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GSA takes over the heart of NYC!๐ฝ
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 GSAโs evolution and the pivotal role of the global semiconductor ecos, business & global markets.
Thank you Brian J. Baumann and John Furrier for the incredible opportunity!
๐ Watch the full interview: lnkd.in/gUvPmr4T
#GSA #semiconductor #nyse #technology
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 GSAโs evolution and the pivotal role of the global semiconductor ecos, business & global markets.
Thank you Brian J. Baumann and John Furrier for the incredible opportunity!
๐ Watch the full interview: lnkd.in/gUvPmr4T
#GSA #semiconductor #nyse #technology
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๐จ ๐๐๐ ๐๐๐๐๐๐ ๐๐โ๐๐ ๐๐๐๐ ๐๐๐๐๐๐๐ ๐
๐๐!
The 2026 GSA Annual Awards nominees are officially revealed!
For 30+ years, these awards have recognized the visionaries, innovators, and industry leaders shaping semiconductors.
From bold startups to global his year's nominees: gsaglobal.org/global-semiconโฆ
Congratulations to all! We look forward to celebrating you December 10th in Santa Clara.
#GSA #semiconductor
The 2026 GSA Annual Awards nominees are officially revealed!
For 30+ years, these awards have recognized the visionaries, innovators, and industry leaders shaping semiconductors.
From bold startups to global his year's nominees: gsaglobal.org/global-semiconโฆ
Congratulations to all! We look forward to celebrating you December 10th in Santa Clara.
#GSA #semiconductor
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๐จ ONE WEEK TO GO!
The 2026 GSA Asia Pacific Executive Forum returns to Tokyo next week!
On November 4 join us alongside global executives and technology leaders for an afternoon of high-level dialogue, industry perspectives, and global collaboration.
Under the theme Advancing AI and Innovation Through Global Semiconductor Collaboration,โ this year's program will explore the technologies, breakthroughs, and strategic shifts shaping the next era of the semiconductor industry, from AI infrastructure and Physical AI to advanced computing, quantum technologies, and intelligent systems.
There is still time to register at the link: gsaglobal.org/events/event/2โฆ
#GSA #semiconductor #technology
The 2026 GSA Asia Pacific Executive Forum returns to Tokyo next week!
On November 4 join us alongside global executives and technology leaders for an afternoon of high-level dialogue, industry perspectives, and global collaboration.
Under the theme Advancing AI and Innovation Through Global Semiconductor Collaboration,โ this year's program will explore the technologies, breakthroughs, and strategic shifts shaping the next era of the semiconductor industry, from AI infrastructure and Physical AI to advanced computing, quantum technologies, and intelligent systems.
There is still time to register at the link: gsaglobal.org/events/event/2โฆ
#GSA #semiconductor #technology
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๐จ GSAโS MOST PRESTIGIOUS HONOR.
Congratulations to Sanjay Mehrotra, Chairman and CEO of @MicronTech, our 2026 Dr. Morris Chang Exemplary Leadership Award recipient.
This prestigious accolade recognizes exceptional leaders whose vision, innovation, and lasting influence have nductor industry and advance our global community.
We look forward to celebrating him on December 10th at the GSA Annual Awards Celebration.
Read the full press release here: gsaglobal.org/sanjay-mehrotrโฆ
#GSA #Semiconductor #technology
Congratulations to Sanjay Mehrotra, Chairman and CEO of @MicronTech, our 2026 Dr. Morris Chang Exemplary Leadership Award recipient.
This prestigious accolade recognizes exceptional leaders whose vision, innovation, and lasting influence have nductor industry and advance our global community.
We look forward to celebrating him on December 10th at the GSA Annual Awards Celebration.
Read the full press release here: gsaglobal.org/sanjay-mehrotrโฆ
#GSA #Semiconductor #technology
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TWO DAYS TO SHANGHAI!๐
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!
๐Last-minute registration: gsaglobal.org/events/event/2โฆ
Thank you to our sponsors: @verisilicon , @SMIC, @tsmc and @BoschGlobal .
#GSA #WhereLeadersMeet #Semiconductors #AI
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!
