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Chip manufacturing

Redefining Chip Architecture with Arm CEO Rene Haas

Redefining Chip Architecture with Arm CEO Rene Haas

Arm CEO Rene Haas discusses Arm's evolution from IP licensing to producing physical chips, the transformative role of AI in accelerating chip design and verification, and the critical supply chain bottlenecks impacting data center build-out. He also covers SoftBank's strategic capital deployment, the immense opportunities for Arm in the burgeoning robotics sector, and emphasizes why power-efficient CPUs remain fundamental to all AI workloads, from data centers to edge devices.

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.