BRN Discussion Ongoing

[Techinvestor17]

It’s available today to buy, probably a bit to early for Akida to be a part of it.

Agreed, I think we would be looking at the last half of this year for the chip that they were taping out last December

 

[Straw]

It’s available today to buy, probably a bit to early for Akida to be a part of it.

If not I'd suspect that it would be a relatively fast process to incorporate Akida as they would both be familiar with SNNs and we know Prophesee has seen what Akida can do with their product. Just my opinion.

 

[perceptron]

The company sonantic who did the ai voice for the eqxx would have been a great company for brainchip inc to acquire. The two companies would have complimented each other and added a revenue stream.

 

[Fact Finder]

Design & Reuse have Brainchip’s AKIDA Neuromorphic IP as its Featured IP and has published the Intellisense news:

BrainChip's Neuromorphic Technology Enables Intellisense Systems to Address Needs for Next-Generation Cognitive Radio Solutions​

Laguna Hills, Calif. – March 21, 2023 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, today announced that Intellisense Systems Inc. has selected its neuromorphic technology to improve the cognitive communication capabilities on size, weight and power (SWaP) constrained platforms (such as spacecraft and robotics) for commercial and government markets.
Intellisense’s intelligent radio frequency (RF) system solutions enable wireless devices and platforms to sense and learn the characteristics of the communications environment in real time, providing enhanced communication quality, reliability and security. By integrating BrainChip’s Akida™ neuromorphic processor, Intellisense can deliver even more advanced, yet energy efficient, cognitive capabilities to its RF system solutions.

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One such project is the development of a new Neuromorphic Enhanced Cognitive Radio (NECR) device to enable autonomous space operations on platforms constrained by size, weight and power (SWaP). Intellisense’s NECR technology provides NASA numerous applications and can be used to enhance the robustness and reliability of space communication and networking, especially cognitive radio devices. Smart sensing algorithms will be implemented on neuromorphic computing hardware, including Akida, and then integrated with radio frequency modules as part of a Phase II prototype.
“We are excited to partner with BrainChip and leverage their state-of-the-art neuromorphic technology,” said Frank T. Willis, President and CEO of Intellisense. “By integrating BrainChip’s Akida processor into our cognitive radio solutions, we will be able to provide our customers with an unparalleled level of performance, adaptability and reliability.”
BrainChip’s Akida processor is a revolutionary computing architecture that is designed to process neural networks and machine learning algorithms at ultra-low power consumption, making it ideal for edge computing applications. By utilizing this cutting-edge technology, Intellisense will be able to deliver cognitive radio solutions that are faster, more efficient and more reliable than ever before.
“Intellisense provides advanced sensing and display solutions and we are thrilled to be partnering with them to deliver the next generation of cognitive radio capabilities,” said Sean Hehir, CEO of BrainChip. “Our Akida processor is uniquely suited to address the demanding requirements of cognitive radio applications and we look forward to continue partnering with Intellisense to deliver cutting-edge embedded processing with AI on-chip to their customers.”
About BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY)
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market, fully digital, event-based AI processor, AkidaTM, uses neuromorphic principles to mimic the human brain, analyzing only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Akida uniquely enables edge learning local to the chip, independent of the cloud, dramatically reducing latency while improving privacy and data security. Akida Neural processor IP, which can be integrated into SoCs on any process technology, has shown substantial benefits on today’s workloads and networks, and offers a platform for developers to create, tune and run their models using standard AI workflows like Tensorflow/Keras. In enabling effective edge compute to be universally deployable across real world applications such as connected cars, consumer electronics, and industrial IoT, BrainChip is proving that on-chip AI, close to the sensor, is the future, for its customers’ products, as well as the planet. Explore the benefits of Essential AI at www.brainchip.com.

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See BrainChip IP >>

 

[cassip]

Hello everyone, greetings to Australia and the rest of the world. *laughs.
Had two operations, one with success, one unfortunately without. So 50%. Like the glass of wine. half full!
Tell me, do I have to read everything here now? Did I miss a lot? Unfortunately, the course is not yet more stable, as I can see.

Hi @Sirod, good to see you back! Enjoy reading. No need to hurry.
Good recovery, gute Besserung!

