Local · LA Today Wire
Arm's chief executive Rene Haas, in an interview with the BBC, stated that AI could eventually solve cancer by modeling DNA markers driving tumors, but the complexity remains unsolved. The bottleneck, according to Haas, is the shortage of chips required for data centers supporting AI-driven research. This shortage is real: SK Hynix, Samsung, and Micron have preallocated their 2026 high-bandwidth memory capacity, with SK Hynix controlling 62% of the HBM market, sold out through 2026.
TSMC’s CEO indicated supply won’t catch up until 2027. Haas points to the concentration of firms like TSMC and ASML in the semiconductor supply chain, emphasizing the risk and the industry’s adaptation to it. He also questioned the UK’s ability to build meaningful chip manufacturing capacity soon.
Haas stepped down from AstraZeneca’s board, making his cancer comments more than a talking point. He believes humanoid robots, built on Arm’s compute architecture, will perform real manufacturing and repair work within a decade. Haas dismisses job displacement fears, stating estimates of job loss are overstated and new AI-driven work will emerge.
The interview underscores that all promises—from curing cancer to job creation—rely on overcoming the chip shortage bottleneck. Arm’s market cap growth of 93% over the past year reflects the AI infrastructure boom, with the shortage impacting AI progress. The shortage’s duration will determine how quickly AI can demonstrate its potential.
Source: Startup Fortune