๐Last-minute registration: gsaglobal.org/events/event/2โฆ
Thank you to our sponsors: @verisilicon , @SMIC, @tsmc and @BoschGlobal .
#GSA #WhereLeadersMeet #Semiconductors #AI
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๐ฅ Itโs SIZZLINGโฆ
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 whatโs next to the inaugural @Ferrari North America Showcase, USEF oks.
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
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 whatโs next to the inaugural @Ferrari North America Showcase, USEF oks.
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
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Global Semiconductor Alliance (GSA) retweeted
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 f 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.
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.
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๐จHot off the press....๐
๐๐ซ๐ซ๐๐ซ๐ข ๐จ๐ง ๐ญ๐ก๐ ๐ฅ๐๐ฐ๐ง. ๐๐๐ ๐ ๐ฅ๐จ๐๐๐ฅ ๐๐ฑ๐๐๐ฎ๐ญ๐ข๐ฏ๐๐ฌ. ๐๐ก๐ ๐ข๐๐จ๐ง๐ข๐ ๐๐จ๐ฌ๐๐ฐ๐จ๐จ๐ ๐๐๐ง๐ ๐๐ข๐ฅ๐ฅ.
Thatโs a wrap on the 2026 GSA U.S. Executive Forum! What an electric afternoon.
From the inaugural Ferrari Showcase ng 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
Thatโs a wrap on the 2026 GSA U.S. Executive Forum! What an electric afternoon.
From the inaugural Ferrari Showcase ng 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
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Global Semiconductor Alliance (GSA) retweeted
d-Matrix Founder & CEO @sidsheth joined industry leaders at the @GlobalSemi (GSA) US Executive Forum for โThe $700 Billion Bet โ What Hyperscalers Want from the Semiconductor Industry.โ
A timely discussion on what the next phase of AI infrastructure will demand from the semiI scales.
A timely discussion on what the next phase of AI infrastructure will demand from the semiI scales.
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BREAKING NEWS: SOLD OUT!๐จ
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/2026/20โฆ
See you December 10th in Santa Clara for the #GSA
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/2026/20โฆ
See you December 10th in Santa Clara for the #GSA
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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: youtube.com/watch?app=deskโฆ
Thank you @NYSE team for your continued support of Jodi and or
Check out the full interview: youtube.com/watch?app=deskโฆ
Thank you @NYSE team for your continued support of Jodi and or
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Global Semiconductor Alliance (GSA) retweeted
A longtime friend and supporter of the NYSE Wired community, Jodi Shelton is back at the NYSE. ๐ฝ
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
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
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Global Semiconductor Alliance (GSA) retweeted
Two industry heavyweights joined us today on NYSE Wired โก๏ธ
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 whatโs next in technology, AI and semiconductors.
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 whatโs next in technology, AI and semiconductors.
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๐จ ONE POWERHOUSE LINEUP. ๐จ
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 eshold: The Primacy of Semiconductors.
๐Don't miss GSA's most prestigous U.S. forum: gsaglobal.org/events/event/2โฆ
#GSA #Semiconductors #AI #Technology
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 eshold: The Primacy of Semiconductors.
๐Don't miss GSA's most prestigous U.S. forum: gsaglobal.org/events/event/2โฆ
#GSA #Semiconductors #AI #Technology
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12.10.26 The semiconductor industry's biggest night returns. ๐จ
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/2026/20โฆ
#GSA #semiconductor
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/2026/20โฆ
#GSA #semiconductor
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๐ฅThat'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 gettable.
Until next year Munich!
View the recap and join us for an upcoming GSA Event: gsaglobal.org/events/
#GSA #semiconductor
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 gettable.
Until next year Munich!
View the recap and join us for an upcoming GSA Event: gsaglobal.org/events/
#GSA #semiconductor
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Global Semiconductor Alliance (GSA) retweeted
What does it take to bring Physical AI from the lab into the real world?
ย
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 rom real-time intelligence at the edge to safety, scalability and energy efficiency, Physical AI is becoming a major driver of productivity across industries.
ย
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 rom real-time intelligence at the edge to safety, scalability and energy efficiency, Physical AI is becoming a major driver of productivity across industries.
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