巨头入局，珠海面向全球打造中国RISC-V生态之城

Core Insights - Qualcomm's acquisition of Ventana Micro Systems strengthens its position in the RISC-V sector, highlighting the potential of RISC-V architecture in the AI era [1][3] - The establishment of the RDSA industry alliance in Zhuhai, which includes Ventana, is expected to enhance international development opportunities by leveraging Qualcomm's global resources [1][3] - Zhuhai aims to become a significant international hub for RISC-V innovation, supported by strategic initiatives and collaborations [1][3][9] Group 1: Industry Developments - The RDSA industry alliance has attracted nearly 50 leading companies, covering the entire semiconductor industry chain, which is expected to create a substantial ecological effect [4] - The integration of Ventana into Qualcomm's global framework will provide the RDSA alliance with access to Qualcomm's extensive customer network and design expertise [4][8] - The global market for RISC-V is projected to grow significantly, with penetration rates expected to rise from 2.5% in 2021 to 33.7% by 2031, and chip shipments anticipated to exceed 16.2 billion by 2030 [8] Group 2: Zhuhai's Strategic Positioning - Zhuhai's integrated circuit industry is projected to generate revenues of 18.487 billion yuan in 2024, ranking third in the province, with a 12.6% year-on-year growth in the first nine months of 2025 [5] - The city is developing a national-level RISC-V ecological innovation center, integrating resources from Zhuhai, Hengqin, and Macau to create a comprehensive ecosystem [5][6] - Zhuhai's "city as a laboratory" approach has opened over 20 high-value urban application scenarios, facilitating the commercialization of RISC-V technology [6][10] Group 3: Future Outlook - The local government emphasizes the importance of RISC-V in building a modern industrial system with distinct Zhuhai characteristics, aiming for new advantages and breakthroughs [9][10] - The collaboration with global giants like Qualcomm is expected to enhance Zhuhai's position in the domestic RISC-V sector and establish it as a key player in the global open-source chip innovation network [10]