BRN Discussion Ongoing

[TECH]

I have been trying to find a post that was put up last week I think and I can't remember who posted it, but I sensed it should
not have been posted, why, because it came across as fact.

It stated that Brainchip had set the "floor price" at 0.55c for the LDA Capital financing arrangement.

If someone can please find that post and hopefully correct me in what I have stated above, because no one on this site would be
privy to anything discussed behind closed doors, it is/was a total (educated maybe) guess.

That information will only be revealed when the deal is done and dusted and the funds have been deposited.

Another piece of solid news out of the Brainchip Office this morning, could be a week of reveals at the conference.

Tech

 

[Fact Finder]

Umm

Does it start with a A and end with a M

Just a sec I have template I can use to check it with. Now where the heck did I put it. It can’t be more than arms length from where I am sitting. I’ll get back to you.

 

[Fact Finder]

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.

Yes and I could have added VVDN.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[The Pope]

Morning Chippers,

Wondering if Brainchip management will issue a ASX announcement today to alleviate investors concerns regarding SVB collapse.

I see two companys on the ASX have put out a statement to their shareholders this morning , on the ASX.

VGL & SKO

Regards,
Esq.

While we wait and don’t know if this link was shared the below May calm some nervous investors

FDIC Will Protect All Silicon Valley Bank Deposits After Sudden Collapse, Treasury Says

All of the failed bank's depositors will be able to access their funds on Monday—even if their deposits aren't covered by FDIC insurance.

www.forbes.com

 

[Steve10]

I forecast the following companies will embed Akida IP into their IoT chips:

Qualcomm, Intel, Texas Instruments, NXP, Infineon, STMicroelectronics, MediaTek, Microchip, Samsung, Silicon Labs, Nordic Semiconductor, SiFive.

When I first invested in BRN it was due to AI thematic. Then when details of the IP revenue model were announced I had visions of mini ARM.

Soon after many ex-ARM employees starting working for BRN. Vision changed to big ARM, not mini anymore.

Now after all the partnerships, market research reports, hiring of more high calibre semiconductor industry staff, lack of real competition, low cost, low power patented tech & new product launches I am convinced that BRN will become at least the size of ARM.

Market timing seems to be spot on, tech seems to be unique & in demand offering low cost solutions, TAM huge & for the cost of a packet of sauce as has been mentioned it's a no brainer to embed into most AI chips. Manufacturers will compete & want the latest tech to differentiate their products from competitors.

IoT smart devices will be everywhere. From smartwatches to smart running shoes. Smart traffic lights to smart street lights. Everything will have the opportunity to be smart for a packet of sauce. Industry has to save power, reduce latency & move to the edge as the cloud will not be able to handle the increase.

I think it was Sean that mentioned he wanted Akida to become standard in all devices similar to bluetooth.

 

[rayzor]

Boy somebody is trying to get a bargain​

8.474 million Buyers to 48c​

Prices table

BUYERSNUMBER	BUYERSVOLUME	BUYERSPRICE $	SELLERSPRICE $	SELLERSVOLUME	SELLERSNUMBER
54	711,071	0.505	0.510	676,849	69
217	3,083,429	0.500	0.515	719,208	47
65	1,022,295	0.495	0.520	259,746	27
75	1,075,303	0.490	0.525	441,671	18
34	975,354	0.485	0.530	427,395	15
48	1,607,322	0.480	0.535	108,634	5

 

[Slade]

I forecast the following companies will embed Akida IP into their IoT chips:

Qualcomm, Intel, Texas Instruments, NXP, Infineon, STMicroelectronics, MediaTek, Microchip, Samsung, Silicon Labs, Nordic Semiconductor, SiFive.

When I first invested in BRN it was due to AI thematic. Then when details of the IP revenue model were announced I had visions of mini ARM.

Soon after many ex-ARM employees starting working for BRN. Vision changed to big ARM, not mini anymore.

Now after all the partnerships, market research reports, hiring of more high calibre semiconductor industry staff, lack of real competition, low cost, low power patented tech & new product launches I am convinced that BRN will become at least the size of ARM.

Market timing seems to be spot on, tech seems to be unique & in demand offering low cost solutions, TAM huge & for the cost of a packet of sauce as has been mentioned it's a no brainer to embed into most AI chips. Manufacturers will compete & want the latest tech to differentiate their products from competitors.

