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BrainChip: When will a big tech player take action?
Simon Ruic / 12.10.22 / 12:15

Shares in Australian start-up BrainChip (NYSE:BRAIN) are up 3.55% to AU$0.88 today after the company secured a new US patent for its super neuromorphic chip. Are the industry giants around Intel & Co. finally pricking their ears?
BrainChip Holding is an Australian technology company with solutions in the field of artificial intelligence and machine learning (AI & ML). The chip developer's flagship project is a so-called neuromorphic processor called Akida. It should come very close to how the brain works and therefore be very energy-efficient. The tech title is currently worth over US$ 900 million on the stock exchange.

The patent hunt continues

BrainChip's patent portfolio grows and grows. According to a stock market report on Wednesday, the manufacturer received another certificate of protection for the technology of its Akida processor from the US Patents & Trademarks Office.

According to BrainChip, the new patent entitled "An Improved Spiking Neural Network" increases the protection for its neuromorphic on-chip learning technology in particular. According to the report, memory management in BrainChip's flagship product is handled "innovatively", which would significantly reduce power consumption and costs when deploying edge applications to customers.

BrainChip now has 10 protection certificates in the USA and one in China. In addition, the company has now registered a total of 27 additional patents in the USA, Europe, Australia, Canada, Japan, Korea, India, Brazil, Russia, Mexico and Israel.

Is Selling Pressure Falling For The Stock?

Around the turn of the year, BrainChip caused a sensation in the industry for the first time by commercializing the world's first neuromorphic AI chips and possibly securing very promising patents.

Within three weeks, the processor developer's stock shot up by +200% to over AU$ 2.20. By March, however, most of the gains had evaporated. The already abysmal stock market environment for small tech stocks continued to deteriorate as a result of rising interest rates and fears of recession, and the paper subsequently fluctuated around the AU$ 1 mark with swings of up to 30%.

However, the pressure on Brain Chip stock from macroeconomic developments may now be easing. The Reserve Bank of Australia has already apparently slowed the pace of its tightening policy by raising interest rates by less than expected last Tuesday.

Significant partner network

In addition to the fact that BrainChip collects patents like other companies, the Australians have also maintained a positive flow of news with spectacular partnerships.

In the summer, the processor developer initially announced that it had been included in the industry giant ARM's AI Partner Program; A little later, the Akida makers officially launched their University AI Accelerator Program at five well-known US universities with AI institutes - including Carnegie Mellon University, which according to the magazine U.S. News & World Report has the best AI degree in the country, beating elite tech universities MIT and Stanford.

BrainChip had previously forged sales and research alliances in Europe and set further exclamation points: Heavyweights such as Mercedes and the US Air Force have announced a partnership with the Australians.

The buyout bet

However, anyone with a little knowledge of the industry knows that given the billions that tech giants spend on R&D every year, a real technological breakthrough for a small start-up is very unlikely.

In this respect, it makes me suspicious that apparently no big player has yet seriously considered taking over BrainChip. Risk-averse investors can still bet with a small portfolio share that a chip giant will give them a mega return with a buyout of the edge AI specialist.

Why does the author taunt me....happy or sad

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Jörgi

Member
Are eufy real? Is "self-learning AI" a eufy-mism for Akida?




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Hello everyone, I enjoy reading here and I am always amazed at the great work being done here. I have already written to Eufy in the last few days and asked if our chip was installed, this is the answer.
 

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S

Straw

Guest
That reminds me some make the Earth move but NASA moves asteroids off their orbit.

NASA announced they were successful today.

Science now has the capacity to deflect rogue asteroids on a collision course with Earth.

And in our lifetime.

