November 5, 2026
Presented by the SEMI Silicon Valley Chapter
Time
7:30 am - 12:30 pm PDT
Location
SEMI HQ
673 S. Milpitas Blvd.
Milpitas, CA 95035
United States
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
Registration and Breakfast
Welcome Remarks
Keynote—From Atoms to Intelligence
Why Broccoli Matters More than Ever—The Healthy AI System
The Energy Barrier—Breaking Through AI's Power Constraints Through Semiconductor Innovation
Hidden Ingredients—What Will Become the Industry’s Biggest Bottleneck Over the Next Decade?
Networking Break
Healthy Growth in the AI Era—Opportunities for the Semiconductor Industry
Pathway to Growth and Sustainability- WFD
Panel Discussion—From Chips to Chillers: The Sustainable Materials Stack Behind AI
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.
Sponsors
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.