SEMI Silicon Valley Breakfast Forum

The conference theme is “Beyond the $1T Milestone: Building the Next Chapter of Semiconductor Growth.” Topics include semiconductor demand, AI, memory, advanced packaging, quantum technologies, manufacturing capacity, supply chain resilience, and ecosystem partnerships. Program sessions address macroeconomic outlook and geopolitics; memory and AI semiconductor demand; non-AI semiconductor, equipment, and materials forecasts; advanced packaging; quantum computing; robotics; co-packaged optics; and inference AI. Further sessions examine global fab capacity, whether semiconductor capacity can keep pace with demand, and what it will take to sustain the next era of growth. A Bulls & Bears panel focuses on U.S. semiconductor and semiconductor capital-equipment investment.

Four plenary sessions and technical panels address solid-state transformer (SST) topologies and system architectures; power devices, including SiC, GaN, high-voltage IGBTs, and medium-voltage protection; high-frequency magnetics, packaging, and thermal management; fusion as a potential power source for data centers; SST control, protection, reliability, cybersecurity, and grid services; and grid-interactive data centers, energy storage, onsite generation, and flexible AI loads. The program also includes poster sessions and awards. Panel topics include grid interconnection, microgrids, demand response, renewable integration, battery and long-duration storage, workload flexibility, waste-heat recovery, and coordination between data centers and utilities. Plenary speakers include Dr. Patrick Chapman, Vice President of Enphase Energy and a National Academy of Engineering member, and Dr. Le Xie, Gordon McKay Professor at Harvard University.

Sessions examine natural gas market fundamentals for AI data center demand, including basin capabilities, rig activity, storage trends, pipeline bottlenecks, competition with LNG exports and other electricity demand, and commercial strategies for procurement, hedging, and risk management. The program also addresses AI and predictive analytics for pipeline nominations, forecasting, capacity management, and gas-flow optimization, plus integration with ERP, ETRM, CRM, and SCADA systems. Infrastructure discussions cover pipeline capacity, reliability and right-of-way; regional transmission, distribution and generation investment; federal-land development models; and the commercial and regulatory structures needed to advance large-load projects. Utility service challenges include pipeline limitations, public perception, permitting, capital requirements, commercial structuring, cost allocation, reliability obligations, and protecting existing customers. A developers roundtable covers demand forecasts versus speculative projects, developer qualifications, speed-to-power and behind-the-meter strategies, gas procurement, community hurdles, and regulatory and policy issues. Other sessions address mobile gas delivery and virtual pipelines, including CNG/LNG solutions for remote or capacity-constrained markets. The keynote considers AI-driven electricity demand, gas and electric utility bottlenecks, regional load growth, and nuclear energy. A Texas-focused panel examines policy, technology, research, planning, permitting, investment, and cross-sector coordination for large-load development, including data centers and advanced manufacturing.

An intensive workshop on projected electricity demand and expanding the supply of natural resources used to generate power. Topics include natural gas, geothermal development and repurposing oil and gas assets; hydrogen, uranium, lithium and critical minerals; and water, environmental, storage, site-selection and regulatory considerations. Program discussions cover grid shortfalls and raw materials for electricity generation, solutions for increasing electricity supply, geothermal, and technology including ORC, sensors and small nuclear reactors. Other sessions address AI prompts for grid and behind-the-meter planning; lithium direct lithium extraction (DLE) and hydrogen technologies; regulatory and legislative factors affecting geothermal, critical minerals, low-carbon energy, grids and data centers; and mining and oil-and-gas intersections, including near-surface imaging and copper for electricity transmission. The program also includes an AI prompt clinic focused on water, the environment, science and regulations.

