BRN Discussion Ongoing

[wilzy123]

Yes I know. What I meant is how many will they ask the fabricator to make.

Good question... who knows?? It is great to see however that there has obviously been some significant investment (by Renesas) in our IP over the past 2 years, that they are now at the point of taping out a solution. Surely they aren't just doing this for the lols (lol?)... they will have the AIoT market, and possibly some customers, in mind as they progress with this development. A substantial milestone for the company and irrefutable proof that Renesas see value in BRN.

 

[Diogenese]

What precisely does this mean though? A search on the Renesas website revealed nothing, including Brainchip and Akida. Can we speculate on just what does this open up for Renesas' clients and Brainchip?

This means that Renesas have completed the electrical design and testing of a microcontroller including Akida IP and a programmable processor/controller (ARM Cortex M/RISC-V?) and are moving to the manufacturing stage by preparing the "photomasks" defining the silicon patterns of the several layers of the integrated circuit.

Nowadays the "masks" are probably electronic patterns rather than photonegatives.

https://www.bing.com/images/search?...ndex=0&idpp=overlayview&ajaxhist=0&ajaxserp=0



Given that the patterns for Akida have already been done for the 20 node (80 NPU) version, it would be a simple matter to design the 2 node version. The EE article also referred to RISC-V processors, so perhaps Renesas have incorporated the Akida nodes with a RISC-V processor which could then bridge the gap between microcontrollers and microprocessors.

"This is part of a move to boost the leading edge performance of its chips for the Internet of Things, Sailesh Chittipeddi ... tells eeNews Europe.

This strategy has seen the company develop the first silicon for ARM’s M85 and RISC-V cores, along with new capacity and foundry deals.

“We are very happy to be at the leading edge and now we have made a rapid transition to address our ARM shortfall but we realise the challenges in the marketplace and introduced the RISC-V products to make sure we don’t fall behind in the new architectures,” he said.

“Our next move is to more advanced technology nodes to push the microcontrollers into the gigahertz regime and that’s where the is overlap with microprocessors. The way I look at it is all about the system performance.”

“Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi.

Brainchip and Renesas signed a deal in December 2020 to implement the spiking neural network technology. Tools are vital for this new area. “The partner gives us the training tools that are needed,” he said.

I wonder who the 3rd party doing the taping out is? Socionext would already have the files for 20 nodes.

 

[wilzy123]

My thinking is that Sean is a senior silicon valley executive and would have multiple salable assets and equities he could have sold or borrowed against for a tax bill but sold the one stock he has ultimate control of, unwilling to back his own leadership of our tech to increase stock price.

My thinking is that you may be stretching your assumptions a little too far...

 

[AusEire]

Also agree with others that an Ann wouldn't be required however it is a wonderful opportunity to provide a market update.

No, wouldn't have to do so for every time something happens etc however this is one of the first big steps made more recently.

It's one thing to market yourself at trade shows, news publications, twitter etc however providing some more meat around the Renesas achievement against the economic, covid, chip headwinds of the last couple of years to the wider investor mkt should be undertaken.

It's not breaking rules imo being non price sensitive and merely updating and acknowledging the achievement.

Would provide further validation and an understanding for the investor mkt as to what it takes to get here.

Many other listed companies provide non sensitive updates and presentations...just gotta look at mining companies for one example. It's not ramping, it's not fluff....it's a confirmation of what Renesas has already publicly said and the achievement.

This is not a mining Co.
Go invest in a mining Co if you want fluff announcements like "we found a new rock today" or "we bought a 65yr old buckled drilling rig yesterday".

This is an announcement from Renesas NOT Brainchip.

Happy weekend all from the Balter Brewery.

Akida Ballista baby

Ps obviously this ain't directed at you FMF. Just fed up with the "when announcement" crowd.

 

[Diogenese]

Also agree with others that an Ann wouldn't be required however it is a wonderful opportunity to provide a market update.

No, wouldn't have to do so for every time something happens etc however this is one of the first big steps made more recently.

It's one thing to market yourself at trade shows, news publications, twitter etc however providing some more meat around the Renesas achievement against the economic, covid, chip headwinds of the last couple of years to the wider investor mkt should be undertaken.

It's not breaking rules imo being non price sensitive and merely updating and acknowledging the achievement.

Would provide further validation and an understanding for the investor mkt as to what it takes to get here.

Many other listed companies provide non sensitive updates and presentations...just gotta look at mining companies for one example. It's not ramping, it's not fluff....it's a confirmation of what Renesas has already publicly said and the achievement.

