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AI's chipmakers gather in Santa Clara for the CASPA CEO Summit, Oct 23–24

GAC Editorial | October 16, 2026

The Chinese American Semiconductor Professional Association holds its 35th annual conference and CEO Summit at the Santa Clara Convention Center on 23–24 October. Its 39 speakers, among them the chief executives of Intel, Synopsys, Cerebras and SambaNova, take on the costs and architecture of AI compute, the hardware every generative film and video tool runs on.

Networking at a previous CASPA conference.
Networking at a previous CASPA conference.CASPA · Courtesy of the organiser · caspaceosummit.com

Two days in Santa Clara

CASPA, the Chinese American Semiconductor Professional Association, holds its 35th Annual Conference and Dinner Banquet on Friday 23 and Saturday 24 October at the Santa Clara Convention Center. Founded in 1991 as a non-profit community of semiconductor professionals, it counts more than 6,000 individual members across 11 chapters worldwide, and this year's CEO Summit brings 39 speakers to the stage.

Friday: the economics of AI infrastructure

The conference opens on the afternoon of 23 October with a keynote from Credo CEO Bill Brennan, "$100/Watt: The Evolving Economics of AI Infrastructure", on what AI infrastructure really costs when it is counted in watts. Panels follow on the industry outlook, with Bernstein's Stacy Rasgon and SemiAnalysis CEO Dylan Patel; on what investors such as Lux Capital and Samsung Ventures America are backing in the next semiconductor wave; on designing the next generation of AI computing; and on how AI moves out of the data centre to the edge.

Saturday: beyond the GPU

The second day opens with keynotes from the heads of SEMI, the IEEE, the Global Semiconductor Alliance and Synopsys. The rest of the day turns to the hardware itself. A panel on the architectures competing to go beyond the GPU brings together the chief executives of SambaNova, Normal Computing and Unconventional AI, moderated by Reuters technology correspondent Max Cherney. Other sessions cover storage in the AI era, optical interconnects for the next data centre and the path from AI algorithms to silicon, and Cerebras CEO Andrew Feldman closes the conference programme with a conversation on wafer-scale AI.

The banquet

The 35th Anniversary Dinner Banquet on the evening of 24 October includes remarks from San Jose Mayor Matt Mahan and CASPA's leadership transition. Its centrepiece is a fireside chat between Intel CEO Lip-Bu Tan and CASPA President Jimmy Cheng, introduced by UC Berkeley Professor Chenming Hu, known as the father of the 3D transistor. The evening also includes the CASPA/IEEE scholarships, presented by the IEEE President and the Intel CEO. Proceeds from the conference fund CASPA's scholarships, mentorship programme and career events through the year.

Attending

Tickets are sold through Eventbrite until 23 October: $399 for both conference days, $1,299 for the dinner banquet, or $1,599 for both. The summit takes place at the Santa Clara Convention Center, 5001 Great America Parkway, Santa Clara, California.

The full agenda, speaker list and registration are at caspaceosummit.com.

GAC Perspective

AI cinema is a compute story as much as a creative one: every generated shot is paid for in silicon, memory and power. The costs and chip architectures argued over in Santa Clara are likely to shape what independent filmmakers can afford to make, and how soon.