Jimmy Cheng of CASPA and of Synopsys' Technology Intelligence Center serves as president of CASPA for 2026–2027 and previews the CASPA Silicon System Intelligence event, which takes place on October 23–24 as part of CASPA's 35th anniversary programming that focuses on semiconductor systems, artificial intelligence infrastructure and cross-discipline industry collaboration. In this theCUBE Research interview, hosts John Furrier and Dave Vellante speak with Jimmy Cheng of CASPA about the organization’s role in the semiconductor ecosystem. Cheng outlines an engineering-driven background and the organization’s 35-year evolution. They describe the conference’s single-track Silicon System Intelligence theme and the objectives for convening leaders across industry and analysis. The discussion covers the blending of legacy and AI-native players, mentorship and career programs and the inclusion of chief executive officers to address strategic capital expenditure and market decisions. Cheng identifies a shift from accelerator-centric conversations to system constraints such as memory bandwidth, interconnect and thermal design, which Cheng identifies as critical bottlenecks. They characterize current capital as exuberant yet rooted in real physical demand and say CASPA convenes industry leaders and leading analysts to separate hype from sustainable investment strategies. This conversation provides actionable insights for professionals in chip design, semiconductor systems and AI infrastructure and for organizations shaping investment and product road maps in heterogeneous computing and graphics processing units.
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Jimmy Cheng, CASPA
September 23, 2026
Jimmy Cheng
President CASPA
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Jimmy Cheng, president of CASPA (2026-2027) and head of Technology Intelligence Center at Synopsys, joins theCUBE's John Furrier to preview the organization's upcoming Silicon Valley conference and the systems-level shift reshaping semiconductor design amid the AI infrastructure boom. Cheng details CASPA's growth from a small circle of engineers in 1991 into a 7,000-member organization spanning 12 chapters worldwide. He explains how this year's event, themed "Silicon Syste... Read more
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