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How ARM Redesigned the Chip Business with Licensing
In this episode of The CEO Diary, Lucas and Luna explore how ARM Holdings, under CEO Rene Haas, built a licensing model that powers over 200 billion chips worldwide. They trace ARM's journey from a BBC-funded startup to the architecture behind Apple, Qualcomm, and NVIDIA, and explain why its royalty-based approach gave it an edge over Intel's manufacturing-first strategy. The hosts discuss the 2023 IPO, the shift to version 9 architecture, and what the Qualcomm legal battle means for ARM's future. A deep dive into a quiet giant that runs your phone, your TV, and increasingly…
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