Rene Haas

His cabinet choices and appointees it was a bit chaotic and also at the same time There wasn't a lot of representation from the tech world and I think this time around whether it's Elon whether it's David Whether it's Vivek. I know Larry Ellison has been very involved in terms of discussions with the administration. I think it's a good thing, to be honest with you.

His cabinet choices and appointees it was a bit chaotic and also at the same time There wasn't a lot of representation from the tech world and I think this time around whether it's Elon whether it's David Whether it's Vivek. I know Larry Ellison has been very involved in terms of discussions with the administration. I think it's a good thing, to be honest with you.

His cabinet choices and appointees it was a bit chaotic and also at the same time There wasn't a lot of representation from the tech world and I think this time around whether it's Elon whether it's David Whether it's Vivek. I know Larry Ellison has been very involved in terms of discussions with the administration. I think it's a good thing, to be honest with you.

Having a seat at the table and having access to policy, I think is really good.

Having a seat at the table and having access to policy, I think is really good.

Having a seat at the table and having access to policy, I think is really good.

I would say, not just for our business, but let's talk about China for a moment. The economies of the two countries are so inextricably tied together that a separation of supply chain, a separation of technology is a really difficult thing to architect.

I would say, not just for our business, but let's talk about China for a moment. The economies of the two countries are so inextricably tied together that a separation of supply chain, a separation of technology is a really difficult thing to architect.

I would say, not just for our business, but let's talk about China for a moment. The economies of the two countries are so inextricably tied together that a separation of supply chain, a separation of technology is a really difficult thing to architect.

So I would just say that as this administration or any administration comes into play and looks at policy around export control and such, be mindful that a hard break isn't as easy as it might look on paper. And there's just a lot of levers to consider back and forth. We are one attribute in the supply chain. But if you think about what it takes to build a semiconductor chip... There's EDA tools.

So I would just say that as this administration or any administration comes into play and looks at policy around export control and such, be mindful that a hard break isn't as easy as it might look on paper. And there's just a lot of levers to consider back and forth. We are one attribute in the supply chain. But if you think about what it takes to build a semiconductor chip... There's EDA tools.

So I would just say that as this administration or any administration comes into play and looks at policy around export control and such, be mindful that a hard break isn't as easy as it might look on paper. And there's just a lot of levers to consider back and forth. We are one attribute in the supply chain. But if you think about what it takes to build a semiconductor chip... There's EDA tools.

There's the IP from ARM. There's the fabrication. There's the companies like NVIDIA, Mediatek that build chips. But then there's raw materials that go into building the wafers and the ingots and the substrates, and they come from everywhere. So it's just such a complex problem that's so inextricably linked together that I don't believe there's a one-size-fits-all policy.

There's the IP from ARM. There's the fabrication. There's the companies like NVIDIA, Mediatek that build chips. But then there's raw materials that go into building the wafers and the ingots and the substrates, and they come from everywhere. So it's just such a complex problem that's so inextricably linked together that I don't believe there's a one-size-fits-all policy.

There's the IP from ARM. There's the fabrication. There's the companies like NVIDIA, Mediatek that build chips. But then there's raw materials that go into building the wafers and the ingots and the substrates, and they come from everywhere. So it's just such a complex problem that's so inextricably linked together that I don't believe there's a one-size-fits-all policy.

And I think administration's being open to understanding that There just needs to be a lot of balance in terms of any solution that's put forward.

And I think administration's being open to understanding that There just needs to be a lot of balance in terms of any solution that's put forward.

And I think administration's being open to understanding that There just needs to be a lot of balance in terms of any solution that's put forward.

No. I mean, the only thing that's probably changed for us in China, and I would say that's probably for a lot of the world, is that China used to be a very rich market for startup companies. And venture capital flew around very freely. There was a lot of innovation and things of that nature. That has absolutely slowed down, whether that is the exit

No. I mean, the only thing that's probably changed for us in China, and I would say that's probably for a lot of the world, is that China used to be a very rich market for startup companies. And venture capital flew around very freely. There was a lot of innovation and things of that nature. That has absolutely slowed down, whether that is the exit