RISC-V
Looking back at semicon / tech in 2021!
We have finally reached the end of 2021! Let’s have a look at some of the breath-taking moments from the global semiconductor and technology industry during the year.
In January 2021, Dr. Anthony Fauci called for remembering Covid-19 lessons at PMWC 2021. I was invited by Dr. Leroy Hood, SVP and Chief Science Officer, Providence St. Joseph Health, Chief Strategy Officer, Co-founder, and Professor, Institute for Systems Biology (ISB), and Co-Program Chair, PMWC 2021. Dr. Fauci was presented the luminary award.
Malcolm Penn, Future Horizons, UK, predicted the global semiconductor market to grow 18 percent in 2021. Scotten Jones, President, IC Knowledge LLC, presented on logic leadership in PPAC era at ISS 2021. AI processors were said to be driving innovations in advanced packaging, as per Jean-Christophe Eloy, CEO and President, Yole Développement. At ISS 2021, semiconductor and equipment recovery were said to be on track for 2021.
Come February 2021, and Semiconductor Industry Association (SIA) had a session on memory semiconductors market and technology trends. At SEMI Flex 2021, there was a panel discussion on sustainability and power for batteries. There was a session on electronics for the brain, and another on liquid electronics for stretchable conductors. Next, European 5G Conference 2021 had a session on key drivers for 6G. IHS Markit presented on autonomous sensors and future apps. Erik Collart, Edwards, came up with an enlightening talk on smart manufacturing in More-than-Moore era at the SEMI Technology Unites summit. Embedded computing with image sensors was another.
Dr. Wally Rhines, CEO, Cornami gave his views on why FHE was ultimate for cyber security. Quantum computing is going to be next game changer. At an SIA summit, it was predicted that the global semiconductor industry could be worth trillion dollars by 2036. Elsewhere, in Europe, CEA-Leti has big bets on silicon-based quantum computing. It was announced IEEE International Reliability Physics Symposium (IRPS), will be held virtually in March 2021.
Bill Gates said green premium is metric that says you are on to success in 2050 at CERAWeek by IHS Markit 2021. In March 2021, there was a conference on RISC-V, and how China can reduce risks. Semiconductor outlook 2021 — navigating through turbulent times, came next, by SEMI. At the Technology Week Summit organized by SEMI, SAW/BAW filters, and future materials technology for new filters were discussed, which took me back to my days at Global Sources, Hong Kong, as were technological challenges for MOS HEMT GaN power devices. IRPS 2021 discussed memory’s journey towards future ICT world, and reliability of SiC MOSFETS. SEMI organized a conference on semiconductor outlook 2021 — navigating through turbulent times.
In April, I received shocking news. We lost Shankar Ghosh, or Keshtoda, to Covid-19! He was my guru from my young days. I recall my first ever article, at 14, published by him at Pragati Manjusha, Allahabad. Just a week back, we had lost Bachchu, or Subhash Ghosh, his younger brother. There was another very sad loss of Buluda, or Arun Chakravorty, our brother-in-law and a very close friend, due to Covid-19.
Next, USA started strengthening microelectronics supply chains, and with the CHIPS Act in place, looks well set to do so. The White House said: Resilient American supply chains will revitalize and rebuild domestic manufacturing capacity, maintain America’s competitive edge in research and development, and create well-paying jobs. Also, e-Estonia Digital provided masterplans on mobility.
6G’s chance for semiconductors, and skills for a digitalized Europe were also discussed at the SEMI ISS 2021 conference. Sensors and software were enabling autonomy for urban air mobility at the SEMI MSTC 2021 conference. Rockwell Automation discussed how Industry 4.0 can strengthen India’s pharmaceuticals sector. Cedrik Neike, Siemens, called for Industry 4.0 in silos needs to be brought together. At ISQED 2021, there was a session on the confluence of AI/ML with EDA and software engineering. Yole Développement, France, came up with global technology trends impacting optical transceivers market.
In May 2021, Arvind Krishna, Chairman and CEO, IBM, announced a major breakthrough on world’s first 2nm technology. It was built at the Innovation Lab in Albany, New York fab. At Display Week 2021, there was an engrossing Women in Tech panel on leadership skills. JS Choi, Samsung Display, talked about the metaverse and great future of display. Every display that maximizes immersion is part of the metaverse. Another interesting session was on start-manage-exit option for CEOs. Guillaume Chansin, Director of Display Research, presented on the opportunities in AR/VR for display manufacturers. Next, 6GHz emerged as the new spectrum battleground.
