You mean they're building prison cells out of plaque now?On a slightly more serious note, I've just started listening to this new podcast with Eric Mazzoleni (VP Industrial & Embedded IoT Sales Europe, Qualcomm Germany).
It only dropped about 5 days ago.
I’ve only made it about 15 minutes in so far, mostly because I’ve been busy planning how to avoid a 30-year jail term without having to tunnel out of my cell using my toothbrush.
From what I've heard so far,Qualcomm is clearly positioning Dragonwing toward the same verticals Akida excels in. Eric even discusses machines that can be asked questions and can respond with how to fix the issue, fully at the edge, with ultra-low power at industrial endpoints and in battery and thermal restricted devices.
If there’s one silicon company where Akida 2000 drops in and actually makes strategic sense at scale, I believe it’s Qualcomm.
I honestly can’t think of a more natural match than BrainChip + Qualcomm.
I'd love it if someone else could take a listen and share your thoughts.
S7:E9: taking away Edge AI complexity
In this episode of IoT Unplugged, Caitlin Gittins speaks with Eric Mazzoleni, Vice President, Industrial and Embedded IOT Sales Europe at Qualcomm.www.iotinsider.com
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BRN Discussion Ongoing
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Bravo
If ARM was an arm, BRN would be its biceps💪!
Exactly! With a name like Sly & Wriggle the warning label is already printed on the letterhead!
“Your Honour, we literally TOLD them we were shifty. It was right there in the branding.”
You were right all along that BRN should have been flogging chips as a lead up to IP if they have volumes. No one even a giant like Parsons wants to jump straight into IP. Its risky and the time to produce from design could be 2 to 3 years via IP.
What happens if these chips don't get sold? I think assuming that they will sell out is another false hope.I see what's unfolding as nothing but good news... we need money to make money. If we have companies wanting to buy our Chips, get money and make the Chips. We will start getting good returns late next year when they are sold. My understanding is that we already have guaranteed sales... So let's make plenty of Chips and moneyChip making is expensive, that's why I think we have been waiting for guaranteed sales before going in this direction... just my Opinion.
Pom down under
Top 20
So a pathetic total off 24 million traded today and I wonder how many were retail sells? So you pathetic bunch off low life scum shorters I recon you can shove that where the sun don’t shine
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Hi Bravo,
If you are sending emails to Trevor and not receiving any professional responses, I would strongly suggest ringing HQ
in the US and formally complain, it's not good enough.
Investor Relations is a two-way street, some people on this forum and the other rag didn't mind bagging Tony here in
Perth, so I'd highlight the issue you're having directly to Sean.
Tech.
If you are sending emails to Trevor and not receiving any professional responses, I would strongly suggest ringing HQ
in the US and formally complain, it's not good enough.
Investor Relations is a two-way street, some people on this forum and the other rag didn't mind bagging Tony here in
Perth, so I'd highlight the issue you're having directly to Sean.
Tech.
smoothsailing18
Regular
FF
Scale for most chips is around 1 million units.
The AKD1500 numbers starting with 73,000 are divided over several customers from medical to defence. These customers do not get to claim the scale of 73,000 chips they only get to claim the scale of whatever their share of the 73,000 chips is so in all likelihood will be paying $50.00 a chip US.
The same applies for the predicted further 450,000 chips. The only way a customer will get to anything like your $20.00 is if they order the entire 450,000 in one hit and not spread over three years.
But again the 450,000 is predicted based upon a number of medical and defence customers so the price is still going to sit around the $50.00 US mark.
So the gross total sales value for 525,000 AKD1500 chips would be about $US24,675,000.
The reality is that these sales are just for AKD1500 chip based on current customer commitments.
Brainchip is not projecting here such things as Frontgrade Gaisler's GRAIN license fees or the US Airforce radar engagement involving RTX and ISL the AKIDA 2.0 and TENNS product lines including Pico, Bascom Hunter product sales, Drones from Arquimea and Neurobus etc;
Scale for most chips is around 1 million units.
The AKD1500 numbers starting with 73,000 are divided over several customers from medical to defence. These customers do not get to claim the scale of 73,000 chips they only get to claim the scale of whatever their share of the 73,000 chips is so in all likelihood will be paying $50.00 a chip US.
