Duncan Stewart
Managing Director of Global Semiconductor Research & Managing Director of Global Telecom Research
Deloitte
Duncan has co-authored Deloitte’s TMT Predictions, since 2008. With 36 years of experience in the TMT industry, Duncan provides insight about what’s going to happen next – a key strategic driver for companies in all industries. Duncan is the Managing Director of global semiconductor research and the Managing Director of global telecom research for the US TMT Center and for Deloitte Global, and speaks to 100s of TMT clients around the world annually
Bahaa Fahim
Intel Fellow: Xeon Chief Engineer
Intel
Bahaa is Xeon Chief Engineer in Intel’s Data Center Group. He leads technical definition and execution Xeon products focused on high quality end-to-end SoC functional execution in the areas of micro-architecture, logic design, validation, and post-silicon, from initial product concept through production. Bahaa is responsible for driving new innovations and transformation concepts to enable improved performance, cost efficiency, scalability, and quality for high priority Xeon and custom Xeon products for Intel.
Bahaa joined Intel in 2001 and is based in Santa Clara. He has a master’s degree in electrical engineering from Stanford University and a bachelor’s degree in computer engineering from Purdue University. He holds 35 issued patents and two Intel achievement awards and is a regular participant in Industry forums.
Athar Zaidi
Senior Vice President and General Manager of Power ICs and Connectivity Systems
Infineon
Athar Zaidi is an accomplished technology executive with hands-on experience in developing and marketing engineering solutions. He is currently Senior Vice President and General Manager of Infineon’s Power ICs and Connectivity Systems Business Line in the Power & Sensor Systems Division, and oversees (AI) server, Datacom, Telecom, high end consumer, charger & adapter, power tools, consumer electronics, mobile and PC products.
Thomas Barber
Vice President of Communications Infrastructure and Data Center
GlobalFoundries
Thomas Barber is the Vice President of Communications Infrastructure and Data Center at GlobalFoundries, where he leads the teams defining strategy for high-speed optical connectivity across advanced semiconductor technologies, silicon photonics, and advanced packaging. He brings extensive experience working with hyperscalers, telecommunications and optical module vendors to deliver scalable solutions for AI and cloud data centers. Thomas is actively engaged in shaping next‑generation interconnect architectures, with a particular focus on pluggable and co‑packaged optical transceivers.
Mr. Barber has a master’s degree in Electrical Engineering from MIT and an MBA from Northeastern University.
Satadal Bhattacharjee
Global Head of Cloud and AI Infrastructure Silicon
Arm
Satadal Bhattacharjee is a seasoned technology and product executive with more than 25 years of experience driving innovation across AI, cloud computing, mobility, and infrastructure. He has held leadership roles at Uber, AWS, Qualcomm, and Broadcom, building and scaling products that serve global markets. His expertise spans product strategy, business development, data centers, AI platforms, and emerging technologies. Satadal is also an active advisor, investor, and mentor, known for connecting deep technical insight with strong business execution.
Sherman Ikemoto
Group Director
Cadence
Sherman Ikemoto is a Group Director at Cadence where he leads business development for the innovative Reality DC Digital Twin solution. With a passion for addressing challenges in data center design, performance, and sustainability, Sherman brings extensive expertise to the forefront of this critical industry. Previously, Sherman served as Managing Director and Board Member at Future Facilities, the pioneer of the original data center Digital Twin, and as Sales and Marketing Director at Flomerics, where he helped introduce computational fluid dynamics modeling to electronics cooling design. Sherman is a sought-after speaker at prominent industry events such as ITW, Data Center World, Uptime Symposium, and Data Center Dynamics. Sherman holds a BSME from San Jose State University and an MSME from Santa Clara University.
Robert Taylor
General Manager, Power Design Services
Texas Instruments
Robert Taylor is a Sector General Manager at Texas Instruments Inc. responsible for Power Design Services. He has over 20 years of power supply design experience with a focus on solving customer design challenges. His focus is on supporting rapidly growing markets through the development of reference designs and innovative customer driven solutions. Robert is a Senior Member of Technical Staff at TI and is a proud graduate of the University of Florida (BSEE 2002, MSEE 2004).
Erik Hadland
Director of Technology Policy
Semiconductor Industry Association
Erik Hadland is the Director of Technology Policy at the Semiconductor Industry Association (SIA), where he is responsible for the association’s research, development, and technology activities as well as its education and workforce development efforts. In this role, he works with the White House, Federal agencies, and Congress to inform policymakers about the needs and functions of the diverse segments of the semiconductor industry.
Prior to SIA, Erik was a AAAS Science and Technology Policy Fellow at the U.S. Department of Energy, where he served as Advisor to the Director of the Office of Science—the Nation’s largest supporter of fundamental physical science research and stewarding office of 10 of the Department’s National Laboratories. In this capacity, Erik project managed briefings to the Congress on critical and emergent technologies, advised on matters of place-based innovation and technology transfer, and co-facilitated the Department’s Microelectronics Working Group. Prior to the DOE, Erik was a Senior Logic Technology Development Engineer at Intel, piloting first-of-a-kind annealing modules and processing conditions for Intel’s next generation logic products.
Erik earned his PhD in Solid State Chemistry from the University of Oregon, where he studied novel synthesis schemes for metastable 2D semiconductor compounds.
