2024-04-24 18:48:40
The US-China tech war rages on, and the Biden administration is taking another step. Reuters reported that the popular solid-state RISC-V architecture has entered the radar range of the US Commerce Department, which is examining the national security risks posed by China’s mass introduction of this architecture. The industry is concerned regarding the RISC-V architecture. might become the next target of US influence on the continent. Among Taiwanese manufacturers, MediaTek’s investment in Anders Technology (6533) is the most representative manufacturer related to RISC-V architecture and may be affected.
That means Washington is expanding its lockdown on the continent’s chip industry, from squeezing chip sales to expanding into integrated circuit design. Industry experts analyze that following the United States restricted mainland China’s access to advanced semiconductor technology, mainland companies have gradually focused on pursuing open architecture in recent years. source and open RISC-V, making RISC-V architecture a new star in integrated circuit design in mainland China. .
x86 and Arm, led by Intel, are currently the two main chip architectures. However, Arm charges high user fees, while x86 has a complex instruction set that relies on “open source, free and modular.” of “concise number of instructions and low power consumption”, moreover, it is neither European nor American, and effectively circumvents American restrictions. It is considered the first choice for chip design architecture other than x86 and ARM architecture, attracting start-ups and ICs from the mainland. companies to take it over.
Mainland companies, including Alibaba’s Pingtou Ge, are developing self-developed chips using RISC-V architecture. Some IC designers on the continent are also using RISC-V architecture to develop high-end chips, covering applications such as mobile phones and AI.
According to industry experts, Chinese companies are aggressively attacking the RISC-V architecture, taking Ping Tou Ge within the Alibaba Group as their indicator. The Damo Research Institute, the research arm of Alibaba Group, previously publicly announced the expansion of the scope of RISC-V work, targeting comprehensive iterative computing upgrades in the areas of low power consumption, acceleration of AI, automotive regulations and safety. Xuantie C907 has achieved the expansion of matrix computing for the first time, providing more options for future AI-accelerated computing, and the new generation C930 processor will also be launched this year.
Mainland China relies on RISC-V architecture to develop its own chips and circumvents US regulations on chip sales. That might render a series of U.S. chip bans ineffective in Beijing and cause great concern in Washington. Reuters reported that the US Department of Commerce sent a letter to inform members of Congress that it is examining the national security risks caused by China’s large-scale introduction of the RISC-V architecture and assessing whether appropriate measures were being taken under the authority of the Department of Commerce. can effectively address any concerns.
This means the White House may have to crack down on RISC-V architecture. The industry believes that if the U.S. Department of Commerce requires RISC-V International to impose export controls on RISC-V silicon developed intellectual property for national security reasons, SiFive and Crystal Chip, which are currently entering into The intellectual silicon RISC-V market, real estate market, cardiology operations and other related manufacturers might be affected.
In the first half of last year, Andes gained new image sensor factory customers in mainland China. The company currently still focuses on the Taiwan market, which accounts for approximately 60%, with the United States accounting for 22% and mainland China 15%. .
Andes Chairman Lin Zhiming previously highlighted at the press conference that he is looking forward to RISC-V’s “3A1S” applications, i.e. AI, automotive, Application processors and safety monitoring applications, especially in automotive applications, which can be implemented. in 2024. It is hoped that two IPs will obtain ASIL-B vehicle safety certification.
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