Our Data Center Analyst Day
Powering the Future of
AI Infrastructure
Power and connectivity are becoming critical constraints to AI infrastructure scaling. Watch Semtech’s Data Center Analyst Day to see how the company is tackling those challenges by expanding its analog portfolio across optical and copper and designing solutions for the next generation of AI architectures.
Event Agenda
8:00 AM
Registration & Breakfast
9:00 AM
Welcome & Introduction
Mitch Haws-SVP IR
9:10 AM
CEO Keynote:
Semtech Rising,Transforming, and Excelling
Dr. Hong Hou-President & CEO
9:45 AM
Industry Panel:
The AI Connectivity Imperative
- Mark Edelstone (Morgan Stanley) Moderator
- Alan Weckel (650 Group)
- David Ramku (OCP Board Chair; Meta)
- Dr. Alexis Black Björlin (General Catalyst; Micron Board)
- Dr. Hong Hou (Semtech)
10:45 AM
Break
11:00 AM
Data Center Tech Deep Dive:
”The Market is Moving Toward Us”
Imran Sherazi-SVP & GM, Signal Integrity Products
11:30 AM
Networking Lunch & Product Demo Stations
1:00 PM
Financial Framework & Multi-Year Outlook
Mark Lin-EVP & CFO
1:30 PM
Q&A Session
Semtech Leadership Team
