GSA takes over the heart of NYC!🗽 Just last week, GSA took center stage at @NYSE as Co-Founder & CEO Jodi Shelton joined @NYSEWired for a full day of interviews and conversations in New York City. Jodi shared GSA’s evolution and the pivotal role of the global semiconductor ecosystem across technology, business & global markets. Thank you Brian J. Baumann and John Furrier for the incredible opportunity! 🔗 Watch the full interview: lnkd.in/gUvPmr4T #GSA #semiconductor #nyse #technology

TWO DAYS TO SHANGHAI!🌏 In less than 48 hours, GSA will bring global executives together for the 2026 GSA International Summit to explore how semiconductors are shaping the intelligence economy and driving global growth. Stay tuned for highlights! 🔗Last-minute registration: gsaglobal.org/events/event/2… Thank you to our sponsors: @verisilicon , @SMIC, @tsmc and @BoschGlobal . #GSA #WhereLeadersMeet #Semiconductors #AI

🔥 It’s SIZZLING… The official 2026 GSA U.S. Executive Forum sizzle reel is here! 250+ global executives. Industry-leading voices. One unforgettable afternoon at Rosewood Sand Hill. From conversations shaping what’s next to the inaugural @Ferrari North America Showcase, USEF 2026 was one for the books. Thank you again to everyone in attendance as well as our incredible speakers and sponsors. Join us at an upcoming GSA event: gsaglobal.org/events/ #semiconductor #GSA

On Tuesday at the @GlobalSemi US Executive Forum in Menlo Park, I moderated "Silicon at the Breaking Point: Designing Chips for a World That Can't Wait" with @SamsungDSGlobal President Paul Cho, @AMD CTO Mark Papermaster, @Broadcom Semiconductor Solutions Group President Charlie Kawwas and @OpenAI VP of Hardware Richard Ho. The lead-in was that the transistor is no longer the bottleneck. Power, memory bandwidth and packaging are. I opened with that, and not one of the four pushed back. Each built on it from his first answer. On custom silicon: Richard framed OpenAI's XPU as a full-stack bet on intelligence per watt for a known set of workloads, not a bet against merchant GPUs. The unit of purchase is now the fleet across multiple campuses, not the chip or the rack. I said years ago that 75+% design margins would push the biggest buyers to find another path. They found it. Charlie's outlook is single campuses of 5 to 10 gigawatts by 2031. On power: Mark's line was that power is performance, and data movement is where most of it goes. Chiplets were a power decision at AMD before anything else. Thermal and cooling are now job one. On AI in the design loop: Richard said AI compressed OpenAI's design cycle more than his team expected, and the point is to make engineers faster, not to replace them. Mark's rule at AMD is that agentic AI runs the design space exploration no human could do by hand, and accountability stays with the human engineer. I agree with both. On packaging: Charlie called the substrate the choke point for the next five years, which is why Broadcom is going into substrate production itself. On the OpenAI program, Broadcom's tape-out went from 15 to 18 months to nine. His math: that cadence is an extra generation every three years, and in AI that is the whole game. On memory: Paul had the stat of the night. By his numbers, compute is up roughly 60,000x in 20 years and memory bandwidth roughly 100x. Design memory first and bring the memory partner into architecture, not procurement. He also said supply chain resilience is now a design input decided at architecture definition, and that Samsung's Taylor, Texas fab goes to customer mass production in 2027. The node still delivers, at a price. The advantage now goes to whoever co-designs compute, memory, packaging, networking and power from day one. That is structural, not a phase. $AMD $AVGO Thanks to all four for the candor, and to the GSA team led by Jodi Shelton and Cherie Britt at Samsung for pulling it together. Several points are worth putting on the record.

🚨Hot off the press....𝐅𝐞𝐫𝐫𝐚𝐫𝐢 𝐨𝐧 𝐭𝐡𝐞 𝐥𝐚𝐰𝐧. 𝟐𝟓𝟎 𝐠𝐥𝐨𝐛𝐚𝐥 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬. 𝐓𝐡𝐞 𝐢𝐜𝐨𝐧𝐢𝐜 𝐑𝐨𝐬𝐞𝐰𝐨𝐨𝐝 𝐒𝐚𝐧𝐝 𝐇𝐢𝐥𝐥. That’s a wrap on the 2026 GSA U.S. Executive Forum! What an electric afternoon. From the inaugural Ferrari Showcase to conversations spanning AI-driven design, silicon photonics, hyperscale infrastructure, compute, energy, and the technologies pushing semiconductors into new frontiers, USEF 2026 was profoundly memorable. Thank you to our amazing speakers, sponsors, and everyone in attendance.....and a special thank you to @Ferrari and Luca Zanetti for bringing an extraordinary showcase of design, engineering, and innovation to USEF. Join us at an upcoming GSA event: gsaglobal.org/events/ #GSA #WhereLeadersMeet #semiconductor #ai #technology

d-Matrix Founder & CEO @sidsheth joined industry leaders at the @GlobalSemi (GSA) US Executive Forum for “The $700 Billion Bet — What Hyperscalers Want from the Semiconductor Industry.” A timely discussion on what the next phase of AI infrastructure will demand from the semiconductor industry as AI scales.