IoT smart devices will be everywhere. From smartwatches to smart running shoes. Smart traffic lights to smart street lights. Everything will have the opportunity to be smart for a packet of sauce. Industry has to save power, reduce latency & move to the edge as the cloud will not be able to handle the increase.

I think it was Sean that mentioned he wanted Akida to become standard in all devices similar to bluetooth.

Couldn’t agree more. Akida is the right technology at the right place and the right time. And Yes, it looks like Brainchip is executing a master class in marketing. They have indeed done very well honouring their NDAs and looking after their EAPs. I’m happy I ignored and continue to ignore the nay sayers. In the last four years we have read plenty of doomsday posts and articles but I can’t actually remember one being supported by facts. Meanwhile we continue to see Brainchip the company going from strength to strength.

 

[HarryCool1]

Just a sec I have template I can use to check it with. Now where the heck did I put it. It can’t be more than arms length from where I am sitting. I’ll get back to you.

Aaarrmm it might be your other arm FF. We can wait arm-inute for you to AffiRM!
Ok I'll stop, a man has got to know his limitations.

 

[Steve10]

Couldn’t agree more. Akida is the right technology at the right place and the right time. And Yes, it looks like Brainchip is executing a master class in marketing. They have indeed done very well honouring their NDAs and looking after their EAPs. I’m happy I ignored and continue to ignore the nay sayers. In the last four years we have read plenty of doomsday posts and articles but I can’t actually remember one being supported by facts. Meanwhile we continue to see Brainchip the company going from strength to strength.

Was always going to be a while until revenue due to it being new tech & long timeframe for new products to be developed.

Will be a small creek of revenue at first. Then a few small creeks flowing into a small river. Then a few small rivers flowing into a large river.

The AI rainfall is rising every year & flowing into the BRN catchment area.

 

[mototrans]

Just a sec I have template I can use to check it with. Now where the heck did I put it. It can’t be more than arms length from where I am sitting. I’ll get back to you.

HAH.. I finally got one on Fact Finder... its not ABM... its IBM... !!!

 

[Lovinglife]

View attachment 31875

Geoffrey Carrick​

Non-Executive Director
Chair of the Audit & Governance Committee



By the look of that grin, I'm pretty sure Geoffrey keeps it under his bed.

Very excellent podcast and a must listen too.
Megachips and their launch in the USA.

Podcast EP84: MegaChips and Their Launch in the US with Doug Fairbairn - Semiwiki

Dan is joined by semiconductor and EDA industry veteran Douglas Fairbairn. Doug provides details about MegaChips, where he currently heads business development. MegaChips is a large, successful 30-year old semiconductor company based in Japan. Doug is helping MegaChips launch in the US with a...

semiwiki.com

View attachment 31914

Great podcast thanks R577

 

[Bravo]

Renesas to Demonstrate First AI Implementations on the Arm Cortex-M85 Processor Featuring Helium Technology at Embedded World​

Microcontroller Leader to Showcase Superior Performance of New Processor in Demanding AI Use Cases at Embedded World 2023 Exhibition and Conference

(Photo: Business Wire)
March 09, 2023 08:00 AM Eastern Standard Time
TOKYO--(BUSINESS WIRE)--Renesas Electronics Corporation (TSE:6723), a premier supplier of advanced semiconductor solutions, today announced that it will present the first live demonstrations of artificial intelligence (AI) and machine learning (ML) implementations on an MCU based on the Arm® Cortex®-M85 processor. The demos will show the performance uplift in AI/ML applications made possible by the new Cortex-M85 core and Arm’s Helium technology. They will take place in the Renesas stand - Hall 1, Stand 234 (1-234) at the embedded world 2023 Exhibition and Conference in Nuremburg, Germany from March 14-16.

