Synopsys RISC-V IP

By Patrick Moorhead - November 14, 2023

The Six Five team discusses Synopsys RISC-V IP.

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Transcript:

Patrick Moorhead: Synopsys embracing RISC-V IP. So Synopsys not only has a tool chain that other companies use to create their own SOCs, but they also have intellectual property that comes into bear here.

And quite frankly, if you look at, I didn’t do these rankings, but it’s from a company called IP Nest. Synopsys is the largest foundation IP, top interface IP, so think IO, physical IP vendor and is only second to Arm in CPU IP. So they are a powerhouse with intellectual property. And up to this point, they had done Arm-based CPUs, but now the company is diving into RISC-V processors. And it’s not all RISC-V processors. They have a nice portfolio that has targeted the markets, you would expect that RISC-V is doing pretty well at. Like industrial, a lot of interest in automotive, storage, networking, and there’s even a lot of interest in consumer. And that’s what Synopsys is hitting.

I’m not saying consumer PCs, I’m thinking more about consumer IOT, wearables, hearables and things like that. And the company brought in three levels of performance all the way from a 32 bit embedded processor for the optimal low power to a 64 bit multicore host processor with what they’re saying is 25% higher performance than the HS6X cores, and you link it in with an AMBA interface. So they have a good better invest to roll this out. And I think the markets that they’re going after, it makes sense to me. So congratulations to Synopsys and RISC-V consortium.

Daniel Newman: Yeah, Pat, I know we’re on a bit of a hard stop, but let’s just say expect more from us on this one. The Synopsys story is the next untold Arm story potentially in terms of how much potential it has. There’s a growing library of capabilities and they continue to be innovating at a really great pace. So the work they’re doing across embedded, across storage, across IOT, there’s a ton of expansion. It’s happening very, very quickly. There’s new leadership, there’s a bunch of new IP and Pat, I think they’re an exciting story. I think they’re one of the kind of quiet and untold and one to really keep an eye on.

Patrick Moorhead: They are. I think the entire semiconductor value chain, the tools to do this if the IP is more readily available and you can take it all the way to the foundry and put that in there. And we’ve seen companies like, look at AWS, look at Apple, look at all the folks. I mean, they’re using tools like this. They typically are using Synopsys and Cadence to do this. Synopsys got a first mover advantage with synopsis.ai, and I’m interested to see, I mean, the big swings too, like 35% efficiency when it comes to things like testing and design.

Patrick Moorhead
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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.