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 — RISC-V in 2026
  • Tier-1 moves: Qualcomm + Ventana, and the Arm customer question
    • Why this deal matters
    • One-off, or template for other Arm customers?
  • Consolidation & M&A — what happens to Codasip and SiFive?
    • Codasip as the clearest consolidation signal
    • Who are the most plausible buyer types?
  • SiFive: Too big to ignore, too IP-core-focused to be comfortable
    • Andes and Semidynamics: Significance by default
  • RISC-V GPU — the default graphics battle and Imagination’s play
    • Imagination is explicitly positioning as RISC-V-ready
    • The strategic twist: Exiting RISC-V CPUs to double down on GPU/AI
    • Why “default GPU for RSIC-V” is a meaningful prize
  • Compatibility vs. customization — do profiles help or dilute the appeal?
    • Profiles are necessary for rich-OS portability
    • The real resolution is segmentation (two-speed RISC-V)
  • “RISC-V is inevitable”: Is it?
    • What has clearly come true
    • What the inevitable frame can obscure
• Quarter Updates
  • In conversation with Ainekko
  • Ainekko launches AI Foundry, an open hardware-software stack for AI
  • Ainekko acquires Esperanto IP
  • Flying with Andres and Condor
  • Andres keeps building useful partnerships
  • Interview with SiFive’s John Ronsco
  • Meta Swallows Rivos—now what?
  • NextSilicon: Maverick-2 and RISC-V development
  • Qualcomm buys Ventana for RISC-V DNA, not a ready-made product
  • Red Semiconductor debuts Ordo1 VISC-based accelerator core for RISC-V
  • Semidynamics ships Inferencing Tools to speed model bring-up on Cervell

• Summary and conclusion