 

[perceptron]

The company sonantic who did the ai voice for the eqxx would have been a great company for brainchip inc to acquire. The two companies would have complimented each other and added a revenue stream.

Unfortunately, sonantic has been acquired.

 

[cosors]

Excuse my naive question. I can not find us on the board with partners. Are we hiding behind another company or have I overlooked us?

?
https://www.renesas.com/us/en/support/partners/preferred-partners

 

[AARONASX]

Excuse my naive question. I can not find us on the board with partners. Are we hiding behind another company or have I overlooked us?

I think this might be what you're looking for?

on that board in the video, we are apparently in the M85 presented

BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI Capabilities for Edge Devices

Explore how this integration revolutionizes the field of artificial intelligence, enabling efficient and powerful AI processing at the edge.

brainchip.com

 

[Fact Finder]

Excuse my naive question. I can not find us on the board with partners. Are we hiding behind another company or have I overlooked us?

You are correct there is nothing in this presentation to confirm what Ai is being used with M85 by Renesas.

What is interesting is his little stumble over the use of M85 not being a first in the Universe only in the World.

My opinion only DYOR
FF

AKIDA BALLISTA - NASA

 

[Fact Finder]

And if none of them do, we won't

Sadly some have already done so so with multiple paid licence fees those who wish for the company to fail are on a hiding to nothing.

Australians love the under dog so as an Australian my heart goes out to all those Australian under dogs who foolishly predicted Brainchip would fail. Australia is rooting for you.

It won’t be long and as an Australian I will have to join the under dogs as Brainchip will be a tall poppy and you all know how we hate tall poppies and love to take them down.

Where are my board shorts, my zinc cream and Aussie flag so I can practice taking down the Brainchip tall poppy Ai machine. Perhaps CHATGpt can compose me an anthem for the take down the tall poppy Brainchip rallies.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[manny100]

Typically, companies create value for their shareholders by generating profits, increasing revenue, and growing their market share. Shareholders can also benefit from dividends or share buybacks, which can increase the value of their shares.

BRN is currently similar to a pre-production miner. The product TAM/resource JORC has been confirmed as significant & the production plant is being constructed. The miners have offtake agreements similar to BRN having licensee's/partners prior to production revenue.

Numerous pre-revenue lithium miners currently heavily shorted similar to BRN. They are good quality companies as is BRN. It's just the nature of the cycle & the shorters taking advantage. I can understand shorting the lithium miners now due to the lithium price more than halving & they are still many months away from production revenue but BRN doesn't make sense.

Semiconductor companies such as Intel, AMD, Nvidia & Qualcomm are above or near 200sma on daily charts. The semiconductor ETF SMH has golden crossed & is above 200sma. Anything AI related is very hot at the moment except BRN. WBT was hot for a while until the shorters took notice & shorts have increased from nil to 2.67% in less than a month resulting in SP decline of 36.7%.

So revenue is what is currently required by BRN for SP to increase. And some assistance from rate cuts to increase DCF valuation.

BRN revenue should commence soon with more licence agreements & royalties. If the Renesas M85 chip has Akida IP revenue should commence next quarter. Renesas's MCU market competitors such as NXP & STM will be next as they will not want Renesas to dominate the AI MCU market alone. They are all using ARM IP for their chips & Akida integration has been validated.

With regard to US interest rates, the US Feds will need to get above CPI rate. CPI should decline to around 5% by May & US Fed rate will be at 5.25% with one more rate hike. Should inflation continue to decline to say 4.5% in July then the US Feds could commence rate cuts as they will be highly restrictive with monetary policy at 5.25%.

Could cut 0.5% to 4.75% & still be restrictive above the CPI rate of 4.5%. US CPI would have declined 50% YOY from 9.1% in June 2022 to 4.5% in July 2023. Another 50% decline YOY would bring it down to 2.25% by July 2024 allowing the US Feds to reduce interest rates to 2.25% being neutral or lower if they want to stimulate the economy. That would imply 3% of rate cuts from July 2023 to July 2024.

High interest rates reduce DCF valuations & low interest rates increase them.

Tricky market at the moment. Big sell off last hour yesterday in US resulting in red day. Has been mentioned to me whichever way the market goes the night of FMOC it will break out in opposite direction. Finished red so hopefully we see some green now. US Futures green for the time being.

