Arm CEO Rene Haas on why Arm now sells physical chips: "No inventory, no scrap"
No Priors · youtube · 2026-09-07
On the No Priors podcast, Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explain why Arm is now selling physical chips.
Haas frames the on-demand manufacturing model as "no inventory, no scrap — what's not to like?" The conversation covers the realities of building physical chips — supply chain, manufacturing — and Arm's strategic shift from pure IP licensor to selling actual silicon.
Related event: Arm CEO Explains Why the Company Now Sells Physical Chips(2 posts)→
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