RISC-V is a royalty-free alternative for core architectures with high adoption in low-end core space.
SiFive, a major player in RISC-V, has experienced significant layoffs and a shift towards focusing on custom cores.
There is speculation around SiFive's investor funding situation, but the company has clarified that they are well-funded and continuing to enhance their product roadmap.
Rapidus, a new semiconductor company in Japan, aims to bring 2nm manufacturing capacity online by 2027 with backing from major Japanese companies and government subsidies.
The Leading-Edge Semiconductor Technology Center (LSTC) in Japan, a collaboration between the US and Japan, will focus on advanced research and building vital silicon for both economies.
Tenstorrent's collaboration with LSTC involves providing advanced high-performance RISC-V cores and chiplets, indicating a push towards AI acceleration and cutting-edge technology development.
ARM's royalty revenue faces challenges with declines in smartphone sales and RISC-V gaining share in embedded markets.
AI trend shifts workloads from CPUs to specialized hardware, posing a challenge to ARM's value capture.
ARM is expanding and investing in compute capabilities, but questions arise regarding the outcomes of these efforts, especially in the face of evolving industry dynamics.