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][5] - The establishment of the RDSA industry alliance in Zhuhai, which includes global leaders, is expected to enhance international collaboration and resource integration [1][6] Group 1: Qualcomm and Ventana Acquisition - Qualcomm completed the acquisition of Ventana Micro Systems, focusing on RISC-V technology [1] - Ventana specializes in high-performance, scalable computing solutions based on RISC-V architecture, which was a key factor in Qualcomm's acquisition decision [4] - The acquisition is seen as a strategic move to capitalize on the growing demand for customized computing solutions in the AI landscape [5] Group 2: RDSA Industry Alliance - The RDSA industry alliance, initiated by Ventana in collaboration with Zhuhai Technology Industry Group, aims to foster innovation in the RISC-V ecosystem [1][6] - The alliance has attracted nearly 50 leading companies, covering the entire semiconductor industry chain, which enhances its ecological aggregation effect [6] - Qualcomm's entry into the alliance is expected to provide access to a global customer network and enhance the alliance's influence in setting international industry standards [6] Group 3: Zhuhai's Strategic Positioning - Zhuhai is positioning itself as a significant hub for RISC-V innovation, with plans to leverage the RDSA alliance for international development [1][8] - The city has a robust integrated circuit industry, with revenues reaching 18.487 billion yuan in 2024, ranking third in the province [8] - Zhuhai's strategy includes creating a national-level RISC-V ecological innovation center, integrating resources from Zhuhai, Hengqin, and Macau [8][9] Group 4: Policy and Market Trends - The RISC-V market is projected to grow significantly, with a forecasted penetration rate increasing from 2.5% in 2021 to 33.7% by 2031 [12] - The demand for high-performance RISC-V solutions is expected to surge, driven by the entry of major players into the market [12] - Zhuhai's government is committed to enhancing policy support and fostering an ecosystem that promotes RISC-V technology and applications [13]