RISC-V could completely eat ARM for lunch if they try to jack up fees under the guise of "value extraction", and not through true value creation.
In 2 years from this date, I fully expect the safety critical RISC-V chips like the forthcoming High Performance Spaceflight Computer (HPSC) from Microchip, Inc.[0], and derivatives [1] [2] leveraging SiFive IP[3], and other RISC-V competitors [4] to take a dominant position in Space, Aerospace, Aviation, and potentially other less cost-sensitive industries where RTOS dominate.
This raises a few questions in my mind:
Could that extend to vehicles and other use-cases?
Will we see more derivatives with even higher performance beyond the already announced PolarFire2 designed specifically for terrestrial use?
I don't know how sensitive their overall BOMs are to high priced reliable chips designed for fault tolerance...
I don't know how fast the quality of the mass market chinese RISC-V chips will ascend the perceived quality gap, and expand offerings into newer profiles [5]
Where will the toolchain for RISC-V be on a specific chip basis?
Is Nvidia likely to expand their usage of RISC-V?
[0] https://www.microchip.com/en-us/products/microprocessors/64-...
[1] https://www.microchip.com/en-us/products/microprocessors/64-...
[2] https://www.microchip.com/en-us/products/microprocessors/64-...
[4] https://www.gaisler.com/products/gr765
[5] https://docs.riscv.org/reference/profiles/rva23/_attachments...
> In 2 years from this date, I fully expect the safety critical RISC-V chips like the forthcoming High Performance Spaceflight Computer (HPSC) from Microchip, Inc.[0], and derivatives [1] [2] leveraging SiFive IP[3], and other RISC-V competitors [4] to take a dominant position in Space, Aerospace, Aviation, and potentially other less cost-sensitive industries where RTOS dominate
They already are in India [0][1], but SiFive helped build a portion of the ecosystem in India as well [2].
I'm sure there are similar applications in China but I'd need help pointing to a specific initiative. I know Tenstorrent is hitching their wagon to China especially after poaching Arm China leadership.
> Could that extend to vehicles and other use-cases
They already are in India [3][4][8] - this is something the US and Indian governments as well as American and Indian VCs and corporations are collaborating on together. One such collaboration has already IPOed [5], seen combat, and begun helping develop capacity within America [6]. And another has recently announced a mega-raise with General Catalyst [7]. RISC-V design is on the roadmap as well in this relationship.
[0] - https://www.iitm.ac.in/happenings/press-releases-and-coverag...
[1] - https://www.isro.gov.in/vikram3201.html
[2] - https://www.sifive.com/blog/sifive-expands-presence-in-india...
[3] - https://www.digitimes.com/news/a20260209VL216/risc-v-automot...
[4] - https://www.mindgrovetech.in/s2401-secure-iot
[5] - https://www.qualcommventures.com/insights/blog/ideaforge-fro...
[6] - https://firstbreach.com/news/first-breach-signs-jv-with-idea...
[7] - https://www.generalcatalyst.com/stories/our-investment-in-ra...
[8] - https://incoresemi.com/