The same applies for the predicted further 450,000 chips. The only way a customer will get to anything like your $20.00 is if they order the entire 450,000 in one hit and not spread over three years.
But again the 450,000 is predicted based upon a number of medical and defence customers so the price is still going to sit around the $50.00 US mark.
So the gross total sales value for 525,000 AKD1500 chips would be about $US24,675,000.
The reality is that these sales are just for AKD1500 chip based on current customer commitments.
Brainchip is not projecting here such things as Frontgrade Gaisler's GRAIN license fees or the US Airforce radar engagement involving RTX and ISL the AKIDA 2.0 and TENNS product lines including Pico, Bascom Hunter product sales, Drones from Arquimea and Neurobus etc;
All the drama will settle down soon and holders will see the 450k sales of the 1500 chips as a stepping stone to IP.
Its a new tech and the 450k validates it.
From the Embedded conference ann.
brainchip.com
" The AKD1500 product has been delivered and designed into several end solutions in AI enabled sensing for medical and defense related applications, including Parsons, Bascom Hunter and Onsor Technologies."
At this stage its only sales based on several end solutions and was never going to be all of Parsons defense products. They will likely expand into that later. This deal with Parsons was never about selling millions of chips short term - its about building into more of their products.
No one is going to walk away from tech that can make Epileptics live a normal life or save lives by early heart issue warnings and other health issue detection.
Is the US defense really going to walk away from the tech that keeps us safe and would it be a disaster if they did walk away and the Chinese and Russians adopted/copied it. Lets face it if they have it and we don't they can get away with anything.
It was probably explained very well at the Institution presentation but the slides on their own do not present all that well in relation to sales.
Also " “The AKD1500 is a catalyst for the next wave of intelligent AIoT devices,” said Sean Hehir, CEO of BrainChip" . - its all about building.
Its a new tech and the 450k validates it.
From the Embedded conference ann.
BrainChip Unveils Breakthrough AKD1500 Edge AI Co-Processor at Embedded World North America
BrainChip Unveils Breakthrough AKD1500 Edge AI Co-Processor at Embedded World North America Laguna Hills, Calif. — November 4th, 2025 — BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), a global leader in ultra-low power, fully digital, event-based neuromorphic AI, today announced...
brainchip.com
At this stage its only sales based on several end solutions and was never going to be all of Parsons defense products. They will likely expand into that later. This deal with Parsons was never about selling millions of chips short term - its about building into more of their products.
No one is going to walk away from tech that can make Epileptics live a normal life or save lives by early heart issue warnings and other health issue detection.
Is the US defense really going to walk away from the tech that keeps us safe and would it be a disaster if they did walk away and the Chinese and Russians adopted/copied it. Lets face it if they have it and we don't they can get away with anything.
It was probably explained very well at the Institution presentation but the slides on their own do not present all that well in relation to sales.
Also " “The AKD1500 is a catalyst for the next wave of intelligent AIoT devices,” said Sean Hehir, CEO of BrainChip" . - its all about building.
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FJ-215
Regular
WOW!!
This is so bad...
Where in BRN's presentation does it state scale (assume you mean volume) is around 1 million units?
Where does it state 73,000 units will be divided over several customers?
And why did you add the 2027 production total of 73,000 units to the forecast sales of 450,000 units to come up with 525,000 chips?
Look at page 14 in the investor presentation.
So as I see it, the total production in 2028 should be 450k, but it's a forecast model.
Quote page 14:
Variable Cost per chip
$2.94
Price/chip (volume dependent)
$4 - $50
Timing First Delivery
June 2026
2027 Production Volume
73,000 units
Forecast Sales Volume 2026-28
450,000 units
Bravo
If ARM was an arm, BRN would be its biceps💪!
Hi Tech,
To clarify it was via email. I received no reply, despite trying to communicate that there had been a mistake that needed to be corrected on the website on the Eye-Tracking Technology page. It said “while operating at million-watt power levels”, when it should have said “milli-watt”.
I mentioned it here in a post at the time that it occurred, prior to my emailing them.
Anyway, I didn't receive any response.
Maybe I was just unlucky. I don't know? Now I can see that the error has been corrected, but I do know for certain it hadn't been corrected for weeks, which frustrated me at the time.
For perspective.
The 1500 tape out was only ever for a few products so 450k volumes while seemingly modest is the foot in the door that will allow us to access other products in the Parsons and Bascom Hunter portfolios and leader to significant volumes.