My opinion only DYOR
FF

AKIDA BALLISTA
Now they have just got to work out how to dump a few autocrats and unethical lobbyists on there at the same time.
As Sarris (Galaxy Quest, for the uncultured 😜) once said "Release them, into SPace"
 
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Straw

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Diogenese

Top 20
View attachment 18652


Now they have just got to work out how to dump a few autocrats and unethical lobbyists on there at the same time.
As Sarris (Galaxy Quest, for the uncultured 😜) once said "Release them, into SPace"
But, as covid has demonstrated, we need the telephone sanitizers.
 
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GStocks123

Regular
Looks like Magic Eye have an eval kit available for their new sensor-ILT003. Probably has already been posted but there’re are few cool vids up. (4months old)





 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
It it also comes with a...drum roll please...DUAL CAMERA DOORBELL, just for Hoppy! He-he-he!

OMG, wouldn't it be classic if this had Akida inside and we discovered it on the same day that @HopalongPetrovski said doorbells weren't sexy!


View attachment 18661


Given the recent disappionting news, I thought it would help lift my mood to listen to Anita Ward singing Ring My Bell. Oh boy, was I wrong! Here’s the first verse.

I'm glad you're home
Now did you really miss me?
I guess you did by the look in your eye
(Look in your eye, look in your eye)
Well lay back and relax
While I put away the dishes


Could this day get any worse?
 
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Diogenese

Top 20
Given the recent disappionting news, I thought it would help lift my mood to listen to Anita Ward singing Ring My Bell. Oh boy, was I wrong! Here’s the first verse.

I'm glad you're home
Now did you really miss me?
I guess you did by the look in your eye
(Look in your eye, look in your eye)
Well lay back and relax
While I put away the dishes


Could this day get any worse?
Yeah - but who did the washing up?
 
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S

Straw

Guest
But, as covid has demonstrated, we need the telephone sanitizers.
"For even the very wise cannot see all ends"
-Tolkien
🤔🤪
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Yeah - but who did the washing up?

I think she mistook ‘the look in his eye‘ as missing her, but in reality he was thinking “why is she putting those plates of left-over prawns and beef jerky back into the cupboard”.
 
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Given the recent disappionting news, I thought it would help lift my mood to listen to Anita Ward singing Ring My Bell. Oh boy, was I wrong! Here’s the first verse.

I'm glad you're home
Now did you really miss me?
I guess you did by the look in your eye
(Look in your eye, look in your eye)
Well lay back and relax
While I put away the dishes


Could this day get any worse?
Why do you think I loved your post Bravo..

Ahh my perfect woman 🥰😛
 
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White Horse

Regular
Insto's steady climb in accumulation.

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S

Straw

Guest
Why does the author taunt me....happy or sad

View attachment 18692
A couple of points regarding the article:
- maybe the author could expand on the term 'so called neuromorphic processor'.

- it would be reasonable to expect a granted patent goes some way to protect what it describes particularly if it has already been practically implemented in some form, especially in conjunction with a significant commercial partner/s (open to correction)

- only mention of the macro economic issues which seems to have had more of an impact on established tech companies and no mention of BRN's balance sheet

- not sure describing the company as 'the Australians' is that accurate. Certainly listed and founded here but it's certainly not the only place things are happening

- all real technological breakthroughs are directly related to the size of the R&D budget? I'm doubtful.
Successfully commercialising the technology might be more effected by budget but it depends on lots of things like entire R&D timeline, patents, company funding, agility in taking up and beneficially structuring opportunities, company culture/vision, overall business model, NDAs, eco-system integration strategy and fostering/attracting talent.

- the usual suggestion of potential for takeover and good for a small bet even though the author seems suspicious about there being no 'apparent' offer 🙄
As though a risky bet is all BRN has to offer. And yet they have noted a number of significant partnerships...... me no understand.

For the record I (and many here) don't think a takeover at all likely and IMO a worst case scenario. Joint ventures and diverse licencing/royalties and an exciting and innovative future seem to me to be far more likely so why would you sell out.
 
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Diogenese

Top 20
A couple of points regarding the article:
- maybe the author could expand on the term 'so called neuromorphic processor'.

