prediction claim
Rene Haas thinks wafer capacity and memory capacity would probably constrain growth if infrastructure build-out did not.
Rene Haas · Redefining Chip Architecture with Arm CEO Rene Haas · 3 Sep 2026
In their words
The transcript segments this claim was taken from
“because if it wasn't, if infrastructure build out was not a headwind,”
“I think capacity for wafers, capacity for memory, that probably would be a headwind.”14:23Report a misattribution
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