From Intel’s perspective, embracing RISC-V, along with x86 and Arm, helps the Intel Foundry Services business become a new option for fabless semiconductor companies to consider, along with TSMC, Samsung, and Global Foundries. From the perspective of other chip vendors, Intel could represent a white knight in a world of tight fab capacity, providing needed capital, fab services, and valuable technology that could help them get ahead.
Intel is joining RISC-V International, the governing consortium that guides the RISC-V technology and community. Intel announced partners that will manufacture future RISC-V chips on IFS technologies, including those from Andes, Esperanto, and Ventana.Intel will provide access to open Intel Chiplet building blocks based on RISC-V, leveraging advanced packaging and high-speed chip-to-chip interfaces.
Intel also mentioned that they will be supporting design approaches that will support multiple instruction architectures including x86, Arm, and RISC-V. So, they appear to want to become the Switzerland of Fab Services., an alliance to provide access to design services, IP, and tools and flows to enable development of next-generation customer products. So Intel won’t just be a fab, they will be a leading-edge service provider to the industry.
A few companies such as Esperanto have already added significant IP to RISC-V in areas such as parallel computing and AI. And with today’s announcement we believe we are witnessing the beginning of a new chapter in the history of the processor wars.Many cloud service providers as well as startups are designing multi-chiplet platforms for workloads such as AI, placing accelerators, CPUs, and I/O dies on a package.
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