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The GSA TECH Summit brings together industry leaders and experts to explore the emerging technologies that are shaping the future of the semiconductor industry. Speakers will share their insights and thought leadership on the latest growth drivers, leading-edge technologies, and evolving market trends, while also addressing the challenges surrounding the industry.

The TECH Summit serves as a platform for networking, collaboration, and innovation. It provides an opportunity to engage with industry peers, exchange ideas, and participate in shaping the future of the semiconductor industry.

Program

All times indicated are US Pacific Time
9:00 AM

Registration & Networking

10:00 AM

Welcome Remarks

10:05 AM Keynote

Customer-Centric Innovation in a Resilient Era

As complexity grows across the semiconductor industry, innovation must be agile and adaptive. Margaret Han, Executive Vice President of Samsung’s US Foundry business, will share how collaboration with customers is driving resilient solutions – from early design engagement to advanced manufacturing. When innovation is grounded in real-world need, the industry moves forward with greater speed and thrives together.

  • Margaret Han / Executive Vice President and Head of US Foundry / Samsung Semiconductor
10:20 AM Presentation

Semiconductor Industry Trends and Outlook: Navigating Uneven Growth in a Shifting Global Landscape

This presentation explores the transformative dynamics of the semiconductor industry, focusing on its rapid growth, evolving business models, shifting industry structure, and global value chain. It examines key drivers shaping the sector’s future, including geopolitical shifts, AI advancements, and changing demand patterns. Offering a strategic perspective, the discussion highlights how industry leaders can navigate challenges, seize opportunities, and drive sustainable growth as the sector advances toward a projected $1–1.3 trillion by 2030.

  • Giulietta Poltronieri / Partner / McKinsey & Company
10:40 AM Presentation

Disruption in the Global Semiconductor Supply Chain

Technological breakthroughs, economic pressures, and escalating geopolitical tensions are reshaping the global semiconductor landscape and challenging established supply chains and business models. Drawing on proprietary insights from interviews with over 3,000 C-suite executives, this session reveals the strategic patterns that distinguish companies successfully navigating this disruption. Attendees will gain practical guidance on how forward-thinking leaders are transforming their operating models, along with forecasts for key segments of the semiconductor industry amid intensifying global competition. The session will also explore actionable responses to uncertainty fueled by tariffs, export controls, and shifting global trade dynamics.

  • Markus Bolte / Partner / AlixPartners
10:55 AM Sessions

System Designs and Emerging Architectures

Strategic Shifts in Semiconductor System Design

There is an exponential growth in demand for workload specific compute in Artificial Intelligence (both training and inference), network and storage acceleration, 5G/6G edge servers, media acceleration, high performance compute (ex. Vector processing), graphics, and gaming. The industry is facing many architectural challenges to improve cost, performance, power, security, etc. to meet this demand. The solution will require a broad alignment around standardized open architectures from the ISA to the SoC level, alignment of the IP supplier ecosystem, cooperation in standards, new EDA tools, and support from foundries and packaging suppliers.

This talk will highlight some of the recent progress in the industry, and a call to collaborate on enabling and supporting these new architectures.

  • Bob Brennan / Vice President, GM, Intel Foundry Services, Customer Solutions Engineering / Intel

Propelling AI forward through Advanced Packaging Creativity

The semiconductor industry is stacked with groundbreaking innovation that is helping to weave intelligence into every dimension of life, through generative, agentic, and physical AI models, spanning all the way from the cloud to the edge. Heterogeneous Integration through advanced packaging is playing a pivotal role in pushing physical, electrical, and thermal limits to achieve better energy efficiency and greater compute power. During this keynote, the stage will be set by exploring the AI landscape, highlighting challenges that require our collective attention, particularly as we move from electrons to photons. He will then expand on how advanced packaging creativity is propelling AI forward by integrating higher-performance chips within smaller form factors, resulting in transformative latency improvements and bandwidth enhancements.

