Loading Events

2024 U.S. Executive Forum

Event Recap

The US Executive Forum is GSA’s premier exclusive, invitation-only event. It brings together influential executives, thought leaders, and subject matter experts for thought exchange and collaborative dialogue on the dynamic landscape of the global semiconductor value chain. Industry executives provided insights and thought leadership on the industry’s journey toward achieving the trillion-dollar milestone.

The 2024 USEF started with a lively and genuine conversation between Jensen Huang, CEO of Nvidia, and Jodi Shelton, CEO of GSA. During the day, industry leaders provided thought leadership and collaborative dialogue on the market forces and advancements that shape the industry’s growth trajectory and exchanged thoughts on the key drivers propelling the industry toward sustainable growth.

Program

All times indicated are Pacific Standard Time (PST)
11:00 AM

Networking Lunch

Sponsored by

12:20 PM

Welcome Remarks

Jodi Shelton // CEO // GSA

12:30 PM Discussion

Fireside Chat

Jensen Huang // President, CEO, and Co-Founder // Nvidia

Jodi Shelton // CEO // GSA

1:10 PM Presentation

Navigating Data Growth as the Application Frontier Expands

In the digital world, every enterprise is a data-driven business. Organizations facing unprecedented data growth will undoubtedly encounter challenges for performance, cost and data integrity. Scalability must therefore be a top priority. Infrastructure technologies, including storage, demand innovative breakthroughs to achieve the expected scale. Industry stakeholders must come together to drive collaborative solutions for this journey.

  • Dave Mosley / CEO / Seagate
1:30 PM Presentation

AI Inspired. Systems Accelerated

AI is changing the landscape of technology. With rising costs driving consolidation and the insatiable demand for AI rich applications propelling exponential growth, a perfect storm is converging to fundamentally transform the semiconductor industry.

  • Kevin O'Buckley / Senior Vice President, General Manager, Foundry Services / Intel
1:50 PM Panel

Transforming Semiconductor Manufacturing

Moderator:
John Kibarian / President, Chief Executive Officer, Director, and Co-Founder / PDF Solutions
Panelists:
  • Jeff Howell / Global Vice President, Head of High-tech Industry Business Unit / SAP
  • Marco Chisari / Executive Vice President / Samsung Semiconductor
2:20 PM

Networking Break

2:50 PM Panel

Disruptors in AI

Moderator:
Patrick Moorhead / Founder, CEO and Chief Analyst / Moor Insights and Strategy
Panelists:
  • David Lazovsky / Co-founder and CEO / Celestial AI
  • Jitendra Mohan / Co-founder and CEO / Astera Labs
  • Rodrigo Liang / Co-founder and CEO / SambaNova
3:30 PM

Solving Business Challenges with Test

Ritu Favre, President, Test and Measurement Business Group, Emerson, will discuss how emerging Test technology can be used in response to increasing business pressure created by tighter market windows and greater demand for innovation.

  • Ritu Favre / President, Test & Measurement Business Group / Emerson
3:50 PM Panel

Automotive Electrification Panel Discussion

Moderator:
Philipp Kampshoff / Senior Partner / McKinsey & Company
Panelists:
  • Karn Budhiraj / Vice President, Supply Chain / Tesla
  • Maher Matta / President / Infineon Americas
  • Mohit Singh / Chief Development Officer / QuantumScape
4:30 PM

Networking Break

5:00 PM Panel

Executive Panel Discussion

The semiconductor industry is undergoing a profound transformation driven by technological advancements, shifting market dynamics, and global challenges. The theme “Journey to $1 Trillion” reflects the need for companies to adapt, innovate, and redefine their strategies to thrive in this new era. This CEO panel discussion brings together industry leaders to explore how the semiconductor landscape is evolving, focusing on the key drivers of change and the strategic decisions necessary to navigate this dynamic environment.

The discussion will address the complexities of advancing Moore’s Law amid shrinking nodes and rising costs, the reconfiguration of global supply chains in response to geopolitical tensions, the increasing emphasis on sustainability, and the imperative to cultivate a skilled workforce.

