根据企查查资料显示，芯来智融自成立以来，经过了10轮融资，累计融资约10亿元左右，投资机构囊括 了君联资本、小米产投、中关村发展启航基金、临芯投资、上海科创基金、中电科投资、中芯熙诚等众 多的投资机构。 8月28日，芯原股份披露资产收购公告，公司正在筹划以发行股份及支付现金的方式购买芯来智融半导 体科技（上海）有限公司股权并募集配套资金。芯原股份目前持有芯来智融2.99%股权，通过本次交易 拟取得芯来智融全部股权或控股权。 因本次交易尚存在不确定性，芯原股份股票自8月29日（星期五）开市起开始停牌，预计停牌时间不超 过10个交易日。截至8月28日收盘，芯原股份股价报153元/股，总市值为804亿元。 根据芯原股份公告，公司已与芯来智融主要股东签署了《股权收购意向协议》，约定通过发行股份及支 付现金的方式购买其持有的股权。但是上述协议为交易各方就本次交易达成的初步意向，具体方案还需 商定。 芯来智融成立于2018年9月20日，法定代表人为胡振波，注册资本为501.16万元，是国内RISC-V领域的 代表性企业之一，授权客户遍及AI、汽车电子、5G通信、网络安全、存储、工业控制、MCU（微控制 单元）、IoT（物 ...

车规级 RISC-V MCU 、 SoC 等芯片是 RISC-V 开源指令集架构设计的汽车专用芯片，需满足严格的 AEC-Q100 和 ISO 26262 功能安全标 准，确保高可靠性和实时性。 RISC-V 架构的开放性允许定制化开发，优化性能功耗比，同时降低设计成本和许可费用。针对汽车应用，这 些芯片提供强大的计算能力、灵活的扩展性和高效的信号处理，支持复杂任务的高速执行。它们通过模块化设计和可扩展指令集，满足多样 化的技术要求，如低延迟控制和高精度数据处理。 未来，车规级 RISC-V MCU 行业将迎来快速发展，尤其在中国市场增长显著。得益于 RISC-V 架构的开放性和灵活性，技术创新将加速， 芯片性能提升、功能增强，并扩展至自动驾驶、智能座舱等领域。竞争格局中，中国厂商如芯来科技、南京紫荆半导体等正迅速崛起，与国 际巨头如 瑞萨电子 展开激烈竞争，推动国产化进程和成本优化。车规级 RISC-V MCU 凭借其高定制性和开发效率，将成为汽车智能化和电 动化的核心驱动力，为行业带来广阔机遇的同时，也伴随着技术与市场竞争的挑战。 注：本文所调研的产品为市面上已装车量产或小批量出货的车规级 RISC-V ...

Core Insights - The fifth RISC-V China Summit was held in Shanghai, attracting numerous industry leaders and experts to discuss the theme of "openness, collaboration, and implementation" over two days [1] - Shanghai's Vice Mayor Chen Jie emphasized the city's significant role in the global RISC-V ecosystem and called for collaboration among domestic and international enterprises and talents to drive RISC-V technology innovation [3] - The Ministry of Industry and Information Technology's representative, Shi Huikang, highlighted three main directions for RISC-V development in China: deepening collaboration, accelerating transformation, and maintaining openness [5][6] Industry Developments - RISC-V has emerged as a crucial driver of global industrial innovation, particularly in the AI-driven era, with its open and flexible architecture [3] - Shanghai has established a complete industrial chain from chip design to application, with initiatives like the China RISC-V Industry Alliance and the Shanghai Open Processor Industry Innovation Center [3][4] - The global shipment of RISC-V-based chips is projected to exceed 10 billion units in 2024, with China contributing over 50% of this volume, particularly in high-value sectors like AI and high-performance computing [6] Future Outlook - Shanghai plans to deepen cooperation with the RISC-V International Foundation to enhance standard systems and software infrastructure, aiming to create a unified open platform for developers [4] - Shi Huikang expressed hopes for collaboration among core industry units to build a prosperous ecosystem, accelerate the application of RISC-V in high-value scenarios, and encourage participation in global RISC-V initiatives [7] - Tenstorrent's CEO Jim Keller announced plans to develop an open ecosystem centered on RISC-V architecture, aiming to lower barriers for developers and students in high-performance computing and AI [11][13] Educational Initiatives - The Shanghai Open Processor Industry Innovation Center is focusing on talent development, with plans to launch a course on RISC-V design and practice across 17 universities, attracting 900 graduate students [10] - The RISC-V Industry Alliance has organized competitions and forums to promote domestic RISC-V chip development and engage students in embedded software development [9]

