I wonder if the US is trying to slow down the development of RISCV in order to mantain egemony over chip production. I think RISCV poses a big “security” flaw for them being totally open source.
We would have had the Milk-V OASIS last year , something better by now, and the answer to “as good as ARM” would be yes.
But Sophgo, the company making the SoC was accused of helping Huawei get access to restricted technology. So TSMC refused to make their chips. And the Milk-V OASIS was cancelled.
I guess it depends what you mean by “chip production”.
AFAICT mostly via Chip War (2022) and reading a bit on the topic there are few bottlenecks, e.g chip design IP like ARM (UK) or lithography machines like ASML (NL) or high efficiency chip production like TSMC (Taiwan) but overall the grip from the US is mostly on democratization and scale with AMD, NVIDIA, Broadcom or even Intel, namely making a LOT of chips, not necessarily high end (some are) or mobile (also some), for a relatively low price. What I mean is that China is already claiming that they are producing about on-par IPS with e.g. Loongson.
So yes there are for sure incumbents based in the US that do not want RISCV and overall open architectures to make significant progress but is it fair to call them “the US” I’m not sure. Are they heavily leaning on US lawmakers to get their positions strengthened? Maybe. Maybe they do not yet do so simply because they don’t believe it’s a threat yet, nor it might be ever be.
I believe that in chip production you can lock production via innovation but also, like in other sectors, solely with the supply chain. ASML is powerful because they basically own their markets but also because who would contract with newcomers versus a very well established company that can provide all the insurances imaginable that they will indeed deliver on time a specific amount? Why risk it when you are already contracting with the leader?
Sure there is a potential innovator dilemma but what could prevent e.g. NVIDIA or Intel to switch to RISC-V if somehow they can dominate there too thanks to both their existing expertise but also supply chain stronghold?
Being an open source architecture gives everyone (China, Russia, Iran, North Korea and basically everyone else the US doesn’t like, which apparently is most of world) the freedom to innovate at a fast pace, this is what I mean by security flaw. My thought that they could somewhat try to slow down the development is based on the rational thinking that 1. They are actually leading the chip develpment and 2. if someday everyone gets high performance chips (which is still not the case with RISCV yet) than everyone can get better defense industries, better intelligence systems, better military equipment. I’m not implying that they are actively doing it but that it might be in their interest to do so to maintain some kind of military egemony over their enemies, or at least to never be in a significant gap with anyone.
Risc v is an instruction set architecture not a chip design, the actual hardware implementation of any given risc v processor won’t necessarily be open source and available to all, it’s just a guarantee that if the spec is implemented then code compiled for risc v will run on a RISC V processor.
China has had access to x86 for years, they’ve not been able to implement a chip on par with current gen AMD or Intel chips.
I wonder if the US is trying to slow down the development of RISCV in order to mantain egemony over chip production. I think RISCV poses a big “security” flaw for them being totally open source.
US sanctions massively setback RISC-V.
We would have had the Milk-V OASIS last year , something better by now, and the answer to “as good as ARM” would be yes.
But Sophgo, the company making the SoC was accused of helping Huawei get access to restricted technology. So TSMC refused to make their chips. And the Milk-V OASIS was cancelled.
Massive blow to RISC-V.
I guess it depends what you mean by “chip production”.
AFAICT mostly via Chip War (2022) and reading a bit on the topic there are few bottlenecks, e.g chip design IP like ARM (UK) or lithography machines like ASML (NL) or high efficiency chip production like TSMC (Taiwan) but overall the grip from the US is mostly on democratization and scale with AMD, NVIDIA, Broadcom or even Intel, namely making a LOT of chips, not necessarily high end (some are) or mobile (also some), for a relatively low price. What I mean is that China is already claiming that they are producing about on-par IPS with e.g. Loongson.
So yes there are for sure incumbents based in the US that do not want RISCV and overall open architectures to make significant progress but is it fair to call them “the US” I’m not sure. Are they heavily leaning on US lawmakers to get their positions strengthened? Maybe. Maybe they do not yet do so simply because they don’t believe it’s a threat yet, nor it might be ever be.
I believe that in chip production you can lock production via innovation but also, like in other sectors, solely with the supply chain. ASML is powerful because they basically own their markets but also because who would contract with newcomers versus a very well established company that can provide all the insurances imaginable that they will indeed deliver on time a specific amount? Why risk it when you are already contracting with the leader?
Sure there is a potential innovator dilemma but what could prevent e.g. NVIDIA or Intel to switch to RISC-V if somehow they can dominate there too thanks to both their existing expertise but also supply chain stronghold?
In what way does it pose a big security flaw? And what are you basing the thought that the USA are slowing down development?
Being an open source architecture gives everyone (China, Russia, Iran, North Korea and basically everyone else the US doesn’t like, which apparently is most of world) the freedom to innovate at a fast pace, this is what I mean by security flaw. My thought that they could somewhat try to slow down the development is based on the rational thinking that 1. They are actually leading the chip develpment and 2. if someday everyone gets high performance chips (which is still not the case with RISCV yet) than everyone can get better defense industries, better intelligence systems, better military equipment. I’m not implying that they are actively doing it but that it might be in their interest to do so to maintain some kind of military egemony over their enemies, or at least to never be in a significant gap with anyone.
Risc v is an instruction set architecture not a chip design, the actual hardware implementation of any given risc v processor won’t necessarily be open source and available to all, it’s just a guarantee that if the spec is implemented then code compiled for risc v will run on a RISC V processor.
China has had access to x86 for years, they’ve not been able to implement a chip on par with current gen AMD or Intel chips.