The US-China technology war is raging, and the Biden administration is taking a different tack. Reuters reported that the popular RISC-V semiconductor architecture has entered the radar of the US Department of Commerce, which is reviewing the national security risks posed by China’s massive introduction of the This architecture may be the next target of the United States’ influence against the mainland. Among Taiwanese manufacturers, MediaTek’s investment in Anders Technology (6533) is the most representative manufacturer related to the RISC-V architecture and could have an impact.
This means that Washington is expanding the amount of chip business on the mainland, from tightening chip sales to expanding into IC design. Industry insiders observe that after the United States blocked mainland China’s access to advanced semiconductor technology, mainland companies have gradually shifted their focus in recent years to follows the open source and open RISC-V architecture, making the RISC-V architecture a new star in IC design on the mainland. .
x86 and Arm, led by Intel, are currently the two mainstream chip architectures However, Arm costs high user fees, while x86 has a complex instruction set that relies on “open source, free, and modular It has the advantages of “concise instruction count and low power consumption”, in addition it is not European and American, and effectively bypasses the restrictions of the US . companies to catch up.
Mainland companies including Alibaba’s Pingtou Ge are developing self-developed chips using the RISC-V architecture.
According to businessmen, Chinese companies are aggressively attacking the RISC-V architecture, taking Ping Tou Ge within the Alibaba Group as an indicator. Damo Research Institute, the research arm of Alibaba Group, has publicly announced the expansion of the RISC-V scope of work, aimed at the innovation of comprehensive iterative computing in the areas of low power consumption, AI acceleration, automotive regulations and security. Xuantie C907 has achieved matrix computing expansion (Matrix) for the first time, providing more options for AI accelerated computing in the future, and the next generation C930 processor will be launched this year.
Mainland China relies on RISC-V architecture to develop its own chips and avoid US chip sales regulations This could render a series of US chip bans on Beijing ineffective and raise serious concerns in Washington . Reuters reported that the US Department of Commerce has issued a letter to inform members of Congress that it is reviewing the national security risks posed by the introduction of the RISC-V architecture at scale. large in China and assesses whether appropriate actions are under the jurisdiction of the Department of Commerce. can effectively deal with any concerns.
This means that the White House may have to break down the RISC-V architecture. The industry believes that if the US Department of Commerce requires RISC-V International to impose export controls on RISC-V’s improved silicon intellectual property for national security reasons, SiFive and Crystal Chip, which is currently underway into the RISC-V silicon processor. Cardiology activities and other related manufacturers may be affected.
In the first half of last year, Andes added a new image sensor factory customers in mainland China.
Andes Chairman Lin Zhiming indicated at the press conference that he is looking forward to the “3A1S” applications of RISC-V, that is, AI, automotive, application processors and security monitoring applications, especially in automotive applications, which can be implemented. in 2024. It is hoped that two IPs will receive ASIL-B vehicle safety certification.
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2024-04-24 18:48:40
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