At embedded world in 2022, Renesas became the first company to demonstrate working silicon based on the Arm Cortex-M85 processor. This year, Renesas is extending its leadership by showcasing the features of the new processor in demanding AI use cases. The first demonstration showcases a people detection application developed in collaboration with Plumerai, a leader in Vision AI, that identifies and tracks persons in the camera frame in varying lighting and environmental conditions. The compact and efficient TinyML models used in this application lead to low-cost and lower power AI solutions for a wide range of IoT implementations. The second demo showcases a motor control predictive maintenance use case with an AI-based unbalanced load detection application using Tensorflow Lite for Microcontrollers with CMSIS-NN.
Delivering over 6 CoreMark/MHz, Cortex-M85 enables demanding IoT use cases that require the highest compute performance and DSP or ML capability, realized on a single, simple-to-program Cortex-M processor. The Arm Cortex-M85 processor features Helium technology, Arm’s M-Profile Vector Extension, available as part of the Armv8.1M architecture. It delivers a significant performance uplift for machine learning (ML) and digital signal processing (DSP) applications, accelerating compute-intensive applications such as endpoint AI. Both demos will showcase the performance uplift made possible by the application of this technology in AI use cases. Cortex-M hallmarks such as deterministic operation, short interrupt response time, and state-of-the-art low-power support are uncompromised on Cortex-M85.
“We’re proud to again lead the industry in implementing the powerful new Arm Cortex-M85 processor with Helium technology,” said Roger Wendelken, Senior Vice President in Renesas’ IoT and Infrastructure Business Unit. “By showcasing the performance of AI on the new processor, we are highlighting technical advantages of the new platform and at the same time demonstrating Renesas’ strengths in providing solutions for emerging applications with our innovative ecosystem partners.”
“We’re excited to take part in this ground-breaking demonstration,” said Roeland Nusselder, CEO of Plumerai. “Arm’s Helium technology supported on the new RA MCUs with the Cortex-M85 core significantly accelerates the Plumerai inference engine. This performance uplift will enable our customers to use larger and more accurate versions of Plumerai's People Detection AI, add additional product features, and extend battery life. Our customers have an insatiable appetite for adding new and more accurate AI features that run on a microcontroller. Together with Renesas, we are the first to fulfill this demand.”
Renesas will implement the new Arm processor within its RA (Renesas Advanced) Family of MCUs. Renesas has quickly become a leader in the Arm MCU market, offering a feature rich family of over 250 different MCUs. Renesas has developed a robust ecosystem of partners providing customers with comprehensive solutions for IoT, AI/ML, industrial automation, medical, building automation, home appliance and multiple other applications.
The new Cortex-M85 core supports Arm TrustZone® technology for protection of secure assets. Combined with TrustZone, Renesas’ integrated cryptographic engine, immutable storage, key management, and tamper protection against DPA/SPA side-channel attacks will provide a comprehensive and fully integrated secure element functionality. The Armv8-M architecture also brings Pointer Authentication/Branch Target Identification (PAC/BTI) security extension, a new architectural feature that provides enhanced mitigation from software attack threats and helps achieve PSA Certified Level 2 certification.
The new RA MCUs based on the Cortex-M85 core will be supported by Renesas’ Flexible Software Package (FSP). The FSP enables faster application development by providing all the infrastructure software needed, including multiple RTOS, BSP, peripheral drivers, middleware, connectivity, networking, and security stacks as well as reference software to build complex AI, motor control and graphics solutions. It allows customers to integrate their own legacy code and choice of RTOS with FSP, thus providing full flexibility in application development. Using the FSP will ease migration of existing designs to the new RA devices.
Winning Combinations
Renesas will combine the new RA MCUs with numerous compatible devices from its portfolio to offer a wide array of Winning Combinations. These Winning Combinations are technically vetted system architectures from mutually compatible devices that work together seamlessly to bring an optimized, low-risk design for faster time to market. Renesas offers more than 300 Winning Combinations with a wide range of products from the Renesas portfolio to enable customers to speed up the design process and bring their products to market more quickly. They can be found at renesas.com/win.
Renesas MCU Leadership
A world leader in MCUs, Renesas ships more than 3.5 billion units per year, with approximately 50% of shipments serving the automotive industry, and the remainder supporting industrial and Internet of Things applications as well as data center and communications infrastructure. Renesas has the broadest portfolio of 8-, 16- and 32-bit devices, and is the industry’s No. 1 supplier of both 16- and 32-bit MCUs, delivering unmatched quality and efficiency with exceptional performance. As a trusted supplier, Renesas has decades of experience designing smart, secure MCUs, backed by a dual-source production model, the industry’s most advanced MCU process technology and a vast network of more than 200 ecosystem partners. For more information about Renesas MCUs, visit www.renesas.com/MCUs.
More Information
The demonstrations will take place in the Renesas booth - Hall 1, Stand 234 (1-234) at embedded world. More information is available at renesas.com/ra and https://plumerai.com/partners/peopledet-renesas.
About Renesas Electronics Corporation
Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live. Learn more at renesas.com. Follow us on LinkedIn, Facebook, Twitter, YouTube and Instagram.
(Remarks). All names of products or services mentioned in this press release are trademarks or registered trademarks of their respective owners.

