And while we are discussing the future of RISC-V, it looks like SiFive, one of the most influential companies in the space, has instigated mass layoffs. Can't say I am surprised, I never really understood their business model or goals. Still, this will likely be a major setback for the public perception of RISC-V. It is possible that none of the advanced SiFive designs will actually enter the general market.
SiFive has been 'influx' for a while.
They spun out part of the company last year for ~ $200M .
" ... Alphawave will be acquiring a 300+ person team from the California-based firm, located primarily in India. ..."
Note the size there is in the same range as the size been whispered as the current layoff size ( 100-300 ).
" ...
through multiple sources, SiFive has instigated a large number of layoffs. Numbers vary, from 100 to 300+, but multiple sources confirm that most of the engineering team, especially the physical design engineers, sales, and product team. The management team have also been fired from what I've been told, ..."
Updated 10/25
morethanmoore.substack.com
SiFive physical products have been kind of 'odd' for a long while. They'd talk about releasing demo boards but it would almost be like a kickstarter projects. It would wonder around for a while in pre-release. Then they would distribute some. And then it would be "oh the next board is so exciting we aren't going to make any more of these current ones so can focus on the next one. " Rinse and repeat.
If look at the range of vendors doing RISC-V development boards
https://riscv.org/risc-v-developer-boards/
If RISC-V goes from 8 to 7 options for boards that isn't much of a loss. In fact, might actually be healthier ecosystem. "StarFive" ( similar sounding name) is a chinese vendor
But it is kind of a long way from Intel tossing around the idea of spending $2B on them. Likely would have been $2B wasted by Intel that they sorely need now to cover other Intel 'bets' that went sideways. There could have been a problem if SiFive went off and did something relatively expensive to encourage Intel to buy them out and then it fell through ( e.g. spin up a fancy Intel fabbed chip that never went on sale in substantive numbers. )
Curious what Tenstorrent Ascalon will deliver at this point.
The 'other half' of SiFive wanted to run an Arm-like model where they primarily just license IP. This may not mean very much for Tenstorrent as they likely still have whatever IP they licensed from SiFive.
The problem for SiFive is that many vendors in the embedded controller market are drifting away from Arm in part because of the licensing model. So SiFive copying that aspect.... is a bit dual edged. SiFive is more so going to be a 'significant subcontractor' on designs than then the primary contractor role that Arm plays in many cases . They aren't going to have that kind of pricing power.
That is bad if the VC investors expect them to be the 'next Arm' . It just isn't practical. This layoff looks like one of those inflection points when the money folks start to come back to reality of what they actually have as opposed to what they wished they had.