RSI is currently very low on BRN daily chart similar to November & mid-February sell offs. RSI has also bottomed on weekly chart similar to April 2019. Has to bounce soon. SP might do the same as 2019 when it doubled from 4.2c in April to 10c intraday by May when US Feds paused. Got rejected by 200sma on daily chart in 2019 at first attempt. Daily chart has declining 200sma at 78.5c so it appears shorts will cover around 40c range & SP will bounce to 80c range. Double bottomed after the 2019 run up so could head back to 40c again before breaking out above 200sma & holding above. Maybe we will get a decent announcement such as a license agreement soon causing SP to run up fast then back down to await US Fed pivot prior to getting above 200sma again.

Have to look ahead in moments like this at 2028 when BRN will have revenue growth, market share & NPAT with SP to suit.

A similar pre move set up to the 2 prior huge SP moves. All that is needed is a little good news to light the fuse.
Best time to buy stocks is when they are oversold and just wait.
AI at the Edge is just starting to gain global traction. IMO the BRN patent portfolio alone is worth way more than the current market cap.

 

[Fact Finder]

• MOMENTS
• ZOOM

Renesas to embedded with two demos on the new Arm Cortex-M85​

Two demos at the Renesas booth will highlight the increased performance in AI and ML applications made possible by the new Arm Cortex-M85 core and Helium technology, also from Arm
March 10, 2023

At its booth (1-234) at theembedded world 2023, in Nuremberg from March 14 to 16, Renesas will present live the first implementations of artificial intelligence (AI) and machine learning (ML) on a microcontroller based on the Arm® Cortex®-M85 processor. The demonstrations will highlight the increased performance in AI and ML applications made possible precisely by the new Arm Cortex-M85 core and Helium technology also from Arm.
"We are proud to again lead the industry in implementing the powerful new Arm Cortex-M85 processor with Helium technology," said Roger Wendelken, senior vice president of Renesas' IoT and Infrastructure BU. "By showcasing AI performance on the new processor, we highlight the technical advantages of the new platform and at the same time demonstrate Renesas' strengths in delivering solutions for emerging applications with our innovative ecosystem partners."
Renesas supplies more than 3.5 billion microcontrollers a year half of which are used in the automotive field and the other half in other applications such as industrial, IoT, infrastructure and communication, building automation and metering, and more.

Demos​

The first application example demonstrates a people detection application developed in collaboration with Plumerai, a leader in Vision AI, that identifies and tracks people framed by the camera under varying environmental and lighting conditions. The compact and efficient TinyML models used in this application lead to low-cost, low-power AI solutions for a wide range of IoT implementations.
"We are excited to take part in this groundbreaking 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 increase will enable our customers to use larger and more accurate versions of Plumerai's people-detection artificial intelligence, 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 meet this demand."
The second demo presents a use case of predictive motor control maintenance with an artificial intelligence-based unbalanced load detection application using Tensorflow Lite for microcontrollers with CMSIS-NN.

Renesas microcontroller offerings with the new Arm processor​

Renesas will implement the new Arm processor within its Renesas Advanced (RA) family of MCUs. 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 necessary infrastructure software, including multiple RTOS, BSPs, peripheral drivers, middleware, connectivity, networking and security stacks, as well as reference software to create complex artificial intelligence, motor control and graphics solutions. In addition, Renesas will combine the new RA MCUs with numerous compatible devices from its portfolio. These combinations are technically controlled system architectures of mutually compatible devices that work together seamlessly to deliver optimized, low-risk designs for faster time-to-market. Renesas offers more than 300 winning combinations”

 

[Fact Finder]

ARM adds custom instructions to M85 controller in RISC-V AI fightback​

Technology News | March 13, 2023
By Nick Flaherty
RISC-V IOT AIMPUS/MCUS

---

ARM has developed a new version of its high end Cortex-M85 microcontroller, allowing chip designers to add custom instructions for AI applications.​

This has been one of the key advantages of the competing RISC-V instruction set and signals a fight back by ARM ahead of the Embedded World (EW2023) exhibition in Nuremberg, Germany, this week.