The program centers on “Trusted Sustainable Silicon Intelligence from Edge to Cloud,” with plenary papers and parallel technical presentations. Technical areas include analog circuits, data converters, digital circuits and architectures, image sensors and displays, medical circuits, memory, power management, RF and wireless systems, security, technology directions, and wireline. Tutorial topics include circuit design for autonomous vehicles, switched-capacitor power converters, adaptive clocking, time-domain ADCs, machine-learning accelerators, energy-harvesting sensors, mm-wave local-oscillator techniques, analog design automation, radar and sensing, and die-to-die interfaces. Six Advanced-Circuit-Design Forums address AI and HPC co-design; high-speed wireline data converters; electrical and optical connectivity; AI-optimized sensing; circuits for 6G communication, sensing, and edge AI; and silicon systems for quantum sensing and computing. Other program elements include “The Analog Renaissance: Can Unconventional Physical Computing and Optical Interconnects Define the Next Strategic Leap?”, a Student Research Preview with work-in-progress presentations and posters, an invited industry track on commercial chips and systems for AI training and inference, and demonstration sessions. The short course covers hardware security, including cryptographic architectures, hardware attacks and chip-level countermeasures, and hardware roots of trust. Plenary speakers include Marco Pieters, Executive Vice President and Chief Technology Officer at ASML, and Matt Murphy, Chairman and CEO of Marvell.

The forum brings together cleantech innovators, investors, corporates, and other ecosystem participants to address grid stability, water scarcity, waste-to-value, critical minerals, and geopolitical pressures on supply chains and energy security. The program includes a closed-door, peer-level executive roundtable and an opening plenary covering cleantech trends, capital flows, innovation, and the 2027 Global Cleantech 100. Agenda topics include nuclear fuel supply and nuclear supply chains; mineral processing, refining, recovery, and the post-mining supply chain; physical AI applications in grid construction, critical minerals, and dual-use; data-center power demand, grid capacity, water use, cooling, and wastewater resource recovery. Other sessions address heat resilience, energy efficiency for AI compute, geopolitical risk across energy and cleantech supply chains, and investor perspectives on cleantech funding. Innovation Showcases feature cleantech companies presenting technologies and business models.

The technical program covers semiconductor and electronic-device technology, design, manufacturing, physics, and modeling, including CMOS transistor technology, advanced memory, displays, sensors, MEMS, quantum and nanoscale devices, optoelectronics, power and energy-harvesting devices, and emerging material systems. Featured technical themes include AI-driven semiconductor scaling and system integration; memory technologies and system co-optimization; IDM manufacturing trends; chiplets, heterogeneous integration, and 3D stacking; AI and machine learning in physics-based semiconductor modeling; advanced-packaging reliability; cryogenic electronics for quantum computing; and optical devices for co-packaged optics and optical I/O. Short-course subjects include AI-era logic scaling, atomic-layer processing, HBM, NAND, spintronics, and memory-centric computing.

Explores how the US can meet rising electricity demand as AI, data centers, advanced manufacturing and electrification drive economic and technological growth. Themes include where new power will come from, how it will be financed, and whether grids and equipment supply chains can keep pace; the potential to scale storage, advanced nuclear and geothermal; and how advances in AI, chips and compute could reshape energy needs. California-focused issues include power affordability, extreme weather, grid resilience and transport electrification. The summit examines whether technology, innovation and capital can support a reliable, affordable and globally competitive power system.

Under the theme “Chemical Engineering Reimagined,” the meeting covers chemical-engineering research, technologies, and emerging growth areas. Program guides highlight AI and machine learning, climate change, industrial careers, and early-career faculty. The AI and machine-learning program includes sessions on process development; polymer simulation, informatics, and data analytics; data-driven pharmaceutical process controls; AI-enabled process design, scale-up, and workforce readiness; nuclear chemical engineering; manufacturing-system modeling; computational catalysis; digital twins in energy systems; biomass utilization; and data-driven medicine. Featured discussions consider digital transformation, evolving industrial ecosystems, sustainability pressures, and changing workforce expectations, as well as ways to incorporate data science into chemical-engineering curricula, degree programs, certificates, and teaching of statistics and programming. Featured lectures address chemical engineers’ roles amid advances in AI, sustainable energy, and an interconnected global economy, and the use of catalysis to convert biomass, CO2, and end-of-life polymers into fuels, chemicals, and materials. Other lecture themes include carbon circularity, process intensification, renewable hydrogen, and pathways toward net-negative carbon manufacturing.