英特爾和ARM：換個CEO，接著開打

????ARM需要做一些改變嗎？

????在沃倫?伊斯特（ARM現任CEO）的領導下，我們的團隊一直非常穩定。但是最近幾年，有幾位在這里工作多年的高管離開了公司，這也不是什么秘密。現在的團隊不同于多年來帶領我們走到這里的團隊。我在這里已經工作了很長時間。我現在的挑戰是，如何讓我們的團隊繼續沿著過去幾十年的路徑前進。目前，ARM業務中沒有什么結構性問題顯示這一模式不再適用。事實上，在面臨經濟和科技挑戰的當今，這一模式只有更加適用。合作模式是解決這些挑戰的極佳方式。因此，我根本不擔心這個問題，也根本不擔心半導體需求。這關乎繼續和堅持——確保ARM的領導團隊是有效的，員工知道我們的目標，在公司成長的過程中不丟失企業文化。這些挑戰并非只有ARM一家公司正在面臨。

????今天有關摩爾定律（Moore's Law）的探討，與10年或20年前有何不同？（摩爾定律認為，半導體行業安裝在電腦芯片上的晶體管數量每18至24個月將增加一倍。）

????不同的一點是，今天已有足夠的歷史經驗可以證明技術挑戰是可以被解決的。現在人們討論的是，既然我們已經解決了這些問題，使用這些技術解決方案是否經濟可行。在摩爾定律討論中，這是如今人們更加擔心的內容。過去的擔心是如何縮小晶體管體積。晶體管規模成本已呈指數倍下降。摩爾定律并非鐵律，這背后沒有自然規律。這只是一項至今仍然沒有被打破的預測。但現在，人們開始擔憂晶體管規模成本會上升，如果成本真得上升，該怎么辦。關于替代材料和碳納米管有很多的研究，實驗室內的研究都著眼于如何持續縮小體積。但到頭來你能否承擔這一解決方案的成本，是一項挑戰。不過我不愛杞人憂天。當前科技以越來越富創意的方式存在，我們有足夠的方式去利用科技。

????ARM現任CEO離職時還相當年輕，而保羅?歐德寧（英特爾即將離職的CEO）的離職是人們預期之中的。你認為這是為什么？

????我不能代表保羅?歐德寧發言，但我很了解沃倫，他已在ARM擔任了12年的CEO，這是相當長的CEO任期。這顯然是一個要求高的工作。要求每天24小時，一周7天的工作，以及頻繁的飛行。換做任何一個人，在人生的某個時刻，都會說，“你知道嗎，我想有段時間做做其他事情。”沃倫做這件事很久了。他想把這項工作交給其他人。我們有很多共同的理念，但我們是不同的自然個體，我們會有不同的方式。在年齡上，我有一點點優勢，希望我的身體還能繞地球多飛幾年，而且，基于我對公司的了解，我可以確保我們繼續朝著正確的方向前進。（財富中文網）

????Are there changes that need to take place at ARM?

????Under Warren's [East, ARM's current CEO] leadership we've had an incredibly stable team. But over the last couple of years it's no secret that a couple of executives who've been there a long time have left. The current team is different from the team that got us here. I've been there a long time. My challenge right now is making sure that the team continues the path forward that we've enjoyed the last couple of decades. There's nothing structural about ARM's business that says the model that we have doesn't apply anymore. In fact what we have is even more applicable today as we face economic challenges and technology challenges. This partnership model is a great way of addressing this. So that doesn't worry me at all, and the demand for semiconductors doesn't worry me at all. It's about keeping it all going -- making sure that the leadership team at ARM is effective, that employees get where we're going, that as the company grows we don't lose the culture. These are not unique challenges to ARM.

????What's different about the conversation around Moore's Law today versus 10 or 20 years ago? (Moore's Law states that the number of transistors the industry can place on a computer chip will double every 18 to 24 months).

????What's different is that there's enough history to say the technical challenges can get solved. What people now talk about is, now that we've solved them, is it economically viable to use the technology solutions. That's what people are worrying about more now on the Moore's Law conversation than they ever were. Previously it was about what are we going to do to shrink the transistors. The cost per transistors has gone down exponentially. Moore's law isn't a law, there's no natural thing behind it. It's a prediction that has held up. Now people are worried about does the cost per transistor start to go up, and if it does, what do you do about that. There's plenty of research going on into alternate materials, carbon nanotubes, all these things are being worked on in a lab somewhere to keep scaling. But whether you can afford the solution at the end of the day is the challenge. I'm not worried about people saying, well unless the next generation comes along the world will end. There are plenty of ways to use the technology as it exists today in more and more creative ways.

????Your current CEO is leaving at a rather young age, and Paul Otellini (Intel's outgoing CEO) is stepping down ahead of when everybody expected. Why do you think this is?

????I can't speak for Paul Otellini, but I've known Warren very well, and he's been the CEO of ARM for 12 years, which is a long time to be a CEO. It's clearly a demanding job. It is 24/7, and you fly a lot. At some point in anyone's life you say, "You know, I'd like to go do something else for a while." Warren's been doing this a long time. He wants to hand it over to someone else. We share a lot of common philosophies, but naturally we're different people, we'll have a different approach. I've got a little bit of an age advantage on him, and hopefully I can put up with lapping the planet for a few more years, and based on my knowledge of the company I can keep moving us in the right direction.