This was always quite clear. We just were not reminded of it in the presentation so temporary panic ensued.
The 1500 tape out was only ever for a few products so 450k volumes while seemingly modest is the foot in the door that will allow us to access other products in the Parsons and Bascom Hunter portfolios and leader to significant volumes.
This was always quite clear. We just were not reminded of it in the presentation so temporary panic ensued.
Good on you mate,
Yes, we all make some mistakes, apart from Dio
but our company has formed a reputation for making numerous grammical errors over the journey but the one you have mentioned is huge, especially for the uneducated... it's the 1% ers that really define the amateurs and the pros.Today's announced raising was expected, $35 Million AUD isn't big by US standards in the tech industry, but I personally feel this is the defining moment in our growth, if we can't establish ourselves as a global player over the next 12-18 months we will have been surpassed by the Quantum
yes it's coming BUT neuromorphic is first cab off the rank for humanity, in my opinion.The next 12-18 months is also Sean's judgement day in my opinion, he is the one who convinced the BOD to focus on ARMS IP business model, his early wording of Peter's and Anil's AKD 1000 "breakthrough" really upset me and I reached out to both founders in support, wording and general comments were modified somewhat after that, could/should we have raised funds earlier and gone for the chip gateway first, possibly we should have.
Still think we will make the big breakthrough, just a combination of education and some poor early decisions have cost us all, including the company in achieving some earlier success, obviously my personal view.
Love our company
Tech (Perth, Brainchips Spiritual Home)
Sirod69
bavarian girl ;-)
BrainChip share:
challenges and opportunities in the AI market
BrainChip's Q4 2025 key figures are expected on March 4th, 2026
In the future, BrainChip could benefit from increasing demand for AI solutions, particularly in areas such as autonomous driving and intelligent sensing.
www.it-boltwise.de
challenges and opportunities in the AI market
BrainChip's Q4 2025 key figures are expected on March 4th, 2026
In the future, BrainChip could benefit from increasing demand for AI solutions, particularly in areas such as autonomous driving and intelligent sensing.
BrainChip-Aktie: Herausforderungen und Chancen im KI-Markt
Die BrainChip-Aktie steht unter Druck mit einem Kursrückgang von 3,8%. Experten erwarten für 2025 einen Verlust, während die Q4 2025-Kennzahlen im März 2026 präsentiert werden.
Yep, but i cant see the world turning its back on neuromorphic health wearables or defense applications.Good on you mate,
Yes, we all make some mistakes, apart from Dio
Today's announced raising was expected, $35 Million AUD isn't big by US standards in the tech industry, but I personally feel this is the defining moment in our growth, if we can't establish ourselves as a global player over the next 12-18 months we will have been surpassed by the Quantum
The next 12-18 months is also Sean's judgement day in my opinion, he is the one who convinced the BOD to focus on ARMS IP business model, his early wording of Peter's and Anil's AKD 1000 "breakthrough" really upset me and I reached out to both founders in support, wording and general comments were modified somewhat after that, could/should we have raised funds earlier and gone for the chip gateway first, possibly we should have.
Still think we will make the big breakthrough, just a combination of education and some poor early decisions have cost us all, including the company in achieving some earlier success, obviously my personal view.
Love our company
Tech (Perth, Brainchips Spiritual Home)
It is possible when Seans contract is up that they find someone else to take the business to the next step. But IMO Sean has built a great eco system and has started to move the business in the right direction. The BOD will evaluate and make a decision.
Holders do not see what is going on inside.
You can bet even Mega chips and Renesas had no idea Neuromorphic would take so long to become mainstream when they took licences all those years ago so its no surprise that we are still waiting.
Its also no surprise that we saw modest volumes for the 1500 tapeout. There is still uncertainty about our new product. Volumes will come in due course. No one wants to get it wrong.
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Humble Genius
Regular
Morgans.....?
www.linkedin.com
#ecm #asx #capitalraising #ai #edgeai #brn | Morgans Financial Limited
Morgans is pleased to have acted as Joint Lead Manager to the successfully completed $35 million placement and $2.0 million Share Purchase Plan (SPP) for BrainChip Holdings (ASX: BRN). BrainChip is the global leader in edge-AI on-chip processing and learning. Its pioneering neuromorphic...
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