Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon

The Circuit · 6 Feb 2023 · 41m · Episode 5

What this episode covers

Ben Bajarin and Jay Goldberg discuss the competitive landscape of x86, Arm, and RISC-V architectures, highlighting the industry's shift from general-purpose silicon to specialized, custom designs. They analyze how companies like Ampere Computing, Apple, and Qualcomm are leveraging custom Arm-based architectures to gain performance and efficiency advantages in the data center, challenging Intel's dominance. The hosts also explore RISC-V's rapid adoption, driven by its open nature and cost-effectiveness, particularly among Chinese startups and for IoT and edge AI applications.

Mentioned

Companies
Intel, Arm, AMD, Apple, Qualcomm, Ampere Computing, NVIDIA, MediaTek, Marvell, Broadcom, Amazon, Google, TSMC, SMIC, Ford, GM
Also
RISC-V

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