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2026 U.S. Executive Forum

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Event Recap

As the semiconductor industry crosses $1 trillion in revenue for the first time in history, the U.S. Executive Forum convened the leaders shaping what comes next. The milestone is monumental — but so are the challenges that follow. The program explored the intensifying memory shortage threatening to bottleneck the industry’s growth, the capacity constraints reshaping how and where chips are manufactured, the mounting energy demands of an infrastructure buildout unlike anything the world has seen, the evolving role of semiconductors as the engine behind the next era of computing, and the urgent race to develop and retain the talent required to sustain it all.

Executive Fireside Chat

Title Sponsor

Program

All Times US Pacific Time

10:00 AM

Ferrari Showcase

10:00 AM

The Voltai Cafe

11:30 AM

VIP Networking Lunch

12:45 PM

Welcome Remarks

Jodi Shelton / Co-Founder & CEO / GSA

12:50 PM Keynote

Keynote: "The 2030 Horizon: Why Global Tech is Being Stress-Tested in China Today"

  • Zak Dychtwald / Founder & CEO / BridgeWorks Global
1:30 PM Panel

Fireside Chat: "Design for AI and AI for Design"

Moderator:
Ramiro Palma / Managing Director & Partner and Global Co-lead of Semiconductor Practice / BCG
Panelists:
  • Anirudh Devgan / President & CEO / Cadence
2:00 PM Panel

Panel: "The Speed of Light — Silicon Photonics and the Future of Connectivity"

Moderator:
Yu Yang / Principal Lead Analyst, Automotives & Robotics / Yole Group
Panelists:
  • Nick Harris / Founder & CEO / Lightmatter
  • Hong Hou / President & CEO / Semtech
  • Adit Narasimha / SVP and GM of Signal Connectivity Group / Astera Labs
2:45 PM

Networking Break

3:15 PM Panel

Panel: "The $700 Billion Bet — What Hyperscalers Want from the Semiconductor Industry"

Moderator:
Dylan Patel / Founder, CEO & Chief Analyst / SemiAnalysis
Panelists:
  • Raghib Hussain / CEO / Altera
  • Rodrigo Liang / Co-Founder & CEO / SambaNova
  • Sid Sheth / Founder & CEO / d-Matrix
4:00 PM Keynote

Keynote: "Building the Open Compute Ecosystem for the Agentic Era"

  • Mark Papermaster / CTO & EVP / AMD
4:20 PM

Q&A Session w/ Ferrari

  • Luca Zanetti / President of Ferrari North America / Ferrari
4:30 PM

Networking Break

5:00 PM Panel

Panel: "Powering the Next Era: The Energy Impasse Behind the Compute Revolution"

Moderator:
John DeBoer / Head of Data Center Vertical / Siemens
Panelists:
  • Chris Allexandre / President & CEO / Navitas
  • Thar Casey / Founder, President & CEO / Amber Semi
  • Dan Christman / Co-Founder / Stealth Startup
  • Athar Zaidi / SVP & GM, Core Power Systems / Infineon
5:45 PM Panel

Executive Panel: "Silicon at the Breaking Point: Designing Chips for a World That Can't Wait"

Moderator:
Patrick Moorhead / Founder, CEO & Chief Analyst / Moor Insights & Strategy
Panelists:
  • Paul Cho / President of Samsung Semiconductor & Corporate EVP of Samsung Electronics / Samsung
  • Richard Ho / VP of Hardware / OpenAI
  • Charlie Kawwas / President / Broadcom
  • Mark Papermaster / CTO & EVP / AMD
6:30 PM

Closing Remarks

6:35 PM

VIP Networking Reception

Speakers

Chris Allexandre

President & CEO

Navitas

Thar Casey

Founder, President & CEO

Amber Semi

Paul Cho

President of Samsung Semiconductor & Corporate EVP of Samsung Electronics

Samsung

Dan Christman

Co-Founder

Stealth Startup

John DeBoer

Head of Data Center Vertical

Siemens

Anirudh Devgan

President & CEO

Cadence

Zak Dychtwald

Founder & CEO

BridgeWorks Global

Nick Harris

Founder & CEO

Lightmatter

Richard Ho

VP of Hardware

OpenAI

Hong Hou

President & CEO

Semtech

Raghib Hussain

President & CEO

Altera

Charlie Kawwas

President, Semiconductor Solutions Group

Broadcom

Rodrigo Liang

Co-Founder & CEO

SambaNova Systems

Patrick Moorhead

Founder, CEO & Chief Analyst

Moor Insights & Strategy

Adit Narasimha

SVP & GM, Signal Connectivity Group

Astera Labs

Mark Papermaster

CTO & EVP

AMD

Ramiro Palma

Managing Director & Partner and Global Co-lead of Semiconductor Practice

BCG

Dylan Patel

Founder, CEO & Chief Analyst

SemiAnalysis

Jodi Shelton

Co-Founder & CEO

GSA

Sid Sheth

Founder & CEO

d-Matrix

Yu Yang

Principal Lead Analyst, Automotives & Robotics

Yole Group

Athar Zaidi

SVP & GM, Core Power Systems

Infineon


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.  

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.