吴雄昂：RISC-V会成为主流

Core Viewpoint - The article discusses the shift towards RISC-V architecture in the semiconductor industry, particularly in the context of AI computing, as articulated by Wu Xiongang, former CEO of Arm China [1][3][4]. RISC-V's Role in AI - Wu Xiongang emphasizes that RISC-V will play a crucial role in AI architecture, predicting a steep adoption curve over the next five years [3][4]. - He draws parallels between the rise of RISC-V and the historical growth of Arm, suggesting that AI is the "smartphone" moment for RISC-V [7][8]. Industry Insights - The article highlights feedback from former Arm colleagues who have transitioned to RISC-V companies, indicating a growing interest in the architecture [5]. - Wu Xiongang notes that the current AI computing landscape requires new architectures due to the evolving nature of data and applications, which cannot rely on traditional architectures like x86 or Arm [7][8]. Customization and Openness - Aniket Saha, a former Arm employee, supports the notion that AI computing needs an open architecture, which RISC-V provides, allowing for customization and faster innovation [10][11]. - The article discusses the limitations of Arm's proprietary architecture, which can slow down innovation due to its rigid control over design and licensing [12][13]. CoreLab and Tenstorrent Collaboration - Wu Xiongang's new venture, CoreLab, focuses on providing customized processor IP solutions based on RISC-V, aiming to address the challenges in productization and market entry [14]. - The partnership with Tenstorrent is highlighted as a strategic move to develop high-performance RISC-V CPUs, with plans to launch the fastest RISC-V CPU by 2027 [15][16]. Ecosystem Development - Wu Xiongang reassures that concerns about the immaturity of the RISC-V ecosystem are unfounded, drawing comparisons to Arm's early days when it was also considered underdeveloped [17]. - The article concludes with optimism about the upcoming turning point for RISC-V in the next five years, driven by the collaborative efforts of industry leaders [18].