公众号记得加星标⭐️，第一时间看推送不会错过。 目前有多家公司正在开发高性能 RISC-V 内核。Condor 致力于成为行业翘楚，在相似的功耗范围内 提供最高的性能。RISC-V 生态系统仍在不断成熟，因此我们目前正处于一个发展阶段，未来仍有大 量参与者可以参与，但最终会经历一场淘汰赛，最终只剩下少数参与者。 从非常高的层面来看，Cuzco 的设计与其他高性能处理器非常相似。这意味着它拥有宽阔的前端、相 当深的 256 条目重排序缓冲区、8 条执行流水线等等。Condor 并不打算重新发明轮子；他们的目标 是打造一个比 RISC-V 生态系统中其他厂商更优化的轮子。 Cuzco: CPU Core Features 一年一度Hotchips盛会正式拉开帷幕。来自全球各地的领先厂商在会上分享了他们在芯片方面 的观点和设计，在这篇整合文章中，我们将分享来自英特尔、IBM以及初创RISC-V新贵的领先 CPU设计，以及来自英伟达等GPU巨头的设计。 · RISC-V RV64GCBKV* and CMO 以下为文章全文： 一款高性能 RISC-V 设计 Condor Computing 是晶心科技的子公司，专注于 ...

自8月12日成都华微公告发布全新32位RISC-V超低功耗MCU后，今日首次在深圳国际电子展上亮相该 产品。产品广泛应用于超轻量化场景，如机器人、可穿戴设备、AI眼镜、物联网设备、脑机接口等。 ...

Core Insights - RISC-V is emerging as a key solution across various sectors due to its extensive instruction set, modularity, controllable costs, and flexible architecture, with significant breakthroughs expected in AI computing, automotive electronics, and high-performance general processing by 2025 [1] - SHD Group forecasts that global shipments of RISC-V-based SoC chips will reach 20 billion units by 2031, capturing 25% of the global market share [1] Group 1: Event Overview - The 2025 RISC-V Global Summit highlighted the advancements in RISC-V technology and its applications in various fields [1] - Andes Technology, a leading CPU IP supplier and founding member of the RISC-V Association, will host a technical seminar on August 27, 2025, in Beijing to discuss innovations in AI, automotive electronics, application processors, and information security [2] Group 2: Technological Innovations - Andes Technology is actively advancing its RISC-V processor IP and ecosystem, offering a wide range of products from entry-level to high-end, enabling customers to design RISC-V-based SoCs for various applications [5] - The rise of the DeepSeek AI model is redefining the AI ecosystem, allowing for equivalent performance on lower-performance SoCs, thus expanding opportunities for AI SoCs and edge AI deployments [7] Group 3: Security and Integration - The increasing adoption of RISC-V in AI, automotive electronics, and IoT raises significant information security challenges, necessitating a comprehensive trust foundation and security resilience across the ecosystem [10] - PUFsecurity introduced a hardware security module integrated with RISC-V CPU to enhance information security applications and cryptographic operations [10] Group 4: Market Trends and Future Directions - The integration of RISC-V architecture with AI workloads is driving a new processor revolution, emphasizing the architecture's customization capabilities, scalability, and cost-effectiveness [22] - The automotive sector is witnessing advancements in CPU technology, focusing on enhancing safety, efficiency, and user experience in smart vehicles [16]

Core Viewpoint - Linus Torvalds criticized a recent RISC-V code submission from a Google engineer, labeling it as "garbage" and highlighting issues with its quality and timing, which sparked controversy in the tech community [1][4][18]. Group 1: Incident Overview - The incident involved Google Android engineer Palmer Dabbelt submitting RISC-V architecture updates to the Linux 6.17 merge window just before its closure [2][4]. - Linus Torvalds rejected the submission, stating it was submitted too late and criticized the quality of the code [4][5]. Group 2: Specific Code Issues - Torvalds pointed out that the submission included irrelevant code that was not specific to RISC-V, which he deemed inappropriate for the general header files [7][10]. - He provided examples of poor coding practices, such as the unnecessary use of a helper function that obscured code readability [9][10]. Group 3: Response and Community Reaction - Palmer Dabbelt acknowledged the criticism and expressed intent to improve submission practices to avoid late and low-quality contributions in the future [17]. - The incident reignited discussions in the community about Torvalds' direct communication style, with some defending his approach as efficient and necessary [18].

