The Circuit EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
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Jul 14, 2025 Recent developments in the RISC-V ecosystem are reshaping the semiconductor industry, especially following Global Foundries' acquisition of MIPS. Intel faces challenges with its manufacturing processes, struggling to keep up with market demands. The shifting landscape of AI significantly impacts various sectors, highlighting both its transformative potential and cautionary aspects. Additionally, the investment climate in tech infrastructure evolves as cloud providers vie for dominance, influenced heavily by AI advancements.
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RISC-V's Evolving Ecosystem
- RISC-V is gaining traction mainly in trailing edge markets like automotive and IoT, often mixed with MIPS IP.
- Its ecosystem is evolving with big companies influencing its direction, but it's not yet strong in high-performance computing.
Intel's Dogfooding and Roadmap Shift
- Intel is refocusing from 18A process towards 14A as its main manufacturing node for external customers.
- Intel plans a mix-and-match chiplet strategy combining various nodes to optimize performance and yield.
Intel's AI Training Realism
- Intel realistically accepts it is too late to compete in AI training chips but remains competitive in general CPUs.
- This pragmatic stance helps in managing resources and focusing on achievable innovations.