4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Arm says selling physical products requires supply-chain operations and work with foundries and memory suppliers.

Rene Haas · Redefining Chip Architecture with Arm CEO Rene Haas · 3 Sep 2026

In their words

The transcript segments this claim was taken from

“But that means you need supply chain operations people.”
“You need to work with, as I said, the TSMCs and Samsungs of the world.”
“You need to work with the Samsungs and the Microns, the SK Hynix to get memory allocation.”
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