Group 1 - The core viewpoint of the article is that recent rumors regarding the company, including large orders and revenue forecasts, are false and misleading [3][4] - The company's stock price experienced a cumulative increase of 30% over three consecutive trading days (August 12, 13, and 14, 2025), which is classified as abnormal trading behavior [4][5] - The company confirmed that there are no undisclosed significant matters affecting its operations, and it is currently operating normally [4][6] Group 2 - Alibaba's Taotian Group has been restructured and renamed as the China E-commerce Group - Taotian Group, aligning it with Ele.me and Fliggy [7] - Alibaba has initiated a large-scale recruitment drive for nearly 1,000 AI talents, focusing on advanced technologies such as large language models and AI hardware [7] - The company is actively expanding its workforce to enhance its capabilities in cutting-edge technology areas [7] Group 3 - Geely Automobile reported a record revenue of 150.3 billion RMB for the first half of 2025, marking a 27% year-on-year increase [21][22] - The core net profit attributable to shareholders reached 6.66 billion RMB, reflecting a 102% increase compared to the previous year [21][24] - The company has raised its annual sales target to 3 million vehicles based on strong sales performance in the first half of the year [21][24] Group 4 - NetEase reported a Q2 revenue of 27.9 billion RMB, with a net profit of 9.5 billion RMB, indicating a stable growth trajectory [24][25] - The company has maintained a strong focus on high-quality and diversified product offerings, driving long-term performance [24][25] Group 5 - The global smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, with Meta holding over 70% market share [34] - The AI smart glasses segment experienced a significant growth rate of over 250% compared to the previous year [34]

Core Insights - Arm Holdings plc (ARM) shares have increased by 15% year to date, lagging behind the semiconductor industry's 22% growth during the same period [1][7]. Group 1: Company Performance - ARM's strength lies in its energy-efficient chip architecture, which is crucial for its leadership in mobile computing, powering devices from major companies like Apple, Qualcomm, and Samsung [4][5]. - The company is becoming a key player in AI and IoT, with its architecture being increasingly utilized by Apple, Qualcomm, and Samsung for AI-driven innovations [6][7]. - Recent analyst sentiment has turned cautious, with three downward revisions to ARM's third-quarter fiscal 2026 earnings estimates and a 3% drop in the Zacks Consensus Estimate for earnings [13][16]. Group 2: Market Challenges - ARM faces significant risks in China, its second-largest market, due to the rising adoption of RISC-V, an open-source chip architecture favored by Chinese firms, which could weaken ARM's market position [9][10]. - The company's potential move into producing its own CPUs could strain relationships with key customers, as it may become a direct competitor, risking existing licensing revenues [11][12]. - ARM's stock is currently considered expensive, trading at around 74.12X forward 12-month earnings per share, significantly higher than the industry average of 40X [17]. Group 3: Conclusion - Despite ARM's leadership in power-efficient chip architecture and growing relevance in AI and IoT, multiple headwinds, including competition from RISC-V and potential fallout with clients, suggest limited upside for investors [18].

Core Viewpoint - RISC-V is emerging as a key solution across various fields due to its extensive instruction set, modularity, controllable costs, and flexible architecture, with significant breakthroughs expected in AI computing, automotive electronics, and high-performance general processing by 2025 [1] Group 1: Industry Trends - The global shipment of RISC-V-based SoC chips is projected to reach 20 billion units by 2031, capturing 25% of the global market share [1] - The ongoing global tariff war is disrupting international trade, making RISC-V's open-source architecture a resilient solution in the current geopolitical climate [7] - The rise of the DeepSeek AI model is redefining the AI ecosystem, enabling lower-performance SoCs to achieve equivalent performance, thus unlocking potential for edge AI deployment [7] Group 2: Company Developments - Andes Technology is actively advancing its RISC-V processor IP, platform, and hardware-software ecosystem, offering a wide range of products from entry-level to high-end RISC-V solutions [5] - The company is collaborating with various partners to explore innovative applications and technological trends in high-performance computing [2] - Andes Technology will showcase its latest technological achievements and product roadmap at the upcoming annual technical seminar [1][2] Group 3: Security and Innovation - The increasing adoption of RISC-V in AI, automotive electronics, and IoT has heightened the focus on information security challenges [10] - PUFsecurity is introducing a hardware security module integrated with RISC-V CPU to establish a comprehensive trust foundation and security resilience [10] - The integration of RISC-V with trusted root technology is essential for enhancing the security level of SoC designs, particularly in automotive and data center applications [20]

