October 13–15, 2026
Moscone Center, North Hall, Lower Level, CEO Summit Stage
The CEO Summit at SEMICON West is a premier leadership forum focused on the technologies, investments, and strategic priorities shaping the future of the semiconductor industry. Aligned with the SEMICON West theme, Transform Tomorrow, this year's program will feature perspectives from industry executives, policymakers, and technology leaders on the opportunities, innovations, and challenges defining the industry's next phase of growth beyond the $1 trillion milestone.
Over three days, the program will explore the key forces driving semiconductor growth and transformation.
Day 1: Semiconductors Today will examine the current state of the industry, including national semiconductor strategies, AI-driven design, advanced packaging, and large-scale manufacturing investments.
Raise a glass to $1 trillion! Join us Tuesday, October 13 at 8:30am for a special champagne toast celebrating the industry’s historic $1 trillion milestone, reached four years ahead of projections, and kick off the CEO Summit in style!
Day 2: Transform Tomorrow will focus on the technologies expected to define the next generation of innovation, including AI, robotics, quantum computing, and emerging opportunities across the broader technology landscape.
Day 3: Meeting the Industry's Needs will address the critical enablers of future growth, including sustainability, advanced materials, workforce development, infrastructure, and the resources required to support an expanding global semiconductor ecosystem.
Meet the Executive Keynotes & Panelists
- AMD—Justin Murrill, Chief Sustainability Officer
- Anderon—Mukesh V. Khare, PhD, CEO
- ASM—Glen Wilk, PhD, Vice President of Technology
- Brooks Automation—David Jarzynka, President and CEO
- City of Phoenix, AZ—Mayor Kate Gallego
- City of San Francisco, CA—Mayor Daniel Lurie
- City of San Jose, CA—Mayor Matt Mahan
- EMD Electronics—Chris Hopkins, Executive Vice President and Head of Patterning
- Empire State Development (ESD)—Kevin Younis, Chief Operating Officer and Executive Deputy Commissioner
- Energetiq Technology—Debbie Gustafson, CEO
- Entegris—David Reeder, President and CEO
- Intel Foundry—Lalitha Immaneni, VP, Semiconductor Research and Development
- Micron Technology—Erik Byers, Corporate Vice President, Advanced Process, Mask, and Lab Technology
- Micron Technology—Scott Gatzemeier, Corporate Vice President, Front End US Expansion
- National Science Foundation—Brian Stone, Chief of Staff and Acting Director
- NVIDIA—Timothy Costa, PhD, Vice President and General Manager, Industrial and Computational Engineering
- NY Creates—Dave Anderson, President
- SEMI and SEMI Foundation—Shari Liss, Vice President Global Workforce Development and Initiatives
- Semiconductor Engineering—Ed Sperling, Editor-in-Chief
- SkyWater Technology—Thomas Sonderman, CEO
- Synopsys—Sassine Ghazi, President and CEO
- Tokyo Electron Ltd—Jack Ishida, Senior Executive Vice President & COO
- U.S. Department of Commerce—Bill Frauenhofer, Executive Director, Semiconductor Investment and Innovation
Geopolitical Summit
Tuesday, October 13
1:30–3:30pm
Moscone Center, North Hall, Lower Level, CEO Summit Stage
From Fragile to Future‑Ready: AI‑Powered Resilience for the $2T Semiconductor Supply Chain
Wednesday, October 14
1:00–2:00pm
Moscone Center, North Hall, Lower Level, CEO Summit Stage
The semiconductor industry is entering a period of rapid, AI-driven expansion just as geopolitical shifts are putting new pressure on global production and logistics. This session brings together senior executives to discuss how companies can build more resilient and responsive supply chains, with a particular focus on improving visibility across regions, tiers, and manufacturing partners. Panelists will share their outlook on collaborative approaches to managing volatility and emerging ecosystem models. Executive presentations will be followed by a moderated Q&A, allowing the audience to explore segment specific challenges and potential responses in greater depth.