Actionable Benefits
- Understand open Root of Trust (RoT) adoption strategies of Caliptra and OpenTitan to meet hyperscaler assurance requirements while preserving the role of hardened commercial security Intellectual Property (IP).
- Determine a realistic roadmap for incorporating RISC V into edge and High-Performance Computing (HPC) designs to reduce Instruction Set Architecture (ISA) lock in and align with emerging security, transparency, and sovereignty demands.
- Identify optimal opportunities to leverage open source RoTs as audit ready trust anchors, while monetizing premium security features such as Post-Quantum Cryptography (PQC), verification, and lifecycle tooling.
Research Highlights
- A comprehensive analysis of the shift toward open source RoTs, including Caliptra and OpenTitan, and how they compare to traditional proprietary security IP in silicon design.
- A detailed examination of RISC V’s role in embedded, edge AI, and HPC markets, including new security extensions, cryptography initiatives, and competitive dynamics with Arm.
- Forecasts for open RoT penetration across HPC SoCs and discrete security chips through 2031, supported by quantitative charts and adoption trend data.
- A detailed review of the security IP vendor landscape, commercial add on opportunities (e.g., PQC, verification, lifecycle tooling), and how open source specifications reshape monetization models.
Critical Questions Answered
- What are the advantages and limitations of using open source RoTs like Caliptra and OpenTitan compared to traditional proprietary security IP?
- What timeline should vendors expect for open RoT penetration in new System-on-Chip (SoC) and discrete security chip designs, particularly in hyperscaler and HPC environments?
- How will the rise of RISC V and open RoT specifications reshape security architectures across embedded, edge Artificial Intelligence (AI), and HPC markets?
- Where do commercial opportunities remain for hardened IP, PQC acceleration, and lifecycle/security services in an ecosystem increasingly adopting open specifications?
Who Should Read This?
- Semiconductors & Chipset Vendors: Chief Technology Officers (CTOs), Vice Presidents (VPs) of Engineering, Chief Architects, and Security Architects responsible for SoC design choices, ISA strategy, and integrating RoTs such as Caliptra or OpenTitan.
- Security IP Vendors & IP Licensing Firms: Product Strategy Leads, Heads of IP Portfolio, Directors of Cryptography or Trusted Computing for determining how open RoTs influence market positioning and where premium IP (PQC, verification, tamper resistance) remains monetizable.
- Original Equipment Manufacturers (OEMs) & Device Manufacturers (Embedded, Internet of Things (IoT), Industrial, Automotive): Directors of Embedded Security, Chief Product Engineers, and IoT Hardware Security Leads that are evaluating whether RISC-V, open RoTs, or hybrid IP approaches best fit their product roadmaps.