RISC-V2025中国峰会关键议题解读（1）：从嵌入式走向高性能计算，自主架构的战略跃升之路

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies involved in the RISC-V architecture transition. Core Insights - The RISC-V instruction set architecture is evolving towards High-Performance Computing (HPC), marking a significant turning point in the semiconductor industry, transitioning from embedded systems to a strategic pathway in general-purpose computing [1][13]. - RISC-V is maturing into a scalable platform capable of supporting critical applications such as data centers, AI computing, and automotive electronics, indicating its potential for key breakthroughs in these areas [2][14]. - The competitive advantage of RISC-V is shifting from its openness to its ability to execute efficiently in high-performance environments, which will be crucial for its success [3][15]. - The transition of RISC-V from specialized applications to general-purpose computing is expected to reshape the competitive landscape of the semiconductor industry, with a long-term potential to rival ARM and x86 architectures [3][17]. Summary by Sections Event Overview - The 2025 RISC-V China Summit highlighted the transition of RISC-V towards HPC as a pivotal development for the semiconductor industry, redefining the landscape of autonomous and open innovation [1][13]. Industry Evolution - RISC-V is evolving from primarily embedded applications to a general-purpose computing platform, capable of supporting advanced applications in data centers and AI [2][14]. - The architecture encourages customization based on open standards, leading to heterogeneous multi-core architectures that combine general-purpose cores with specialized accelerator cores [2][14]. Competitive Landscape - The core competitive advantage of RISC-V is transitioning towards efficient execution capabilities, with a focus on stable performance in complex task environments [3][15]. - The report emphasizes that future competition will focus on practical high-performance applications and the establishment of a comprehensive ecosystem [3][17]. Long-term Outlook - RISC-V is positioned to become a mainstream architecture comparable to ARM and x86, with the potential to drive industrial transformation and foster new semiconductor companies once the HPC ecosystem is fully developed [3][17].