Fullmoonfever
Top 20
Good to see Elxsi staff like BRN / Tata Ann article from a week ago....and NVIDIA too I guess 
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Hi Cartagena,
I don't recall a partnership with Cadence. Do you have a reference?
Cadence have a clunky CNN circuit with ALU 125:
US11687831B1 Method, product, and apparatus for a multidimensional processing array for hardware acceleration of convolutional neural network inference 20200630
Frangipani
Top 20
Always good to hear from semiconductor analyst Marc Kennis, a long-time BRN supporter (Google, for instance, came up with the following 2016 link: https://www.livewiremarkets.com/wir...tion-australia-s-got-several-part-2-brainchip), whether he is interviewing Peter van der Made or Sean Hehir or writing favourably about Brainchip.
‘Favourably’ is actually quite the understatement, when you read his article about the potential effect that Arm’s IPO could soon have on the performance of certain ASX chip stocks: It will in fact be nigh on impossible to top Marc Kennis’s below verdict on BRN being the “the ultimate AI stock”!
Oh, and he is evidently also a fan of Weebit Nano.
stocksdownunder.com
Marc Kennis, September 15, 2023
Why? Because it’s a massive IPO, the biggest so far in 2023. And it can be considered a bellwether for the IPO market during the rest of the year and into 2024. Additionally, if ARM does well in the next little while, other Tech stocks, including ASX chip stocks, could start to do a bit better again after a few crappy weeks of trading. The Philadelphia Semiconductor Index (SOX) is down more than 7% in the last 2 weeks!
The shares jumped almost 25% this Thursday in the US, its first day of trading on Nasdaq. We believe this solid debut could boost sentiment around ASX chip stocks as well!
BrainChip (ASX:BRN), for instance, is the ultimate AI stock, in our view, as it is currently commercialising a chipset that runs Spiking Neural Networks (SNN). In essence, BRN’s Akida chip can learn fully autonomously, i.e. it theoretically doesn’t need anyone to tell it what it should learn from the data it is being fed. It can figure this out for itself….the ultimate AI chip. In practice, though, Akida will be given certain parameters depending on the specific application it is being used for.
You can check out some of the research that our friends at Pitt Street Research have written on BrainChip here.
But ReRAM can also be used in neuromorphic processing, where the memory cells mimic the way a biological brain works, similar to BrainChip’s Akida. Fow WBT, we think this application is still some years away, but it is definitely something that is well within the realm of possibilities for the company.
Pitt Street Research have also done quite some work on Weebit Nano.
Another ReRAM play, 4DS Memory (ASX:4DS), can potentially tap the AI opportunity with its Interface Switching ReRAM. The company recently made some big technical headway and got another step closer to commercialisation, although more development and testing will be needed. Check out some research on 4DS Memory here!
In addition, we think we are getting closer to a turn in the global semiconductor cycle, which should initially benefit the memory manufacturers (DRAM, Flash), but also the Logic companies, and subsequently the chip equipment companies.
So, we think investors should get set for 2024 and pile into Tech stocks, semiconductor stocks in particular and don’t forget ASX chip stocks!
‘Favourably’ is actually quite the understatement, when you read his article about the potential effect that Arm’s IPO could soon have on the performance of certain ASX chip stocks: It will in fact be nigh on impossible to top Marc Kennis’s below verdict on BRN being the “the ultimate AI stock”!
Oh, and he is evidently also a fan of Weebit Nano.
ASX chip stocks could do well on the back of ARM's solid 25% trading debut gain
ASX Chip Stocks may see improving investor sentiment following ARM's very solid trading debut overnight. Which stocks should you focus on?
stocksdownunder.com
ASX chip stocks could do well on the back of ARM’s solid 25% trading debut gain
Marc Kennis, September 15, 2023ARM is the biggest IPO of the year so far
If you like ASX chip stocks, the one thing that couldn’t have escaped your attention this week was ARM’s IPO on Nasdaq. Even if you’re not that active in the markets, you will likely have noticed that the ARM IPO was being talked about everywhere.Why? Because it’s a massive IPO, the biggest so far in 2023. And it can be considered a bellwether for the IPO market during the rest of the year and into 2024. Additionally, if ARM does well in the next little while, other Tech stocks, including ASX chip stocks, could start to do a bit better again after a few crappy weeks of trading. The Philadelphia Semiconductor Index (SOX) is down more than 7% in the last 2 weeks!
