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2025 U.S. Executive Forum

Event Recap

The 2025 US Executive Forum brought together senior executives and visionaries from across the semiconductor value chain to address a defining question: Who will shape the future of silicon? Industry leaders shared their insights on the race for regional self-sufficiency, the reshaping of global alliances, innovation frontiers in AI, and advanced packaging, as well as workforce transformation, and the next wave of talent mobility.

Executive Fireside Chat

Jean-Marc Chery

STMicroelectronics

Jean-Marc Chery

President and CEO

STMicroelectronics

Lip-Bu Tan

Intel

Lip-Bu Tan

CEO

Intel

Matt Murphy

Marvell

Matt Murphy

Chairman and CEO

Marvell

Program

All Times US Pacific Time

12:00

VIP Networking Lunch

Sponsored by

 

 

1:00 PM

Welcome Remarks

Jodi Shelton / CEO & Co-founder / GSA

1:10 PM Panel

Fireside Chat

This opening session features former GSA Board Chair Matt Murphy and returning Board Member Lip-Bu Tan, two CEOs from leading semiconductor companies, in conversation with Jodi Shelton. With decades of leadership experience between them, the session will offer unfiltered insights into the evolving competitive landscape, collaboration across ecosystems, and the vision driving future growth in an era of rapid transformation.

Moderator:
Jodi Shelton / CEO & Co-founder / GSA
Panelists:
  • Lip-Bu Tan / CEO / Intel
  • Matt Murphy / Chairman and CEO / Marvell
1:50 PM Presentation

Economic Outlook in a Period of Uncertainty

This session presents the economic outlook by focusing on growth, the labor market, inflation, interest rates, and international trade. Emphasizing the US economy and its global linkages, it identifies both risks and opportunities for businesses within the context of policy changes and uncertainty. Learn more about what tariffs, immigration policy, and our economic outlook mean for the economy and businesses.

  • Matt Nestler / Senior Economist / KPMG
2:10 PM Keynote

Trends in AI

AI is advancing at an extraordinary pace, but its greatest opportunities—and challenges—lie in how we apply it. In this session, Andrew Ng, Managing General Partner of AI Fund and Founder of DeepLearning.AI and Coursera, will explore how generative AI and AI-assisted prototyping are transforming the way teams invent, code, and test ideas. He’ll share how these capabilities can help organizations tackle operational challenges across industries while shaping company strategy, workforce planning, and governance. You’ll see how AI coding tools empower employees in any role to contribute directly to building and innovating, and how making smart choices about tools and workflows can save time, reduce costly missteps, and accelerate a company’s vision.

  • Andrew Ng / Managing General Partner / AI Fund
2:50 PM

Networking Break

3:20 PM Panel

Quantum Computing – Emerging Practical Applications

Quantum computing is no longer a concept —it is accelerating toward real-world disruption. In this panel, experts in quantum computing will converge to explore the emerging applications of quantum computing in practical use cases.The panelists will offer insights from the different layers of the quantum stack. Together, they will discuss the breakthroughs required to drive adoption, the bottlenecks still to be solved, and the surprising ways quantum is reshaping enterprise strategy.

Moderator:
Prith Banerjee / Senior Vice President, Simulation and Analysis Incubation / Synopsys
Panelists:
  • Ariel Braunstein / Senior Vice President, Products and Application / IONQ
  • Elica Kyoseva / Director of Quantum Algorithm Engineering / Nvidia
  • Jeannette Garcia / Technical Program Director, Strategic Geographies & Research Outreach / IBM
4:05 PM Panel

Preparing for an Intelligent Future

This session brings together top executives from diverse industries to explore how AI is reshaping every industry and redefining business models, workforce dynamics, customer engagement, and ethical frameworks across the board. The discussion will also highlight shared challenges, including managing risk, navigating regulation, and building AI-ready cultures with strategic insights, as well as a glimpse into how leaders are preparing for an intelligent future that’s already here.

Moderator:
Michael Chui / Senior Fellow / McKinsey and Company
Panelists:
  • Hratch Achadjian / Head of Strategic AI GTM / Google Cloud
  • Mike Thoeny / President, Automotive Business Group / Flex
  • Vijay Reddy / Partner / Mayfield Fund
4:45 PM

Networking Break

5:15 PM Panel

Executive Panel

Industry executives will explore the most pressing challenges and emerging opportunities within the global semiconductor industry. As companies navigate technological innovation, unpredictable geopolitical dynamics, and growing demand across AI, automotive, and edge applications, leaders are rethinking traditional strategies for innovation, supply chain resilience, and investment. The discussion will explore the significance of global collaboration in the current evolving landscape, advancements in manufacturing technology, and the critical role of talent and ecosystem partnerships.

Moderator:
Ravi Subramanian / Chief Product Management Officer / Synopsys
Panelists:
  • Bill Brennan / President & CEO / Credo
  • Jean-Marc Chery / President and CEO / STMicroelectronics
  • Jinman Han / President, Head of Foundry Business / Samsung
6:00 PM

VIP Networking Reception

Speakers

Andrew Ng

AI Fund

Andrew Ng

Managing General Partner

AI Fund

Ariel Braunstein

IonQ

Ariel Braunstein

Senior Vice President, Products and Application

IonQ

Bill Brennan

Credo

Bill Brennan

President and CEO

Credo

Elica Kyoseva

Nvidia

Elica Kyoseva

Director, Quantum Algorithm Engineering

Nvidia

Hratch Achadjian

Google Cloud

Hratch Achadjian

Head of Strategic AI GTM

Google Cloud

Jean-Marc Chery

STMicroelectronics

Jean-Marc Chery

President and CEO

STMicroelectronics

Jeannette Garcia

IBM

Jeannette Garcia

Technical Program Director, Strategic Geographies & Research Outreach

IBM

Jinman Han

Samsung

Jinman Han

President, Head of Foundry Business

Samsung

Jodi Shelton

GSA

Jodi Shelton

Co-founder and CEO

GSA

Lip-Bu Tan

Intel

Lip-Bu Tan

CEO

Intel

Matt Murphy

Marvell

Matt Murphy

Chairman and CEO

Marvell

Matt Nestler

KPMG

Matt Nestler

Senior Economist

KPMG

Michael Chui

McKinsey and Company

Michael Chui

Senior Fellow

McKinsey and Company

Mike Thoeny

Flex

Mike Thoeny

President, Automotive Business Group

Flex

Prith Banerjee

Synopsys

Prith Banerjee

Senior Vice Preseident, Simulation and Analysis Incubation

Synopsys

Ravi Subramanian

Synopsys

Ravi Subramanian

Chief Product Management Officer

Synopsys

Vijay Reddy

Mayfield Fund

Vijay Reddy

Partner

Mayfield Fund

Sponsors

Travel

Rosewood Sand Hill
Rosewood Sand Hill

2825 Sand Hill Road
Menlo Park, CA 94025 United States

Join us in Menlo Park!

Join more than 150 semiconductor executives and professionals in Menlo Park, California, amid the stunning views of the Santa Cruz Mountains in Northern California. GSA’s U.S. Executive Forum will be held at the Rosewood Sand Hill, Menlo Park, in the Rosewood Ballroom.  

Accommodation

GSA has secured a limited number of rooms at the Rosewood Sand Hill. Please reach out to events@gsaglobal.org to inquire about availability.  

Parking/Transportation

Overnight guest parking is $30.00 per day. Parking charges shall be charged in the same manner in which room rates are charged.