OK. So this is where the smart doorbells come into the picture.

World’s most accurate people detection for Renesas RA MCUs.​

Plumerai delivers a complete software solution for people detection. Our models are tiny and fast. Running on a Renesas next-gen RA MCU with an Arm Cortex-M85 with Helium, the frame rate is over 13 fps. Arm Cortex-M33 and Cortex-M4 MCUs are supported as well.
Documentation

ARM CORTEX-M85​

13 frames⁄s

WITH A TINY FOOTPRINT​

1 MB

Functionality​

• Detects each person in view, even if partially occluded.
• Tracks people and assigns up to 20 unique IDs.
• Indoor, outdoor, NIR lighting.
• Detection distance of more than 20m / 65ft.
• Trained with 32 million labeled images.
• Extensively validated on diverse people and settings.
• Supports lenses up to 180 FOV.

Runs on Renesas next-gen MCU with minimal resources.​

Arm Cortex-M85 with Helium​

• Latency: 73.3 ms (single core)
• Peak RAM usage: 289 KiB
• Binary size: 1.2 MiB total

Evaluate our people detection.​

Demo applications are available from Plumerai that run out of the box with a standard USB webcam.
Try it out.

Intelligent people detection sensors​

Our AI can integrate into systems that don't record or transmit video. These devices simply work better when they know where we are: lights turn on when we get home and AC's steer the cold airflow toward you. The elderly can stay independent longer with sensors that notice when they need help. Since our AI can even run on microcontrollers, these systems can be inexpensive and battery-powered.

Video doorbells and smart home cameras​

Smart home cameras traditionally rely on motion sensors that trigger false alerts due to moving objects or lighting changes. Our accurate people detection AI removes these false alarms and enables new use cases. Receive notifications when people are on your property and not when a pedestrian simply passes by. Since all the AI runs inside the camera, there's no cloud compute cost either.

Security cameras and video analytics​

Our people detection AI software runs on any standard video security camera. Since our AI is tiny, there’s no need for a GPU or AI accelerator. Our people detection enables applications such as alarms, supports people tracking for counting, loitering detection, or to steer pan-tilt-zoom cameras to auto-follow. People can even be blurred for privacy and GDPR compliance.

Video conferencing and webcams​

Our people detection AI on webcams and video conferencing systems ensures that every video call participant is optimally in view. Whether you're sitting right next to the camera or at the end of a long boardroom table, you'll be visible. Automatic reports can be generated with participant statistics and conference room occupancy. Since our AI has a tiny footprint, even consumer webcams can offer professional features.

There are many more applications where detecting people provides value. We’re also helping robots to detect humans, PIR-based motion sensors to become more accurate, detecting pedestrians to increase the efficiency of traffic lights and elevators, and many more.​

https://plumerai.com/partners/peopledet-renesas

 

[supersonic001]

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

you getting excited FF ? a little bit here, a little bit there......

 

[Xray1]

View attachment 31978

Not a bad feat to be involved here.

Arm debuts new Cortex-M85 chip for connected devices - SiliconANGLE

Arm debuts new Cortex-M85 chip for connected devices - SiliconANGLE

siliconangle.com

We knew about this from ARM themselves, as it is shown on their website, but validation confirmation is a welcome info.

Partner Catalog Results – Arm®

www.arm.com

IMO..... It's a pity that ARM didn't specifically mention us directly like M/Benz did.

 

[Fact Finder]

you getting excited FF ? a little bit here, a little bit there......

I actually have developed a tremor and the cardiologist said it was a common side effect of my cardiac issues but I reckon it’s my constant state of excitement regarding AKIDA technology advances.

