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Index/Leadership/The CEO Diary with Fexingo
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How ARM Redesigned the Chip Business with Licensing

The CEO Diary with Fexingo · 2026-07-15 · 8 min

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Topics in this episode

Arm Holdingsrene haaschip licensingsemiconductor business modelarm ipo

Episode notes

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 your server. #ARMHoldings #ReneHaas #ChipDesign #Semiconductor #LicensingModel #TechStrategy #IPO #AppleSilicon #Qualcomm #Intel #Business #Leadership #CEO #PricingStrategy #IntellectualProperty #FexingoBusiness #BusinessPodcast #TheCEODiary Keep every episode free: buymeacoffee.com/fexingo

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