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

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.

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...

Cloudflare's 4Q 2021 earnings report

 Just took a look at Cloudflare's (NET) 4Q 2021 earnings report. Cloudflare is in an area that covers several hot spots, including content delivery networks, i.e. CDNs, cloud computing, and cybersecurity. For the Cloudflare quarterly report, here is a summary: 1) Revenue of $194 million (then expected 4Q revenue in the range of $184 to $185 million), up 52% year-over-year ($172 million in 2021, up 51% year-over-year). 2) The number of customers continues to grow rapidly, with the total number of customers has reached 1416 (1260 in the previous quarter). 3) Non-GAAP gross margin was 79.2% vs. 78.1% in the same quarter last year (vs. 79.2% in 3Q vs. 77.3% in the same quarter last year.) Non-GAAP net income has started to turn around, meaning it has started to be profitable. 4) Revenue is expected to be in the range of $205 to $206 million in 4Q. That works out to about 6% YoY growth. Cloudflare had good results this time, beating its previous guidance. Revenues are still growing at a...

Safe-haven assets(GLD) are flowing into the market?

On March 9, 2020, the US Dow Jones Index plunged more than 2,000 points, the U.S. stock market crashed, the investment market was full of fear, and market funds flowed into those safe-haven assets? With the spread of the epidemic, the market's risk aversion has continued to increase, and the stock market has continued to fall. As an investor, to reduce investment risks, you must buy safe-haven assets, reduce the purchase or sale of assets in the stock market, and avoid a sharp decline in the stock market, which will cause serious losses. When market risks continue to increase, investors will continue to buy safe-haven assets. Investors should pay attention to the following several safe-haven assets and use them as safe-havens. Dow Jones Index The first safe-haven asset is gold. Gold(GLD), as a traditional anti-inflation commodity, has always been the preferred safe-haven asset for investors. GLD The second safe-haven asset is the Japanese yen. Because the Japanese y...

The Federal Reserve implements interest rate hikes or cuts?

Generally speaking, the Federal Reserve implements interest rate hikes or cuts. Interest rate rises are austerity monetary policies, and interest rate cuts are a loose monetary policy. When the rate hike cycle begins, it indicates that the Federal Reserve is optimistic about the future economic outlook, economic data shows a positive outlook, and market sentiment is optimistic. To avoid excessive economic growth, the Federal Reserve has implemented austerity monetary policy and implemented interest rate hikes. When the interest rate cut cycle begins, it means that the Federal Reserve is bad on the future economic outlook, the economic data shows a bad trend, and the market is pessimistic. To stimulate economic growth, the Federal Reserve has implemented a loose monetary policy and implemented interest rate reductions. Correlation between the S & P 500 and Federal Reserve interest rates Historical data from the S & P 500 shows that when the rate hike cycle begins, the sto...

ROKU stock forecast 2025: worth holding for a long time

1.The Roku Channel (TRC).  The Roku Channel (TRC) will be a huge driving force for the company's growth. I think the market has not yet realized the huge potential of TRC. Currently, TRC is watched by 70 million people, which has doubled from last year. The growth rate is astonishing. Therefore, the ability of advertising monetization is getting stronger and stronger.   ROKU mentioned in the Q1 quarterly report that if content providers promote their subscriptions in TRC, the effect will be twice as good as just on the ROKU platform. This fully shows the extremely strong marketing capabilities of TRC. The exclusive content of ROKU license Cipher has also become the most popular show in TRC, and then ROKU original packaged after the acquisition of Quibi will be launched, which will further increase the user viscosity of TRC.  Roku's CEO said that the TRC flywheel has been turned, and the market seems to have not had time to digest this benefit. SVOD on the market i...

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...

When did the economic bubble burst?

the economic bubble In addition to the recent ups and downs in the stock market, a lot of things have happened in the financial sector, including a series of bail-out measures including major central banks, the liquidity test of the bond market, and even more, terrible data show that even Wall Street hedge funds, everyone Confused about the current situation. The bubble-filled world of financial assets has triggered a domino effect. The Fed experienced a repurchase that began in September 2019. After a shortage of market funds, it has been printing money to save the market. The crazy bailout should be temporary. Until February 14, 2020, the Fed issued a statement saying that it will gradually reduce the bailout to the repo market from 120 billion to 100 billion per day, and will seize the market for 14 days of repurchase from 30 billion to 20 billion. This move may bring liquidity pressure to the market. In turn, it will cause turbulence in the stock market, I did not expect this...

AMD stock forecast 2025: Q2 is expected to perform strongly

Before the US stock market on July 19, US technology stocks continued their decline last Friday, and AMD's stock price also continued to fall.  AMD will announce the results of the second quarter of 2021 on July 27. The market expects this performance to be strong, so this round of decline may be a great opportunity to buy the stock.  financial indicator  Due to the strong market demand for CPU and graphics cards in 2021, AMD’s revenue is expected to exceed the maximum value of the financial guidance. AMD’s C&G business is expected to grow the most because higher-priced AMD Ryzen and high-end AMD Radeon sales continue to increase.  In terms of gross profit margin, the market expects AMD's gross profit margin in Q2 2021 will increase by 47% year-on-year.  If the average selling prices of CPUs and GPUs continue to rise in Q2 of 2021, and the ASPs of CPUs and GPUs will increase in Q1 of 2021, the gross profit margin may also increase by 48%.  CPU market sh...