Core Viewpoint - Linus Torvalds publicly criticized a Google engineer's RISC-V code submission for Linux 6.17, labeling it as "garbage" due to its poor quality and late submission [2][3][5]. Group 1: Criticism of Code Quality - Torvalds emphasized that the newly submitted RISC-V code contained unnecessary and poor-quality additions that do not pertain specifically to RISC-V [6][9]. - He provided examples of problematic code, such as the "make_u32_from_two_u16()" helper function, which he argued complicates understanding and makes the code worse [7][9]. - Torvalds insisted that such low-quality submissions should not be sent, especially late in the merge window, and warned developers against future late submissions [10][9]. Group 2: Developer Communication - Torvalds's comments were not merely harsh; he aimed to provide constructive feedback to improve code quality and adherence to submission timelines [3][4]. - He advised developers to submit their pull requests early in the merge window and to ensure that the code is of high quality, stating that "no more garbage" should be submitted [10][9]. - The response from social media regarding Torvalds's outburst was mixed, with some appreciating his directness and others questioning his approach [3].

Core Insights - RISC-V is emerging as a key solution across various sectors due to its extensive instruction set, modularity, cost control, and flexible architecture [1] - Significant breakthroughs in AI computing, automotive electronics, and high-performance general processing are expected by 2025, with a forecast of 20 billion RISC-V-based SoC chip shipments by 2031, capturing 25% of the global market [1] - Andes Technology, a leading CPU IP supplier and founding member of the RISC-V Association, will host a technical seminar to share advancements in AI, automotive electronics, application processors, and information security [1][2] Event Details - The seminar titled "RePioneering the Future" will take place on August 27, 2025, at Beijing Lijing Huayuan Hotel, featuring various industry experts and partners [2] - The event will cover topics such as RISC-V's role in chip design, automotive chip development, and innovations in AI application processors [5][6] Technological Trends - RISC-V is penetrating high-growth areas from AI acceleration to automotive chips, with a focus on hardware-level security solutions to address trust challenges within the RISC-V ecosystem [4] - The maturation of debugging, verification, and development environments is facilitating the transition of RISC-V from design to mass production [4] Industry Collaboration - The seminar will include discussions on cross-industry collaboration between AI and RISC-V, potentially reshaping the processor market landscape [5] - Various ecosystem partners will participate, including Shensilicon, PUFsecurity, and Siemens, to explore innovative applications and technological trends [2][5] Future Outlook - Andes Technology is actively advancing its RISC-V processor IP and ecosystem, aiming to support applications in 5G, AI, data centers, IoT, and automotive sectors [12] - The rise of AI technologies is driving demand for dedicated AI SoCs and expanding edge AI applications, which require advanced controllers and cutting-edge wireless communication technologies [13]

Core Viewpoint - Oxmiq Labs, founded by legendary GPU architect Raja Koduri, aims to revolutionize GPU architecture and software by focusing on a software-first approach and developing a new GPU IP that allows for seamless execution of CUDA applications on non-Nvidia hardware without code modification [2][4][12]. Group 1: Company Overview - Oxmiq Labs is a new GPU software and IP startup with a team of over 500 years of combined experience in GPU and AI architecture [2]. - The company aspires to become the next generation of Arm, indicating a focus on flexible and scalable GPU solutions [2]. Group 2: Technology and Innovation - Oxmiq Labs is developing a GPU architecture that integrates RISC-V cores, near-memory computing, and advanced optical transmission technologies, aiming to balance flexibility and performance for multi-modal AI workloads [6][14]. - The OxCore GPU IP integrates scalar, vector, and tensor computing engines in a modular architecture, supporting near-memory and memory computing capabilities [6][8]. Group 3: Software Strategy - The company emphasizes a software-first strategy, with a comprehensive software stack designed to abstract the complexity of heterogeneous hardware and support AI and graphics workloads across various platforms [9][10]. - OXCapsule serves as the core of Oxmiq's software ecosystem, providing a unified runtime and scheduling layer for workload management [10]. Group 4: Product Offerings - Oxmiq offers a chiplet-based system-on-chip (SoC) builder, OxQuilt, allowing customers to create integrated computing clusters tailored to specific workload requirements [8]. - OXPython, a flagship component, enables Python-based CUDA applications to run seamlessly on non-Nvidia hardware, showcasing the company's commitment to breaking hardware silos [12][13]. Group 5: Funding and Market Position - Oxmiq Labs has secured $20 million in seed funding from notable tech investors, including MediaTek, and has achieved initial software revenue [14]. - The company aims to avoid the high capital demands typically associated with chip startups by prioritizing an IP licensing model [14].