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Rene Haas

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
553 total appearances

Appearances Over Time

Podcast Appearances

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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.

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

for these companies isn't as clear, whether from a stock market standpoint, whether it's getting access to key technology isn't as well understood. We've seen that definitely slow down. On the flip side, we've seen incredible growth in segments such as automotive. If you look at companies like BYD or even Xiaomi,

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

for these companies isn't as clear, whether from a stock market standpoint, whether it's getting access to key technology isn't as well understood. We've seen that definitely slow down. On the flip side, we've seen incredible growth in segments such as automotive. If you look at companies like BYD or even Xiaomi,

Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

for these companies isn't as clear, whether from a stock market standpoint, whether it's getting access to key technology isn't as well understood. We've seen that definitely slow down. On the flip side, we've seen incredible growth in segments such as automotive. If you look at companies like BYD or even Xiaomi,