Redefining Chip Architecture with Arm CEO Rene Haas
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There's no computing problem that's ever been invented that doesn't utilize and can't utilize the microprocessor. It is the heart of everything. All roads lead through it, around it, past it. Something has to do the orchestration, arbitration decision around where those tokens go. That's what CPUs do. Chip design can take anywhere from twenty four to thirty six months depending on the complexity of the chip, etcetera, etcetera. The actual design is not the largest amount of time. The largest amount of time is in the verification, the validation, the debug. AI is really good at that. And if we
Yeah.
After that, go to the library that we have down the hall. It'd be anarchy. Yeah. The genie's out of the bottle and there's no stopping that.
Hi, listeners. Welcome back to No Priors. Today, Elad and I are here with Renee Haas, the CEO of ARM and SoftBank Group International. We talk about the position of ARM within the chip industry, the resurgence of interest in chip innovation, the challenges of the supply chain, the future of robotics, energy, his place in the SoftBank Group, and how he sees workloads changing in the future and for ARM. Renee, thanks so much for doing this with us.
Pleasure.
Congratulations on the chip presentation at hot chips and, you know, all of the progress that ARM has made. I think there's enormous amount of interest from the technology industry and the software industry and just sort better understanding the chip supply chain recently. For anybody who's not super familiar, can you explain Arm's position in it? And then we'll get into sort of more recent topics.
So we have two positions in the chip supply chain. Our primary business is licensing IP, the CPU core that finds its way into smartphones, data centers, automobiles, you name it. Our customers are the ones who either build the chips themselves, a Samsung who's got their own fab, or the vast majority companies that take their chip designs and go to TSMC and get them taped out. So in that world, and this is the cool thing about ARM, because we're so broad in terms of the markets that we serve, we kind of see everything. We have a very good sense of what's going on in automotive, data center, sma
Why'd you make the move now? So know, ARM, I believe, existed for a few decades now. The focus was always on IP, which is effectively like designing the way the different chip components are put together, then you license that out to other people to actually manufacture and incorporate into their designs. Why did you decide to start making some of your own CPUs?
Yeah, was an evolution from the early days of where we just supplied simply the IP components, the pieces, the CPU IP, the GPU IP, the system IP, etcetera, etcetera. A few years ago, what we were starting to see was that product cycle times aren't slowing down, chip manufacturing times are extending. The ability to get solutions out faster was becoming more and more important. So we moved from these individual components into what we called compute subsystems. I used, when we did the road show a few years ago, I used the Lego analogy where essentially we're providing the blueprint on here's ho
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