BRN Discussion Ongoing

[Steve10]

Just thinking about this market share issue.

If ARM has a share of the semiconductor market and Brainchip’s technologies piggy back on ARM semiconductors, and

If SiFive has a share of the semiconductor market and Brainchip’s technologies piggy back on SiFive semiconductors, and

If Intel has a share of the semiconductor market and Brainchip’s technologies piggy back on Intel semiconductors, and

If GlobalFoundries has a share of the semiconductor market and Brainchip’s technologies piggy back on GlobalFoundries semiconductors, and

If Renesas has a share of the semiconductor market and Brainchip’s technologies piggy back on Renesas semiconductors, and

If MegaChips has a share of the semiconductor market and Brainchip’s technologies piggy back on MegaChips semiconductors, and

If Socionext has a share of the semiconductor market and Brainchip’s technologies piggy back on Socionext semiconductors, then

Is it not impossible to guess at what the market share that a ubiquitous Brainchip will be worth when these companies actually do not cover the known full extent of Brainchip’s technology engagements.

My opinion only DYOR
FF

AKIDA BALLISTA

Teksun as well. And the market reports only factor in known applications. There will be many new applications in future.

I read an article that mentioned going from von neumann to neuromorphic will be similar to going from morse code to telephone.

 

[Cardpro]

We are pouring great announcements at the moment. The revenue will surely follow, it's just the waiting game now, and then watch out, wow! The SP will take care of itself (and us) at that point.

It should!! But I do feel stressed when I see red ;(
Has hit new 52 week low of 50cent ;(

 

[Shadow59]

With the release today of the ARM AKIDA Cortex M85 compatibility it does make clear that the ARM Brainchip partnership did not start and finish with publishing each other’s logo on their respective websites.

It is undeniable that engineers from Brainchip and ARM have been engaged on at least this project.

So the question arises. What else have they been working on together and given Edge Impulses close relationship with both ARM and Brainchip does it involve say FOMO?

By the way hopefully this kills off the idea that AKD1000 was a dud because it clearly was not.

My opinion only DYOR
FF

AKIDA BALLISTA

I think a lot of people here think that this is saying that the Arm Cortex M85 comes with Akida installed.
That is not how I read it. As far as I can see the Cortex M85 is its own thing, it's just saying that Akida will work with it.
So just because Arm sell a Cortex M85, doesn't mean they will have Akida on board. - Unless I have interpreted this wrong( I am happy to be shown otherwise.)

 

[Fact Finder]

I think a lot of people here think that this is saying that the Arm Cortex M85 comes with Akida installed.
That is not how I read it. As far as I can see the Cortex M85 is its own thing, it's just saying that Akida will work with it.
So just because Arm sell a Cortex M85, doesn't mean they will have Akida on board. - Unless I have interpreted this wrong( I am happy to be shown otherwise.)

Which people?
I understood the word compatible. Hands up those that did not.

By the way did you read the ARM article regarding Cortex M85 and the customer demand for accelerator compatibility?

My opinion only DYOR
FF

AKIDA BALLISTA

 

[ndefries]

I think a lot of people here think that this is saying that the Arm Cortex M85 comes with Akida installed.
That is not how I read it. As far as I can see the Cortex M85 is its own thing, it's just saying that Akida will work with it.
So just because Arm sell a Cortex M85, doesn't mean they will have Akida on board. - Unless I have interpreted this wrong( I am happy to be shown otherwise.)

The use cases include smart home devices, robotics and drone control, secured system controllers and sensor hubs. Partners will be able to achieve reduced cost and system complexity for high-performance systems with a single Cortex-M processor.

The question will be when a company gets the M85 would they be tempted to add in a proven enhancement for the price of a small tomato sauce sachet. I know with the above use cases if i can get more sensors and sensor fusion at low power it will be a no brainer. I will want the secret sauce all over the chip.

 

[Fact Finder]

This is what ARM said:

"In order to serve the diverse and growing IoT market, developers require a new standard of secure, high-performance microcontrollers, combined with endpoint ML capabilities," said Paul Williamson, SVP and GM, IoT Line of Business at Arm. "The integration of Arm's highest performance microcontroller with the Akida portfolio enables our partners to deliver on this potential and efficiently handle advanced machine learning workloads.”

ARM’s opinion not mine so DYOR
FF

AKIDA BALLISTA

 

[Steve10]

I think a lot of people here think that this is saying that the Arm Cortex M85 comes with Akida installed.
That is not how I read it. As far as I can see the Cortex M85 is its own thing, it's just saying that Akida will work with it.
So just because Arm sell a Cortex M85, doesn't mean they will have Akida on board. - Unless I have interpreted this wrong( I am happy to be shown otherwise.)

It will not come with Akida installed in all Cortex M85 processors. Only the applications that require AI. Akida tech has been validated to work with ARM Cortex M85 processors.

