Skip to main content

INTC stock forecast 2025: Intel's acquisition of SiFive

INTC stock forecast 2025

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel.

 A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion.

 RISC-V with x86 and Arm

 As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture.

 For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development.

 With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V is becoming a semiconductor IP market with its open-source, free, scalable, and modular features. It is a rising star, and it is considered to be a new hope to compete with Arm and realize the "independent and controllable" core business.

 In recent years, the RISC-V instruction architecture set (ISA) ecological lineup has grown rapidly. Thousands of companies around the world have joined the RISC-V Foundation and have launched a large number of RISC-V-based chip products in the past few years.

 As a RISC-V commercialization company with the orthodox origin of the RISC-V founding team, SiFive is using the RISC-V architecture to design the computing core and provide chip core IP. Although the underlying architecture of these cores is open source, the specific core design itself can be sold.

 The company is trying to introduce open-source standards into the field of semiconductor design to make it cheaper and more acceptable to customers. So far SiFive has established in-depth cooperative relations with many internationally renowned semiconductor manufacturers.

 Its CEO Patrick Little is a veteran of the chip industry. During his career, he has served as CEO of eASIC, Senior Vice President of CSR, Senior Vice President of Xilinx, Senior Vice President of Qualcomm, and General Manager of Automotive Business. He joined SiFive from Qualcomm last year when he was Qualcomm's senior vice president in charge of the automotive business.

 Since the US GPU giant NVIDIA agreed to acquire the British design company Arm of Japan's SoftBank Group for US$40 billion in September last year, people's interest in SiFive has increased.

 If Nvidia's acquisition of Arm is passed, SiFive is regarded as a potential beneficiary, because Arm's customers may reduce their cooperation with Arm because of concerns about competition.

 According to data from the US data provider PitchBook, SiFive's last financing was in 2020, when it was valued at approximately US$500 million. Before this, chip giants such as SK Hynix, Intel, and Qualcomm were all investors in SiFive. SiFive also received support from the venture capital department of hardware manufacturer Western Digital.

 What can Intel's acquisition of SiFive bring to Intel?

 The acquisition of SiFive can give Intel an IP library, which can be used on its own chips or can be licensed to future customers. Intel has previously stated that it plans to license computing cores based on its proprietary x86 architecture to customers as part of its foundry manufacturing business.

 At the same time, Intel will also get an upgrade in its software business. SiFive is not only a RISC-V provider. Many concepts are software development. It is committed to making different types of computing chips easier to program. Last year, it hired Chris Latner, a well-known Silicon Valley computer scientist.

 Ratner, a former senior director and architect of Apple, created the Swift programming language for Apple. This language has become the main way for developers to write applications for the iPhone and was subsequently poached by Tesla. Recently, Ratner joined Google's parent company Alphabet and entered the Google Brain and TensorFlow artificial intelligence team's programming language team.

 People familiar with the matter added that SiFive has been negotiating with potential advisers on how to deal with acquisition interest.

 A person familiar with the matter said that in addition to Intel, SiFive has also received acquisition offers from several companies. The person added that Intel has also proposed investment intentions, which may be a more desirable way.

 Negotiations are still in the early stages and there is no guarantee that any agreement will be reached. SiFive may choose to remain independent.

Comments

Popular posts from this blog

Will the Great Depression make a comeback?

the Great Depression On March 21, 2020, the United States already had initial unemployment data. Exceeding market expectations, the number of applicants reached 3.28 million, a record high. The current unemployment situation in the United States. Before March 7, employment in the United States was not affected by the epidemic. In the week of March 7, the number of people applying for unemployment benefits for the first time in the United States was 211,000, a decrease of 4,000 compared to the previous week. It is still healthy. This shows that the United States is in a good employment track range. The actual data began to fluctuate, that is, the data for the week of March 14, the number of people applying for relief reached 282,000, a slight increase. On March 21, the number of people applying for unemployment benefits soared to a record high this week. 1.7 million people have far exceeded expectations, and market expectations are about 1.5 to 1.7 million people. It can be said...

Palantir stock forecast 2025: What kind of company is PLTR?

 PLTR introduced today may be the most controversial company in the current market, not one of them.  As a stock, he is the faith stock of many retail investors. Those who believe in it generally believe that its stock price can double at least ten times in the future.  Catherine Wood, the president of the ARK Fund, nicknamed "the light of retail investors," continues to buy the stock, which is also highly sought after on the WSB forum; on the contrary, most analysts on Wall Street are not optimistic about its development.  The average target price at the end of 2021 is still 10% lower than the current stock price.  As a company, its revenue is growing steadily and rapidly, with an annual growth rate of about 30% per year. However, the company has never achieved profitability in the past 20 years since its establishment.  As a high-tech enterprise, the company is full of various genius ideas and the top talents in the industry, but they are mostly engaged i...

4 George Soros advice to investors!

Who is George Soros? George Soros is a Hungarian-born Jewish businessman. It is one of the most influential investors in the world. In 1969, the Double Eagle Fund was established for Arnhold & S. Bleichroeder, an investment management company. In 1973, Soros and his assistant Rogers left Bleichroeder to co-found Soros Fund Management. In 1979, the well-known Quantum Fund was established and continued to make profits. In the Asian financial turmoil in 1997, George Soros sniped the Thai baht and the Hong Kong dollar, which was frightening. Learning from the experiences of successful people can benefit a lot. Here are 4 tips George Soros gave investors. First, to be successful, you must have ample free time. Most people want to be rich, but not everyone realizes the importance of free time. Many people spend a lot of time working to accumulate wealth, sleep, and forget. Set the goal to complete the work indicated by the superior, or the needs of business partners. But they hav...