- it would be reasonable to expect a granted patent goes some way to protect what it describes particularly if it has already been practically implemented in some form, especially in conjunction with a significant commercial partner/s (open to correction)

- only mention of the macro economic issues which seems to have had more of an impact on established tech companies and no mention of BRN's balance sheet

- not sure describing the company as 'the Australians' is that accurate. Certainly listed and founded here but it's certainly not the only place things are happening

- all real technological breakthroughs are directly related to the size of the R&D budget? I'm doubtful.
Successfully commercialising the technology might be more effected by budget but it depends on lots of things like entire R&D timeline, patents, company funding, agility in taking up and beneficially structuring opportunities, company culture/vision, overall business model, NDAs, eco-system integration strategy and fostering/attracting talent.

- the usual suggestion of potential for takeover and good for a small bet even though the author seems suspicious about their being no 'apparent' offer 🙄
As though a risky bet is all BRN has to offer. And yet they have noted a number of significant partnerships...... me no understand.
Hi Straw,

The scope of protection of a patent is determined precisely by what is defined in the patent claims. The independent claims should be drafted to encompass all possible embodiments of the inventive concept.

Leaving aside the 12 months grace period in some countries, a patent cannot protect something that has already been practically implemented in some form. That would lack the required qualities of novelty and inventiveness.

As to the proposition that inventiveness is proportional to R&D, we have dealt with that shibboleth some time ago, so your doubts are justified. The author is a journalist with an economics background. Economists insist the world should work according to their theories, and sometimes there is a gap between economic theory and reality. [That is the mildest statement of my besetting hobbyhorse that I've ever written - normally there would be a reference to scatalogical bovine in the same breath as free market fundamentalism]

The specter of a takeover was also raised in the famous "What's A Neuromorphic Computer Anyway?" discussion. The general consensus was that the founders would not entertain an offer at the current levels.
 
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Straw

Guest
Hi Straw,

The scope of protection of a patent is determined precisely by what is defined in the patent claims. The independent claims should be drafted to encompass all possible embodiments of the inventive concept.

Leaving aside the 12 months grace period in some countries, a patent cannot protect something that has already been practically implemented in some form. That would lack the required qualities of novelty and inventiveness.

As to the proposition that inventiveness is proportional to R&D, we have dealt with that shibboleth some time ago, so your doubts are justified. The author is a journalist with an economics background. Economists insist the world should work according to their theories, and sometimes there is a gap between economic theory and reality. [That is the mildest statement of my besetting hobbyhorse that I've ever written - normally there would be a reference to scatalogical bovine in the same breath as free market fundamentalism]

The specter of a takeover was also raised in the famous "What's A Neuromorphic Computer Anyway?" discussion. The general consensus was that the founders would not entertain an offer at the current levels.
Yes I do consider the takeover subject a very tiresome non-issue.

In regard to patents what I meant was once granted and then implemented by the assignee or in conjunction with a partner in a novel implementation. Wouldn't this strengthen their claim to the IP beyond the initial patent grant?

Yes and to use my favourite quote from Aliens completely out of context (just because I can at 2.30am) I'll say economic theory and reality 'Mostly' don't coincide especially via the medium of a political advisor...... mostly.
 
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GeorgHbg

Emerged
Hello my fellow members,

I don't know if this is even interesting, but I found this on a German news channel today.



The German government and industry want global semiconductor companies to invest in Germany. Now a major project is on the horizon.

The Taiwanese semiconductor company TSMC is pushing ahead with plans for its own production in Germany. According to information from "Capital," the chip giant is considering building a plant in the Dresden area. Other chip manufacturers have already set up production facilities there in recent years. In order to explore the possibilities in Germany, a TSMC delegation is to travel to Saxony before the end of October.

