金吾财讯 | Arm（ARM）CEO 雷内・哈斯近日受访表态，受 AI 产业超预期景气度提振，公司芯片营收或较原定时间提前触达 150 亿美元目标。哈斯于台北电脑展期间接受彭博采访，重申对本世纪末达成业绩指标保有高度信心，当前数据中心与 AI 基建批量投产持续抬升芯片采购需求。
依托自研芯片落地，Arm 跳出过往单纯 IP 授权的传统经营模式。公司 3 月推出首款自研芯片，Meta 拿下首批采购订单，该产品原本规划至 2031 年贡献 150 亿美元年收入。当下全产业链备货节奏提速，终端需求持续超出内部测算，成为业绩提速的核心支撑。
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