wilzy123
Founding Member
For Fucks sake, this site is now just embarrasing, so many precious petals with their head up their arses, who just have to be right, but sook as soon as they cop a question or differing viewpoint. A Grade cringe
Sayonara
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
RobjHunt
Regular
Hooroo!For Fucks sake, this site is now just embarrasing, so many precious petals with their head up their arses, who just have to be right, but sook as soon as they cop a question or differing viewpoint. A Grade cringe
Sayonara
Steve10
Regular
08/03/2022 | 05:10
TURNAROUND COMING FOR CHIP STOCKS? INTEL, NVIDIA, BRAINCHIP, AIXTRON AND AMD
BRAINCHIP – ENTRY INTO THE MASS MARKET
The next-generation chip is currently being developed by Australian IP company BrainChip. Due to the new technology of the Akida chip, a market shift could take place in the near future, which could cause the established players to falter. Another possibility would be the acquisition of the revolutionary technology by a global player, which should make BrainChip a potential takeover candidate. It is no accident that the Akida chip was recently included in the AI partner program of the industry giant Advanced Micro Devices. Mercedes Benz also relies on the new technology for the EQXX.
The USP of the innovative processor is that it is very low-power and high-performing, fueling the growth of edge AI technology by using a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see this as a significantly higher level of efficiency compared to traditional chips, since it can learn independently with each process. The areas of application therefore also revolve around future topics such as autonomous driving, robotics or the Internet of Things.
"Unlocking the future of AI", the future of artificial intelligence is what it says on the company's homepage, which has already opened the door to the mass market wide. After a sharp correction and a low for the year at AUD 0.76, the BrainChip share recovered significantly and stabilized above the AUD 1.00 mark. Akida technology is also in high demand among big players. If further partnerships are announced, the next ramp-up should start. The all-time high at the beginning of the year was AUD 2.34.
Kommt bei Chipaktien der Turnaround? Intel, Nvidia, BrainChip, Aixtron und AMD
Im vergangenen Jahr wurden Halbleiter aufgrund der gesprengten Lieferketten und der damit verbundenen Knappheit zum neuen Gold erklärt. Nach dem Boom in der jüngsten Vergangenheit und dem Aufbau von Überkapazitäten könnte der Markt nun spätestens 2023 zum Erliegen kommen. Die hohe Inflation, ein...www.inv3st.de
Have they mixed up AMD with ARM?
uiux
Regular
Sorry everyone this is a bit "off-topic" but you can report me on the "report" button if you want, or you can GET YOUR GROOVE ON!!!!
Go straight to the 2 minute mark!
This one from the beginning!
Cite references plx
Proga
Regular
I think 5% royalty is way to high. The $10m generated is from sales of the application. We'll only get about 50c a chip. At 5%, each application would costs $10 to buy. Or put another way at the extreme end. If MB uses 70 chips per vehicle using Akida, we'll get $35 royalty while the vehicle costs $200kGood Morning Chippers,
Having listened to our last podcast , Edge Inpulse with Jan Jongboom CTO, thought I'd have a little play with some numbers....
Edge Impulse have over 90,000 people creating unique applications.
90,000 projects.
If say 1% Of these (=900) projects was successful and went on to generate $10,000,000.00
=$9,000,000,000.00
Or 9 Billion $.
Then assume Brainchip, AKIDA, has the potential to be worked into these products and we received 5% royalty...
= $450,000,000.00 in royalties.
Take $450,000,000.00
And divide by 1,824,831,808 (total shares, options, restricted stock as of 22 July 2022).
= $0.24698068 cents added to each BRN share held .
And this is without getting into Price to Earnings multiples.
Interesting.
.
Regards,
Esq.
Fullmoonfever
Top 20
Whilst I do very much like Stevie....here's another edge.
Proga
Regular
Intel are rapidly expanding their Fab business to make more chips. Not necessarily their own. They will be investing up to $100B over the next 10 years to rival TSMC. I don't know but they maybe pivoting away from designing less of their own chips. They said they'll work with anybody.
Xhosa12345
Regular
TechGirl
Founding Member
Brilliant Brilliant Brilliant Article
www.prnewswire.com
NEWS PROVIDED BY
Edge Impulse
Aug 03, 2022, 08:00 ET
The tech firms' collaboration augments brain-mimicking Spiking Neural Networks.