Core Insights - The RISC-V ecosystem in China is projected to dominate the global market by 2030, with a market size expected to reach $9.27 billion and a compound annual growth rate (CAGR) of 47.4% from SHD Group's forecast [1] - By 2027, RISC-V cores from China are anticipated to account for 50% of global shipments, according to data from the RISC-V Foundation [1] Industry Challenges - The transition to RISC-V faces several challenges, including the existing reliance on ARM architectures, the unclear application scenarios for RISC-V chips, and the shortage of professionals knowledgeable in RISC-V technology [1] - Four critical issues need to be addressed for the RISC-V industry to thrive: the need for competitive RISC-V products and solutions, a more comprehensive software and hardware toolbox, a sufficient talent pool across various levels, and the establishment of benchmark cases to build industry confidence [1] Cost Reduction and New Business Models - RISC-V's open-source nature allows for structural cost reductions and the creation of new business models, such as a Linux+RedHat model in the chip sector, which can support the internet industry [2] - For instance, developing a 64-core server chip with a production volume of 100,000 units incurs a development cost of approximately 750 million RMB, with IP licensing fees and royalties accounting for about 250 million RMB, which is one-third of the total cost. Utilizing an open-source collaborative development model can save companies 250 million RMB in R&D expenses, representing a 33% reduction [2] Future Trends - The proportion of open-source IP in future chips is expected to increase significantly, with predictions indicating a breakthrough to 0% in the near future [3] - RISC-V's customizability enables optimal hardware-software collaboration and agile development, allowing application development teams to quickly tailor chips based on specific use cases [3] - The demand for AI inference capabilities is evolving, and the combination of RISC-V and AI is anticipated to become a new trend, particularly through close collaboration with CPU designs to meet diverse requirements [3]

Core Insights - The RISC-V open-source chip industry innovation center was inaugurated in Suzhou, aiming to enhance the development of RISC-V technology and industry ecosystem [1][3] - Suzhou has established itself as a significant hub for the integrated circuit industry, housing 377 key enterprises across the entire industry chain [3] - The innovation center will focus on three main areas: core technology breakthroughs, industry ecosystem cultivation, and application scenario implementation [3] Industry Overview - Integrated circuits are a strategic and leading industry essential for modern economic and social development [3] - RISC-V, as an open-source instruction set architecture, lowers the design threshold for chips and promotes an open collaborative transformation in the industry [3] Development Goals - The center aims to achieve over 300 authorized customers and over 1,000 RISC-V chip mass production within five years [3] - Suzhou is positioning itself to become the leading RISC-V industry hub in China, with the most comprehensive product series and the widest application scenarios [3] Strategic Collaborations - A series of strategic cooperation agreements were signed during the event, focusing on resource synergy, joint efforts, application scenarios, and ecosystem collaboration [3]

Core Viewpoint - China is planning to release guidelines to promote the use of open-source RISC-V chips nationwide, aiming to reduce dependence on Western technology [1][2] Group 1: Policy and Government Involvement - The guidelines for promoting RISC-V chip usage are being drafted by eight government agencies, including the National Internet Information Office and the Ministry of Industry and Information Technology [1] - The release of these guidelines is expected to occur soon, although the exact date may change [1] Group 2: Competitive Landscape - RISC-V technology competes with proprietary technologies from companies like Arm Holdings and is crucial for various applications, from smartphone chips to advanced AI processors [2] - The U.S. Congress is pressuring the Biden administration to develop a plan to prevent China from gaining a dominant position in RISC-V technology, citing national and economic security concerns [2] Group 3: U.S. Government Response - The U.S. Department of Commerce is reviewing the potential risks associated with China's advancements in RISC-V technology and is assessing appropriate actions to address these concerns [2] - There is a cautionary approach from the U.S. government to avoid harming American companies involved in international organizations related to RISC-V technology [2]