SEMI ASMC 2021 began with continuing Moore’s Law! Center for the Study of the Presidency & Congress (CSPC), USA, organized a conference on semiconductor shortage lessons for US innovation leadership. Digital Twin Consortium organized a webinar on how digital twin is making the vision come to life. Experts at INDIAai discussed the race to AI is just beginning.
Come June, and Ericsson UnBoxed Office had a session on the importance of network reliability from telco’s perspective. GSEF 2021 held a panel discussion around the generation and use of data in fab processing. There was the spectrum roadmap for Europe laid out. At the Leti Innovation Days, hardware is back, encapsulates role of microelectronics. At the VLSI Technology & Circuits 2021 conference, there was a panel discussion around new generation chip makers vs. incumbents. Here, Tesla made the first appearance. There was another discussion around 3D/heterogeneous integration: Are we running towards a thermal crisis?
At VLSI Technology & Circuits 2021 conference, Spintronics workshop suggested a gateway to green society. Hexa-X defining blueprint for 6G was hot topic at EuCNC 6G summit. Acellera and Electronic System Design (ESD) Alliance (EDA Alliance) co-hosted a conference on Remote work, remote chip design: Building chips during a pandemic. China Tech Threat’s co-founder, Dr. Roslyn Layton, hosted a virtual panel: Let the Chips Fall at BIS? It was also stated that real men own fabs that can re-invent the future! At the European Commission (EC) conference, there was the inauguration of the EllaLink optical submarine cable linking the European and South American continents.
In July 2021, the Center for the Study of Presidency and Congress (CSPC), USA, and National Security Space Program, organized a session on building space capabilities over the horizon. Cadence Design Systems introduced the Cerebrus intelligent chip explorer to revolutionize intelligent chip design. Elon Musk spoke at MWC21 Barcelona how SpaceX was keen on landing people on Mars. Antler Southeast Asia introduced 14 new startups at its demo day. Asia Tech X Singapore organized a panel discussion on deep tech for global good, at the accelerateHER Asia. There was a panel discussion on planes, trains, automobiles and ships: satcoms-on-the-move.
Islam Salama, VP, Intel, discussed more than Moore and heterogeneous integration through packaging at Global Semiconductor & Electronics Forum (GSEF) 2021. Dr. Wally Rhines presented the strong growth in EDA and trends in semiconductor design ecosystem at the SEMI Innovation for a Transforming World. Marco Chisari, Bank of America, Merrill Lynch, presented golden age or short-term cycle for global semiconductor market. There was Ericsson, scaling with 5G and edge computing.
In August 2021, there was a very painful and shocking development. My eldest sister, Ms. Shukla Mukerjee, lost her battle with the dreaded cancer, leaving us extremely distressed. Meanwhile, Ericsson was unlocking potential of 5G for consumers. There was SIA’s session on modern hardware and measurable security. There was a panel discussion on monetizing satellite apps, new business model with innovative use cases in connectivity at the Satcom Industry Association (India) conference.
In September 2021, Vladimir Roznyatovskiy, Lux Research, presented innovations in emergent displays at SEMI, Strategic Materials Conference (SMC) 2021. Role of innovations enabling consumer AR technologies was another. Chuck Byers, Industry IoT Consortium, presented top 10 disruptive new technologies for industrial and IoT networks. SIA had a session on US semiconductor industry facing challenges, and historic opportunities. Xecs Eureka cluster showed support for RD&I in the electronic components and systems. NASA’s flight to Mars via Ingenuity was showcased at Sensors Converge 2021. Lip Bu-Tan, CEO, Cadence, discussed harnessing analytics for electronics industry renaissance. Future Horizons predicted the global semiconductor industry to grow 24.5 percent in 2021. Ms. Taguhi Yeghyan, Market and Technology Analyst, Yole Developpement, presented MEMS and CIS: lithography and bonding equipment market state and outlook, at the Connecting Heterogeneous Systems summit, organized by SEMI Europe.
In October 2021, EMSNow India was launched, carrying my article on how the Indian electronics manufacturing is in a boom period. My blog was featured alongside Forbes and BusinessKorea on China Tech Threat! My thanks to China Tech Threat. SEMI organized a session on challenges in metrology and analysis for next-generation semiconductors.