Investors have begun to switch back to traditional growth stocks

 On Thursday, the stock prices of Cisco, Alphabet, and IBM hit new highs. But more importantly, the previously unpopular speculative growth stocks, including stocks bought by many ARK funds, have now begun to rebound.  How is this going?  Investors' perspective on the market is changing. In the first quarter of this year, mainstream voices in the market believe that the economy will restart strongly, bond yields will rise, and inflation may become a problem later this year. After the end of the first quarter, these expectations were only partially fulfilled.  The U.S. economy has indeed restarted strongly, but bond yields fell in the first quarter instead of rising because investors began to believe:  1) Inflation and supply chain disruption may indeed be "temporary", as the Fed insists;  2) The second and third quarters will be the highest points of stock returns and economic growth.  Alec Young, a chief investment officer of Tactical Alpha, said: “...

7 great investors' operating strategies to deal with the stock!

No one can be 100% sure about the outlook for the US stock market. Instead of entangled in whether the bull market in US stocks will end, it is better to think about what lessons can be learned from this plunge. Historically, due to the end of the summer market in September, U.S. stocks did not perform well. The plunge on Thursday sounded like a wake-up call for investors earlier. Be careful next week. Although Nasdaq is tolerant of faults The rate is high, but the up-and-down shock pattern has not changed, and there needs to be an established process. Investing in stocks should take a long-term view, have a long-term investment mentality, don't care too much about the rise and fall of one or two days, and don't feel unhappy because of the turmoil of the stock market, which affects the judgment of stock buying and selling. Today, let's take a look at how those familiar investment masters are invincible. The reason why masters become masters is that they have become masters ...

Coinbase stock forecast 2025: it's first quarterly report

  After the trading hours on May 13 (this Thursday), Coinbase Global (COIN) will release its first quarterly report.  Take this opportunity to give us a glimpse of the prospects of the first share of cryptocurrency exchanges.  Actually, on April 6, before Coinbase went public, it had already released a forecast for the first quarter of this year. The core data are as follows:  Revenue in the first quarter was approximately US$1.8 billion, a year-on-year increase of 842%; before the net profit was between US$730 million and US$800 million, the median was US$765 million, a year-on-year increase of nearly 23 times!  Assets on the platform are 223 billion US dollars, accounting for 11.3% of the market share of encrypted assets; 56 million verified users, and 6.1 million monthly transaction users (MTU).  It is worth noting that Coinbase's net profit margin reached a terrifying 42.5% in the first quarter, and the business model of “casino” is really profitable! ...

Look for growth stocks, and let profits run!

let profits run Due to the recent rapid decline in the global stock market, many investors have suffered severe losses in the books they hold. How much money has been lost? What should I do now? Should the stock be sold immediately? Or wait for it to rebound before selling? I usually ask him, why would you buy stocks? Why do you still hold stocks? Sometimes they will tell me very frankly, because after listening to XX masters, XX experts, XX financial performances, or a friend, a relative, or a neighbor telling them, the stock price is very cheap now, so fast Click to buy, or after the stock has fallen for some time, these people will say that the current stock price is cheaper, and it should be evened down, and it will go up no matter what. If you are holding a lot of stocks in the stock market disaster because of this, you have already suffered heavy losses at this moment. I hope this is the last time you are recruited in the stock market. First, let's look at a practica...

Barrick Gold stock price soars after Warren Buffett's buys a stake?

Has Buffett bought gold ? Buffett has not changed. Buffett does not want to hold physical gold, but he has never said that he will not buy shares in gold mining companies. Looking at the entire market, there are not many stocks that fit Buffett's trading. And Barrick Gold Company is just one of them. Buffett bought nearly 21 million shares, and the current share value is $563 million. We now look at the underlying logic of Buffett's purchase of Barrick Gold stock. Compared with physical gold ETFs, gold mining companies can respond positively to market conditions. There are financial reports to analyze, With dividends and stock repurchase plans, gold mining companies have the right to reward shareholders through capital return plans. In contrast, the physical gold ETF has no gains. The market generally believes that it is still in the upward cycle of gold prices . The current international environment is one where black swans emerge one after another. While paying att...

Bitcoin will eventually lose its king status! Replaced by Ethereum

 Considering many factors such as real use, user base, technological iteration speed, etc., Ethereum is likely to replace Bitcoin as the mainstream cryptocurrency.  In terms of market trends, the key difference between the current cryptocurrency market and the 2017-2018 bull market is the participation of institutional investors.  However, with the recent slowdown in the participation of institutional investors, the inflow of cryptocurrency ETFs has decreased, alternative currencies have emerged one after another, and the market has once again been dominated by retail investors.  This shift from institutions to retail investors is increasing the possibility of a market crash.  The current high volatility in the market will continue until cryptocurrencies have potential real economic uses independent of prices.  Etherfang has huge potential  The Ethereum system supports smart contracts and provides developers with a way to create new applications. ...

Intel, Twitter, and Snapchat stock forecast 2025: latest quarterly earnings reports

 Three technology companies, Intel, Twitter, and Snapchat, released their latest quarterly earnings reports.  Let's take a look at their performance and the key information revealed at the earnings conference. Intel(INTC) stock forecast 2025  Several important data on Intel's earnings report beat expectations.  Among them, earnings per share were US$1.28, higher than the expected US$1.06, an increase of 12% over the same period last year; total revenue was US$18.5 billion, beating analysts’ expectations of US$17.8 billion.  However, in Intel's guidance for the next quarter, the Non-GAAP gross profit margin given is only 55%, which is far lower than the market's expected 59.2%.  The reason given by Intel is that it is worried that supply chain problems will limit profitability, and the expected chip manufacturing business will bring additional costs.  For chip companies, the market is most concerned about gross profit margin.  TSMC fell last week b...