Arm, every mention
32 scenes (2025) · ← back to Arm
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Verbatim, from the transcripts: the passages where Arm comes up
TSMC founder Morris Chang · Acquired
- ▶ 0:50 Ben Gilbert After becoming obsessed with semiconductors from our TSMC episode four years ago, David and I wound our way through the rest of the industry, studying fabless companies like Nvidia and Qualcomm, architecture companies like ARM,
- ▶ 2:24:32 Ben Gilbert Um, so they're, you know, they're not NVIDIA, they're not ARM, they're not Cadence Synopsys, they're not ASML, like they're not their own equipment vendor.
- ▶ 2:24:45 Ben Gilbert One of the things that I think is under appreciated, and I, I don't, we didn't talk that much about with, with Morris, but the rise of ARM.
- ▶ 2:25:07 Ben Gilbert But the fact that there was an architecture, as we talked about on our ACQ-II episode with Renee, uh, from ARM,
- ▶ 2:26:55 David Rosenthal But if ARM hadn't existed, like, there would have been nowhere else for, you know, this vector of innovation to go.
- ▶ 2:27:16 David Rosenthal In a large part, that's due to ARM.
- ▶ 2:27:18 Ben Gilbert Yes, and ARM and TSMC are sort of, like, coupled at the hip of history, uh, of when this, how this came to be.
- ▶ 2:27:36 David Rosenthal Not only TSMC, ARM, Synopsys, Cadence, and ASML all founded,
- ▶ 2:28:33 David Rosenthal This is a Cadence building there, and that's a Synopsys building there, and that's an ARM building there.
- ▶ 2:30:00 David Rosenthal I mean, the backpacks that I saw on the plane, like, there's a Google backpack, there's an Amazon backpack, there's an Arm backpack, there's a Marvell backpack.
- ▶ 2:50:59 Ben Gilbert We, uh, got some similar notes from Renee Haas, who is the CEO of Arm.
- ▶ 2:54:08 Ben Gilbert There's one with Rene Haas from Arm Holdings that we did.
TSMC · Acquired
- ▶ 4:25 Ben Gilbert The arm episode.
- ▶ 1:03:57 Ben Gilbert Is this the founding of ARM?
- ▶ 1:04:00 David Rosenthal ARM.
- ▶ 1:04:40 David Rosenthal Harm gets started.
- ▶ 1:04:53 Ben Gilbert Since the outset has used ARM.
- ▶ 1:04:55 David Rosenthal Chips that are using all mobile devices, iPhones and Android, all of which are ARM, and lots of servers that are ARM.
- ▶ 1:05:01 Ben Gilbert So presumably there's some relationship coming between TSMC and ARM.
- ▶ 1:05:11 David Rosenthal The architecture companies like ARM, the design, the EDA companies like Synopsys, these guys are all deeply, like the engineering is all deeply in bed with one another.
- ▶ 1:07:07 David Rosenthal So that's all like ARM.
- ▶ 1:12:03 David Rosenthal Okay, so ARM, my sidebar number one.
- ▶ 1:12:06 David Rosenthal You know, 1987, also created, right, they're just an IP design company, like I was saying in your sidebar.
- ▶ 1:12:16 David Rosenthal So, they just license out the ARM architecture to other companies that then design using the ARM architecture.
- ▶ 1:13:27 David Rosenthal Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.
- ▶ 1:13:48 David Rosenthal Yeah, because Arm was a JV with Apple.
- ▶ 1:33:37 Ben Gilbert They got it right with saying, like, hey, we got to use ARM in these things because we need a really low-power device, so they've done actual God's work and magic to be able to bring a PC x-a-d-six operating system, create a sub-operating…
- ▶ 1:33:51 Ben Gilbert Totally, that runs on ARM.
- ▶ 1:34:29 David Rosenthal Designs are ARM companies.
- ▶ 1:36:13 David Rosenthal Maybe you'll use ARM, like, whatever.
- ▶ 1:56:42 David Rosenthal If you want to be using ARM, for instance, or, you know, they're kind of the best integrated with.
- ▶ 2:07:27 Ben Gilbert And apparently, it was less about the fact that, I'm sorry, you want to use ARM?