CASPA, USA, discussed the semiconductor chip shortage, impact, and solutions. Ms. Carlista Redmond, CEO, talked about how RISC-V means an open era of computing! At MEMS & Sensors Executive Congress (MSEC) 2021, iSono Health gave an update on the increasing access to breast cancer screening. European Technology Platform for High Performance Computing (ETP4HPC) organized a session on how EU HPC centres are transforming industries. Yole Developpment, France, organized a conference on supply chain disruption and other MCU market trends.
SIA had a panel discussion on race for semiconductor supremacy: China vs. emerging democratic technology alliance. Indian Space Association (ISpA) was formally launched October 11, 2021. Tech women in space paving way for next generation was organized by Satcom Industry Association (SIA) India. Hydrogen producer, Lhyfe, from city of Nantes, France, started producing green hydrogen for life from seawater. Challenges in metrology and analysis for next-gen semiconductors was discussed at a SEMI conference. Indian Space Association (ISpA) announced its launch.
Following the USA’s Chips for Americas Act, now, Europe also joined the bandwagon with its Chips Act. EU is home to leading global semiconductor research institutions, such as IMEC in Belgium, CEA-Leti in France, and Fraunhofer-Gesellschaft in Germany. The US Chips Act also calls for the creation of a National Semiconductor Technology Center (NSTC), and an advanced packaging research institute.
SEMI, USA organized the Global Smart Manufacturing Conference 2021, where digital twins and software-defined manufacturing were discussed. SIA, USA organized another conference on catalyzing US semiconductor design ecosystem. This was followed by CAR-SEMI conference on chip shortage impact on automotive. The month closed with the state of AI in Estonia, and Global Semiconductor Alliance event on future of automotive computing: cloud vs. edge. Also, Semiconductor Research Corp. (SRC) and SIA discussed new trajectories for communication.
My article: It takes pure brains to work in semiconductor industry, generated lot of interest in Nov. 2021. EV World Congress 2021 looked at rEV index accelerating EC adoption. The cities of Madrid and Helsinki continued to ride ahead with e-mobility and EVs. At SEMI, USA conference, the global semiconductor market was predicted to cross $600 billion in 2022. Another session tried to address what’s behind the chip shortages, and what’s driving the current semiconductor markets?
December began with SEMI’s future of computing in 2040. At, Semicon West 2021, there were some interesting sessions. Rick Bergman, AMD, spoke about innovation beyond Moore’s Law: new era in gaming graphics. Kai Beckmann at Merck talked about shaping the future of electronics. VLSIresearch, presented on the state of the semiconductor market in 2022. Nanotronics unveiled the nSpec Turbo inspection tool at Semicon West 2021.
Next, SRC-SIA looked at the new trajectories for memory and storage. DVCon India 2021 looked at whether respins were a fact of life. The year closed out with Leti’s devices workshop in France, which looked at semiconductor solutions to speed up telecom revolution. There was a session on innovative BAW filters for 5G sub-6GHz. How I miss electronic components! I was probably the best editor at Global Sources for electronic components, visiting Shenzhen, Taiwan, etc., multiple times.
There you go! Let us hope that the semiconductor chip shortage will finally go away this year, and the semiconductor industry continues its onward march in 2022. We may get to hear more about FHE in the coming year. Perhaps, Tesla will come up with new factories, pursue energy and software, and grow even bigger.
RISC-V means open era of computing!
Ms. Calista Redmond, CEO, RISC-V International, presented on RISC-V open era of computing at the ongoing CASPA 2021 annual conference on global semiconductor innovation and outlook.
RISC-V is the free, open instruction set architecture. We have ushered in a new era. It has enabled freedom of design across all domains and industries. It is a disruptive technology. 47 base instructions make up the RISC-V ISA. It is modular by design, and growing rapidly right now, with numerous extensions. There are proprietary cores.
There are no boundaries. This has caused an increase in innovation. RISC-V business model involves working with collaboration partners, broaden supply chain options, expanded geographies and markets, and development. You can grow at much more accelerated pace. RISC-V also fuels the community to seize growing opportunities. There will be 50 billion connected and IoT devices by 2030. By 2025, 40 percent of ASICs will be designed by OEMs, up from 30 percent today.
Rapid RISC-V growth is led by industrial. Semico Research predicts that the market for RISC-V CPU cores will grow by 114.9 percent CAGR from 2020-25. By 2025, RISC-V cores will capture 14 percent of the overall CPU core business across all major apps. By 2025, RISC-V will be about 28 percent of IoT, 12 percent of industrial, and 10 percent of automotive, respectively.