SAN JOSE, Calif., Aug. 3, 2022 /PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IPtechnology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment. These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida™ devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance.
Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
"We're extremely delighted to support BrainChip's proliferation of their Akida technology," said Jan Jongboom, CTO at Edge Impulse. "The combination of BrainChip's advanced technology and Edge Impulse's industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types."
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip's Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip's MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
"Being the commercial leader in edge AI on-chip learning and neuromorphic AI IPavailability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse," says Anil Mankar, Chief Development Officer at BrainChip.
"Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem."
About Edge Impulse
Edge Impulse is the leading machine learning platform, enabling all enterprises to build smarter edge products. Its technology empowers developers to bring more ML products to market faster and helps enterprise teams rapidly develop industry-specific solutions in weeks instead of years. The Edge Impulse platform provides powerful automation and low-code capabilities to make it easier to build valuable datasets and develop advanced ML with streaming data. With over 40,000 developers, and partnerships with the top silicon vendors, Edge Impulse offers a seamless integration experience to validate and deploy with confidence across the largest hardware ecosystem. To learn more, visit edgeimpulse.com.
About BrainChip Inc
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company's first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Keeping machine learning local to the chip, independent of the cloud, also dramatically reduces latency while improving privacy and data security. 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 brainchip.com.
SOURCE Edge Impulse
Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
/PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology, announced...
- Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
NEWS PROVIDED BY
Edge Impulse
Aug 03, 2022, 08:00 ET
The tech firms' collaboration augments brain-mimicking Spiking Neural Networks.
SAN JOSE, Calif., Aug. 3, 2022 /PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IPtechnology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment. These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida™ devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance.
Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
"We're extremely delighted to support BrainChip's proliferation of their Akida technology," said Jan Jongboom, CTO at Edge Impulse. "The combination of BrainChip's advanced technology and Edge Impulse's industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types."
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip's Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip's MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
"Being the commercial leader in edge AI on-chip learning and neuromorphic AI IPavailability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse," says Anil Mankar, Chief Development Officer at BrainChip.
"Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem."
About Edge Impulse
Edge Impulse is the leading machine learning platform, enabling all enterprises to build smarter edge products. Its technology empowers developers to bring more ML products to market faster and helps enterprise teams rapidly develop industry-specific solutions in weeks instead of years. The Edge Impulse platform provides powerful automation and low-code capabilities to make it easier to build valuable datasets and develop advanced ML with streaming data. With over 40,000 developers, and partnerships with the top silicon vendors, Edge Impulse offers a seamless integration experience to validate and deploy with confidence across the largest hardware ecosystem. To learn more, visit edgeimpulse.com.
About BrainChip Inc
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company's first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Keeping machine learning local to the chip, independent of the cloud, also dramatically reduces latency while improving privacy and data security. 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 brainchip.com.
SOURCE Edge Impulse
uiux
Regular
Brilliant Brilliant Brilliant Article
Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
/PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology, announced...
- Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
NEWS PROVIDED BY
Edge Impulse
Aug 03, 2022, 08:00 ET
The tech firms' collaboration augments brain-mimicking Spiking Neural Networks.
SAN JOSE, Calif., Aug. 3, 2022 /PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IPtechnology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment. These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida™ devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance.
Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
"We're extremely delighted to support BrainChip's proliferation of their Akida technology," said Jan Jongboom, CTO at Edge Impulse. "The combination of BrainChip's advanced technology and Edge Impulse's industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types."
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip's Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip's MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
"Being the commercial leader in edge AI on-chip learning and neuromorphic AI IPavailability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse," says Anil Mankar, Chief Development Officer at BrainChip.
"Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem."
About Edge Impulse
Edge Impulse is the leading machine learning platform, enabling all enterprises to build smarter edge products. Its technology empowers developers to bring more ML products to market faster and helps enterprise teams rapidly develop industry-specific solutions in weeks instead of years. The Edge Impulse platform provides powerful automation and low-code capabilities to make it easier to build valuable datasets and develop advanced ML with streaming data. With over 40,000 developers, and partnerships with the top silicon vendors, Edge Impulse offers a seamless integration experience to validate and deploy with confidence across the largest hardware ecosystem. To learn more, visit edgeimpulse.com.
About BrainChip Inc
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company's first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Keeping machine learning local to the chip, independent of the cloud, also dramatically reduces latency while improving privacy and data security. 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 brainchip.com.
