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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 fr

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-bit-mpus/pic64-hpsc https://www.microchip.com/en-us/products/microprocessors/64-... [1] https://www.microchip.com/en-us/products/microprocessors/64-bit-mpus/pic64hx https://www.microchip.com/en-us/products/microprocessors/64-... [2] https://www.microchip.com/en-us/products/microprocessors/64-bit-mpus/pic64gx https://www.microchip.com/en-us/products/microprocessors/64-... [3] https://www.sifive.com/ https://www.sifive.com/ [4] https://www.gaisler.com/products/gr765 https://www.gaisler.com/products/gr765 [5] https://docs.riscv.org/reference/profiles/rva23/_attachments/rva23-profile.pdf https://docs.riscv.org/reference/profiles/rva23/_attachments...

alephnerd 8mo ago
> 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-coverages/iit-madras-isro-jointly-developed-and-successfully-booted https://www.iitm.ac.in/happenings/press-releases-and-coverag... [1] - https://www.isro.gov.in/vikram3201.html https://www.isro.gov.in/vikram3201.html [2] - https://www.sifive.com/blog/sifive-expands-presence-in-india-to-keep-up-with-the https://www.sifive.com/blog/sifive-expands-presence-in-india... [3] - https://www.digitimes.com/news/a20260209VL216/risc-v-automotive-commercial-adoption-industrial.html https://www.digitimes.com/news/a20260209VL216/risc-v-automot... [4] - https://www.mindgrovetech.in/s2401-secure-iot https://www.mindgrovetech.in/s2401-secure-iot [5] - https://www.qualcommventures.com/insights/blog/ideaforge-from-iit-bombay-to-ipo/ https://www.qualcommventures.com/insights/blog/ideaforge-fro... [6] - https://firstbreach.com/news/first-breach-signs-jv-with-ideaforge-ranked-third-globally-to-manufacture-and-distribute-drones-in-the-u-s/ https://firstbreach.com/news/first-breach-signs-jv-with-idea... [7] - https://www.generalcatalyst.com/stories/our-investment-in-raphe-mphibr https://www.generalcatalyst.com/stories/our-investment-in-ra... [8] - https://incoresemi.com/ https://incoresemi.com/
- shash 8mo ago
  Hi, CEO of Mindgrove here! Good to see that we're being noticed. But we all still need to deploy (in scale) to make anything worthwhile.
  - alephnerd 8mo ago
    Best of luck Shash! Been following you guys since your IITM days!

alephnerd 8mo ago

> 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-coverages/iit-madras-isro-jointly-developed-and-successfully-booted https://www.iitm.ac.in/happenings/press-releases-and-coverag... [1] - https://www.isro.gov.in/vikram3201.html https://www.isro.gov.in/vikram3201.html [2] - https://www.sifive.com/blog/sifive-expands-presence-in-india-to-keep-up-with-the https://www.sifive.com/blog/sifive-expands-presence-in-india... [3] - https://www.digitimes.com/news/a20260209VL216/risc-v-automotive-commercial-adoption-industrial.html https://www.digitimes.com/news/a20260209VL216/risc-v-automot... [4] - https://www.mindgrovetech.in/s2401-secure-iot https://www.mindgrovetech.in/s2401-secure-iot [5] - https://www.qualcommventures.com/insights/blog/ideaforge-from-iit-bombay-to-ipo/ https://www.qualcommventures.com/insights/blog/ideaforge-fro... [6] - https://firstbreach.com/news/first-breach-signs-jv-with-ideaforge-ranked-third-globally-to-manufacture-and-distribute-drones-in-the-u-s/ https://firstbreach.com/news/first-breach-signs-jv-with-idea... [7] - https://www.generalcatalyst.com/stories/our-investment-in-raphe-mphibr https://www.generalcatalyst.com/stories/our-investment-in-ra... [8] - https://incoresemi.com/ https://incoresemi.com/

shash 8mo ago
Hi, CEO of Mindgrove here! Good to see that we're being noticed. But we all still need to deploy (in scale) to make anything worthwhile.
- alephnerd 8mo ago
  Best of luck Shash! Been following you guys since your IITM days!