In November of 2019, the RISC-V Foundation moved their base to Switzerland as the US government continued its increasingly aggressive protectionist policies impacting tech trade globally. Flash forward to today. The US Department of Commerce continues to press its campaign against China’s tech industry. RISC-V presents a possible neutral zone in what is a global semiconductor industry divided by geopolitics. Growing interesting in RISC-V have been further fueled by Nvidia’s recent announcement that it would be purchasing Arm for $40 billion. Are the stars aligning for RISC-V? 

neXt Curve is joined by Joe Hoffman, research director at SAR Insight & Consulting to explore the following topics:

  • What is RISC-V? – We discuss the genesis of RISC-V and the short history of the open source ISA that could change the semiconductor industry as we know it.
  • What is the state of RISC-V and its future viability? – With the recent announcement that Nvidia will be acquiring Arm, RISC-V has draw a spotlight in recent days as no doubt Arm licensees have contemplated options for their future. But, what is the state of RISC-V? Can it challenge the mature ecosystem that Arm has built around it’s proprietary chip IP for the last thirty years?
  • What is the role of RISC-V in the present and the future? – We discuss the role of RISC-V in the fast-morphing semiconductor industry landscape and its potential to evolve into a force to reckon with in the future.
  • Why is neutrality important in the future of the semiconductor industry? – We discuss the significance of RISC-V maintaining a level of neutrality with its current and future licensees while navigating increasingly troubled waters between the US and China.

reThink Podcast featuring Joe Hoffman of SAR Insight & Consulting

For more insights on neXt Curve‘s Semiconductor and End Markets theme contact us for a detailed briefing with one of our analysts. Follow our site to get updates and notifications of our research and our 2020 research agenda.

by

Leonard Lee

Managing Director, neXt Curve

and

Joe Hoffman

Research Director, SAR Insight & Consulting

September 16, 2020

This material may not be copied, reproduced, or modified in whole or in part for any purpose except with express written permission or license from an authorized representative of neXCurve. In addition to such written permission or license to copy, reproduce, or modify this document in whole or part, an acknowledgement of the authors of the document and all applicable portions of the copyright notice must be clearly referenced.

© 2020 neXt Curve. All rights reserved.

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