Comment by K0balt

A lot of the arguments I’m seeing ignore the factor that China sees ARM as a potential threat to it’s economic security and is leaning hard into risc-v. it’s silly to ignore the largest manufacturing base for computing devices when talking about the future of computing devices.

I would bet on china making risc-v the default solution for entry level and cost sensitive commodity devices within the next couple of years. It’s already happening in the embedded space.

The row with Qualcomm only validates the rationale for fast iterating companies to lean into riscv if they want to meaningfully own any of their processor IP.

The fact that the best ARM cores aren’t actually designed by ARM, but arm claims them as its IP is really enough to understand that migrating to riscv is eventually going to be on the table as a way to maximize shareholder value.