Caroline Hyde

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8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

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Bloomberg Tech · Arm Warns of Phone Market Weakness · 7 May 2026 podcast

And I want to talk about just that at the moment, because we're joined now by the CEO of ARM more broadly, Renee Haas.

I'm pleased to say you're joining us from San Diego.

And Renee, no the market perhaps digesting recent run-ups in the stock, but also digesting what you warned that you're seeing in the smartphone arena.

And that's because of memory prices.

Just dictate a little bit of what you've seen in the space.

Okay, so not a large royalty perspective coming from the smartphones, but where the dictation of growth seems to be coming from is CPU.

Not only CPU architecture that is used broadly by you name check the Googles, the Amazons, the way in which we're seeing CPU fervor grow in your customers, but also you're building the chip yourself.

How do you see that market expanding?

Extraordinary since you first announced the move towards building it yourself, towards the what we see is this focus on this particular CPU.

But where from?

We know that Meta has been a key partner on this, but where else are you getting demand from, Renee?

We've got to talk a little bit about supply.

You're talking about how you're built making sure that the the servers are there, the way in which we can put them in the data centers is there, the partners you're working with.

But time and time again we're hearing from everyone that the blocker really isn't demand, it's supply.

Have you had any issues with that?

Size of opportunities, size of role for you, Renee, has been expanding because you're still CEO of ARM, but you're also taking on leading the Soft Bank International part of the business.

And this is all about working with other parts of SoftBank's ecosystem in the chip arena.

I just think of some of the

Acquisitions and peers been put into the portfolio.

You've got GraphCore.

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