Fab

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 18, 2026 by Lip-Bu Tan · across every show →

Everything said about Fab, oldest first

Jun 18, 2026 bearish

Assertion Not checkable as stated

Tan: Memory is the biggest AI bottleneck and takes years to fix

“Everybody know right now, memory is the biggest shortage. And everybody tried to scramble for memory. And then even though you want to build a fab to capacity increase, it would take a couple of years to do that.”

Lip-Bu Tan Jun 18, 2026 ▶ 12:13 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Sep 3, 2026

Disclosure

Haas: Arm has no intention to build semiconductor fabrication plants

“We don't have a fab and we have no intention to build a fab, but we fit in that ecosystem.”

Rene Haas Sep 3, 2026 ▶ 5:41 Redefining Chip Architecture with Arm CEO Rene Haas

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Fab

Everything said about Fab, oldest first

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