Intel is rumored to have made a $2.1B supply for RISC-V chip designer SiFive. SiFive shouldn’t be a chip producer itself. Considerably like ARM, it designs CPUs for market after which sells these designs to others. We’ve lined a number of of the corporate’s improvement boards in the previous couple of years as RISC-V has ramped up.
Intel has beforehand invested in SiFive, and Intel instructed the press that it was working to have the ability to construct RISC-V CPUs for purchasers as a part of its general foundry effort. The talks are stated to be within the early phases and nothing has been finalized.
Buying RISC-V would give Intel a considerable stake in a quickly increasing market. Many of the firms at the moment recognized to be growing RISC-V CPUs are deploying them in low-performance and low-power eventualities, however SiFive has been engaged on quicker CPUs for a number of years.
Intel shopping for SiFive wouldn’t change the truth that the RISC-V ISA is open supply or cease different firms from constructing their very own RISC-V CPUs. The very last thing Intel would need to do is step on the nascent ecosystem. Intel is at the moment investing closely in increasing its personal manufacturing capability. It wants prospects to fill these fabs. Sure, Intel has introduced that it’s going to permit firms to license x86 CPU designs going ahead, however the particulars of that program are nonetheless murky.
SiFive is a rising firm in a scorching market at a time when RISC-V is getting some consideration. I’ve heard from a number of sources that Nvidia’s potential buy of ARM has firms trying to hedge their bets. It’s a lot simpler to pivot to a brand new CPU structure when you’ve laid the groundwork for it a 12 months or three upfront.
Even when Intel determined to construct RISC-V CPUs itself along with x86 CPUs, the transfer wouldn’t be unprecedented. Whereas it’s been years since Intel significantly pursued a non-x86 ISA, the corporate has fielded non-x86 CPUs, together with Itanium, StrongARM, i860, and that i960. Exploring the assorted the explanation why Intel’s non-x86 CPUs weren’t profitable in-market can be an article in its personal proper, however the state of affairs within the CPU market is sort of completely different than it was 20-30 years in the past.
It’s attainable that Intel desires to place RISC-V and x86 as complementary architectures in particular markets, with RISC-V dealing with lower-power microcontrollers and merchandise the place x86 historically doesn’t attain. Relying on the way you select to learn the tea leaves within the semiconductor market, you possibly can see loads of completely different arguments for why this deal is smart for Intel. Traditionally, Intel’s non-x86 architectures haven’t been massively profitable, however Pat Gelsinger has made it clear that he’s kicking off a brand new period on the firm. Serving as a shopper foundry is a part of that plan, and SiFive comes with a small however rising buyer base.