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November 5, 2026

SVBF 2026 Data Center Tile 720 x 636 px

Presented by the SEMI Silicon Valley Chapter

 

Time

7:30 am - 12:30 pm PST

Add to Calendar 2026-11-05 07:30:00 2026-11-05 12:30:00 SEMI Silicon Valley Breakfast Forum Presented by the SEMI Silicon Valley Chapter  SEMI HQ 673 S. Milpitas Blvd. Milpitas, CA 95035 United States SEMI.org [email protected] America/Los_Angeles public
Location

SEMI HQ
673 S. Milpitas Blvd.
Milpitas, CA 95035
United States

SVBF 2026 Data Center Tile 720 x 636 px

Data Centers, Eat Your Vegetables: Building Sustainable Foundations for the AI Era

The industry has been feasting on AI growth, performance, and scale, but now must focus on the less glamorous necessities—efficiency, sustainability, materials, power, water, circularity, and supply chain resilience. 

The AI boom has created unprecedented demand for compute, power, cooling, advanced materials, and infrastructure. While industry attention has focused on performance and scale, the next phase of growth will require discipline around resource efficiency, environmental impact, and long-term resilience. What are the "vegetables" the industry needs to consume today to ensure healthy growth tomorrow?
 

Agenda

Thursday, November 5, 2026 | Pacific Time

7:30 am - 8:00 am

Registration and Breakfast

8:00 am - 8:10 am
Karen Popp
Senior Program Manager, Programs and Committees
SEMI

Welcome Remarks

8:10 am - 8:20 am
Charlie Polidoro, IEEE
Charlie Polidoro
Silicon Valley Co-Chair
Inventec

Introduction

8:20 am - 8:30 am
Matt Mahan, City of San Jose
Matt Mahan
Mayor
City of San Jose

Keynote—Silicon Valley Leader

8:30 am - 9:00 am
Om Nalamasu, PhD, Applied Materials
Omkaram Nalamasu, PhD
Senior Vice President, Chief Technology Officer
Applied Materials

Keynote—From Atoms to Intelligence

9:00 am - 9:30 am
Xi Wang, Marvell
Xi Wang, PhD
Senior Vice President & General Manager, Connectivity Group
Marvell

The Healthy AI System—Why Broccoli Matters More than Ever

9:30 am - 10:00 am
Raj Khattori
Raj Khattoi
VP, Computing, Communications and Consumer
Infineon

The Energy Barrier—Powering Growth Without Breaking the Grid

10:00 am - 10:30 am
Mike Hogan Tile
Mike Hogan
Chief Strategy Officer
GlobalFoundries

Hidden Ingredients—What Will Become the Industry’s Biggest Bottleneck Over the Next Decade?

10:30 am - 10:50 am

Networking Break

10:50 am - 11:20 am
Kunjan Sobhani, Bloomberg
Kunjan Sobhani
Senior Analyst
Bloomberg

Healthy Growth in the AI Era—Opportunities for the Semiconductor Industry

11:20 am - 11:40 am
Shari Liss_SEMI Foundation NEW
Shari Liss
Director
SEMI Foundation

Workforce Development—Pathway to Growth and Sustainability

11:40 am - 12:20 pm

Panel Discussion—From Chips to Chillers: The Sustainable Materials Stack Behind AI

Charlie Polidoro, IEEE
Moderator
Charlie Polidoro
Silicon Valley Co-Chair
Inventec
Dr. Sanjai Parthasarathi, Coherent
Sanjai Parthasarathi, PhD
Chief Marketing Officer
Coherent
Raj Khattori
Raj Khattoi
VP, Cloud, Communications and AI Infrastructure
Infineon
Xi Wang, Marvell
Xi Wang, PhD
Senior Vice President & General Manager, Connectivity Group
Marvell
12:20 pm - 12:30 pm
Charlie Polidoro, IEEE
Charlie Polidoro
Silicon Valley Co-Chair
Inventec

Closing Remarks

REGISTRATION

REGULAR PRICING

  • SEMI Members: $100
  • Non-Members: $125

 

For any questions about the event, please contact:

Karen Popp—Sr. Program Manager, Programs & Committees
[email protected]

Registration is final. No refunds provided. No substitutions.

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Sponsors

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Become a Sponsor

Sponsoring the SEMI Silicon Valley Breakfast Forum offers unique opportunities to elevate your brand, connect with industry leaders, and influence the future of semiconductor innovation.

Contact Tim Janes, [email protected] to learn about available sponsorship opportunities.