The Geopolitics of Semiconductors

Even if you have never heard of Arm, you've likely used its technology. Arm is a semiconductor and software design company. It designs blueprint technologies for the microprocessors that live inside most of the tech we use every day, including our smartphones, our TVs and our cars. The ubiquity of this technology also makes demand for it very high. So how is this high demand impacted by the struggling international supply chain and Russia's invasion of Ukraine? And what does this mean for the consumer? Arm CEO Rene Haas explains. Also in this episode, Haas and Fortune CEO Alan Murray discuss Arm's impending IPO, Arm's work to make chip processing more climate friendly, and how the rapid access to information has changed the nature of leadership.