SOURCE Edge Impulse
in the process of putting their system to work
Sirod69
bavarian girl ;-)
The link I sent you is from the Wall Street site, I went swimming in the afternoon and now I'm back at home and immediately looked at the Wall Street site again, the link was revised after the author Stefan Feulner was informed of it.
I still think the article is very good, AMD would have been really strange
BRAINCHIP – ENTRY INTO THE MASS MARKET
The next-generation chip is currently being developed by Australian IP company BrainChip. Due to the new technology of the Akida chip, a market shift could take place in the near future, which could cause the established players to falter. Another possibility would be the acquisition of the revolutionary technology by a global player, which should make BrainChip a potential takeover candidate. It is no coincidence that the Akida chip was recently included in ARM's AI partner program. Mercedes Benz also relies on the new technology for the EQXX.
The USP of the innovative processor is that it is very low-power and high-performing, fueling the growth of edge AI technology by using a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see this as a significantly higher level of efficiency compared to traditional chips, since it can learn independently with each process. The areas of application therefore also revolve around future topics such as autonomous driving, robotics or the Internet of Things.
"Unlocking the future of AI", the future of artificial intelligence is what it says on the company's homepage, which has already opened the door to the mass market wide. After a sharp correction and a low for the year at AUD 0.76, the BrainChip share recovered significantly and stabilized above the AUD 1.00 mark. Akida technology is also in high demand among big players. If further partnerships are announced, the next ramp-up should start. The all-time high at the beginning of the year was AUD 2.34.
After the strong correction of the chip stocks, the number season for the second quarter is now upon us. The former market leader Intel has already disappointed, but has internal restructuring problems. AMD, Infineon and Nvidia, on the other hand, could see a trend reversal. BrainChip is about to break through into the mass market and has high growth potential in the long term.
www.inv3st.de
I still think the article is very good, AMD would have been really strange
BRAINCHIP – ENTRY INTO THE MASS MARKET
The next-generation chip is currently being developed by Australian IP company BrainChip. Due to the new technology of the Akida chip, a market shift could take place in the near future, which could cause the established players to falter. Another possibility would be the acquisition of the revolutionary technology by a global player, which should make BrainChip a potential takeover candidate. It is no coincidence that the Akida chip was recently included in ARM's AI partner program. Mercedes Benz also relies on the new technology for the EQXX.
The USP of the innovative processor is that it is very low-power and high-performing, fueling the growth of edge AI technology by using a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see this as a significantly higher level of efficiency compared to traditional chips, since it can learn independently with each process. The areas of application therefore also revolve around future topics such as autonomous driving, robotics or the Internet of Things.
"Unlocking the future of AI", the future of artificial intelligence is what it says on the company's homepage, which has already opened the door to the mass market wide. After a sharp correction and a low for the year at AUD 0.76, the BrainChip share recovered significantly and stabilized above the AUD 1.00 mark. Akida technology is also in high demand among big players. If further partnerships are announced, the next ramp-up should start. The all-time high at the beginning of the year was AUD 2.34.
After the strong correction of the chip stocks, the number season for the second quarter is now upon us. The former market leader Intel has already disappointed, but has internal restructuring problems. AMD, Infineon and Nvidia, on the other hand, could see a trend reversal. BrainChip is about to break through into the mass market and has high growth potential in the long term.
Kommt bei Chipaktien der Turnaround? Intel, Nvidia, BrainChip, Aixtron und AMD
Im vergangenen Jahr wurden Halbleiter aufgrund der gesprengten Lieferketten und der damit verbundenen Knappheit zum neuen Gold erklärt. Nach dem Boom in der jüngsten Vergangenheit und dem Aufbau von Überkapazitäten könnte der Markt nun spätestens 2023 zum Erliegen kommen. Die hohe Inflation, ein...
TechGirl
Founding Member
Brain chip is going to kick butt
news.financial
August 3rd, 2022 | 12:52 CEST
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
time to read: 4 minutes | Author: Stefan Feulner
ISIN: INTEL CORP. DL-_001 | US4581401001 , NVIDIA CORP. DL-_001 | US67066G1040 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , AIXTRON SE NA O.N. | DE000A0WMPJ6
Adjusted earnings per share were USD 0.29, compared with the expected USD 0.70. The net result was a loss of USD 454 million; last year Intel still generated a profit of almost USD 5 billion. The gross margin fell from 50.4% in Q1 2022 to just 36.5% in Q2 2022.
