4 sources healthy · latest episode 9 Nov 2026
prediction claim

Rene Haas expects supply-chain constraints to persist for at least three to five years, not to end within 12 or 24 months.

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

In their words

The transcript segments this claim was taken from

“it yeah all of that and i and i think that is um that's not going to stop in 12 months it's not going to stop in 24 months i think we're going to be in this constrained environment for”
“three to five years at least.”
12:45Report a misattribution
0.85how strongly it was put, not whether it is true
0.90importance to the conversation
0.95confidence the claim was read correctly