The world we live in is at a major inflection point, as the symbiotic relationship between generative AI and semiconductors will impact society for generations to come. The tremendous advances in semiconductor technology have resulted in an explosion of new applications and business opportunities for artificial intelligence. The resulting development and ubiquitous deployment of AI is driving the need for further semiconductor innovation, in concert with environmental goals. Most importantly, and hopefully in parallel, it will also drive the establishment of guardrails to further improve our AI-centric safety.

Technologists and investors, along with government policy makers, are grappling with the daunting challenges arising from the rapidly evolving development and deployment of artificial intelligence technology. The challenge in front of “all of us” is to maximize the key beneficial aspects of AI, while ensuring the safe use of AI in all aspects of our industries, businesses, our lives and the planet.

With this as the backdrop, Silicon Catalyst held the 2024 Semi Industry Forum at the Computer History Museum in Mountain View. The event was entitled: GenAI + Semiconductors + Humanity. Our esteemed panel of experts discussed AI’s technical and business opportunities, as well as the public and private policy initiatives to safely address the challenges ahead.

illustrious speakers included:

Moderator: David French CEO, SigmaSense and Board Member, Silicon Catalyst

Panel Members:

  • Navin Chaddha, Managing Partner, Mayfield

  • Chloe Ma, VP of IoT Line of Business / GTM China, Arm

  • Jay Dawani, CEO and Co-Founder of Lemurian Labs

About the Forum

The Silicon Catalyst Semiconductor Industry Forum was launched in 2018. The Forum’s charter is to enable a town-hall like event to discuss the broad impact of semiconductors on our world, beyond the traditional focus on technology, financial reviews and industry business forecasts.


David French
CEO of SigmaSense, Board of Directors of Silicon Catalyst

Mr. French's career has been built around a very broad set of experiences in virtually all aspects of research, design, manufacturing, marketing and business management within the semiconductor industry. He is perhaps best known for his nearly twenty-year focus on the proliferation of Digital Signal Processing (DSP) technology and solutions in leading successful initiatives at Texas Instruments and later Analog Devices. In addition, he spearheaded the transition of Cirrus Logic's business as its CEO, from a supplier of logic chips into personal computers to become a profitable industry leader in mixed signal audio components and solutions. More recently Mr. French contributed to the financial success of NXP Semiconductors as Executive Vice President of its Mobile and Computing Business Unit and later working on numerous fruitful business divestitures in China. He currently is focused on another application of digital signal processing and high precision sensing technology as the CEO of SigmaSense, LLC, an innovator and leader in AI-enabled touch controllers.

Mr. French has demonstrated a constant emphasis on coaching and development of some of the industry's leading technologists as they have brought their ideas from early formulation to dramatic growth and financial success. With a longstanding presence since 2001 in the China semiconductor marketplace as an investor, advisor, hands on manager and board director, he successfully launched Gaozhan Microelectronics Management Consulting Company and a technology development and incubation center in China, with an early focus on semiconductors for power electronics applications.

Navin Chaddha
Managing Partner, Mayfield

Navin leads Mayfield as Managing Partner. Under his leadership, Mayfield has raised eight U.S. funds and guided over 80 companies topositive outcomes. He has been named a Young Global Leader by the World Economic Forum and has ranked on the Forbes Midas List of Top 100 Tech Investors sixteen times, including being named in the Top Five in 2020, 2022, 2023, and 2024. Navin’s investments have created over $120 billion in equity value and over 40,000 jobs.

During his venture capital career, Navin invested in over 60 companies, of which 18 have gone public and 27 have been acquired. Navin was one of the earliest Silicon Valley investors to leverage the promise of tech in India. He is Vice Chair of the Stanford Engineering Venture Fund and advisor to Neythri.org. Navin is an active philanthropist who supports education, diversity, equity, inclusion, and food scarcity groups. He serves on the board for Him for Her, a social impact venture aimed at accelerating diversity on corporate boards.

As an entrepreneur, Navin has co-founded or led three startups including VXtreme: a streaming media platform, acquired by Microsoft to become Windows Media; Rivio/CPA.com: a SaaS provider for small businesses, and iBeam Broadcasting (NASDAQ:IBEM): a streaming media content delivery network. Navin holds an MS degree in electrical engineering from Stanford University and a B.Tech degree in electrical engineering from IIT Delhi, where he was honored with the distinguished IIT Alumni Award.

Jay Dawani
CEO and Co-Founder, Lemurian Labs

Jay Dawani is also a Forbes 30 Under 30 Fellow and the Director of Artificial Intelligence at Geometric Energy Corporation (NATO CAGE) and the CEO of Lemurian Labs - a startup he founded that is developing the next generation of autonomy, intelligent process automation, and driver intelligence. Previously he has also been the technology and R&D advisor to Spacebit Capital. He has spent the last three years researching at the frontiers of AI with a focus on reinforcement learning, open-ended learning, deep learning, quantum machine learning, human-machine interaction, multi-agent and complex systems, and artificial general intelligence.

Chloe Ma
VP of IoT Line of Business / GTM China, Arm

Chloe Ma is responsible for market development, ecosystem expansion and overall PL of AIoT, edge computing, robotics and data storage markets. Before joining Arm, Chloe held leadership roles at semiconductor startup SiFive, as well as global semiconductor leaders Intel and Mellanox, delivering significant revenue growth in cloud compute, storage and high-speed cloud networking silicon and module products in the field of cloud infrastructure and hyperscale data centers. Before entering the semiconductor industry, Chloe has 15 years of experience in the field of networking, holding leadership positions in marketing, strategy and software engineering at Cisco, Huawei and Juniper Networks. Chloe holds an MBA from the Wharton School of Business, University of Pennsylvania, a master's degree in electrical engineering from the University of Southern California, and a bachelor's degree in Electronics from Peking University, China.