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Category Archives: RISC V

RISC V and the Data Center – SiFive’s new processor

August 15, 2024by D2D Advisory Leave a comment

We have not written about RISC V much this year. Our sense was that there was not much news. Last year, it seemed like there was news every week, if […]

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AI, RISC V, Roll Your Own, Silicon

Arm and RISC V: Can There Only Be One?

November 28, 2023by D2D Advisory Leave a comment

Everyone assumes that Arm and RISC V are locked in a Highlander contest where there can only be one, but in practicer we think we are going to see a lot more chips containing both, sitting next to each other.

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RISC V, Silicon

RISC V – Lots of Motion, Some of it Foward

November 10, 2023by D2D Advisory Leave a comment

RISC V is seeing a lot of interest and enthusiasm. As it matures, expect to see consolidation, a more realistic set of end-market goals, and probably a looming fight down the road over the control of the project.

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RISC V, Silicon
an artist s illustration of artificial intelligence ai this image represents the ways in which ai can solve important problems it was created by vincent schwenk as part of the visualis

Does Qualcomm’s new RISC V chip matter?

October 19, 2023by D2D Advisory Leave a comment

Qualcomm just launched a RISC V chip running a version of Android (Wear OS). Is this just a small project in an out-of-the-way market? Or is the sign of some bigger ambition?

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Analyst Decoder Ring, Android, App Economy, Google, IoT, Qualcomm, RISC V, Silicon

SiFive Overview

October 18, 2023by D2D Advisory Leave a comment

RISC V pioneer SiFive has gone through several iterations, but has now solidified a business model that essentially positions it as a direct competitor to Arm. If they can continue to execute they will benefit from much of the very healhty RISC V momentum

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RISC V, Roll Your Own, Silicon

How many CPUs do we need?

April 28, 2023by D2D Advisory Leave a comment

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.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

The Power of Open Source?

February 23, 2023by D2D Advisory Leave a comment

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.

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RISC V

RISC V and a Whole New Kind of Software Mess

January 13, 2023by D2D Advisory 2 Comments

RISC V is going to encounter a lot of software incompatibility problems, but that probably won’t matter, and definitely won’t stop it.

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Qualcomm, RISC V, Roll Your Own, Silicon

Arm vs Qualcomm – FUD edition

November 1, 2022by D2D Advisory Leave a comment

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.

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Analyst Decoder Ring, Qualcomm, RISC V, Wireless
green grass field scenery

Who Will Be Intel’s First Foundry Customer?

September 14, 2022by D2D Advisory 2 Comments

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.

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RISC V, Silicon

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