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 China's economy recover as the epidemic is under control?

During the Chinese Spring Festival, novel coronavirus broke out in Wuhan, and the Chinese stock market was hit hard. Subsequently, the Chinese government quickly took strict measures to block Wuhan, a city with a population of tens of thousands of people, to prevent the further spread of the epidemic, and to take corresponding epidemic prevention measures in other cities.  When the worst of the epidemic had already occurred, the Chinese stock market quickly rebounded. As the number of infections continues to decline, China's Shanghai Composite Index is expected to rise further. Sars Period Looking back on similar events in the past, the SARS epidemic in 2003, the stock market also made a short-term decline, and then the SARS epidemic was brought under control, the stock market immediately went up for a long time. According to past historical data, the impact of the novel coronavirus epidemic on the stock market may be short-lived. China Fund Capital Flow Howeve...

Three stages of bull and bear markets!

The bull and bear markets of the stock market are traditional indicators of the business cycle. As an investor, distinguishing bull and bear markets in the stock market and grasping the long-term development direction of the market can avoid the impact of short-term market fluctuations and the impact of complex market information.  For example, the market fluctuations brought by news information, the sudden and sharp drop in market prices, and the impact of investor sentiment have led to making wrong investment trading decisions. The stock market is in a bull market, most asset prices will continue to rise, and the stock market is in a bear market, most asset prices will continue to fall. Both bull and bear markets are divided into three stages, so how to tell whether the stock market is in a bull or bear market, and at what stage. S&P500 Index What is a bull market? In the first stage of the bull market, after the market economy was in recession, the stock price fe...

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...

Teladoc stock forecast 2025: Is it time to buy TDOC?

 TDOC's performance exceeded expectations. Why did the performance decline after the announcement?  Teladoc (TDOC) reported quarterly earnings of US$0.13 per share, which exceeded the consensus estimate of a loss of US$0.57 per share. In the same period last year, it had a loss of US$0.4 per share.  The earnings of this financial report far exceeded expectations.  In the last quarter, people expected this telemedicine service company to lose 0.25 US dollars per share, but the actual loss per share was 0.27 US dollars, which was not as good as expected at the time.  In the past four quarters, TDOC exceeded expectations twice.  The management stated that the company's current momentum in various channels and regions should not be underestimated in the conference call. It has raised its annual revenue guidance to 20 million U.S. dollars, which is expected to be between 1.97 billion and 2.02 billion U.S. dollars.    In the first quarter, the comp...

Shopify stock forecast 2025:Is it worth buying?

  In the last year, the stocks rose relatively well. Another sector is e-commerce. Whether it is Amazon, Alibaba, JD.com, Pinduoduo, SEA or vertical e-commerce platforms Etsy and Chewy, all of them have experienced huge gains, while another category has benefited from the e-commerce sector.  The company is a website building tool company such as Shopify BigCommerce Holdings. Today I will talk about shopify, the leader of website building tools.  First, let's briefly talk about shopify's business model. To put it simply, shopify is a fool-like website building platform. In the past, when a company wanted to build a corporate website, it generally needed to find a dedicated person to design and maintain the website.  If you want to add shopping functions to the website, the cost of building the website will also increase. This is true for many small businesses and individual businesses.   A very difficult thing. Shopify uses the SAAS model to provide websit...

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...

Why has international oil(USO) prices plummeted?

As OPEC and Russia failed in negotiations and could not reach an agreement to reduce production, Saudi Arabia issued a comprehensive production increase announcement. Russia followed Saudi Arabia to increase production.  Due to the sharp increase in oil supply, international oil prices plummeted, and US stocks were affected by the spread of the epidemic, and international oil prices The plunge, the U.S. stock market plummeted, triggering multiple fuses. S&P500 Index Oil is a commodity whose price is affected by supply and demand. When oil production increases, supply increases, prices fall, and at the same time affected by the epidemic, demand decreases, and prices also fall. Oil supply increases and demand decreases, which is the main cause of the plunge in international oil prices. In terms of oil supply, since the United States developed shale oil, US oil production has become the world's largest. The production cost of shale oil is more than US $ 40, which is the ...

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...

TSM Stock Forecast and Price Target 2021

Today, I will analyze TSMC stocks in-depth with you. In the semiconductor sector, TSMC has always been my most promising stock. TSMC has just announced its results for the fourth quarter of 2020. At the same time, there are new developments in the entire chip industry recently. Therefore, today I will combine the financial report and chips. The latest developments in the industry to analyze the trend of TSMC stocks, First of all, we analyze TSMC’s fourth-quarter and full-year 2020 financial reports to see what are the key points worthy of investors’ attention. First, TSMC’s fourth-quarter revenue and profitability are very good.  Compared with the outlook for Q4 in Q3, the outlook at that time was US$12.4-12.7 billion, and the actual revenue was US$12.68 billion. Actual revenue As the upper limit of the outlook, the gross profit margin outlook is 51.5%-53.5%, while the actual gross profit margin is 54%, which is better than the outlook. The operating net profit margin is expected t...

NIO stock forecast 2025: 2021 Q1 report analysis

 April 30, NIO announced the first quarter of the 2021 financial report.  Revenue reached 7.98 billion yuan, a year-on-year increase of 481.8%, and a month-on-month increase of 20.2%; gross profit was 1.5548 billion yuan, a month-on-month increase of 36.2%, and last year was -167.5 million yuan; a net loss of 350 million yuan was significantly narrowed year-on-year and month-on-month.  Various indicators show that NIO's performance in the first quarter of this year is very impressive.  Gross profit margin exceeds 20% for the first time  NIO’s Q1 car sales were 7.40058 billion yuan, a year-on-year increase of 489.8% and a month-on-month increase of 20.0%.  The gross profit margin of automobile sales was 21.2%, exceeding 20% ​​for the first time, a significant increase from -7.4% in Q1 of 2020 and 17.2% in Q4 of 2020.  In addition, Weilai's Q1 comprehensive gross profit margin in 2021 will also reach 19.5%.  The founder, chairman, and CEO of NIO sai...