CASPA CEO Summit Agenda
Friday, October 23 · Afternoon
Annual Conference, Day 1
1:30 – 1:40 PM
CASPA Opening
1:40 – 2:00 PM
KEYNOTEAI Compute
$100/Watt: The Evolving Economics of AI Infrastructure
What AI infrastructure really costs, counted in watts.
Bill BrennanCEO, Credo
2:00 – 2:40 PM
PANELCapital & Markets
Semiconductor Industry Outlook Panel
Where the analysts see demand and competition heading.
Stacy RasgonManaging Director, Bernstein
Dylan PatelCEO, SemiAnalysis
Moderated by
Austin LyonsIndependent Analyst, Chipstrat
2:40 – 3:30 PM
PANELCapital & Markets
Silicon Capital: Investing in the Next Semiconductor Wave
What investors are backing in the next wave of semiconductors.
Shahin FarshchiGeneral Partner, Lux Capital
Albert KimHead, Samsung Ventures America
Andrew TanManaging Director, Salience Capital
Umesh PadvalManaging Partner, Seligman Ventures
Moderated by
Brandon WangVP, Synopsys
3:30 – 4:20 PM
PANELAI Compute
AI Computing: Designing the Next Generation of Intelligence
How the next generation of AI computing is being designed.
Faraj AalaeiCEO, Cognichip
Sunghyun ParkCEO, Rebellions
Rajiv KhemaniExecutive Chairman, Upscale AI · CEO, Velaura AI
Moderated by
Daniel NenniFounder, SemiWiki
4:20 – 5:10 PM
PANELAI Compute
Edge AI & Intelligent Infrastructure
How AI moves out of the data center and to the edge.
Krishna RangasayeeCEO, Sima.ai
Melton ChangPresident, Schneider Electric Power Systems
Sid ShethCEO, D-Matrix
Moderated by
Dylan PatelCEO, SemiAnalysis
5:10 PM
Conference Close
6:00 – 7:00 PM
BOD Election
Saturday, October 24 · Morning
Annual Conference, Day 2
9:00 – 9:10 AM
CASPA Welcome Remarks
9:10 – 9:30 AM
KEYNOTEIndustry & Leadership
SEMI Industry Update
The state of the industry, from the CEO of SEMI.
Ajit ManochaCEO, SEMI
9:30 – 9:50 AM
KEYNOTEIndustry & Leadership
Advancing Humanity through Responsible Design
Why standards, trust and talent shape what technology becomes.
Mary Ellen RandallPresident & CEO, IEEE
9:50 – 9:55 AM
KEYNOTEIndustry & Leadership
Collaboration, Innovation, and Leadership in the AI Era
How collaboration and leadership are changing in the AI era.
Jodi SheltonCEO, Global Semiconductor Alliance
9:55 – 10:15 AM
KEYNOTEDesign & Security
Re-Engineering the Future
The CEO of Synopsys on re-engineering the future of design.
Sassine GhaziCEO, Synopsys
10:15 – 10:30 AM
Break
10:30 – 11:10 AM
PANELMemory & Storage
Data Storage & Infrastructure in the AI Era
How AI is reshaping data storage and infrastructure.
Avi ShettyVice President, Solidigm
Khurram IsmailCPO, Sandisk
Hao ZhongCEO, ScaleFlux
Moderated by
Nan ZhouDirector, Temasek
11:10 – 11:50 AM
PANELAI Compute
AI Compute: Architectures Beyond the GPU
Which architectures are competing to go beyond the GPU.
Naveen RaoCEO, Unconventional AI
Faris SbahiCEO, Normal Computing
Rodrigo LiangCEO, SambaNova
Moderated by
Max CherneyTech Correspondent, Reuters
11:50 AM – 1:00 PM
Networking Lunch
Saturday, October 24 · Afternoon
Annual Conference, Day 2
1:00 – 1:20 PM
KEYNOTENetworking & Optics
The Race to Connect AI
How AI systems get connected as data centers scale.
Michael HurlstonCEO, Lumentum
1:20 – 1:40 PM
KEYNOTEDesign & Security
ASIC Design and Cyber Security
Why custom silicon design and security now go together.
Michael XiePresident & Co-founder, Fortinet
1:40 – 2:00 PM
KEYNOTEMemory & Storage
WD Address
The CEO of Western Digital on where data storage is going.
Irving TanCEO, WD
2:00 – 2:30 PM
PANELIndustry & Leadership
The Next Semiconductor Era: FPGAs, Advanced Manufacturing & Physical AI
What FPGAs, advanced manufacturing and physical AI mean for what comes next.
Raghib HussainCEO, Altera
David LamCEO, Multibeam · Founder, Lam Research
Moderated by
Nitin DahadExecutive Editor, EE Times
2:30 – 2:40 PM
Break
2:40 – 3:20 PM
PANELAI Compute
From AI Algorithms to AI Silicon: Redefining the Future of Compute
How algorithms are being turned into silicon.
Anna GoldieCEO, Ricursive Intelligence
Gavin UbertiCEO, Etched
Ankur GuptaHead of EDA IC, Siemens
Moderated by
Edward SperlingEditor in Chief, Semiconductor Engineering
3:20 – 4:00 PM
PANELNetworking & Optics
Optical Interconnects & High-Speed Connectivity: The Next Data Center
What optical interconnects mean for the next data center.
Albert ZhangCEO, Silith
Mark WadeCEO, Ayar Labs
Hong HouCEO, Semtech
Moderated by
Dan ArmbrustCo-founder, Silicon Catalyst
4:00 – 4:30 PM
FIRESIDEAI Compute
Wafer-Scale AI: Breaking the Compute Bottleneck
A conversation on wafer-scale AI and the compute bottleneck.
Andrew FeldmanCEO, Cerebras
Jimmy ChengPresident, CASPA '26–'27
4:30 – 5:00 PM
Dinner Banquet Registration
Saturday, October 24 · Evening
35th Anniversary Dinner Banquet
5:00 – 6:00 PM
VIP Reception
6:20 – 6:30 PM
Welcome Speech
6:30 – 6:35 PM
KEYNOTE
Welcome Remarks by San Jose Mayor Matt Mahan
Matt MahanMayor, City of San Jose
6:35 – 6:40 PM
CEREMONY
Bay Area Mayors on Stage
6:40 – 7:00 PM
Dinner
7:00 – 7:15 PM
KEYNOTE
CASPA 2025–2026 President Gary Wang’s Speech
Gary WangPresident, CASPA '25–'26
7:15 – 7:25 PM
CEREMONY
CASPA Leadership Transition Ceremony
7:25 – 7:40 PM
KEYNOTE
CASPA 2026–2027 President Jimmy Cheng’s Speech
Jimmy ChengPresident, CASPA '26–'27
7:40 – 7:45 PM
KEYNOTE
Special Address and Introduction of Lip-Bu Tan
Chenming HuFather of the 3D Transistor, UC Berkeley
7:45 – 8:45 PM
FIRESIDEIndustry & Leadership
Fireside Chat: Intel CEO Lip-Bu Tan and CASPA President Jimmy Cheng
A conversation with the CEO of Intel.
Lip-Bu TanCEO, Intel
Jimmy ChengPresident, CASPA '26–'27
8:45 – 9:05 PM
CEREMONY
Award Ceremony for Annual Conference Speakers on Stage
9:05 – 9:20 PM
CEREMONY
CASPA/IEEE Scholarship, issued by the IEEE President and the Intel CEO
Mary Ellen RandallPresident & CEO, IEEE
Lip-Bu TanCEO, Intel
9:20 – 9:35 PM
Raffle
9:35 – 10:05 PM