With insights from top executives leading semiconductor innovation, this panel will offer valuable perspectives on how the industry can be reimagined to meet the demands of tomorrow’s technological landscape.

Moderator:
Sanjay Jha / General Partner / Santuri Capital
Panelists:
  • Anirudh Devgan / President & CEO / Cadence
  • Rene Haas / CEO / Arm
  • Sandra Rivera / CEO / Altera, an Intel company
  • Tien Wu / CEO / ASE Group & USI
5:45 PM Keynote

Young China 2024: What is Next for China’s Most Impactful Generation

China’s Millennials, Gen Z, and Gen Alpha are standing at a pivotal moment in history. No other generation has experienced the seismic shifts in growth and change like China’s post-’90s, with per-capita GDP soaring 33-fold in their lifetime. They’ve earned more, spent more, and aspired to more than any previous generation in China.

However, after three years of grappling with their first major economic downturn, uncertainty clouds their future. Unemployment hovers near record highs, reverse migration to 2nd and 3rd-tier cities is gaining momentum, and the long-delayed but painful property market correction is unfolding in real-time. The question now looms: What’s next for the generation set to shape China’s future?

In this keynote, tailored for GSA, Zak Dychtwald, author and CEO of Young China Group, will explore:

  • Evolving Worldview: Growing up at “China speed”—how it has shaped expectations, values, and attitudes toward government.
  • Consumer Confidence: How navigating their first economic crisis is reshaping this generation’s life plans.
  • Workforce Realities & Opportunities: The challenges of the current job market and the opportunities for global organizations to foster stronger cross-geography collaboration.
  • Zak Dychtwald / Founder & CEO / Young China Group
6:30 PM

VIP Reception

Sponsored by

Speakers

Anirudh Devgan

Cadence

Anirudh Devgan

President and CEO

Cadence

Dave Mosley

Seagate

Dave Mosley

CEO

Seagate

David Lazovsky

Celestial AI

David Lazovsky

Co-founder & CEO

Celestial AI

Jeff Howell

SAP

Jeff Howell

Global Vice President, Head of High-tech Industry Business Unit

SAP

Jensen Huang
Jensen Huang

NVIDIA

Jensen Huang

Founder, President & CEO

NVIDIA

Jitendra Mohan
Jitendra Mohan

Astera Labs

Jitendra Mohan

CEO and Co-Founder

Astera Labs

John Kibarian

PDF Solutions

John Kibarian

President, Chief Executive Officer, Director, and Co-Founder

PDF Solutions

Karn Budhiraj

Tesla

Karn Budhiraj

Vice President, Supply Chain

Tesla

Kevin O'Buckley

Intel

Kevin O'Buckley

Senior Vice President, General Manager, Foundry Services

Intel

Maher Matta

Infineon Technologies America

Maher Matta

President

Infineon Technologies America

Marco Chisari

Samsung Semiconductor

Marco Chisari

Executive Vice President

Samsung Semiconductor

Mohit Singh

QuantumScape

Mohit Singh

Chief Development Officer

QuantumScape

Patrick Moorhead

Moorhead Insights and Strategy

Patrick Moorhead

Founder, CEO and Chief Analyst

Moorhead Insights and Strategy

Philipp Kampshoff

McKinsey & Company

Philipp Kampshoff

Senior Partner

McKinsey & Company

Rene Hass
Rene Haas

Arm

Rene Haas

CEO and Board Member

Arm

Ritu Favre

Emerson

Ritu Favre

President, Test & Measurement Business Group

Emerson

Rodrigo Liang
Rodrigo Liang

Sambanova Systems

Rodrigo Liang

Co-Founder and CEO

Sambanova Systems

Sandra Rivera
Sandra Rivera

Altera, an Intel Company

Sandra Rivera

CEO

Altera, an Intel Company

Sanjay Jha

Santuri Capital

Sanjay Jha

General Partner

Santuri Capital

Tien Wu

ASE & USI

Tien Wu

CEO

ASE & USI

KEYNOTE - Zak Dychtwald

Young China Group

KEYNOTE - Zak Dychtwald

Founder and CEO

Young China Group

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.