Boomer66
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BRAINCHIP: FINANCIAL GIANTS INVEST IN AI CHIPS
The innovative chip developer BrainChip is not yet concerned with market share. Instead, the revolutionary technology must first be launched on the market. But from the market's point of view, it is evident that this will succeed: the share price has risen rapidly in recent weeks and demonstrated great relative strength even in the midst of the correction. BrainChip designs semiconductors based on the human brain. The chips are self-learning, self-sufficient and require hardly any energy. The Company, therefore, wants to score points above all in autonomous driving and powerfully support the vision of the mobility turnaround.Looking at the list of BrainChip's 20 largest shareholders shows that BrainChip is not alone in this vision. They include HSBC Australia, Citicorp, Merril Lynch Australia, BNP Paribas, JP Morgan, UBS, LDA Capital - even ex-BrainChip CEO Louis Dinardo remains loyal to his former Company. After the correction, BrainChip could be a promising bet on the future of chip technology. The current CFO, Ken Scarince, will present his Company and answer questions at no cost at the online International Investment Forum on February 17. Growth investors should make a note of this date and all other presentations by the top-class panel.
DAIMLER NEEDS A EUROPEAN CHIP SOLUTION
BrainChip's chips are also likely to be of interest to traditional automotive producers, such as Daimler. After all, it makes sense to evaluate the potential of the future in good time. Looking at the valuation of Daimler's stock, the market has moved sideways over the past three months, but the share is still in solid long-term waters. Fundamentally, Daimler also came through the second crisis year 2021 well. Both the sales of all cars and the growth in e-cars can be seen at Daimler. On top of that, the Company offers a dividend of almost 5%. However, Daimler also needs to keep its eye on the ball regarding chips and other key upstream products to remain competitive. Both current supply and access to new chip generations are crucial for a company like Daimler.Industrial companies like Daimler are likely to benefit most from the new European semiconductor offensive. But it will be some time before the strategy bears fruit. It also remains questionable whether the Europeans will be able to secure technological leadership so quickly. Innovative disruptors like BrainChip, therefore, remain attractive.