What are the Best Tech stocks to invest in right now?
Check our buy/sell stock tipsYou need a CPU to run a GPU!
The timing of ARM’s IPO has everything to do with the recent boom in AI (artificial intelligence) stocks, with NVIDIA (NASDAQ:NVDA) leading the charge. You can’t run a GPU chip (Graphics Processing Unit) without a CPU (Central Processing Unit). So, you need chips like the ones ARM designs to run AI systems. Hence, the large appetite for ARM shares in this IPO.The shares jumped almost 25% this Thursday in the US, its first day of trading on Nasdaq. We believe this solid debut could boost sentiment around ASX chip stocks as well!
Several ASX chip stocks are exposed to AI too
ASX chip stocks are minnows in the grander semiconductor scheme of things. Why would they do well on the back of ARM’s strong trading debut? Well, a few of the ASX-listed semiconductor stocks have exposure to AI in one form or another.BrainChip (ASX:BRN), for instance, is the ultimate AI stock, in our view, as it is currently commercialising a chipset that runs Spiking Neural Networks (SNN). In essence, BRN’s Akida chip can learn fully autonomously, i.e. it theoretically doesn’t need anyone to tell it what it should learn from the data it is being fed. It can figure this out for itself….the ultimate AI chip. In practice, though, Akida will be given certain parameters depending on the specific application it is being used for.
You can check out some of the research that our friends at Pitt Street Research have written on BrainChip here.
ReRAM can be used in AI applications as well
Another example of an ASX-listed company that is exposed (or will be exposed) to AI is Weebit Nano (ASX:WBT). WBT has developed a new type of Non-Volatile Memory (NVM), called ReRAM. This is currently being commercialised in embedded memory applications and will be further developed for stand alone memory applications as well.But ReRAM can also be used in neuromorphic processing, where the memory cells mimic the way a biological brain works, similar to BrainChip’s Akida. Fow WBT, we think this application is still some years away, but it is definitely something that is well within the realm of possibilities for the company.
Pitt Street Research have also done quite some work on Weebit Nano.
Another ReRAM play, 4DS Memory (ASX:4DS), can potentially tap the AI opportunity with its Interface Switching ReRAM. The company recently made some big technical headway and got another step closer to commercialisation, although more development and testing will be needed. Check out some research on 4DS Memory here!
Succesful IPO’s can improve overall market sentiment
Regardless of the exact end market ASX chip stocks are focussed on, though, we believe a succesful ARM IPO, and potentially more succesful Tech and Chip IPO’s later this year, can potentially turn overall market sentiment for the better. This should benefit ASX-listed Tech stocks in general, especially if and when it becomes more likely that Central Banks around the world, the US Fed in particular, are done hiking interest rates.In addition, we think we are getting closer to a turn in the global semiconductor cycle, which should initially benefit the memory manufacturers (DRAM, Flash), but also the Logic companies, and subsequently the chip equipment companies.
So, we think investors should get set for 2024 and pile into Tech stocks, semiconductor stocks in particular and don’t forget ASX chip stocks!
Sirod69
bavarian girl ;-)
Valeo
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At AI for Industry, organized by Artefact at the Palais Brongniart in Paris, Romain Bruniaux, Valeo Industrial VP, highlighted the potential of artificial intelligence applied to production and logistics. In particular, he spoke of the benefits of predictive maintenance, quality improvement and energy savings. Valeo has already observed up to 15% gains in a pilot plant.
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Reuben
Founding Member
Md, there will be more than 1480.. some people have it in a few accounts. Our super itself is over 100k....
There are only 1480 people in the world with 100k of shares in this company ? thankyou lord in allowing me to be one of those. that leaves how many people ?
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Thanks Mate much appriciated
Redirecting
techcrunch-com.cdn.ampproject.org
Mt09
Regular
Partnership with Cadence? Where’d ya pull that from? (Please don’t say google bard).
wilzy123
Founding Member
This is low value bait and misleading. Yet another untrustworthy forum character.