Renesas Electronics will be showing the first live demonstrations of artificial intelligence (AI) and machine learning (ML) implementations on the previous generation M85 design.

This first demonstration showcases a people detection application developed in collaboration with UK ML startup Plumerai that identifies and tracks persons in the camera frame in varying lighting and environmental conditions.

• Renesas shows first ARM M85 silicon
• ARM battles RISC-V at Renesas

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.


The latest version of the M85 core, Cortex-M85 r1, includes ARM Custom Instructions (ACI) which allow designers to include custom defined data processing instructions directly on the controller. These were first proposed in 2019 in the ARMv8.1 architecture but are only now being implemented in designs, in part to address the increasing popularity of cores based on the customisable RISC-V instruction set.

• ARM enables custom instructions on Cortex-M
• Segger supports Renesas for ARM Cortex-M85

“With ACI on Cortex-M85, the user does not have to turn to alternative architectures to implement a desired instruction encoding. Instead, this can now be done on CPUs that are based on the ARM architecture, with Cortex-M85 being the first high-performing microcontroller to provide this option.,” said ARM. “Through ACI, the user is given the power to innovate within the proven AEM architecture, while maintaining the ecosystem advantages of the Cortex-M CPUs.”

ACI is suitable for applications using specialized bit field processing, trigonometric functions, and image pixel manipulations and can also be applied to accelerate frequently used data processing functions. It is also being implemented on the Cortecx-M55 core.

AI demonstrations​

In the meantime, Renesas is taking advantage of the Helium technology in the core which will be part of the RA (Renesas Advanced) family of MCUs.

Helium is ARM’s M-Profile Vector Extension, available as part of the Armv8.1M architecture and provides a boost for machine learning (ML) and digital signal processing (DSP) applications, accelerating applications such as endpoint AI.

“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.”

• Plumerai boosts embedded AI efficiency
• Plumerai develops embedded AI accelerator IP core

“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,” he said. ”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 fulfil this demand.”

The Cortex-M85 core supports ARM TrustZone alongside a Renesas integrated cryptographic engine, immutable storage, key management and tamper protection against DPA/SPA side-channel attacks. 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.

• XMOS and Plumerai partner on binarised neural networks

The new RA MCUs based on the Cortex-M85 core will be supported by Renesas’ Flexible Software Package (FSP). This 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 also allows developers to integrate their own legacy code and choice of RTOS with FSP, providing full flexibility in application development.

 

[Fact Finder]

“Arm Cortex-M85 delivers the highest levels of performance in the Arm Cortex-M family. It enables system developers to build the most sophisticated variety of MCUs and embedded SoCs for IoT and embedded applications that require enhanced digital signal processing (DSP) and machine learning (ML) capabilities. Use cases include smart home devices, robotics, and drone control, secured system controllers and sensor hubs. By successfully demonstrating Akida’s capabilities with the Arm Cortex-M85 in a fully functioning environment, BrainChip paves the way for a new generation of intelligent edge devices that are capable of delivering unprecedented levels of performance and functionality, built on leading-edge technology from Arm.

“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.”

The integration of Akida and the Arm Cortex-M85 processor is an important step forward for BrainChip, demonstrating the company’s commitment to developing cutting-edge AI solutions that deliver exceptional performance and efficiency.”

So it is anybody’s guess as to when AKIDA and M85 Cortex are being teamed up unless someone involved comes out and admits they are working together.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[buena suerte :-)]

It's obviously a testing time for a number of shareholders, but I suggest you quietly think of why you bought into our company
in the first place.

I have NEVER lost faith in Peter to deliver, and up to this point, he has as our lead Neuroscientist
I have NEVER lost faith in Anil to deliver, and up to this point, he has as our lead Design Engineer.

They lead this company together, it's very easy to criticize.

We now have 15 companies (many very large) linked with us as partners, just wind the clock back to 2019/2020 and appreciate
where we were then with where we are now....we are growing, but not the way you may like, have you ever run your own technology
company, have you ever created revolutionary technology that is years ahead of other very highly intelligent individuals, who refer to
our technology as mind boggling science fiction, the answer is no.

No one tech company can travel this next stage alone, we need them and vice-a-versa, we all get to win, including the public, has this
journey been hard to swallow at times, yes it has, has the company to date found that because our technology is so advanced it has
and still is taking longer for general acceptance to become the norm, yes they have.