"The sudden and rapid decline in economic activity was the primary reason for the shortfall, but Q2 also reflected our own execution issues in areas such as product design and ramping up AXG (Accelerated Computing Systems and Graphics Group) offerings," CEO Gelsinger said, explaining the downturn.
The reins have been tightened once again for the full year, and forecasts have been lowered. Management led by CEO Patrick Gelsinger, the world's highest-paid executive at USD 179.00 million last year, expects adjusted earnings per share of USD 2.30. The original estimate was USD 3.60 per share. The revenue target was restated in a range of USD 65 billion to USD 68 billion. Previously, Intel wanted to generate up to USD 76 billion.
It is well known that the problems are homemade, and Intel has been working on restructuring for a long time. Thus, this strong revenue downturn should not be completely transferable to the entire industry. Investors should gain new insights when the competition presents its figures for the second quarter. Advanced Micro Devices delivered yesterday after the close of the stock market, while the German player Infineon plans to surprise positively today, Wednesday. Nvidia, on the other hand, is not expected to attract investors' attention until August 24.
The USP of the innovative processor lies in the fact that it is very low-power, high-performance and promotes the growth of edge AI technology through the use of neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see it as significantly more efficient than traditional chips, as it can learn independently with each process. Application areas, therefore, revolve around future topics such as autonomous driving, robotics and the Internet of Things.
"Unlocking the future of AI" is what it says on the Company's homepage, which has already opened the door wide to the mass market. After a strong correction and a one-year low at AUD 0.76, BrainChip's stock has recovered sharply and stabilized above the AUD 1.00 level. Akida technology is also in high demand among major players. If further partnerships are announced, the next ramp-up should start. The all-time high was AUD 2.34 at the beginning of the year.
The MDAX member expects order intake to be between EUR 520 million and EUR 580 million for the full year. Sales should be between EUR 450 million and EUR 500 million, with a gross margin of around 41%.
Various analyst houses expressed different opinions here. Private bank Berenberg raised its price target for Aixtron from EUR 26 to EUR 28 after quarterly figures and left its rating at "buy". In contrast, DZ Bank is significantly more pessimistic and downgraded the stock from "buy" to "sell". The price target was also lowered from EUR 27 to currently EUR 22.
After the strong correction in chip stocks, the second quarter number season is now upon us. The former market leader, Intel, disappointedbut has internal restructuring problems. On the other hand, AMD, Infineon and Nvidia could see a turnaround. BrainChip is on the verge of a breakthrough in the mass market and has high growth potential in the long term.
Is the turnaround coming for chip stocks? Intel, Nvidia, BrainChip, Aixtron and AMD
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession...
August 3rd, 2022 | 12:52 CEST
IS THE TURNAROUND COMING FOR CHIP STOCKS? INTEL, NVIDIA, BRAINCHIP, AIXTRON AND AMD
- TECHNOLOGY
- AI
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
time to read: 4 minutes | Author: Stefan Feulner
ISIN: INTEL CORP. DL-_001 | US4581401001 , NVIDIA CORP. DL-_001 | US67066G1040 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , AIXTRON SE NA O.N. | DE000A0WMPJ6
TABLE OF CONTENTS:
- INTEL, AMD, INFINEON, NVIDIA - CATASTROPHIC FIGURES AHEAD
- BRAINCHIP - ENTRY INTO THE MASS MARKET
- AIXTRON - ANALYSTS DIVIDED
Full interview
INTEL, AMD, INFINEON, NVIDIA - CATASTROPHIC FIGURES AHEAD
Horror figures, disaster....! The media did not shy away from superlatives when announcing the results for the second quarter. Intel shocked analysts and investors alike, who subsequently acknowledged this with a share price drop of over 10%. The one-time market leader saw its revenue drop 22% to USD 15.32 billion, alienating a crowd of analysts still expecting USD 18.62 billion.Adjusted earnings per share were USD 0.29, compared with the expected USD 0.70. The net result was a loss of USD 454 million; last year Intel still generated a profit of almost USD 5 billion. The gross margin fell from 50.4% in Q1 2022 to just 36.5% in Q2 2022.
"The sudden and rapid decline in economic activity was the primary reason for the shortfall, but Q2 also reflected our own execution issues in areas such as product design and ramping up AXG (Accelerated Computing Systems and Graphics Group) offerings," CEO Gelsinger said, explaining the downturn.
