BRN Discussion Ongoing

D

Deleted member 118

Guest
Do you have any other documentation, only thing mentioned of Tesla here, is him is using it as an example of a company requiring autonomous applications
Weird why he mentioned Tesla.
 
Last edited by a moderator:
  • Like
Reactions: 2 users
Interesting:

From their website:

“Artificial IntelligentWe find the path for a safer life with AI.
From detection to tracking and classification, the AI-based core algorithm of Vueron enables the 3D point cloud to transform accurate and highly valuable information into useful data for a comfortable life”

 
  • Like
  • Fire
Reactions: 11 users
Weird why he mentioned Tesla
Because a good proportion of the human inhabitants of earth know about Tesla and don't forget he's trying to drum up some investor money.
 
  • Like
  • Fire
Reactions: 16 users

TechGirl

Founding Member
New Prophesee Tweet

 
  • Like
  • Love
  • Fire
Reactions: 34 users

Dr E Brown

Regular
South Korea’s Samsung Electronics Co. is warning that the semiconductor industry could be in for a rocky close to 2022.

A senior executive at the world’s largest maker of memory chips said the outlook for the second half of the year is gloomy, and Samsung is not yet seeing momentum for a recovery next year. Rival chipmakers such as SK Hynix Inc. and Micron Technology Inc. have cautioned about slowing demand in recent weeks.

“The general perception earlier this year was that the second half of would be better than the first half, but from April to May, it changed drastically,” said Kyung Kyehyun, head of Samsung’s Device Solutions Division, which oversees the company’s semiconductor operations. “The world is changing so quickly.”

Kyung made the comments during a rare briefing at the company’s new chip fab in Pyeongtaek on Wednesday. Samsung’s strategy is to respond faster to market changes, rather than stick to an investment plan prepared in advance, Kyung said during the event. That said, the company will do its best to keep capital expenditures steady, he added.

Samsung historically has invested heavily in new chip initiatives, which now include the foundry business to better compete with Taiwan Semiconductor Manufacturing Co. for global customers. Samsung kicked off mass production of 3-nanometer chips at its foundry in June, edging out TSMC in a race to build the most advanced chips in the world. Samsung will work on improving the performance and lowering the cost of the chips, as it aims to create its next-generation 3 nm chips in 2024, Kyung said.

Besides a slumping chip market, Samsung is also struggling with the clash between China and the US. While South Korea has historically aligned with Washington, the tech giant counts on being able to sell chips, smartphones and other products into the massive Chinese market. Samsung has both customers and factories in China.

“It is difficult for us to miss such a market, and there are many important customers,” said Kyung. “We’re trying to find a win-win solution for everyone in the midst of this conflict.”



The US government is tightening flows of technologies to China, most recently restricting sales of artificial intelligence chips and cutting-edge chip gear to Chinese customers. It is also considering moves to restrict US investment in Chinese tech companies, while at the same time offering billions of dollars in incentives to bolster semiconductor production on American soil. Washington is demanding that any chipmaker receiving a part of the federal grant refrain from manufacturing advanced chips in China for a period of ten years. The Korean government is seeking to negotiate that with US officials.

As the US beefs up efforts to solidify a chip supply chain at home, Samsung announced plans for an advanced $17 billion chip plant in Taylor, Texas, with construction slated to start later this year.

The new plant would lure new clients with closer partnerships, Kyung said, adding the company will continue to invest in the US. Samsung has also floated the idea of a broad expansion of its semiconductor manufacturing facilities in Texas, laying out potential plans to spend almost $200 billion on 11 plants in a series of filings in the state in July.

Seoul is joining working-level talks with US, Taiwan and Japan to explore ways to further corral China’s ambition become a world’s leader in chip technology and lower its dependence on the West.

On Washington’s initiative, dubbed the Chip 4 alliance, Kyung said he hoped South Korea will “seek understanding from China first, and then negotiate with the US.” But he also said, “In the long run, it may be difficult to put new equipment into our fabs in China.”

Why isn’t Australia getting in on this action. What stops us fabricating chips here, providing incentives to the likes of Samsung to build factories here?
 
  • Like
  • Love
  • Fire
Reactions: 28 users
Why isn’t Australia getting in on this action. What stops us fabricating chips here, providing incentives to the likes of Samsung to build factories here?
Imo I believe Politicians and political parties in Aust unfortunately are essentially self serving and only see as far as their next term and own future.

Not the bigger picture or long game.

They talk a good game but generally lack conviction.

There are some who do...like the Qld pollie Rob Borbidge, who backed the gun control after Port Arthur and sealed his fate sadly.
 
  • Like
  • Fire
Reactions: 15 users
Why isn’t Australia getting in on this action. What stops us fabricating chips here, providing incentives to the likes of Samsung to build factories here?
One of the issues TSMC had in the last year or so was an inability to get clean water for use in processing because of a drought affecting Taiwan.

It would be pretty easy to provide stable government, all the infrastructure including power, water and land as well as a skilled workforce, work visas and taxation holidays.

By the way Lucid Vision not only work with Prophesee but also with ARM, Xilinx and Sony.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
  • Love
Reactions: 29 users
  • Like
  • Haha
  • Love
Reactions: 6 users
One of the issues TSMC had in the last year or so was an inability to get clean water for use in processing because of a drought affecting Taiwan.

