Besides spending time with his family, reading history, and keeping up with Formula 1, in the past two years he has pursued a new commitment to improving healthspan through better diet, supplements, sleep, exercise, and relationships.

Paul Cho

President of Samsung Semiconductor & Corporate EVP of Samsung Electronics

Samsung

Sangyeun “Paul” Cho serves as President of Samsung Semiconductor and Corporate EVP of Samsung Electronics, responsible for Samsung’s U.S. semiconductor business, which includes Memory, Foundry, and System LSI.

With over 18 years at Samsung, Cho has held leadership roles in Korea and the US. He founded the Memory Solutions Lab, pioneering innovations like in-storage computing and multi-streamed solid-state drives, which are now industry standards. Cho also led server-class SSD software engineering and security initiatives. Previously, he spent nearly a decade in academia as a professor at the University of Pittsburgh, focusing on computer architecture.

Cho holds a Ph.D. from the University of Minnesota and a B.S. from Seoul National University.

Rani Borkar

President, Azure Hardware Systems and Infrastructure

Microsoft

Rani Borkar is President of Azure Hardware Systems and Infrastructure at Microsoft, where she leads the teams responsible for planning, architecting, developing, and deploying the end-to-end hardware and infrastructure that powers Microsoft Azure, from silicon and systems to supply chain and global capacity deployment.

A pioneer in the semiconductor industry, Borkar brings more than 35 years of experience shaping some of the most significant platform shifts in modern computing, including the rise of the PC, mobile computing, multicore processors, and today’s era of cloud and AI.

At Microsoft, Borkar has been instrumental in strengthening Azure’s position as a leading enterprise cloud platform serving more than 95% of the Fortune 500.  As part of that work, she  built  Microsoft’s first-party  silicon portfolio,  including Cobalt, Azure’s Arm-based CPU, and  the  Maia  AI accelerator.

Prior to joining Microsoft, Borkar spent 27 years at Intel, where she served as Corporate Vice President and General Manager in the Product Development Group, leading silicon product strategy for industry-defining processor families including Intel Xeon, Core, Atom, Pentium, and Celeron. She also held senior leadership roles at IBM, including Vice President of OpenPOWER Development.

She serves on the boards of Applied Materials and the Global Semiconductor Alliance (GSA).

Borkar holds  bachelor’s  and master’s  degrees  in physics from the University of Mumbai, a master’s degree in electrical engineering from the Oregon Graduate Institute.

Rodrigo Liang

Co-Founder & CEO

SambaNova Systems

Rodrigo Liang is Co-Founder and CEO of SambaNova. In 2017, he bet big on a radical vision: ditch legacy computing and rebuild exclusively for AI. While others tweaked existing hardware, Liang and his team pioneered a full-stack revolution – designing custom chips, systems, and software from the ground up to conquer AI’s most demanding challenges. At the heart of this is the revolutionary
Reconfigurable Dataflow Unit (RDU) chip.

Under Liang’s leadership, SambaNova has earned prestigious accolades (including Fortune Future 50, TIME Best Inventions, Forbes AI 50) and partnered with companies like Accenture to accelerate enterprise AI.

Prior to SambaNova, Liang served as Senior Vice President at Oracle Corporation, where he oversaw SPARC Processor and ASIC development for
enterprise servers. Earlier in his career, he played a key role at Sun Microsystems in the development of the world’s first multi-core processors.

Sid Sheth

Founder & CEO

d-Matrix

Sid Sheth is the founder and CEO of d-Matrix, founded in 2019 to create a new class of accelerated computing platforms for scalable AI inference. Under his leadership, the company has built a first-of-its-kind AI inference solution using in-memory compute chiplet architectures—a breakthrough that is reshaping the trajectory of commercially viable AI.

With over two decades of experience, Sid has led both startups and public companies through transformative growth. As SVP & GM at Inphi, he built the Networking Business Unit into a $1B+ enterprise focused on cloud and data center markets, which was later acquired by Marvell for $10B. Earlier in his career, Sid held leadership roles at NetLogic Microsystems (now Broadcom), where he created the company’s 100G product portfolio and expanded into mobile and cloud markets, helping grow the business beyond $100M. Prior to that, he was at Intel, where he drove innovation for networking and processor technologies.

Sid holds an M.S. in Electrical Engineering from Purdue University, where he serves on the ECE Advisory Board. He is a frequent speaker at industry events, a published author at ISSCC, and holds several patents.

Yu Yang

Principal Lead Analyst – Automotives & Robotics

Yole Group

Yu Yang, PhD is Principal Lead Analyst, Automotives & Robotics at Yole Group. Based in Belgium, he is responsible for technology and market products, dedicated to the automotive industry and extending to humanoid robotics. Prior to Yole Group, Dr Yang worked as a business development partner and R&D project leader at Punch Powertrain (Belgium), R&D project manager at Bekaert (Belgium), and doctorate researcher at IMEC (Belgium). Dr Yang holds a PhD in materials engineering from Leuven University (Katholieke Universiteit Leuven) in Belgium and a master in electrical engineering and a bachelor in materials science & engineering both from Tsinghua University (China). Dr Yang serves in technical committees and advisory boards in multiple international conferences and events.