BRN Discussion Ongoing

[IloveLamp]

SAMSUNG and SONY collab on ISIMs. Possible we are involved here imo, i assume this is similar to the TEAL product I've been posting about

The low power consumption and small size means the iSIM is suited to battery-constrained IoT devices operating in low-power wide-area networks (LPWANs) through Narrowband IoT (NB-IoT) or LTE-M connections. Wearables are also among the potential areas of application. Typical use cases can be found in market segments such as smart metering, agtech, smart health, tracking and tracing or the entire spectrum of massive IoT.

 

[IloveLamp]

Our camera solutions and the Renesas platform work together to serve a wide range of applications in a variety of industries that require an ideal power-to-performance ratio.

These include cutting-edge applications like agriculture robots, self-checkout, intelligent traffic management systems, sports analytics systems, and more.

Cameras for Renesas

e-con Systems, a pioneer with over two decades of experience in designing, developing, and manufacturing OEM cameras, has partnered with Renesas, a global leader in embedded design innovation.

www.e-consystems.com

 

[IloveLamp]

SAMSUNG and SONY collab on ISIMs. Possible we are involved here imo, i assume this is similar to the TEAL product I've been posting about

The low power consumption and small size means the iSIM is suited to battery-constrained IoT devices operating in low-power wide-area networks (LPWANs) through Narrowband IoT (NB-IoT) or LTE-M connections. Wearables are also among the potential areas of application. Typical use cases can be found in market segments such as smart metering, agtech, smart health, tracking and tracing or the entire spectrum of massive IoT. View attachment 46559

Like this:

TEAL JOINS FORCES WITH BOTLINK TO ADVANCE THE ADOPTION OF BVLOS DRONE TECHNOLOGY

TEAL JOINS FORCES WITH BOTLINK TO ADVANCE THE ADOPTION OF BVLOS DRONE TECHNOLOGY

Fargo, ND, August 30th, 2023: Teal global connectivity platform and pioneering force in eSIM technology, is excited to announce its strategic partnership with Botlink, a leading innovator in the drone industry. This collaboration will leverage Teal's wholly owned, GSMA certified eSIM technology to e

www.linkedin.com

 

[IloveLamp]

Our GPUs can be found in over 80% of smart TVs, 50% of smartphones, and 20% of automotive products worldwide.

Staff Design Engineer GPU in Raanana at Arm

Learn more about and apply for the Staff Design Engineer GPU job in Raanana at Arm

careers.arm.com

 

[Frangipani]

Could this possibly be a demo involving drones??

I thought the same when I first saw flight. I then googled what the term 'time of flight' was:

"Time-of-Flight (ToF) sensors are used for a range of applications, including robot navigation, vehicle monitoring, people counting, and object detection. ToF distance sensors use the time that it takes for photons to travel between two points to calculate the distance between the points."

Time-of-Flight principle

Time-of-Flight principle . Learn more about Terabee.

www.terabee.com

May I offer my assistance in solving that puzzle?

Look what I found here (unfortunately no videos, just lots of photos):

AI Hardware & Edge AI Summit 2023

Photo round-up of the AI Hardware & Edge AI Summit - Sponsors, Speakers, and Attendees

www.flickr.com

Rob Telson not only presented the well-known “keyword spotting with drone” video from last year, but also a totally new demo (AFAICT) on Akida Edge Learning with ToF sensors “Time of Flight Face Detection - Anti Spoofing”!

 

[Frangipani]

Our camera solutions and the Renesas platform work together to serve a wide range of applications in a variety of industries that require an ideal power-to-performance ratio.

These include cutting-edge applications like agriculture robots, self-checkout, intelligent traffic management systems, sports analytics systems, and more.

Cameras for Renesas

e-con Systems, a pioneer with over two decades of experience in designing, developing, and manufacturing OEM cameras, has partnered with Renesas, a global leader in embedded design innovation.

www.e-consystems.com

View attachment 46560

Interestingly, I had just come across that very company when googling for ToF sensors…

What is a ToF sensor? What are the key components of a ToF camera? - e-con Systems

www.e-consystems.com

 

[Quatrojos]

What’s your thoughts as to whether customers are going to wait for the 2.0 hardware development kits to to trial and prototype before signing licenses?
Have they even been tapped out?

Tapped out is how shareholders feel...

 

[Investig8ed]

Just to show how difficult a complete view can be:

View attachment 46542
View attachment 46543
View attachment 46545
By the way, that BNP Paribas Clearstream Account with 4,47% belongs to the German Stock Exchange and bundles investments of the German industry.
Still a very interesting question, who's behind that Citicorp nominees account. Could easily add one more percent and install a non-exec director at the company. So maybe this could be the validation of a potential customer.

Citi Corp is Anil, if I recall correctly. Don't take my word for it.

 

[SharesForBrekky]

Huge show coming up, the 2023 Japan Mobility Show (26th October to 5th November):

Japan Mobility Show Web Site

Japan Mobility Show, JMS

www.japan-mobility-show.com

I've also attached a list of the exhibitors, which includes Mercedes Benz and Valeo.

Japan Mobility Show Web Site

Japan Mobility Show,ジャパンモビリティショー,JMS

www.japan-mobility-show.com

Plenty to look out for.

 

[Boab]

Another little update to the website. Apologies if already posted

 

[Diogenese]

What’s your thoughts as to whether customers are going to wait for the 2.0 hardware development kits to to trial and prototype before signing licenses?
Have they even been tapped out?

Yes, Some customers reviewing Akida 1 did put their research on hold to wait for Akida 2. I imagine they would have been pretty unhappy if they found out about Akida 2 shortly after they started making Akida 1.

However, there will probably be a number of customers for whom Akida 1 is more than adequate. There will be a pricing differential for the added functionality of Akida 2.

We know Renesas taped out several months ago, and we know that MegaChips was involved in the "back end" design of Akida 1500. The rest is silence.

 

[Bravo]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

 

[Shadow59]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

Also bad news for SiFive

 

[rgupta]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

And can be bad news for us as well. As we work closely with Sifive.

 

[rgupta]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

How they will stop arm either? Arm have a full fledged presence in china.

 

[Bravo]

Also bad news for SiFive

Will be interesting to see how this pans out as some reports suggest that crackdowns and restrictions are doomed to fail.

 

[rgupta]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

Does it mean that the tussel is going on for quite a time now. That is why LDN openly claimed we will not need Chinese money for brn developments.
I assume brainchip is well aware of those developments and should be benefitted by hiding themselves from Chinese money.

 

[Diogenese]

An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

RISC-V Vs. ARM: How US-China Tech Tensions Could Redefine Chip Innovation - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Qualcomm (NASDAQ:QCOM), ARM Holdings (NASDAQ:ARM)

www.benzinga.com

But ... but ... but, ARM ha(s/d) a major presence in China ... !!!???

 

[Bravo]

But ... but ... but, ARM ha(s/d) a major presence in China ... !!!???

I suppose that's why they beefed up the IPO filing’s 330-page prospectus. Chinese market accounts for about a quarter of Arm's revenue.

 

[Fullmoonfever]

And can be bad news for us as well. As we work closely with Sifive.

Would need to check but I'm not sure SiFive architecture etc is open source.

Some of their software, tools, specs etc might be.

So, could be ok for them and us if they tied into the US and allies plus have the difference of being more secure in some aspects?