It would be pretty easy to provide stable government, all the infrastructure including power, water and land as well as a skilled workforce, work visas and taxation holidays.

By the way Lucid Vision not only work with Prophesee but also with ARM, Xilinx and Sony.

My opinion only DYOR
FF

AKIDA BALLISTA
FF what do u think New IPhone 14 Specs
A16 Bionic features an accelerated 5-core GPU with 50 percent more memory bandwidth — perfect for graphics-intensive games and apps — and a new 16-core Neural Engine capable of nearly 17 trillion operations per second. Using Apple’s best-in-class fusion architecture to combine performance and energy savings, the chip delivers more performance with a fraction of the power compared to the competition.


norice Words Neural and fraction of the power. possibly Akida ????
 
  • Like
  • Love
Reactions: 4 users
Megachips Doug Fairbairn interview:


Edit: I just finished listening to it. The information is very good however Douglas sounds tired and flat. Maybe it’s just a bad day!

I speak with more passion about Brainchip with my friends than I just heard from Douglas. Even when Douglas is asked about his passions at the end: they sound very interesting, travel, golf, cycling etc however his tone, pace of speech etc make it sound painful to him and hard to listen to.

I’m hoping he shows more passion when speaking to clients.

He does come across as a nice guy and obviously smart and knowledgeable so hopefully that translates to sales and establishing a market as he is responsible for pushing Brainchip for MegaChips!
 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 14 users

Fox151

Regular
I just read a poorly written article about the new iPhone in the news. Has anyone ogred it yet? Or is there a chance we've sneaked in?
 
  • Like
  • Fire
Reactions: 3 users

equanimous

Norse clairvoyant shapeshifter goddess
This energy crises is a shitshow. BRN plays an important role with energy reduction. We are in the right place at the right time. We can spin up some could factual narratives and how much energy we can save.

 
  • Like
  • Love
  • Wow
Reactions: 16 users

Jefwilto

Regular
An update on the Viana share sale notice. Yes he sold about one third to fund the tax. The Boardroom are contracted to provide Company Secretary services to Brainchip in Australia and prepared and lodged the notice. They have been requested to correct the error.

My opinion only DYOR
FF

AKIDA BALLISTA
Thanks Stable,Brainchip are mentioned at about the 7:20 mark its good to get a mention 😊
 
  • Like
  • Love
  • Fire
Reactions: 15 users

FlipDollar

Never dog the boys
Lol... i guess hes right about the garage part - I think Peter and Anil we're at least inside with the comfort of air conditioning

1662596568056.png
 
  • Like
  • Haha
  • Fire
Reactions: 7 users

Cardpro

Regular
Although this is an old news, "third-generation Valeo SCALA LiDAR offers a resolution nearly 50 times that of the second-generation device. The technology comes with unique data collection features, allowing Stellantis to pave the way for new vehicle experiences."

Meaning that they need a powerful & efficient algorithms to process the additional massive data... (i.e Akida imo)

 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 19 users
Megachips Doug Fairbairn interview:


Edit: I just finished listening to it. The information is very good however Douglas sounds tired and flat. Maybe it’s just a bad day!

I speak with more passion about Brainchip with my friends than I just heard from Douglas. Even when Douglas is asked about his passions at the end: they sound very interesting, travel, golf, cycling etc however his tone, pace of speech etc make it sound painful to him and hard to listen to.

I’m hoping he shows more passion when speaking to clients.

He does come across as a nice guy and obviously smart and knowledgeable so hopefully that translates to sales and establishing a market as he is responsible for pushing Brainchip for MegaChips!
It is a little while since I read his CV and at the time I noted his age but what I think MegaChips were buying was his long history, contacts and credibility with the US semiconductor market. You don’t have what he has on his CV and only be 30 years of age.

I have seen a number of interviews with him now and his fatigued state in this one was not evident so we need to have regard to things like working at home because he had Covid(very common in US), jet lagged having been to Japan and only recently returned, hour of the day when this interview took place, there are a whole range of things that can be in play even having been up all night because an infant grandchild had been rushed to hospital.

If we look to the Brainchip half yearly he has certainly been effective in generating addition IP licence fees.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
  • Love
Reactions: 37 users

Bravo

If ARM was an arm, BRN would be its biceps💪!
Yasss! If this momentum keeps going, we'll have to heat up the hot tub again real soon.


air-pump-baby-felix.gif
 
  • Like
  • Haha
  • Fire
Reactions: 23 users

Steve10

Regular
Chart looks similar to before. Market wise the ASX XTX is sitting on 38.2% Fib retrace level following the rise since June. US market is a coin toss & can go either way dragging everything with it. USD & bond yields remain high which isn't good for markets. US CPI numbers due next week can move the markets up & down.




View attachment 16062


Update today.
BRN Advanced Chart - Market Index_page-0001 (1).jpg
 
  • Like
  • Fire
  • Love
Reactions: 28 users

Steve10

Regular
Similar to this pattern. Target is $1.42 from flagpole. Last rally to $1.27 = +58.75% with 2.9% shares shorted.

Now 5.13% shorted = x1.77 x 58.75% = +104% x 88.5c low = $1.80. Just a thought not a SP target.


1662599081534.png
 
  • Like
  • Fire
  • Love
Reactions: 47 users
Top Bottom