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RISC-V市占,首次突破25%
半导体行业观察· 2025-10-10 00:52
Core Insights - RISC-V's market penetration has reached 25%, indicating significant growth in the chip market, particularly in IoT and automotive applications [3][4] - SHD Group's upcoming forecast suggests that RISC-V chip shipments could exceed 21 billion by 2031, generating over $2 billion in revenue [3] - Meta's acquisition of Rivos, a startup developing RISC-V processors, highlights the competitive landscape for advanced AI chips and the potential for RISC-V to challenge established players like Nvidia [4][9] RISC-V Market Growth - RISC-V's market penetration is a substantial leap, with predictions of reaching 25% of the semiconductor market by 2030, equating to 17 billion chip shipments [3] - The growth is attributed to RISC-V's applications in edge AI deployments, providing localized data centers for smaller communities [3] Meta's Acquisition of Rivos - Meta's acquisition of Rivos, which has developed RISC-V processors compatible with CUDA, signifies a strategic move to enhance its AI capabilities [4][7] - Rivos aims to reduce the cost and complexity of migrating applications to its SoC, leveraging its compatibility with existing CUDA software [6][9] - The acquisition is expected to accelerate Meta's development of proprietary chips for AI workloads, with significant R&D investment [7][8] European RISC-V Developments - The eProcessor project in Europe has successfully developed the first out-of-order RISC-V processor, marking a significant milestone in the semiconductor industry [12][14] - This processor, built on a 22nm process, enhances computational performance and efficiency for various applications, including AI and automotive [12][15] - The project aligns with the EU's semiconductor innovation strategy, aiming to boost Europe's position in the global chip market [14][17] Future Implications - The success of the eProcessor project underscores the potential for RISC-V to provide alternatives to traditional closed architectures, fostering innovation in high-performance computing and embedded systems [16][17] - Continued investment and strategic support are crucial for the eProcessor project to compete with industry leaders like AMD and Intel [17]