SiFive, known for its cutting-edge intellectual property (IP) cores, has been making headlines with its projected revenue growth and the possibility of a significant partnership, potentially with tech giant Google. According to confidential reports revealed by Bloomberg, SiFive is estimated to rake in between $240 million and $280 million in licensing revenue and secure new lifetime contracts by 2024.
Industry analysts are buzzing with speculation about the potential collaboration, hinting at a potential deal involving the supply of processor core designs to enhance Google’s tensor processing units (TPUs). While the specifics of the partnership are still under wraps, insiders suggest that SiFive is eyeing a “second-generation chip for artificial intelligence servers” as a key revenue driver.
One of the standout features of SiFive’s X390 core, tailored for AI tasks, has piqued the interest of industry experts. Although this core has not been officially earmarked for Google’s next-gen TPUs, there is mounting anticipation about its potential to revolutionize AI and machine learning workloads.
The allure of backward compatibility is a compelling factor that could sway Google towards integrating SiFive’s cores into their future AI system-on-chips (SoCs). This strategic move would ensure a smooth transition to new technologies while maintaining compatibility with existing AI SoCs.
Looking beyond the horizon, the rising popularity of the RISC-V instruction set architecture has paved the way for SiFive to explore partnerships beyond Google. The realm of AI and edge AI accelerators may witness the integration of SiFive’s cores, signaling a broader market reach for the company.
In the financial realm, SiFive’s 2023 revenue stood at $38.2 million, predominantly sourced from licensing agreements and royalties. However, operational costs soared to $148.9 million, resulting in significant losses for the company despite securing $186 million in long-term deals.
The year 2024 holds promising prospects for SiFive, with revenue targets set at $16 million in Q1, $43 million in Q2, $103 million in Q3, and $79 million in Q4. These ambitious projections encompass a mix of lifetime royalties and licensing fees. By the close of 2023, SiFive had already banked $233 million in future revenue from royalty contracts.
FAQs
1. **SiFive的主要业务是什么？**
SiFive的主要业务是提供知识产权（IP）核心，专注于RISC-V指令集架构。
2. **预计SiFive将与Google合作吗？**
有迹象表明SiFive可能与Google达成重要合作伙伴关系，特别是在为Google的张量处理单元（TPU）提供处理器核心设计方面。但是，目前还没有任何公司对此作出正式确认。
3. **SiFive的X390核心有哪些潜在应用？**
SiFive的X390核心专为人工智能（AI）和机器学习工作负载而设计。预计它将增强AI相关任务的性能。
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