Inspire Semiconductor (INSSF) investor relations material

Technology and product overview

• Thunderbird is a supercomputer cluster-on-a-chip with over 6,000 RISC-V CPU cores per board, offering high performance and energy efficiency for HPC and AI workloads.

• The platform features a 64-bit native CPU architecture, low-latency mesh network, and is designed for versatility across a wide range of applications.

• Achieves 24 TFLOPS (FP64) performance, 75 GFLOPS/watt efficiency, and deterministic, predictable performance.

• Supports open RISC-V ecosystem and standard programming models, eliminating vendor lock-in and proprietary software dependencies.

• Enables large-scale deployment and orchestration of Agentic AI workloads without the need for new datacenter infrastructure.

Market positioning and competitive advantages

• Targets unmet needs in the $30B HPC accelerated computing market, with initial focus on large-scale HPC deployments.

• Offers lower cost, reduced complexity, and smaller datacenter footprint compared to traditional CPU and GPU solutions.

• Delivers best-in-class energy efficiency (80W/chip typical, 150W max) and scalability up to 256 chips per deployment.

• Versatile all-CPU architecture applicable to all HPC-AI software, including workloads not suited for GPUs.

• Recognized global partners (TSMC, Lenovo, Dell, Penguin Computing, Supermicro) support turnkey solutions and supply chain.

Customer and analyst feedback

• High-precision, double-precision calculations are vital for scientific, engineering, and AI surrogate model accuracy.

• Thunderbird is praised for ease of integration, high performance, low power, and suitability for diverse HPC and AI workflows.

• Market opportunity seen in providing a versatile, CPU-based solution for organizations seeking alternatives to GPU-centric architectures.