INFINEON, BRAINCHIP, NVIDIA – THE QUANTITY OF CHIP WILL REMAIN IN 2022
TABLE OF CONTENTS :
- INFINEON – STRONG QUARTERLY FIGURES WITH INCREASED FORECAST
- BRAINCHIP – PARTNERSHIP WITH ARM SORGT
- FOR FANTASY NVIDIA - WAITING FOR THE QUARTERLY NUMBERS
BRAINCHIP – PARTNERSHIP WITH ARM ENSURES IMAGINATION
The world is changing from the analogue world to a digital world. Sensors are playing an increasingly important role here. An iPhone has seven sensors, for example for face recognition. A car now has around 70 sensors. Conventional semiconductor chips are currently still being used for this. In the future, the chips will become more intelligent and will use artificial intelligence (AI) to evaluate the data. This is called Edge AI.
BrainChip has taken on a pioneering role here. The company offers AI-on-chip processing and learning through a neuromorphic processor called Akida, which mimics the human brain.
Mercedes-Benz uses the capabilities of the chip in its Mercedes Vision EQXX.
By using the chip in the device, the massive power consumption and the associated emissions from data centers are reduced, which is good for the climate. In addition to the energy efficiency, the latency is significantly lower, the chip learns directly and data security is significantly increased.
The latter succeeds because the chip does not require an internet connection. In contrast to competing products, a CPU is also not required. Most recently, ARM entered BrainChip's partnership program.
This partnership could be a big hit, because ARM processors can be found in almost all cell phones, tablets and other IoT devices. It can be assumed that ARM will put the Akida chip through its paces. Should ARM be convinced and acquire licenses from BrainChip, it would be a quantum leap for the Australian company.
Investors need
patience here. However, according to a study by McKinsey, the growth prospects for this area are very good. The market is expected to grow 17% annually by 2025. In addition to the automotive sector, the company itself sees good growth opportunities in industry and in the smart home sector. After the shares of all chip producers weakened, the BrainChip share price also fell. In mid-January, a peak of AUD 2.34 per share certificate was paid before the consolidation set in, which pushed the share down to AUD 0.765 by mid-June. From the low, the stock was able to gain more than 78%. The value is currently at 1.13 AUD. Closing prices above AUD 1.365 once again bring significant upside potential.
Der Chipmangel ist nicht nur in der Automobilbranche allgegenwärtig. Zuletzt konnte die AOK ihren Versicherten keine elektronischen Gesundheitskarten mehr ausstellen, weil die Chips fehlten. Die Halbleiterbranche soll laut McKinsey bis 2030 jährlich um 6-8% wachsen. Der Besuch von Nancy Pelosi...
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