Rene Haas

speaker

57 appearances 1 recordings 1 series first heard May 2026 last heard 7 May

Rene Haas’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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

Uh now what we have is additional demand for another billion dollars of demand of product, uh, and that is bringing it to a total of two billion dollars.

And we're working with everybody in the supply chain, whether it's TSMC, uh the memory suppliers, SK Heinex, Micron, and Samsung.

But the beauty uh of all this, Caroline, is that this is not perishable demand.

It's not something that uh if a window closes there's not gonna be a need for compute.

So we are thinking about this in the long game.

Uh we've talked about a fifteen billion dollar target uh by FYE thirty one, so that's calendar thirty for uh for your viewers.

And basically what that means is uh we are very confident that we are on track to that fifteen billion dollar number in a very, very short time, which is you know quite transformational for the company relative to the size of opportunity and the amount of revenue that we'll deliver.

Yeah, thank you for the question.

You know, there's a lot of synergy to the kind of work that SoftBank is dr doing.

When you think about some of the announcements they've made recently around in Portsmouth, Ohio, for example, a huge 10 gigawatt data center facility, uh, working with the US Department of Energy uh as well as SoftBank Energy.

Uh and then we've got companies in the SoftBank portfolio like Ampere and and GraphCore.

a lot of synergy between the kind of work they're doing that could fit into ARM.

So uh Massa has asked me to to help with that orchestration.

and that coordination across the companies.

So uh in one extent, yeah, it may look like oh my gosh, he's got two jobs.

But on the flip side there is a lot of uh of uh coordination that we get benefit from both sides.

So I'm happy to to help in any way that I can.

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