  • Calvin Cheung / Vice President, Engineering & Business Development / ASE

Emerging System Designs Panel

Moderator:
Bob Brennan / Vice President, GM, Intel Foundry Services, Customer Solutions Engineering / Intel
Panelists:
  • Calvin Cheung / Vice President, Engineering & Business Development / ASE
  • Mohit Gupta / Senior Vice President & General Manager / Alphawave Semi
  • Sailesh Kumar / CEO / Baya Systems
  • Tulika Jha / Director, Logic Design / Microsoft
11:55 AM Presentation

India's Semiconductor Ascent: From Design Hub to Manufacturing Powerhouse

India stands at a pivotal juncture in the global semiconductor landscape, transitioning from a prominent design and R&D hub to an aspiring manufacturing powerhouse. This presentation will delve into the dynamic evolution of India’s semiconductor segment, exploring the confluence of factors driving its rapid growth and increasing strategic importance. We will provide an overview of the current market size, key demand drivers across sectors like consumer electronics, automotive, and telecommunications, and India’s existing presence in the global value chain, particularly its significant strength in chip design and burgeoning capabilities in ATMP (Assembly, Testing, Marking, and Packaging). A core focus will be on the impactful government policies and initiatives, such as the India Semiconductor Mission and associated incentive schemes, which are actively fostering ecosystem development and attracting global investments. While highlighting India’s inherent strengths, including its vast talent pool and growing domestic market, the talk will also address the critical challenges that need to be overcome, such as high capital costs, supply chain dependencies, and the need for specialized talent development. The presentation will conclude with an outlook on India’s future potential, positioning it as a crucial player in building a resilient global semiconductor supply chain and powering the next wave of digital innovation. Attendees will gain insights into the opportunities for investment and collaboration in this rapidly expanding sector.

  • Vikram Meghal / Senior Vice President and Global Head of Engineering for Networks, Communication, Media and Tech / Infosys
12:15 PM

Networking Lunch

Sponsored by

1:15 PM Presentation

Mitigate Cybersecurity Risk of AI and ML Advanced Capabilities

The continuous advancement of Artificial Intelligence (AI) and Machine Learning (ML) capabilities doesn’t just benefit good guys; it is likely to be leveraged by sophisticated cyber criminals for malicious purposes. Threat actors can leverage their ability to target social engineering with precision, impersonate with deepfakes and abundant personal information revealed from social media, coordinate autonomous cyberattacks through botnets, and create malware, ransomware, and APTs (Advanced Persistent Threats) that are hard to detect with legacy information security technology. Additionally, internal threats arise when employees may be involuntarily disclosing design source codes, trade secrets, and customer confidential information through the use of LLMs (Large Language Models) like ChatGPT or DeepSeek.

Fortunately, there may be effective mitigations. This presentation aims to address cybersecurity threats instigated or derived from the misuse of AI/ML capabilities and suggests mitigations through a well thought out System Security Plan (SSP) with adequate security controls.

  • Robert Wann / Founder, President, and CEO; CISSP, CMMC Certified Assessor / Enova Technology
1:30 PM Breakout Sessions

IP Interest Group Breakout Session - Breakout Room

Emerging Chiplets Ecosystem

  • Kash Johal / CEO / Yorchip

IP Interest Group Whitepapers Update

System Design and Advanced Packaging

Future-Proof System Designs

Security in Datacenters for AI Applications

  • Kash Johal / CEO / Yorchip
  • Paul Karazuba / Vice President, Marketing / Expedera
  • Tulika Jha / Director, Logic Design / Microsoft
1:30 PM Breakout Sessions

EmTech Interest Group Breakout Session - Main Stage

The Rise of Agentic AI

As AI evolves from narrow, task-specific models to complex, multi-modal systems capable of dynamic reasoning and decision-making, inference workloads are undergoing a transformative shift. The advent of context-aware, adaptive AI and the rise of Agentic AI—autonomous systems that perceive, plan, and act—are pushing the boundaries of compute capabilities. Traditional inference pipelines are increasingly strained by the demands for contextual, adaptive, and memory-aware reasoning systems. This new generation of AI workloads necessitates a fundamental rethink of how inference is designed and deployed across hardware and system architectures.

Moderator:
Chowdary Yanamadala / Senior Director, Technology Strategy / Arm
Panelists:
  • Ben Bajarin / CEO and Principal Analyst / Creative Strategies
  • Michael Kurniawan / Business Strategy Lead / Accenture
  • Sumti Jairath / Chief Architect / SambaNova

Future of AI from Cloud and Edge Perspective

The focus of AI, from both technical and commercial perspectives, is rapidly shifting from training underlying models to applications of said models through inference. Most recently, AMD’s Lisa Su expects inference to “grow more than 80% per year for the next few years – to become the largest driver of AI compute.” As this growth increases workloads from cloud to edge, the considerations for technologists and business leaders as they develop optimized solutions for defined use-cases become more complex.