The reins have been tightened once again for the full year, and forecasts have been lowered. Management led by CEO Patrick Gelsinger, the world's highest-paid executive at USD 179.00 million last year, expects adjusted earnings per share of USD 2.30. The original estimate was USD 3.60 per share. The revenue target was restated in a range of USD 65 billion to USD 68 billion. Previously, Intel wanted to generate up to USD 76 billion.
It is well known that the problems are homemade, and Intel has been working on restructuring for a long time. Thus, this strong revenue downturn should not be completely transferable to the entire industry. Investors should gain new insights when the competition presents its figures for the second quarter. Advanced Micro Devices delivered yesterday after the close of the stock market, while the German player Infineon plans to surprise positively today, Wednesday. Nvidia, on the other hand, is not expected to attract investors' attention until August 24.
BRAINCHIP - ENTRY INTO THE MASS MARKET
The next-generation chip is currently being developed by the Australian IP company BrainChip. The novel technology of the Akida chip could see a market shift in the near future that could shake up the incumbents. Another possibility would be the acquisition of the revolutionary technology by a global player, which would likely make BrainChip an attractive takeover candidate. It is no coincidence that the Akida chip was recently accepted into the AI Partner Program by ARM. Mercedes-Benz also relies on the novel technology for its EQXX.The USP of the innovative processor lies in the fact that it is very low-power, high-performance and promotes the growth of edge AI technology through the use of neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see it as significantly more efficient than traditional chips, as it can learn independently with each process. Application areas, therefore, revolve around future topics such as autonomous driving, robotics and the Internet of Things.
"Unlocking the future of AI" is what it says on the Company's homepage, which has already opened the door wide to the mass market. After a strong correction and a one-year low at AUD 0.76, BrainChip's stock has recovered sharply and stabilized above the AUD 1.00 level. Akida technology is also in high demand among major players. If further partnerships are announced, the next ramp-up should start. The all-time high was AUD 2.34 at the beginning of the year.
AIXTRON - ANALYSTS DIVIDED
The Herzogenrath-based Company already announced its figures for the second quarter at the end of July. Aixtron benefited from high demand from almost all end markets and recorded the highest order intake since 2011. It amounted to approximately EUR 283 million in the second quarter, 7% higher than a year earlier. At the half-year mark on June 30, 2022, a total of EUR 314 million was on the books. Sales grew by around 51% to EUR 102.5 million, and the gross margin was 37%, as in the same period last year. EBIT tripled to EUR 17.2 million. As a result, profits doubled to EUR 17.3 million.The MDAX member expects order intake to be between EUR 520 million and EUR 580 million for the full year. Sales should be between EUR 450 million and EUR 500 million, with a gross margin of around 41%.
Various analyst houses expressed different opinions here. Private bank Berenberg raised its price target for Aixtron from EUR 26 to EUR 28 after quarterly figures and left its rating at "buy". In contrast, DZ Bank is significantly more pessimistic and downgraded the stock from "buy" to "sell". The price target was also lowered from EUR 27 to currently EUR 22.
After the strong correction in chip stocks, the second quarter number season is now upon us. The former market leader, Intel, disappointedbut has internal restructuring problems. On the other hand, AMD, Infineon and Nvidia could see a turnaround. BrainChip is on the verge of a breakthrough in the mass market and has high growth potential in the long term.
D
Deleted member 118
Guest
Brilliant Brilliant Brilliant Article
Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
/PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology, announced...
- Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
NEWS PROVIDED BY
Edge Impulse
Aug 03, 2022, 08:00 ET
The tech firms' collaboration augments brain-mimicking Spiking Neural Networks.
SAN JOSE, Calif., Aug. 3, 2022 /PRNewswire/ -- Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IPtechnology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment. These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida™ devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance.
Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
"We're extremely delighted to support BrainChip's proliferation of their Akida technology," said Jan Jongboom, CTO at Edge Impulse. "The combination of BrainChip's advanced technology and Edge Impulse's industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types."
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip's Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip's MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
"Being the commercial leader in edge AI on-chip learning and neuromorphic AI IPavailability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse," says Anil Mankar, Chief Development Officer at BrainChip.
"Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem."
