Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
RISC V chips may be seeing some progress with getting software optimized for it. We could end up in a world in which open source software runs on open source semis, while closed software, as in cars and mobile phones, runs on Arm.
RISC V is going to encounter a lot of software incompatibility problems, but that probably won’t matter, and definitely won’t stop it.
Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make that shift.
Intel’s Foundry ambitions will need to overcome considerable customer growing pains. The RISC V community may be a good place for Intel to start, but they still have a long way to go.