Cortex M85 processors are used for sophisticated SoC's for IoT that require M/L. It's a high performance chip for AI applications & ARM has 90% market share in IoT market. More rather than less of the Cortex M85 processors will have Akida IP given the applications will be predominantly for IoT & AI. Will be required to reduce load on CPU, speed up the process & consume less power.

 

[ndefries]

This is what ARM said:

"In order to serve the diverse and growing IoT market, developers require a new standard of secure, high-performance microcontrollers, combined with endpoint ML capabilities," said Paul Williamson, SVP and GM, IoT Line of Business at Arm. "The integration of Arm's highest performance microcontroller with the Akida portfolio enables our partners to deliver on this potential and efficiently handle advanced machine learning workloads.”

ARM’s opinion not mine so DYOR
FF

AKIDA BALLISTA

Exactly FF. These devices need efficient power and they will stand out with their edge and Secure ML capabilities. The question will be is it worth having the M85 if you dont take up Akida to realise this potential.

 

[equanimous]

Thanks to Whitehorse for the light bulb moment guess which semiconductor giant would not need AKD1000 to contain an M4 processor and want the AKD1500 ???

Give you a clue it’s name has three letters.

My opinion only DYOR
FF

AKIDA BALLISTA

Is it GOD?

 

[Vladsblood]

I for one will be exceptionally happy when Brainchip disconnects from this downward spiralling bear market and begins to lead the world with its advanced, and, years before its time, technology.
We should be showing greater traction IMO with our SP like say SLX/WBT are. here's hoping we get a boost along with our Nurenberg Event.
Cheers Chippers, Vlad.

 

[Slade]

Todays news makes BrainChip’s attendance at Embedded World tomorrow even more interesting.

 

[Steve10]

Markets will bounce tomorrow. Bond yields have rolled over. US Fed & RBA may have to pause.

Risk on indicator bitcoin is rising. BRN highly oversold on 15min & 1 hour charts.

 

[equanimous]

 

[JB49]

The question will be when a company gets the M85 would they be tempted to add in a proven enhancement for the price of a small tomato sauce sachet. I know with the above use cases if i can get more sensors and sensor fusion at low power it will be a no brainer. I will want the secret sauce all over the chip.

Exactly. And when it comes to wearable's, one of the key things consumers look at when comparing wearable devices is battery life. Manufacturers are aware of this. So if given the chance to significantly improve battery life, they wont be passing up on it.

 

[Deleted member 118]

Yep double good news today! Depositors will have access to all their money. That clears this mess up!

View attachment 31981

I only thought it was the ones with guarantees the others without a guarantee still can’t access their money. Not sure what % that is.

 

[Boab]

I only thought it was the ones with guarantees the others without a guarantee still can’t access their money. Not sure what % that is.

There's been an update.
Silicon Valley Bank depositors will get ‘all of their money,’ regulators say
Last Updated: March 12, 2023 at 8:46 p.m. ET
First Published: March 12, 2023 at 7:01 p.m. ET
By Robert SchroederFollow
comments28
Signature Bank closed Sunday by regulators

 

[Boab]

There's been an update.
Silicon Valley Bank depositors will get ‘all of their money,’ regulators say
Last Updated: March 12, 2023 at 8:46 p.m. ET
First Published: March 12, 2023 at 7:01 p.m. ET
By Robert SchroederFollow
comments28
Signature Bank closed Sunday by regulators

Edit Signature Bank mainly deal with Crypto banking.

 

[Fact Finder]

Exactly FF. These devices need efficient power and they will stand out with their edge and Secure ML capabilities. The question will be is it worth having the M85 if you dont take up Akida to realise this potential.

Yes I think what some do not understand is:

“ARM goes one step beyond the fabless semi: it doesn’t even sell any chips into the marketplace. ARM instead, designs IP (instruction set architecture, microprocessor, graphics, interconnects) and licenses it to anyone who wants to use it. ARM’s customers will then take the IP they’ve licensed and design it into silicon. These customers can be fabless semiconductor companies or companies that own fabs”

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So when an automotive ARM customer comes through the door they will say for example we have this sensor and we need a processor. This is our list of requirements.

ARM will then hand it off to their Engineers either in house or to their Ecosystem Engineers like Edge Impulse who will go through the ARM IP libraries and come up with a solution.

What was announced today allows those Engineers to pull out M85 and AKIDA and know they are compatible.

The design with expected performance numbers then goes to the Automotive customer who may then say sounds great can we see this working. Then Edge Impulse for example would provide the design to TSMC to have it produced as a reference chip or chiplet.

Once this reference chip is tested by the Automotive customer to their satisfaction they go off and have it made.

ARM never produces the chip but they do retain the rights to the IP and design and this is how the Qualcomm and ARM legal dispute has arisen.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Yoda]

Umm

Does it start with a A and end with a M

Still can't get it. Can I buy a letter?

 

[Steve10]

Still can't get it. Can I buy a letter?

Only if you're over 18.