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2026 Outlook with Volker Politz of Semidynamics

2026 Outlook with Volker Politz of Semidynamics
by Daniel Nenni on 01-08-2026 at 10:00 am

Key takeaways

Volker Politz Semidynamics

Tell us a little bit about yourself and your company.
I am the Chief Sales Officer for Semidynamics and I lead the global sales team and drive the overall sales process.

Semidynamics was founded in 2016 as a design service company with a focus on RISC-V. This was so successful that the CEO decided to pivot the company towards its own IP sales and started licensing IP from 2019.

We provide 64-bit RISC-V processor IP which is complimented with our leading-edge vector unit and tensor unit extensions. We have combined these technologies together to form our All-In-One AI IP that provides a much better way forward for AI projects as it is future-proof, easy to program and easy for us to create the exact hardware needed for a project. In addition, it incorporates our Gazzillion Misses technology for advanced data handling to ensure that the processor is never idle waiting for data. When it comes to handling large amounts of data, we have the fastest, best-in-class solution for big data applications.

In 2025, that positioning sharpened even further: AI is the center of gravity for us, and Cervell (our all-in-one RISC-V NPU) is the clearest expression of that focus.

What was the most exciting high point of 2025 for your company?

The highlight of 2025 was turning our all-in-one story into a complete, developer-ready stack: launching Cervell in May, and then following up with the Inferencing Tools in October to accelerate deployment from trained model to running product.

In parallel, we kept removing friction from AI software enablement—especially through ONNX Runtime integration—because adoption depends on how fast teams can get to first results.

What was the biggest challenge your company faced in 2025?

The overall economic weakness hits big companies and small companies as well delaying spending, cutting budgets and re-thinking projects as they try to adapt to the fast-moving AI landscape and the overall global trade picture.

The AI market is extremely noisy, and serious customers are more disciplined than ever about evaluation, differentiation, and long-term software support before they commit. That raises the bar for any IP vendor, even when interest is strong.

How is your company’s work addressing this challenge?

We liaise closely with our customers to tailor our offering to their precise needs. In addition, we encourage them to engage early with us to avoid gaps in the product plans later on.

We also meet the prove it fast expectation by making AI deployment straightforward (ONNX enablement, and higher-level inferencing tooling), so customers can validate value quickly and de-risk the decision.

What do you think the biggest growth area for 2026 will be, and why?

‘Anything AI’ is still driving a lot of new products – especially generative AI, large language models – because it makes possible a whole new set of features to drive innovation.

We expect increasing demand around AI in segments such as data center appliances, vision processing such as security cameras, mobile base stations and software defined vehicles and we are ideally positioned with our All-In-One AI IP to be the solution of choice.

I think 2026 is going to be a big year for RISC-V itself: you can see major industry players deepening their commitment, and consolidation through M&A is reshaping the landscape, making the remaining independent specialists more visible and important.

From a European perspective, that matters: Semidynamics is one of the few remaining independent RISC-V IP vendors in Europe with a clear AI-first product strategy.

How is your company’s work addressing this growth?

Our All-in-one AI processing element is based on highly configurable IP blocks, that enable us to customize configurations on demand when required. Through dedicated engagement with partners we can also expand the IP with unique instructions and to combine with customer’s own circuits.

We also have a software support strategy for AI that is based on ONNX, which makes the need for dedicated compilers obsolete and enables the customer to run a model they download in ONNX format to run out of the box. This helps them to move quickly to a final product as software and hardware can be developed in parallel.

And we’re extending that practicality with the Inferencing Tools layer on top of our ONNX Runtime Execution Provider for Cervell, so moving from model to deployment takes less specialist effort.

What conferences did you attend in 2025 and how was the traffic?

We attended various RISC-V.org events as well as dedicated events such as ICCAD in China, Computex in Taiwan, Embedded World in Germany and the AI Infra summit in USA.

The RISC-V Summits were especially important in 2025. For example, the RISC-V Summit Europe in Paris was a strong focal point for the EU ecosystem.

Will you participate in conferences in 2026? Same or more as 2025?

We aim to attend some new conferences to spread the word that our RISC-V IP can provide the processor needs for new projects as well as attending some of the events that we have previously attended. There is a huge wave of RISC-V being increasingly used as a viable, exciting alternative to the two processor incumbents and we are surfing that wave.

I expect the same or slightly more in 2026 than 2025, because the interest level is rising and we now have a broader product + tools story to take to customers.

How do customers normally engage with your company?

Customers can engage with our sales force or via contacts on our website and other sites where we post adverts. Once established, we have dedicated resources to facilitate the evaluation process and subsequent product selection and purchase.

Are you incorporating AI into your products?

Yes—AI is the core of our product direction. Cervell is designed as a scalable, all-in-one RISC-V NPU for AI workloads, and the software layer (ONNX enablement and inferencing tools) is explicitly about making AI deployment easier.

Is AI affecting the way you develop your products?

Absolutely. AI is changing the requirements faster than ever—especially around model portability, deployment speed, and workload diversity—so we design for programmability and customization first, and we invest heavily in a software path that keeps pace (ONNX Runtime integration, and tooling that shortens the route from trained model to running application).

Additional comments?

One final observation: between the accelerating RISC-V ecosystem support (including big-name commitments) and the consolidation happening through acquisitions, customers are looking hard at who can still offer true differentiation. Our answer is simple: flexible and scalable IP plus a pragmatic AI software path that helps teams get to working silicon faster and with less risk.

Contact SemiDynamics

Also Read:

Semidynamics Inferencing Tools: Revolutionizing AI Deployment on Cervell NPU

From All-in-One IP to Cervell™: How Semidynamics Reimagined AI Compute with RISC-V

Vision-Language Models (VLM) – the next big thing in AI?

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