ARM CEO: Intel is hopelessly behind TSMC

Director General ARM, Rene Haas, in the All-In podcast expressed doubt about the ability Intel catch up TSMC, pointing to systemic miscalculations companies over the past decades. The discussion centers on delay in EUV implementation, failure in the mobile device segment и the outdated reputation of US manufacturing.

According to Haas, Intel was "punished" for several key mistakes. First and foremost, the complete failure in mobile segment, where the company failed to offer a viable product for giants like Apple. Haas believes that After falling behind in one technological cycle, it becomes almost impossible to catch up, since TSMC has already become the main platform for Apple, NVIDIA, AMD and others.

The second important aspect is delay in the implementation of EUV lithographyARM emphasizes that Intel missed the boat and failed to invest in EUV a decade ago, unlike TSMC, which built its technological superiority on it.

Finally, Haas touched upon socio-cultural gap between East and West in the perception of manufacturing. While in Taiwan, working at TSMC is a prestigious and desirable goal, in the US manufacturing is perceived as blue collar, and does not arouse interest among the new generation.

All this, according to Haas, indicates that Bridging the technological gap requires more than just the efforts of one companyBut a complete restructuring of infrastructure, perceptions and priorities at the country level.