2026-03-25
CNBC
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Arm CEO Rene Haas projects $25B in revenue in 2031, up from $4B in 2025, including $15B from sales of Arm's first in-house chip, sold at a ~50% gross profit
Katie Tarasov /CNBC:
2026-03-24
CNBC
Arm CEO Rene Haas projects $25B in revenue in 2031, up from $4B in 2025, including $15B from sales of Arm's first in-house chip; ARM jumps 6%+ after hours
Katie Tarasov /CNBC:
2025-05-22
CNBC
Inside the making of ASML's High NA: the latest-gen EUV machine costs $400M+, has four modules, is assembled in the Netherlands, and five units have shipped
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2024-12-15
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A look at TSMC's $20B Arizona fab, which the company says is “dang near back on the original schedule” and is set to produce 4nm chips at 20K wafers per month
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2023-12-01
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A profile of Apple's chip division, including interviews with its head Johny Srouji and Apple's hardware engineering chief John Ternus
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2023-06-11
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An interview with Jinman Han, the head of Samsung's US chip business, on the pandemic chip shortage, geopolitics, Samsung's $17B fab in Taylor, Texas, and more
Katie Tarasov / CNBC : Tweets: @stshank and @sarthakgh Tweets: Stephen Shankland / @stshank : Samsung re. subsidies to build chipmaking fabs in the US: “The CHIPS Act is helping us to overcome the di...
2022-11-23
CNBC
An interview with AMD CEO Lisa Su on AMD's success at catching up to Intel, huge bets on custom chips, the PC slump, export restrictions to China, and more
Katie Tarasov / CNBC : Tweets: @nerdtechgasm and @lamw Tweets: @nerdtechgasm : Next: “How AMD became a GPU giant and leapfrogged NVIDIA after years of playing catch-up”? The dream continues.. 😅 https...
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