Rene Haas, CEO of British chip design company ARM, said that AI may help humans overcome cancer during our lifetime. But before that, the entire industry first needs to solve a problem: how to produce enough chips to provide AI with computing power. Haas believes the scale of AI demand for chips and memory is unprecedented in the semiconductor industry. The cost of a single fab is tens of billions of dollars, and the construction period usually takes two to three years. He pointed out that the entire industry is in a state of “absolute supply restrictions” and expects this tight supply situation to continue for some time.

Zhitongcaijing · 1d ago
Rene Haas, CEO of British chip design company ARM, said that AI may help humans overcome cancer during our lifetime. But before that, the entire industry first needs to solve a problem: how to produce enough chips to provide AI with computing power. Haas believes the scale of AI demand for chips and memory is unprecedented in the semiconductor industry. The cost of a single fab is tens of billions of dollars, and the construction period usually takes two to three years. He pointed out that the entire industry is in a state of “absolute supply restrictions” and expects this tight supply situation to continue for some time.