Rene Haas

It's definitely important on a national level. So I was and am in favor of the CHIPS Act.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

I think one of the things that's happening is a real raise of visibility on this talent issue. And I think putting more and more money into university programs around semiconductors, semiconductor research is helping. I think that for a number of years, semiconductors and particularly manufacturing was not seen as the most attractive of degrees to go off and get.

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

A lot of people were looking at software as a service and things in other areas. So I think we need to get back to that on the university level. Now, one could argue if AI bots and agents can come in and do meaningful work, maybe that helps. But

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

I think in the area of building chips and semiconductor process, that is very much an art as well as a science, and particularly around improving manufacturing yields. So I don't know if we have enough talent, but I know there's a lot of effort now going to try to bolster that.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I think one of the things we were talking about earlier was we are now a public company. We were not a public company in 2022. So one of the things I've learned as a public company is break out as little as you can possibly can. So nobody can ask you questions in terms of where things are going.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.

Yeah, I know you are. So I would say this, no, we don't break any of that stuff out. But what we are observing is that, and I think this is only going to accelerate, is whether you're talking about an AI data center or you're talking about an AirPod or a wearable in your ear, there's an AI workload that's now running and that's very clear.

This doesn't necessarily need to be chat GPT-5 running six months of training to figure out the next level of sophistication. But this could be just now you want to run a small level of inference that is helping the AI model run wherever it's at. So we are seeing AI workloads, as I said, running absolutely everywhere. So what does that mean for ARM?

This doesn't necessarily need to be chat GPT-5 running six months of training to figure out the next level of sophistication. But this could be just now you want to run a small level of inference that is helping the AI model run wherever it's at. So we are seeing AI workloads, as I said, running absolutely everywhere. So what does that mean for ARM?

This doesn't necessarily need to be chat GPT-5 running six months of training to figure out the next level of sophistication. But this could be just now you want to run a small level of inference that is helping the AI model run wherever it's at. So we are seeing AI workloads, as I said, running absolutely everywhere. So what does that mean for ARM?

So our core business is around CPUs, but we also do GPUs. We also do NPUs, neural processing engines. And what we are seeing is the need to add more and more compute capability to accelerate these AI workloads. We're seeing that kind of as table stakes. Either put a neural engine inside the GPU that can run acceleration or make the CPU more capable to run extensions that can accelerate your AI.