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China bets on open-source chips as US export controls mount

Feb 05, 2024 - auto.economictimes.indiatimes.com
The article discusses China's increasing investment in RISC-V, an open-source standard for chip design, as part of its strategy to reduce dependence on Western technology amid US sanctions. The low cost, customisability, and energy efficiency of RISC-V have made it attractive to chipmakers, and it is being used in a range of applications from self-driving cars to data storage centres. Despite currently accounting for a small fraction of the chip market, there are hopes that RISC-V could eventually challenge the dominance of Western-controlled standards like x86 and Arm.

Chinese state entities, research institutes, and tech giants have invested at least USD 50 million in RISC-V related projects between 2018 and 2023. The number of patents involving RISC-V published in China has also seen a significant increase. While RISC-V lags behind Arm in complex computing tasks, the gap is closing as more startups and tech companies invest in the open-source standard. The article also highlights the military interest in RISC-V, with several universities and research institutes linked to China's military developing and promoting the technology.

Key takeaways:

  • China is investing in the open-source standard RISC-V to reduce its dependence on Western technology in the global chip market, particularly in light of U.S. sanctions and export controls.
  • RISC-V's low cost, ease of customisation, and energy efficiency are making it attractive to chipmakers, particularly for AI chips.
  • Chinese tech giants Alibaba and Huawei are among the largest filers of patents involving RISC-V, with over 2,500 such patents published in China.
  • Despite its potential, RISC-V currently accounts for only 1.9% of all system-on-a-chip units shipped, with the dominant standards still being x86 and Arm, controlled by Western companies.
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