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I can 100% guarantee to you that's not the case. Existing shipping products in this world are based on proprietary toolchains, HALs like CMSIS that are ARM-only, Eclipse-based IDEs that teams refuse to move away from, build tools wrapped around custom linker scripts for one architecture that no one understands anymore, ...

This isn't a FAANG office where everyone's an expert and people change tools weekly. Commercial firmware work for "boring" devices is extremely conservative, and there's a ton of money left to be made shipping junk that's merely "compatible".



That audience is sort of immaterial to the argument.

If you have a firm that's committed to a frozen image of the platform on a specific date, they'll stick with existing products or modest riffs on it. The same premise is why we'll still see Z80 and 8051 derivatives until long past the heat death of the universe.

This is more about why a firm like STMicro doesn't need to freak out too much about RISC-V. There's no reason they 1) can't continue to sell ARM alongside RISC-V for the more change-averse audience and 2) leverage their established reputation in onboard-peripherals, toolchain, and documentation as their competitive edge.

Done right, this can be a real "commoditize your compliment" play: they can focus less effort on the boring "core CPU" functionality of their MCUs and divert it for the parts of the product they can offer a stronger case for.


> That audience is sort of immaterial to the argument.

You lost me. "That audience" is probably 80% of ST's market. If you're not talking about business as it exists then I don't know what your argument is about. It's certainly not responsive to the point I was making, which is that ST (and similar companies) is exposed to RISC-V as a business risk in a way that Intel is not.




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