 

[Bravo]

Arm Cements Leadership in Processor IP Space - EE Times Asia

Winning three awards at the recent EE Awards Asia underscores Arm's dedication to developing the most powerful, highest efficient CPU IPs in the industry.

www.eetasia.com

 

[Fact Finder]

IMO..... It's a pity that ARM didn't specifically mention us directly like M/Benz did.

Would have been pretty hard for ARM to mention Brainchip and AKIDA in this article it’s from A YEAR AGO.

Today the first time compability is announced ARM agree to comment and the following statement from ARM is included in the press release:

"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."

I am not sure without looking it up but this article probably even predates the announcement that ARM and Brainchip had become ecosystem partners.

My opinion only DYOR
FF

AKIDA BALLISTA

PS: Just looked up the date ARM and Brainchip was announced and yes it was after this article was written by about four months:

– May 22, 2022 – – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world's first commercial producer of ultra-low power neuromorphic AI IP, announced today it has been accepted into the Arm® AI Partner Program, an ecosystem of hardware and software specialists enabling developers to deliver the next

 

[Slade]

Todays news about Akida and the M85 is new. Make no mistake about it. It’s exciting and a game changer IMO.

 

[Steve10]

Looking into Renesas' manufacturing capabilities. From September 2021 article.

At a time of chip shortage, Renesas announced that it will increase its microprocessor capacity by more than 50%. | SMM

news.metal.com

The global chip shortage continues, and the market expects it to continue next year or even 2023. In this context, Japan's leading automotive MCU company Renesas Electronics decided to expand production.

Renesas said at a business briefing on Wednesday that it planned to increase its high-end MCU production capacity by 50 per cent from 2021. This means that by 2023, Renesa's high-end MCU production (translated into 8-inch wafers) will reach about 40, 000 pieces per month, which will mainly rely on the fab production line.

In terms of low-end MCU production, Renesas plans to increase its production capacity by 70% to 30, 000 wafers per month by 2023 (after translating into 8-inch wafers), mainly by increasing the capacity of Renesas's own factories.


They could get around 2,600 chips per wafer with 300mm = 70,695 mm2 / 2,600 = 27.19 mm2 per chip.

The 8-inch wafers have 31,420 mm2 / 27.19 mm2 per chip = 1,155 chips x 70,000 wafers per month = 80.85M chips per month x 12 = 970.2M chips per year. No figures mentioned for SoC's.

In another article it mentions the average car had about 1,200 chips x 100M cars pa = 120B / 1.15T total chips = 10.4% of all chips are for cars.

As of 2021, the average car had about 1,200 chips, twice the number in 2010 and that figure is only likely to increase, executives said.

Companies including Dutch auto-chip company NXP Semiconductors NXPI, Germany’s Infineon Technologies AG, Japan’s Renesas Electronics Corp., RNECY , U.S.-based Analog Devices Inc. ADI and Texas Instruments Inc. TXN recently reported surging sales in their automotive divisions and gave strong outlooks for this year.

Growing sales of electric vehicles—which tend to use more semiconductors than their gas-powered counterparts—coupled with greater automation of all vehicles, have kept producers of chips for cars busy. The long-term outlook for the market appears robust, Tesla Inc. TSLA suggested this past week, as Chief Executive Elon Musk detailed plans for his car company to scale up to 20 million vehicles a year by 2030, from around 1.3 million in 2022.

“We’re consuming about 700,000 12-inch wafer equivalents,” Tesla’s supply-chain vice president Karn Budhiraj said Wednesday, referring to the material individual chips are made of. “We’re going to need 8 million wafers,” he added, once the company reaches its 20-million-car production target. Tesla also indicated it was working on ways to use fewer chips per vehicle and didn’t anticipate chip-making capacity as an impediment, given how that industry was expanding.

EVs Boost Chip Demand Despite Semiconductor Makers’ Woes

The outlook for automotive chips is robust, as e-vehicle sales grow and automation increases across all vehicles and their production.

www.wsj.com

 

[Bravo]

So back in August last year I was ruminating over the possibility if us being involved in the Arm V9 architecture (#27,71) but back then I thought it was via the Third Party IP, whereas in reality it will henceforth be via the Cortex M85, unless I'm mistaken, which wouldn't be too shabby!