Moderator:
Michelle Chiang / Director, Strategy, Mergers & Acquisitions / Infineon
Panelists:
  • Gautham Unni / Head of Semiconductor Solutions, Strategy, and Business Development / AWS
  • Kaushal Vora / Senior Director, Head of Core Technologies & Ecosystem Enablement / Renesas
  • Priya Kesava / AI Strategy Principal / Microsoft
2:45 PM

Networking Break

3:15 PM Sessions

Accelerating AI: Ecosystem Strategies for a Compute-Driven Future

Agentic AI for Business Transformation

The talk will highlight the latest trends in Agentic AI, business transformation opportunities, and use cases/examples of how companies are unlocking value through the application of Agentic Solutions. We’ll discuss priority business workflows being considered for transformation and key components of Agentic Solutions’ architecture.

  • Padampreet Singh / Global Data & AI Lead - High Tech Industry / Accenture

Deepseek: Necessity is the Mother of Invention

The launch of DeepSeek R1 revolutionized AI models. Its key innovations led to a 95% cost reduction, enhancing AI’s cost-effectiveness and ROI for businesses while simultaneously reducing GPU demand. I similarly expect the release of DeepSeek R2 based on preliminary research papers will reshape the future of AI.

  • Warren Niles / Founder & CEO / Warlex Technologies

Acceleration of AI Panel

Moderator:
Paul Karazuba / Vice President, Marketing / Expedera
Panelists:
  • Gautham Unni / Head of Semiconductor Solutions, Strategy and Business Development / AWS
  • Greg Mischou / Managing Director / Atlas Technology
  • Padampreet Singh / Global Data & AI Lead - High Tech Industry / Accenture
  • Priyanka Mathikshara / CEO / Voltai
4:30 PM

Closing Remarks

4:35 PM

Networking Reception

Speakers

More Speakers To Be Announced Soon
Ben Bajarin

Creative Strategies

Ben Bajarin

CEO and Principal Analyst

Creative Strategies

Bob Brennan

Intel

Bob Brennan

Vice President, GM, Intel Foundry Services, Customer Solutions Engineering

Intel

Calvin Cheung

ASE Group

Calvin Cheung

Vice President, Engineering and Business Development

ASE Group

Chowdary Yanamadala

Arm

Chowdary Yanamadala

Senior Director, Technology Strategy

Arm

Gautham Unni

Amazon Web Services (AWS)

Gautham Unni

Head of Semiconductor Solutions, Strategy, and Business Development

Amazon Web Services (AWS)

Giulietta Poltronieri

McKinsey & Company

Giulietta Poltronieri

Partner

McKinsey & Company

Greg Mischou

Atlas Technology Group

Greg Mischou

Managing Director

Atlas Technology Group

Kash Johal

Yorchip

Kash Johal

Founder and CEO

Yorchip

Kaushal Vora

Renesas

Kaushal Vora

Senior Director, Head of Core Technologies & Ecosystem Enablement

Renesas

Margaret Han

Samsung Semiconductor

Margaret Han

Executive Vice President and Head of US Foundry

Samsung Semiconductor

Markus Bolte

AlixPartners

Markus Bolte

Partner

AlixPartners

Michael Kurniawan

Accenture

Michael Kurniawan

Business Strategy Lead

Accenture

Michelle Chiang

Infineon Technologies

Michelle Chiang

Director, Strategy, Mergers & Acquisitions

Infineon Technologies

Mohit Gupta

Alphawave Semi

Mohit Gupta

Senior Vice President & General Manager

Alphawave Semi

Padampreet Singh

Accenture

Padampreet Singh

Global Data & AL Lead - High Tech Industry

Accenture

Paul Karazuba

Expedera

Paul Karazuba

Vice President, Marketing

Expedera

Priya Kesavan

Microsoft

Priya Kesavan

AI Strategy Principal

Microsoft

Priyanka Mathikshara

Voltai

Priyanka Mathikshara

CEO

Voltai

Robert Wann

Enova Technology

Robert Wann

Founder, President, and CEO / CISSP, CMMC Certified Assessor

Enova Technology

Sailesh Kumar

Baya Systems

Sailesh Kumar

CEO

Baya Systems

Sumti Jairath

SambaNova

Sumti Jairath

Chief Architect

SambaNova

Tulika Jha

Microsoft

Tulika Jha

Director, Logic Design

Microsoft

Vikram Meghal

Infosys

Vikram Meghal

Senior Vice President and Global Head of Engineering for Networks, Communication, Media and Tech

Infosys

Warren Niles

Warlex Technologies

Warren Niles

Founder & CEO

Warlex Technologies

Sponsors

Pricing

Standard Rate

Member

$99

Guests

$399

Travel

Samsung Semiconductor

3655 N 1st St
San Jose, CA 95134 United States