Hardware Podcasts

Episode 46: A Discussion with Arm CEO Rene Haas

The Circuit · 11 Dec 2023 · 36m · Episode 48

What this episode covers

Rene Haas, CEO of Arm, explains that Arm is the 'brain' powering 70% of the world's electronic devices, operating through a licensing model rather than manufacturing chips. He details a strategic shift from generic CPU designs to productized, purpose-built solutions like Neoverse for data centers and automotive subsystems, which command higher royalties and accelerate time-to-market. Haas highlights growth drivers in cloud AI, PCs, and automotive, while noting that US sanctions on China have limited impact due to Arm's non-US design origin, though RISC-V gains traction in simple IoT applications. The conversation concludes with Arm's close partnership with Intel Foundry Services and the potential for Arm to deliver verified chiplet designs.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Arm, Intel Foundry Services, TSMC, Samsung, SoftBank, Alibaba, Tencent
Products
Neoverse, NVIDIA Grace Hopper, AWS Graviton, Google Gemini
Chips
RISC-V

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Next Byte Podcast · 46m

    235. Arm’s Vince Jesaitis on How AI Is Moving from the Cloud to Your Pocket

    Vince Jesaitis, Head of Global Government Affairs at Arm, explains how AI is shifting from cloud-based inference to local edge processing on devices like smartphones, earbuds, and cars. He details Arm's strategy of providing efficient CPU building blocks that enable high performance-per-watt, addressing energy and water constraints in data centers while enhancing user privacy and security. Jesaitis also discusses the critical role of government relations, including workforce development initiatives, the US Chips Act, and navigating divergent global regulations like the EU AI Act and GDPR.

    Connected products & IoTSecurity & privacy
    8 chapters

  • EE Times Current · 40m

    Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30

    NXP CTO Lars Reger discusses how the company adapted to pandemic-era remote work, highlighting increased productivity, the need for work-life balance hygiene, and a shift to goal-based management. Jim McGregor, principal analyst at Tirias Research, analyzes Intel's hiring of Pat Gelsinger as CEO, arguing that Gelsinger's external experience at VMware provides a necessary visionary perspective to address Intel's manufacturing stumbles and competitive challenges from AMD. Finally, Arm's Chet Babla reflects on the company's 30-year history, its deep integration into the automotive industry through low-power architecture, and the strategic importance of electrification and ADAS in modern vehicles.

    Leadership, teams & cultureMicrocontrollers & dev platforms
    5 chapters

  • EE Times Current · 6m

    Launch of RISC-V Special Project | MIPS vs. RISC-V | RISC-V Impact on ARM

    EE Times launches a special project on RISC-V, featuring analysis from Rich Quinnell, Rick Merritt, and Nitin Dahad. The episode explores RISC-V's potential to challenge ARM and MIPS by lowering barriers to entry through open-source instruction sets, contrasting this with ARM's complex licensing and ecosystem maturity. It highlights the industry shift toward custom silicon for AI and IoT, noting that while open-source architectures offer cost advantages, they face significant hurdles in ecosystem development compared to established players.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    4 chapters

  • EE Times Current · 32m

    Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound

    Kevin Krewell of Tirias Research discusses the potential acquisition of Arm by Nvidia, analyzing executive connections and the strategic implications for Arm's licensees like Qualcomm and Apple. Dan Hutcheson of VLSI Research, James Lewis of CSIS, and Jeff Rittener of Intel discuss US legislation to boost domestic semiconductor manufacturing, highlighting Intel's need for grants to compete with lower-cost Asian production and the geopolitical focus on TSMC and SMIC.

    Policy, trade & tariffsChips, FPGAs & semiconductors
    7 chapters

  • EE Times Current · 45m

    CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?

    Mythic co-founder and CEO Mike Henry explains how the company's analog AI accelerator chips use onboard flash memory to achieve best-in-class performance-per-watt for inference tasks like security video analytics and drone depth estimation, avoiding the high power and cost of digital GPUs. Nvidia analyst Kevin Krewell discusses the $40 billion acquisition of Arm by Nvidia, analyzing Jensen Huang's strategic move to control the CPU/GPU ecosystem and the significant regulatory hurdles regarding Arm's monopoly in the smartphone market.

    Chips, FPGAs & semiconductorsPolicy, trade & tariffs
    8 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by The Circuit. The episode itself belongs to its publisher.