Can someone with some industry experience comment on how RISC-V will change the geopolitical dynamics? From what I understand it's a standardized instruction set (coming out of UCS Berkeley) that would provide a standard design for chips. From what I've read it doesn't sound like the architecture would be able to be able to be used on M1 and M2 chip design, but it does mean that fabrication of chips would be open sourced so long as it conforms to the standard.

https://en.wikipedia.org/wiki/RISC-V https://www.msn.com/en-xl/news/other/tech-war-china-bets-on-...

To me this sounds like the US is adopting a bet on entrenched monopolies in Intel and TSMC while China is making a bid for open source architectures (I wouldn't say that there are "good guys" and "bad guys" here, only that in the Machiavellian sense the US has first mover advantage in chips and is engaged in import restrictions and RISC-V is a new standard).

I worry that this could have implications for Taiwan if they lose the geopolitical advantage of having a monopoly on chip production. I'm also concerned that the US administration could be placing big bets for the economy on shoring up tech firms that may become outdated when the chip making market becomes competitive again internationally.

Thoughts?