About Edge Impulse
Edge Impulse is the leading machine learning platform, enabling all enterprises to build smarter edge products. Its technology empowers developers to bring more ML products to market faster and helps enterprise teams rapidly develop industry-specific solutions in weeks instead of years. The Edge Impulse platform provides powerful automation and low-code capabilities to make it easier to build valuable datasets and develop advanced ML with streaming data. With over 40,000 developers, and partnerships with the top silicon vendors, Edge Impulse offers a seamless integration experience to validate and deploy with confidence across the largest hardware ecosystem. To learn more, visit edgeimpulse.com.
About BrainChip Inc
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company's first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Keeping machine learning local to the chip, independent of the cloud, also dramatically reduces latency while improving privacy and data security. 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 brainchip.com.
SOURCE Edge Impulse
GitHub - edgeimpulse/example-akida-qat-deploy-block
Contribute to edgeimpulse/example-akida-qat-deploy-block development by creating an account on GitHub.
github.com
DingoBorat
Slim
What do you think of all this Diogenese, don't Qualcomm have a coupla neuromorphic memrister patents or something, that they've been developing?
I remember a while back, that they had shelved it a few years earlier and then dusted it off, in the last year or something, when Neuromorphic Computing became the technology to have?
These are just vague recollections of mine..
The strongest evidence we have, are from the "like" by Rob and the other guy.
I really do think, that he is not just randomly liking things and is giving us a bit of spice, to keep us going..
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Dhm
Regular
Fool specifically knows about Brainchip. Fool’s article regarding Qualcomm and ARM should lead them directly to us. Yet no comment relating to Brainchip. So is Fool living up to its nameOMG @MC🐠! If we are part of Project Voltera via Qualcomm then this would be would YUUUUUUUUGEE! Even Motley Fools reckon it would be a massive deal for Qualcomm. Refer to the article posted a couple of days ago below.
Combined with the info laid out in your awsome previous post #47 , plus the likes from Rob Teslon and Zach Shelby (see below thanks to MC) - the odds are looking VERY good indeed don't you think?
All we need to do is to establish whether AKIDA is being implemented as part of Qualcomm's Neural Processing Engine SDK. That shouldn't be too hard a task, should it?
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The Smartest Investors Know About This 1 Key Development at Qualcomm | The Motley Fool
Qualcomm is getting ready to bring some much-needed change to the computing status quo.www.fool.com
DingoBorat
Slim
Hey Proga, while we will never find out the royalty value, in each issuance of AKIDA tech, I would lay down heavy coin, against it being 50 cents per use for Mercedes.
That might be the royalty for the Renesas use case, but that's only using up to two nodes and will be numbered in the (possibly) hundreds of millions, of issuances.
From the quick discussion on here, with Diogenese the other day, he thought that Mercedes may use 20 equivalent "full" AKIDAs of 80 nodes, I think it is? With all the extra backup systems included.
I "reckon" Brainchip would want around a $10 royalty per full "use" so maybe around $200 per car?
Which sounds reasonable..
It's all speculation and like I said, we will never know, but $35 a car?
We're the best show in Town and we're not running a charity
Krustor
Regular
If I remember right: Didn't you mention some weeks ago, that you are experimenting with the Akida PCI-card?
Do you have any results or updates, yet? Could you please share your experiences?
Would love to hear this from you.
Best greets from Bavaria.
P.S. Love your peace-pipe and can't wait to see @BaconLover to return. Much more people - also overseas - are appreciating the comments of you two guys as you might imagine...
Sirod69
bavarian girl ;-)
First automated ML platform for an Arm Cortex-M0/M0+
Supporting a wide range of machine learning algorithms, Qeexo AutoML is designed for lightweight, Cortex-M0-to-M4-class processors, yielding ultra-low power consumption and latency.
https://qeexo.com/
names like:
Arm, Nvidia, Renesas, Qualcomm, Bosch, Huawei, usw......
Brainchip has used the ARM Cortex M IP in the Akida1000 chip
I honestly don't know if it's something interesting for us here, but I wanted to put it in there anyway
Supporting a wide range of machine learning algorithms, Qeexo AutoML is designed for lightweight, Cortex-M0-to-M4-class processors, yielding ultra-low power consumption and latency.
https://qeexo.com/
names like:
Arm, Nvidia, Renesas, Qualcomm, Bosch, Huawei, usw......
Brainchip has used the ARM Cortex M IP in the Akida1000 chip
I honestly don't know if it's something interesting for us here, but I wanted to put it in there anyway
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