Hot Chips
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 3, 2026 by Rene Haas · said 2 times in 1 episodes since 2026 · across every show →
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2026 2 mentions in 1 episode
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Sep 3, 2026 positive
Haas: Arm now directly sources wafers and substrates for its own chip
“We also introduced our first product last March, the one you just mentioned at Hotchips, the Army GI CPU. 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.”