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

PLTR stock forecast 2025: Long-term holding growth stocks Palantir

Today we are talking about Palantir Technologies Inc.(PLTR) the long-term growth stocks.  I have been paying attention to Palantir for a long time before the listing, but after the direct listing, the stock price fluctuated greatly, and the market's valuation faced great divergence. In addition, Palantir chose 80% of the shares to lift the ban three trading days after the financial report.  Therefore, I am also prepared to look at the market's reaction after the ban is lifted.  However, the stock price did not fall sharply due to the large-scale lifting of the ban. In this round of growth stock valuations, the decline of Palantir is not too large, at about 20%, but the valuation is more attractive than before.  From a perspective, I think Palantir is a company worth holding for a long time.  Palantir was founded in 2003 as a big data company with founders Peter Thiel, Alex Karp, Joe Lonsdale, Stephen Cohen, and Nathan Gettings.  Among them, the third and fo...

Disney stock forecast 2025: Is it time to buy now?

  The much-watched Disney released its second quarter financial report this year.  Benefiting from the strong recovery of theme parks and the rapid growth of streaming media business, its net profit and revenue both beat expectations.  Disney's stock price rose 5% after the market.  Let's take a look at the highlights of Disney's earnings this quarter.  In the second quarter, Disney’s total revenue reached 17.02 billion US dollars, exceeding analysts’ expectations of 16.76 billion US dollars, a year-on-year increase of 45.5%.  Net profit turned from loss to profit, from a loss of US$4.721 billion last year to a profit of US$918 million.  From the perspective of departmental business, Disney Parks, Experience and Products departments have brought a boost to the company's revenue.  Since the economic restart, Disney's theme parks, cruise ships and offline merchandise retail businesses have all been greatly improved. The quarterly revenue of these bu...

PDD stock forecast 2025: 2021 Q1 financial report analysis

PDD released the financial report for the first quarter of 2021.  According to the financial report, as of March 31, 2021, Pinduoduo's annual active buyers reached 823.8 million, a net increase of 195.7 million over the same period of the previous year, leading China's other domestic e-commerce platforms for the second consecutive quarter.  In terms of revenue, Pinduoduo’s revenue in the first quarter was 22.167 billion yuan, a year-on-year increase of 239% from 6.541 billion yuan in the same period last year.    Under non-general accounting standards, the platform’s net loss attributable to ordinary shareholders in the first quarter was RMB 1,890.3 billion, compared with a net loss of RMB 3.169 billion in the same period last year, and the net loss was significantly narrowed.  PDD officially enters a new era of 800 million users  The financial report shows that as of March 31, 2021, the number of active buyers on the Pinduoduo platform reached 823.8 m...

Capital Flows Tracking Weekly

Release:  January 27, 2021 The weekly Capital Flows estimate the industry's total, based on the report covering more than 98% of mutual fund and ETF assets. Collect actual mutual fund net new cash flows and ETF net issuance together monthly; therefore, there is a discrepancy between these weekly estimates and monthly flows. The data from the previous few weeks reflect revisions due to data adjustments, reclassifications, and changes in the number of fund reports.  Mutual fund data represents the estimated value of net new cash flows, that is, new sales minus redemptions plus net exchanges, while exchange-traded fund (ETF) data represents net issuance, that is, net issuance minus total Redemption amount. This series does not include data on mutual funds that primarily invest in other mutual funds and ETFs that primarily invest in other ETFs.

Square(SQ) stock forecast 2025: Is it time to buy?

  Today I will talk about a stock that can be held for a long time was born in the field of electronic payment.   That is Square, another electronic payment company founded by Twitter co-founder Jack Dorcy.  In China, the development of payment methods jumped directly from debit cards to electronic payment, skipping the era of credit card payment, and there is no large-scale popularization. This is due to the continuous innovation of Alipay and Tencent Pay.   In the United States, credit card payment was very popular in the past, and the development of electronic payment was relatively slow. Therefore, domestic investors who often use Alipay and WeChat, look at Square's business, it will be very easy to understand, and the development path is relatively easy to predict.  Speaking of Square, I have to mention another giant in the electronic payment industry, PayPal. The predecessor of PayPal was Max Levchin, Peter Thiel, and Luke Nosek, founded by Con...

NFLX stock forecast 2025: plummeted 22% after the earnings report.

  Time to talk about Netflix, which plummeted 22% after the earnings report. First of all, Netflix's financial report this time does have its thunderous place, but part of the reason for the 22% drop in one breath is because the market sentiment has been very bad recently. At this time, the financial report thunderous will be punished more than usual. It is a wake-up call for companies that are about to report financial reports in the future, so we try to hold the stocks in the hands of companies with relatively stable historical financial reports and try to balance our positions as much as possible, to reduce the risk of financial report storms. After all, this quarter In a more dangerous period, back to the point. Let's take a look at Netflix's financial report this time. In the fourth quarter of 2021, Netflix's EPS was $1.33, exceeding analysts' estimates of $0.82, and revenue was just in line with expectations, with $7.71 billion, an increase of 16% year-on-year...