# Episode 46: A Discussion with Arm CEO Rene Haas

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-12-11
- Length: 36m
- Episode: 48
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-12-11-episode-46-a-discussion-with-arm-ceo-rene-haas
- Listen: https://share.transistor.fm/s/0acc66e1

## Summary

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.

## Outline

1. Introduction: Rene Haas and Arm's Core Business Model
2. Value Capture: From Generic Licenses to Productized Solutions
3. Growth Drivers: Data Centers, Automotive, and AI Workloads
4. Navigating China: Sanctions, RISC-V, and Software Ecosystems
5. Intel Foundry Partnership and the Future of Chiplets

## Topics

- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- Arm (company)
- Intel Foundry Services (company)
- Neoverse (product)
- RISC-V (chip)
- NVIDIA Grace Hopper (product)
- AWS Graviton (product)
- Google Gemini (product)
- TSMC (company)
- Samsung (company)
- SoftBank (company)
- Alibaba (company)
- Tencent (company)

## Related episodes from other shows

- [235. Arm’s Vince Jesaitis on How AI Is Moving from the Cloud to Your Pocket](https://hardwarepodcasts.com/podcast/the-next-byte-podcast/2025-12-09-235-arms-vince-jesaitis-on-how-ai-is-moving-from-the-cloud-to-your-pocket) (The Next Byte Podcast)
- [Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-22-managing-in-a-pandemic-intel-meet-the-new-boss-arm-30) (EE Times Current)
- [Launch of RISC-V Special Project | MIPS vs. RISC-V | RISC-V Impact on ARM](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-18-launch-of-risc-v-special-project-mips-vs-risc-v-risc-v-impact-on-arm) (EE Times Current)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)
- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)

## Citing this page

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