BREAKING NEWS: SOLD OUT!🚨 The 2026 GSA Annual Awards Celebration is officially sold out. But don't worry, if you have not secured your seat yet, we have created a waitlist just for you! Join the waitlist: gsaglobal.org/awards/2026/20… See you December 10th in Santa Clara for the biggest night in semi. #GSA

Yesterday our very own CEO Jodi Shelton joined @NYSEWired for a candid interview discussing the evoluton of GSA, her new podcast and the future of our industry. Check out the full interview: piped.video/watch?app=deskto… Thank you @NYSE team for your continued support of Jodi and GSA! #GSA #semiconductor

A longtime friend and supporter of the NYSE Wired community, Jodi Shelton is back at the NYSE. 🗽 As Co-Founder & CEO of the Global Semiconductor Alliance (GSA), Jodi has become one of the leading voices in the global semiconductor and technology ecosystem. #NYSEWired #GSA

Two industry heavyweights joined us today on NYSE Wired ⚡️ Jodi Shelton of Global Semiconductor Alliance and Faraj Aalaei of Cognichip joined us at the NYSE for a special day of recording at NYSE Wired - two leaders shaping what’s next in technology, AI and semiconductors.

🚨 ONE POWERHOUSE LINEUP. 🚨 The 2026 GSA U.S. Executive Forum is taking shape, with the first wave of distinguished speakers joining us Sept. 22 at the Rosewood Sand Hill in Menlo Park. More than 250 senior executives will gather for an afternoon discussing the theme, Beyond the Trillion-Dollar Threshold: The Primacy of Semiconductors. 🔗Don't miss GSA's most prestigous U.S. forum: gsaglobal.org/events/event/2… #GSA #Semiconductors #AI #Technology

12.10.26 The semiconductor industry's biggest night returns. 🚨 Join us for the 2026 GSA Annual Awards Celebration in Santa Clara as we honor the leaders, innovators, and companies shaping the future of our industry. Reserve you seat: gsaglobal.org/awards/2026/20… #GSA #semiconductor

🔥That's officially a wrap on the 2026 GSA European Executive Forum. From AI and Physical Intelligence to Quantum and manufacturing, EEF 2026 delivered two days of industry-defining dialogue and collaboration. Thank you to our attendees, speakers, sponsors, and exhibitors for making Munich unforgettable. Until next year Munich! View the recap and join us for an upcoming GSA Event: gsaglobal.org/events/ #GSA #semiconductor

What does it take to bring Physical AI from the lab into the real world?   At @GlobalSemi Tech Summit, we explored the convergence of AI, simulation and edge compute with leaders from @GlobalFoundries and @awscloud, and how it's enabling the next generation of robotics and autonomous systems.   From real-time intelligence at the edge to safety, scalability and energy efficiency, Physical AI is becoming a major driver of productivity across industries.

🚨 𝐓𝐖𝐎 𝐖𝐄𝐄𝐊𝐒. 𝐌𝐔𝐍𝐈𝐂𝐇. 𝐄𝐄𝐅 2026 The countdown is on for the 2026 GSA European Executive Forum—the biggest European semiconductor event of the summer. 250+ executives. 40 speakers. 15+ exhibitors. Two days of powerful conversations surrounding AI, Physical Intelligence, Quantum, manufacturing, and the future of global competitiveness. 𝐓𝐡𝐞 𝐫𝐞𝐚𝐥 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐰𝐢𝐥𝐥 𝐲𝐨𝐮 𝐛𝐞 𝐢𝐧 𝐭𝐡𝐞 𝐫𝐨𝐨𝐦? Front-row access to the leaders, insights, and conversations shaping what’s next for semiconductors. Join us June 10+11: gsaglobal.org/events/event/2… #EEF2026 #GSA #Semiconductors #AI #Quantum

SCOTTSDALE — what a debut. ⚡️ Last week, the 2026 GSA Tech Summit made its Arizona debut, bringing together semiconductor leaders for powerful conversations on AI, manufacturing, and the technologies shaping what’s next. A huge thank you to our speakers, sponsors and attendees for making this inaugural Arizona gathering such a success. 📍Next stop: Munich, for EEF 2026 Tech Summit recap: gsaglobal.org/events/event/2… #GSA #Semiconductors #AI #TechSummit