Wilson Research Group/Siemens found that 23 percent of ASIC and FPGA projects incorporated RISC-V in at least one processor, in 2020. The total market for RISC-V IP and software is likely to grow to $1.07 billion by 2025, at CAGR of 54.1 percent. RISC-V is being used across many industry segments. Intel announced Nios processor based on RV321A. Alibaba has RISC-V core in its Xuantie 910 processor for cloud and edge servers. European Processor Initiative has RISC-V accelerator, with the first chip out in September 2021.
Telecom and communications have tremendous opportunities. Alibaba and Andes have adopted RISC-V. In automotive, innovation is driving volume. Billions of connected devices will happen in the next 5-10 years. Imagination Technologies and IAR Systems have incorporated it. In consumer and IoT devices, Huawei, Zepp Health, and Greenwaves have used it. So have Microchip, RIOS Lab, and SiFive.
AI and ML is incorporated across many areas, including industrial IoT, HPC, etc. Some users are Esperanto and StarFive. Andes released superscalar multicore and L2 cache controller processors. Nvidia Cuda is another. Edge computing has several examples. Some are Seeed Studio, Micro Magic, and Western Digital.
Today, there are over 2,300 members of RISC-V, across 70 countries. In 2021, the membership has already doubled. RISC-V International delivers incredible member support. Besides compatibility and verification, it is also involved in advocacy and alliances. There is a marketplace exchange, as well. RISC-V has 10 certifications going for ratification right now. There are special interest groups (SIGs). RISC-V offers base building blocks, plenty of space to build solutions with your expertise/differentiation on top of that to make money.
RISC-V an opportunity for China to reduce risks
2nd RISC-V Week commenced today in Grenoble and Paris, France. Ms Lucilla Sioli, Director for Artificial Intelligence and Digital Industry within Directorate-General CONNECT at the European Commission, talked about Open Source Hardware: A European Perspective.
There is a clear and increasing interest for open source hardware and RISC-V solutions in Europe. It is important to have an alternative processor ecosystem due to various reasons like uncertainty about established processor IP providers, geopolitical considerations, creation of healthy competition in processor IP, etc. From a European perspective, there is a need to help further the creation of a European ecosystem around open source hardware addressing all performance ranges and including software and tools. Ms. Sioli provided an overview of the forthcoming European initiatives in processors and semiconductor technologies, and specific information about open source hardware activities.
Ms. Sioli talked about the European Processor Initiative and the significant role of RISC-V. EU expenditure from 2021-2027 is around Euro 1,824.3 billion. There are funding opportunities for open source hardware. Horizon Europe calls for proposals will be launched in the coming months. Specific call related to the open source hardware support action will also happen. Specific call for processor design projects in lower technology readiness levels (TRLs) will follow.
Horizon Europe will re-inforce EU’s technology autonomy is electronic components and systems. It supports the future needs of vertical industries and the economy at large. Digital Europe program ensures that Europe drives the digital transformation of the economy and society. There are testing and experimentation facilities in AI hardware.
RISC-V in China
Pierre Sel, CEA, (CEA, Ambassade de France en Chine), and Didier Guy (Expertise France, Ambassade de France en Chine), talked about RISC-V in China.
Mainland China has become the main market for semiconductors, attracting companies, talents and IP to the country. With the so-called “War on Huawei”, the Chinese government doubled down on independent innovation and mastery of the key technologies. In particular, it is crucial for China to emancipate themselves from the ARM/x86 duopoly and gain autonomy in designing processors and cores.
In that respect, RISC-V represent a unique opportunity for Chinese companies to develop their own cores and IP, and reshuffle the cards in the market. We wrote on extensive study of Chinese RISC-V ecosystem, from associations, universities, research centers as well as companies, in order to better understand who are the players of that ecosystem.
There is dependance on foreign intellectual property for semiconductors. The Huawei case is a scary screenplay for all in China. It is barred from ARM licenses, acquiring design tools, barred from using TSMC and SMIC, purchasing from Mediateak, and Qualcomm for 5G, etc. RISC-V is an opportunity for China to reduce risks regarding ISA. There is significant involvement with the RISC-V International Foundation. There are 7 premier members, on a total of 13. CRVA or Chinese RISC-V Alliance is managed by the Chinese Academy of Sciences. CRVIC is another organization aiming at fostering development and adoption. It is managed by the Municipality of Shanghai.
Patent-wise, China lags behind USA, but has widened the gap with the rest of the world. In IoT/AIoT, there are concrete developments happening. Servers and data centers are expected to take 2-3 years. More time may be needed for desktop PCs, smartphones, etc.
