ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race

[Daniel Nenni]

Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size, China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion”, Manufacturing in America: how to create a culture of excellence? US export controls, building in the UK, US-China AI arms race.

 

[tomatoma]

I think this CEO should turn his face to people who are actually involved in the manufacturing industry in Europe and the United States and speak directly.

 

[Fred Chen]

The EUV argument starting 12:20 falls apart when you consider Samsung.

I was also surprised by his characterization of US perception of manufacturing as a non-prestigious "blue-collar job" 17:40.

 

[tomatoma]

The EUV argument starting 12:20 falls apart when you consider Samsung.

I was also surprised by his characterization of US perception of manufacturing as a non-prestigious "blue-collar job" 17:40.

I was put off by the blue-collar worker comments...
It's true that semiconductor manufacturing can be classified as a manufacturing industry, but...
I was disappointed by his perception of manufacturing.

 

[tomatoma]

This may be the opinion of the CEO of a semiconductor manufacturing company, but I was honestly surprised.
I understand if people in the same manufacturing industry say that...

 

[siliconbruh999]

I don't think he has been to any Intel fabs cause Intel fabs operate 24X7 from what i know.

 

[Daniel Nenni]

I think this CEO should turn his face to people who are actually involved in the manufacturing industry in Europe and the United States and speak directly.

Not one of my top ten semiconductor CEOs, not even close.

 

[ai268]

This may be the opinion of the CEO of a semiconductor manufacturing company, but I was honestly surprised.
I understand if people in the same manufacturing industry say that...

Anyone here thinks ARM is a semiconductor manufacturing, not a computer architecture company? And come on, semiconductor manufacturing is the crown jewel of Math, Physics and Chemistry. Digital circuit design is complex and hard, but it's just writing the programs.

 

[tomatoma]

Anyone here thinks ARM is a semiconductor manufacturing, not a computer architecture company? And come on, semiconductor manufacturing is the crown jewel of Math, Physics and Chemistry. Digital circuit design is complex and hard, but it's just writing the programs.

I accidentally mispronounced the words...
sorry
The correct term is semiconductor design manufacturer.

 

[Barnsley]

I was put off by the blue-collar worker comments...
It's true that semiconductor manufacturing can be classified as a manufacturing industry, but...
I was disappointed by his perception of manufacturing.

Its the same opinion of the majority.

Once manufacturing in general started to get outsourced to places paying peanuts, it was always on a slippery slope of perception

 

[siliconbruh999]

Once manufacturing in general started to get outsourced to places paying peanuts, it was always on a slippery slope of perception

It is one thing for some random dude to say that but it another thing the CEO of a Semi Design company to say that.

 

[samwilde]

ARM is supposed to start selling chiplets to customers as well.