RISC-V set to announce 25% market penetration

RISC-V is doing great in microcontrollers. From 10 cent Cortex-M0 competitors by WCH etc, to dual core WiFi/BLE enabled devices by Espressif etc, competing with Cortex M33. On Embedded Linux class devices the ARM Cortex Axx reign supreme, until one hits X86 industrial PC territory. I think these trends will continue, but RISC-V will likely get stronger in all of these as time goes on.

FTA: “Now the SHD Group's forthcoming estimates raise this number to 21+ billion chips by 2031, eclipsing $2 billion in total revenue by this point“

That’s about $0,10 per CPU, so we’re looking at low-performance units. Also, Intel’s revenues are about $50 billion a year, AMDs about $25 billion. ⇒ I expect they count # of CPUs, not revenue or profit.

Might still mean ARM should be concerned about the bottom of their market, though, even if RISC-V currently only takes market away from other incumbents.