How is RISC-V better than ARM? Many Chinese companies have partnerships with ARM. The China relationship with ARM is very complex. RISC-V can help innovate to design your own chips. There can be some arbitrary US sanctions. Also, if it takes 2-3 years for data centers, etc., the world could have moved on. However, there are significant cash capabilities with Chinese companies. The Internet giants also have the necessary talent.
Digital sovereignty
David Fraboulet and Laurent Crouzet, French Ministry of Education, Research and Innovation, presented the European digital sovereignty and open source hardware: a perspective from French research and innovation.
The industrial digital value chain provides sovereignty. Circuit design is in the middle of the cluster. You definitely need the hardware tools. Interface is done at the function layer. For that, you will need EDA tools, that are not yet easy for Europe.
New innovation requiring design know-how include specific circuits for strategic use (ASICs), security chips, FPGAs, IA dedicated chips, and later, quantum computing and hybrid quantum. RISC-V presents a fantastic opportunity. It is being adopted progressively by the majors. Hyper computing is vital for sovereignty and innovation, and a contribution from RISC-V. Core processor is one of the keys.
RISC-V presents unconstrained growth and opportunity: Ms. Calista Redmond
RISC-V International 2020 Summit was held recently. Opening the conference, Ms. Calista Redmond, CEO, RISC-V International, spoke about how RISC-V presents unconstrained growth and opportunity. RISC-V was conceived 10 years ago as a community.
RISC-V community is focused on growing opportunities. Gartner points out that by 2025, 40 percent of ASICs will be designed by OEMs, up from around 30 percent today. Cloud service providers (CSPs) and leading OEMs will leverage RISC-V to add product and service value. Semiconductor vendors will also capitalize on RISC-V to drive chip innovation and market adoption.
Today, there are 30 billion connected and IoT devices by next year that demand security and custom processors. This is an opportunity for each of us to engage. There will be rapid RISC-V growth over the next five years led by industrial.
Semico Reseach predicts that the market will consume 62.4 billion RISC-V CPU cores by 2025, a 146.2 percent CAGR 2018-2025. The industrial sector leads with 16.7 billion cores. RISC-V, IP, software and tools are building the momentum. The total market for RISC-V IP and software is likely to grow to $1.07 billion by 2025 at a CAGR of 54.1 percent.
RISC-V adoption spans industries and workloads. These are across cloud and data center, automotive, industrial IoT, mobile and wireless, consumer and IoT devices, and memory. Today, RISC-V has over 750 members across 50 countries in just 5 years. These include 85 chip companies, 3 I/O, 11 services, 35 software, 4 systems, 12 industry and 56 research organizations. RISC-V is a dedicated community today.
There has been continuous industry innovation on RISC-V. It is being built as a fundamental base building block across many years. There has been an incredible industry progress. The European Processor Initiative finalized the first version of the RISC-V accelerator architecture, named EPAC. It will deliver the first test chip in 2021. RIOS Lab announced the PicoRio, an affordable RISC-V open source small-board computer, to be available H1-21. Imperas announced the first RISC-V verification reference model with UVM encapsulation.
Next, Microchip delivered the first SoC FPGA development kit based on RISC-V ISA. Saifang Technology released the world’s first RISC-V AI visual processing platform. SiFive unveiled the world’s fastest development board for RISC-V PCs. Micro Magic announced an incredibly fast 64-bit RISC-V core achieving 5GHzz and 13,000 CoreMarks at 1.1V.
It really is moving from embedded to enterprise. The EU Horizon 2020 De-RISC platform for aerospace was achieved. School of Computing at the Tokyo Institute of Technology developed a portable Linux RISC-V SoC design in 5,000 lines of Verilog. Huami released a new RISC-V based AI chip for biometric wearables.
CHIPS Alliance announced enhancements to the RISC-V SweRV Core EH2, the world’s first dual-threaded, commercial, embedded RISC-V core, and SweRV Core EL2, an ultra-small, ultra-low-power RISC-V core. Alibaba unveiled the RISC-V RV64GCV core for Xuantie 910 processor for cloud and edge servers. RISC-V is truly driving industry change. We are continuing to get greater visibility.
RISC-V International was launced in 2020. The RISC-V Technical Steering Committee is to govern technical strategy, build technical leadership and best-practice decision making. There is the RISC-V Learn and RISC-V Ambassadors and Alliances. RISC-V Exchange showcases cores, SoCs, boards, software, etc. RISC-V delivers incredible member support right through.