4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Arm says that, as a physical-product supplier, it must arrange purchases of substrates, wafers, and memory.

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

In their words

The transcript segments this claim was taken from

“So now we're in that soup ourselves from the standpoint of we're also having to figure out how to buy substrates and buy wafers and buy memory.”
“et cetera, et cetera.”
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