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On the paradigm shift Anil Mankar at the 2021 Ai Field Day was asked about whether Brainchip was undertaking ASIL certification for automotive use and he gave a definitive NO.What does it take to disrupt an existing paradigm? Perhaps MegaChip and its public disclosures can give us some guidance.
On the MegaChips thread @stuart888 posted the following:
“In a much more aggressive move, in mid-2020, founder and Chairman, Masahiro Shindo, identified AI/ML technology to be critical to Megachips’ future and asked the US operation to take a leadership position in moving the company in that direction.
MegaChips began an internal training program to allow a group of dedicated engineers to become experts in this important technology. The company made significant investments in the US to identify key partners, build relationships with local universities, and acquire key talent in this space. In 2021, the company made multi-million-dollar investments in two key AI/IP partners, Brainchip and Quadric, to bolster its offerings in the Edge AI market. The company is now positioned to make an aggressive move into the US ASIC market, using its skills in Edge AI as a key component of that move”
So in mid 2020 MegaChips commenced training a group of dedicated engineers at the same time that Brainchip was announcing its first EAP customers Ford Motors Corporation and Valeo.
I think we can now say wth confidence that MegaChips was an EAP in 2020.
MegaChips before buying a full IP licence invested close to two years in identifying the paradigm shift and training its staff noting “Chairman, Masahiro Shindo, identified AI/ML technology to be critical to Megachips’ future” and determined how this was to be embraced and implemented by MegaChips. This decision would not have been taken lightly or overnight so most likely was in contemplation back in 2019.
Remember Brainchip announced the release of AKIDA IP to select customers in June, 2019.
NINTENDO was 70% of MegaChips FUTURE in 2019 and it is hard to believe that it did not figure in MegaChips thinking where Ai/ML was concerned.
Then in October, 2021 MegaChip announced to its customers and the market generally that it was able to address customer requirements for the entire suite of Ai/Ml products from design to implementation.
Then in Brainchip’s 2022 half yearly report there appears about 2 million dollars in unexpected revenue which Brainchip advises primarily relates to IP licence fees.
If these licence fees have arrived via MegaChips then they relate to MegaChip customers at the very beginning of product development cycles.
As Nintendo account for 70% of MegaChips business I thought about the statement by the former CEO Mr. Dinardo in 2020 that there was an opportunity for AKIDA to appear in controllers.
If 70% of what you do everyday as an engineer at MegaChips relates to Nintendo products does it not make perfect sense when tasked with learning all about AKIDA technology and how it can be applied to and designed into customer technology that the technology that occupies 70% of your work day would be foremost in your contemplation.
It just makes sense in fact were it otherwise it would actually be irrational.
So I think based on what I have read that we will see a new product offering from Nintendo early in 2023 that will walk like our famous duck and it will be quaking so loud you will not be able to ignore it.
This new product from Nintendo was rumoured for release in March of 2022 but mysteriously did not appear and now is rumoured for release in March, 2023:
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A New Nintendo Switch Model Isn't Releasing Before March 2023
A New Nintendo Switch Model Isn't Releasing Before March 2023press-start.com.au
My opinion only DYOR
FF
AKIDA BALLISTA
He stated it was too expensive and too drawn out a process and Brainchip was leaving this to its customers in this space.
Now if it takes the best part of four years for a technology paradigm shift in a game for kids big and small it just makes sense that Ford and Valeo are going to take longer when they also have to undertake ASIL certification.
Mercedes Benz 2024.
Valeo Lidar 2023 - 2024.
FORD - predicted to take control of the US EV market by 2025.
My opinion only DYOR
FF
AKIDA BALLISTA
PS: SiFive, ARM & Renesas are apparently engaged in something called mass market technology shipping billions of low powered intelligent semiconductors for boring use cases like mobile phones, PCs, switches, cameras and white goods so if you are into this type of boring everyday stuff knock yourself out. True dramatically cutting power use across all these areas could save humanity but just so boring.
EQXX is where it is at just look at what one sexy tourer did for the share price compared with ARM saturating the market.
No one is interested in mass market bring on the first AKIDA powered F100 super truck now that will get the share price hopping.
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