Five thoughts on SiFive
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.