Sean has stated clearly, the company wishes to convert on all this hard work, and they are, some just can't see the big picture yet.

You, including myself, are being seriously tested, it's a game of wills, if you believe your spirit has been broken, well it probably has been,
who's doing all this selling and buying, it's certainly not me or any of my friends, that is, shareholders in the top 100 out of 40,000 odd.

Without harping on any longer, my personal review date of 1 January 2025 sits extremely well with me, it's no use saying, be patient, you
are either with Brainchip or you are not, you choose.

Not judging anybody on this forum, it's a free world, make a decision that suits your own circumstances, I totally respect that.

Tech

Hey TECH ... Absolutely with you on all of this mate ..... And your date of 1st Jan 2025 I'm presuming is for "The Big time" for bulk Revenues/Royalties etc to come rolling in, and a possible listing on the NASDAQ!? (any earlier we will just get chewed up and spat out!!!) So from now until that date I'm seriously confident the company will be building our lead in the Ai Neuromorphic field from strength to strength and more great deals signed sealed and delivered and an ever increasing SP/MC.

Hold tight peeps we are experiencing a VERY turbulent time!!! but we will emerge as Victors (Just one 'power' announcement )

Have a great Friday ....... A Green one would be much appreciated

 

[Steve10]

Some macro info.

ING's James Knightley, reaffirms their call for rate cuts in the second half of 2023:

"Just over two weeks ago the expectation was that the Fed could be looking to get the Fed funds rate up to 5.5-5.75%, with some commentators talking about 6%. Markets are now barely pricing one further rate rise (around 15bp at the May meeting currently) and are looking for cuts later this year (somewhere between 50bp and 75bp from the peak).

We agree that we could get one final 25bp hike in May, leaving the Fed funds range at 5-5.25%. But higher borrowing costs and reduced access to credit mean a greater chance of a hard landing for the economy. Rate cuts, which we have long predicted, are likely to be the key theme for the second half of 2023 and we are favouring 75bp of easing in the fourth quarter of this year. As the chart above shows, it is important to remember the Fed never leaves it long between hiking and cutting rates. Historically it has been just six months between the last hike and the first rate cut."

Lloyd Bank's Rhys Herbert highlights the market view of a 75bp cut in 2023:

"Initial market reaction has seen a modest rise in equities while both short- and longer-dated Treasury yields are lower and the US dollar is down. Possibly most significant is that money markets are pricing in a strong likelihood of 75bp of interest rate cuts by year end, despite the Fed’s comments seemingly giving little support to that view. Whether that expectation proves to be correct seems likely to be a key issue for markets in the coming months and quarters."

FED Signals 2023 Interest Rate Cuts, Pound To Dollar Rate Climbs To 1.232

FED Signals 2023 Interest Rate Cuts, Pound to Dollar Rate Climbs to 1.232

www.exchangerates.org.uk

 

[Violin1]

Hello everyone, greetings to Australia and the rest of the world. *laughs.
Had two operations, one with success, one unfortunately without. So 50%. Like the glass of wine. half full!
Tell me, do I have to read everything here now? Did I miss a lot? Unfortunately, the course is not yet more stable, as I can see.

Welcome back home @Sirod69
Sorry to hear one didn't deliver for you. You sound like one tough young woman. Plenty to read but you won't miss critical info if you just do a quick scan. Look for Intellisense as you flick.

 

[buena suerte :-)]

Hello everyone, greetings to Australia and the rest of the world. *laughs.
Had two operations, one with success, one unfortunately without. So 50%. Like the glass of wine. half full!
Tell me, do I have to read everything here now? Did I miss a lot? Unfortunately, the course is not yet more stable, as I can see.

Rest up Sirod ... zeeb0t now does a 'Weekly round up' on what has been happening through the week (maybe out tomorrow?) so easy to catch up on what you may have missed ... cheers from OZ

 

[100baggerdreams]

Some perspective...

Redirect Notice

 

[Deleted member 1270]

View attachment 32864


I wonder if the Japanese just realize that our wonder chip is
connected to MegaChip.

It could be a general reaction to talks that Toshiba will be taken private by a group of Japanese companies.