RISC-V Market Insights report – a report on the AI Processors market

Description

The report is an indicator of how the RISC-V market is and will behave. With RISC-V being an open specification, companies use it internally in products that they then sell, and some offer stand-alone RISC-V processors or IP to design one.

The report contains the following content:

• Major RISC-V IP vendors tracked and profiled
• Consolidation as it continues to occur 
• Standardization gains 
• Market growth around the world

RISC-V Market Insights Table of Contents

RISC-V Table of Contents

• Executive Summary — The CPU is back for AI. That is not automatically an Arm-only story.
  • RISC-V enters its industrial phase
    • From platformization to industrialization
    • Consolidation, but in multiple forms
    • Foundries move up the stack
    • AI splits into markets
    • Regional platform strategies: China, India, Europe — and does the US really have a strategy?
    • What “RISC-V is inevitable” really means in 2026
  • What to watch in Q2-Q3 2026
    • First meaningful RVA23 product evidence
    • Additional foundry/IP tie-ups
    • Which Tier-1s deepen RISC-V hedging
    • Whether Imagination strengthens its default-GPU position
    • Whether Semidynamics, Axelera, Innatera, or CoreLab break out commercially
    • Which open-hardware models gain traction beyond enthusiast
• Quarter Updates
  • The RISC-V Vector Extensions for AI
  • Ainekko merges with Veevx after Esperanto pick up
  • Alibaba’s RISC-V CPU runs AI natively
  • Andes and LTSCT RISC-V licensing = platform play
  • Arm stops hinting and starts shipping
  • Axelera real-world edge AI
  • Axelera secures $250M
  • Codasip bets the company on secure compute
  • CoreLab’s Allen Wu’s open hardware playbook
  • GlobalFoundries carries on the storied ARC processor
  • GlobalFoundries sharpens its silicon stack
  • Interview with Jake Kochnowicz, Imagination Technologies
  • Innatera CEO Sumeet Kumar Interview
  • MIPS comes back armed
  • MIPS: Drew Barbier and James Prior Interview
  • MIPS wants to build for autonomous systems, not retrofit for it
  • RISC-V International CEO Andrea Gallo Interview
  • Semidynamics announces 3 nm inference tape-out and a full-stack systems roadmap
  • SiFive adopts Nvidia NVLink Fusion, pushing into AI data-center fabric
  • Ubitium bets one RISC-V chip can clean up embedded computing’s processor sprawl
  • SiFive Raises again as CPUs return to the center of the AI data center story

• • Summary and conclusion