The fallout has set off a scramble among chipmakers to reset expectations for a future with less sales to China and prompted fears that their retreat could turn the Chinese tech giant Huawei into a global chip-making powerhouse.
Samsung and China need each other, said CW Chung, joint head of Apac equity research at Nomura. Chinese customers have become more important for Samsung, but it won't be easy to do business together.
Rene Haas emphasizes Arm's critical role in the tech industry, stating, 'We design the blueprints for the most influential chips globally, from iPhones to data centers.' He reflects on the company's adaptability amid the rapid evolution of computing, particularly in the age of AI.