semiconductor supply chain

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 3, 2026 by Rene Haas · across every show →

Everything said about semiconductor supply chain, oldest first

Sep 3, 2026 bearish

Prediction Not checkable as stated

Arm CEO Rene Haas: AI chip supply constraints will last 3–5+ years

“That's not going to stop in 12 months. It's not going to stop in 24 months. I think we're going to be in this constrained environment for Three to five years at least.”

Rene Haas Sep 3, 2026 ▶ 12:47 Redefining Chip Architecture with Arm CEO Rene Haas

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semiconductor supply chain

Everything said about semiconductor supply chain, oldest first

Turn any episode into a week of clips.