Cartagena
Regular
Hi Diogenese thanks for your excellent explanation of the circuit which Cadence is using and for correcting me. I am not 100% on the partnership so I've edited my post however some time ago I thought BrainChip and Cadence were working together as I definitely read something online and I'm trying to remember where. Considering I posted that in the late hours of the night, I must have been too tired and maybe over enthusiastic. I will try and find where it was however I do appreciate your input which was mature, respectful and not an attack on my post unlike others here.
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Cartagena
Regular
There's no need to attack my post in that manner when I unintentionally made an error, we're all human.
Yes thought there was some connection (innocently) but I have since removed my post. I suggest you remove your post also, which I find immature and unacceptable.
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Cruise “just days away” from approval to mass-produce Origin robotaxi without steering wheels
The approval from NHTSA could come any day, Vogt said.
HappyChippy
Member
Would be lying if I said that thought didn’t cross my mind.
Every one of Wilzy123 posts is inflammatory and unacceptable... I would have hoped that he'd be removed from this forum by Zeebot by now (people are moderated for much less)? No different to BS from hotcrapper... which is why most of us came here with good intentions. He adds zero value.. other than to antagonize others here. Going on my ignore list Wilzy.
Bravo
If ARM was an arm, BRN would be its biceps💪!
Softbank Aims to Work With Arm on AI Revolution, CFO Says
LI AILIN
DATE: 11 HOURS AGO
HIROFUMI TAKEUCHI, Nikkei staff writerSeptember 15, 2023 03:27 JST
NEW YORK -- U.K. chip designer Arm is SoftBank Group's most important unit and key to its artificial intelligence strategy, the Japanese investor's finance chief said Thursday after Arm's Nasdaq debut.
Speaking to reporters outside the Nasdaq market site here, Yoshimitsu Goto said Arm is "in the leading position of the artificial intelligence revolution that we have been strategically advancing."
Softbank Aims to Work With Arm on AI Revolution, CFO Says
(Yicai) Sept. 15 -- Arm Holdings, a chip designer owned by Softbank Group, soared in value after its listing on the Nasdaq stock market yesterday, and Softbank’s chief financial officer told Yicai that Arm is a key part of the Japanese firm’s artificial intelligence ambitions.
As the world’s largest public offering so far this year, Arm raised USD4.9 billion at an initial offer price of USD51 per share, with the share price surging 25 percent to USD63.59 on its first day of trading, giving it a market capitalization of USD65 billion.
Softbank CFO Yoshimitsu Goto attended Arm’s bell-ringing ceremony yesterday.
In an interview with Yicai outside the exchange, Goto said that he hopes Softbank stays at the forefront of advancing the AI revolution and that Arm can help achieve the goal.
The two companies will work together to explore various AI applications and businesses, Goto noted. AI has the power to redefine the world and every industry, and Softbank is committed to realizing this vision, he added.
Founded in 1990 and based in Cambridge in the United Kingdom, Arm went public in London and on Nasdaq in 1998, but Softbank acquired it in 2016 for USD32 billion and took the company private. Softbank tried unsuccessfully to sell Arm to US chip giant Nvidia in 2020 and then started to promote its re-listing.
Arm’s cornerstone investors include some of the world’s leading tech and chip firms such as Apple, Google’s parent company Alphabet, Nvidia, Intel, and Taiwan Semiconductor Manufacturing, who bought up to USD735 million worth of shares at the initial offer price, according to Arm’s listing prospectus.
Arm has seen mediocre financial performance recently, with net profit in the quarter ended June 30 falling 53 percent from a year earlier to USD105 million and revenue down 2.5 percent at USD675 million.
Softbank Aims to Work With Arm on AI Revolution, CFO Says
www.yicaiglobal.com
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Perhaps
Regular
Just to clear things up, maybe you mixed some informations from the past. There is a very slight connection to Cadence/Tensilica, but no partnership.
"MegaChips has been an authorized Tensilica design center since 2008 and has completed many designs using Tensilica processors."
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