Own semiconductor infrastructure EU wants to counter chip shortage with billion-dollar package

TSMC's soundings could be an important step in an attempt to make Germany more independent of global supply chains when it comes to its supply of semiconductors. Bottlenecks resulting from the Corona pandemic had led to a chip shortage for months, especially for German automakers. The German automotive industry is apparently pushing hard for TSMC to locate in Germany. The plan, according to Taiwanese media, is to manufacture using the technology of modern 300-millimeter wafers - the disks on which chips are mounted.

TSMC is the world's largest contract manufacturer of semiconductors, but has concentrated much of its production in Taiwan. In the wake of tensions with China, pressure is mounting on the group to build fabs in the U.S. and EU as well. Regarding European plans, a company spokesman said "no concrete decision has been made yet." TSMC referred to a period of silence before its next financial report, which will be presented tomorrow, Thursday.
*Data protection

The Federal Ministry of Economics and Technology would not confirm TSMC's specific interest when asked. However, the federal government is willing to provide extensive support for semiconductor manufacturers to locate in the country. The goal is to "increase research and production capacities in Germany and the EU and to support the industry through good framework conditions to diversify their supply chains more strongly," a ministry spokeswoman said.

In mid-March, U.S. chipmaker Intel announced plans to build a gigafactory in Magdeburg. The project is to be subsidized under the European Chips Act - a law to strengthen semiconductor manufacturing in the EU.

Source: ntv.de

Translated with www.DeepL.com/Translator (free version)
 

Slymeat

Move on, nothing to see.
If ReRAM is all it seems to be, then WeebitNano may follow suit and earn a ubiquitous label. Look how ubiquitous FLASH memory is today, and FLASH is a poor cousin to ReRAM. ReRAM is faster, cheaper, lasts longer, is radiation and heat resistant, uses less power, and the list goes on.

I see a time in the not too distant future where FLASH is a distant memory and everywhere where FLASH currently is will be either ReRAM or MRAM (with MRAM’s production cost and production difficulty holding it back a little). I’d even like to see ReRAM and MRAM replacing a lot of the SDRAM—maybe relegating SDRAM to a small cache only.

Imagine the world-wide power savings that can be achieved by having all those “always on” systems being able to truly sleep for most of the time and consume absolutely no power, but remain ready to wake in an instant. Maybe even on the impetus of a spike from a certain type of processor in a smart sensor on an edge somewhere.
Here’s an interesting article talking of the future of ReRAM. Spoiler: it thinks it is a grand future
The future of memory—the time for reram

Here’s an extract relevant to BrainChip—and the reason I initially encouraged WeeBit and BranChip to talk, which they have now done BTW.

“3+ YEARS IN THE FUTURE: RERAM IN EDGE AI​

At the same time, we will start to see ReRAM in Edge AI applications, used not only for code storage, but also to store the synaptic weights needed for artificial neural network (NN) calculations. Regardless of the specific application, storing these weights requires significant on-chip memory (between 10Mb and 100Mb, depending on the network size). These higher capacities for ReRAM are still a few years out on the horizon, but the timing will be right to intersect the market need.

Today it’s possible to use clever algorithms on DRAM or SRAM for inference at the Edge, but because of ever stricter power and cost envelopes, it’s becoming increasingly difficult to make this work. One issue is that DRAM and SRAM are volatile, and an increasing number of applications need to monitor the environment and then quickly wake up from standby mode. What’s needed is embedded NVM that can do the same level of inference as SRAM or DRAM but at extremely low power and low cost: ReRAM. In addition, because a ReRAM cell is approximately three to four times smaller than a typical SRAM cell, significantly more memory can be integrated on-chip to support larger neural networks for the same die size and cost.

As much of the power consumption needed for NNs is related to data movement between a system’s computing elements and memory modules, the industry is also investigating ways to reduce this data movement by integrating dense, low-power NVM like ReRAM closer to the computing elements.”
 
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stockduck

Regular
Is here someone who could explain me how they reach that performance of their chip?



:unsure:
 
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