How will this affect companies building on to of RISC-V? Not much in the short term? But bad in the long term?
It's intriguing to see SiFive, a company that played a pivotal role in championing RISC-V, undergoing such significant changes. The decision to focus primarily on custom cores raises questions about how this shift might impact the broader RISC-V ecosystem and the contributions SiFive will make to its development. Moreover, it raises concerns about the implications for investors and the future of open-source hardware. This is a situation that demands careful monitoring and consideration.
I wonder if a number of their customers license their IP while also creating their own RISC-V IP at the same time to replace it, especially at the low end.
$365 million capex would only last for 2 to 3 yrs knowing their top executives and salaries alike. who will suffer on the downturn? it will be those that are below the tassels. "Poor tassels" as they can fall anytime when they are not fastened enough. RISCV has many advocates and even Top Semi take the bait for chip supremacy and survival plus the surrounding closed source ecosystem that also vie for stealing the concepts, so they haven't consider yet the long threats of more populous country and they have more than 60 Million scientist to snatch RISCV ISA specs "even all RISCV community contribution cannot match to a secretive capitalist alliance and tailor fit their OEM/ODM thingies and so on to win the tech-war. SiFive will probably sacrifice the drama as they are also attack by the state senates as riscv.org open ecosystem is exploited by unsecured sources, when I started as coordinator of meetup and as a riscv advocate in 2009 I like the culture of openness, our small contribution as an individual member greatly impacts individual enthusiasts, it is very similar to opencores initiative until then it became private and riscv1to5 inherited those attributes but more-than-moore concept which could fall to something obscurity in the ecosystem where conflict of interest behind the community, irregularities, etc., which can affect thoroughly the RISCV open source community. MONEY talks now at RISCV for you to control the ISA and take advantage to it "politics could be internal or what". Therefore, the ecosystem was already been free as freedom of choice to use RISCV cores can help everyone, so for a One (1) Billion RISCV enthusiast the winner could be the IFS, intel is just waiting for the explosion or maybe tenstorrent with Jim and the genius Sam of atomic who partner together to make chip at speed of light hours, more foundries will also be shake up with the terms of this open source initiative...more thingies to happen and these are just my personal opinion.