Unfortunately the comparison with mining companies does not hold water. Mining company announcements have to be JORC compliant and verified by a competent person to ensure that there is gold in them thare hills (remember Poseidon).

On the other hand, ASX was caught with its pants down by the dot.com boom, so they don't want to be stung by vapourware again, so they require solid validation for IT companies.

 

[Dhm]

This means that Renesas have completed the electrical design and testing of a microcontroller including Akida IP and a programmable processor/controller (ARM Cortex M/RISC-V?) and are moving to the manufacturing stage by preparing the "photomasks" defining the silicon patterns of the several layers of the integrated circuit.

Nowadays the "masks" are probably electronic patterns rather than photonegatives.

View attachment 23476
https://www.bing.com/images/search?view=detailV2&ccid=UXAd0Mdr&id=DEAD8A8D72CD0EE0088D18549DCF4DF20078DEFE&thid=OIP.UXAd0MdrROCzr7WGbqHXfQHaGi&mediaurl=https://www.ansforce.com/upload/posts/13/S1-p1232/Fig1_95.jpg&exph=760&expw=860&q=integrated+circuit+layer+photomask&simid=608032550462381577&FORM=IRPRST&ck=25A65AFF04D138ACF72415BF877242EB&selectedIndex=0&idpp=overlayview&ajaxhist=0&ajaxserp=0



Given that the patterns for Akida have already been done for the 20 node (80 NPU) version, it would be a simple matter to design the 2 node version. The EE article also referred to RISC-V processors, so perhaps Renesas have incorporated the Akida nodes with a RISC-V processor which could then bridge the gap between microcontrollers and microprocessors.

"This is part of a move to boost the leading edge performance of its chips for the Internet of Things, Sailesh Chittipeddi ... tells eeNews Europe.

This strategy has seen the company develop the first silicon for ARM’s M85 and RISC-V cores, along with new capacity and foundry deals.

“We are very happy to be at the leading edge and now we have made a rapid transition to address our ARM shortfall but we realise the challenges in the marketplace and introduced the RISC-V products to make sure we don’t fall behind in the new architectures,” he said.

“Our next move is to more advanced technology nodes to push the microcontrollers into the gigahertz regime and that’s where the is overlap with microprocessors. The way I look at it is all about the system performance.”

“Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi.

Brainchip and Renesas signed a deal in December 2020 to implement the spiking neural network technology. Tools are vital for this new area. “The partner gives us the training tools that are needed,” he said.

I wonder who the 3rd party doing the taping out is? Socionext would already have the files for 20 nodes.

Thank you Dio, you and many others here are representitive of the spirit of friendship, support, guidance and respect of others.

 

[Evermont]

This means that Renesas have completed the electrical design and testing of a microcontroller including Akida IP and a programmable processor/controller (ARM Cortex M/RISC-V?) and are moving to the manufacturing stage by preparing the "photomasks" defining the silicon patterns of the several layers of the integrated circuit.

Nowadays the "masks" are probably electronic patterns rather than photonegatives.

View attachment 23476
https://www.bing.com/images/search?view=detailV2&ccid=UXAd0Mdr&id=DEAD8A8D72CD0EE0088D18549DCF4DF20078DEFE&thid=OIP.UXAd0MdrROCzr7WGbqHXfQHaGi&mediaurl=https://www.ansforce.com/upload/posts/13/S1-p1232/Fig1_95.jpg&exph=760&expw=860&q=integrated+circuit+layer+photomask&simid=608032550462381577&FORM=IRPRST&ck=25A65AFF04D138ACF72415BF877242EB&selectedIndex=0&idpp=overlayview&ajaxhist=0&ajaxserp=0



Given that the patterns for Akida have already been done for the 20 node (80 NPU) version, it would be a simple matter to design the 2 node version. The EE article also referred to RISC-V processors, so perhaps Renesas have incorporated the Akida nodes with a RISC-V processor which could then bridge the gap between microcontrollers and microprocessors.

"This is part of a move to boost the leading edge performance of its chips for the Internet of Things, Sailesh Chittipeddi ... tells eeNews Europe.

This strategy has seen the company develop the first silicon for ARM’s M85 and RISC-V cores, along with new capacity and foundry deals.

“We are very happy to be at the leading edge and now we have made a rapid transition to address our ARM shortfall but we realise the challenges in the marketplace and introduced the RISC-V products to make sure we don’t fall behind in the new architectures,” he said.

“Our next move is to more advanced technology nodes to push the microcontrollers into the gigahertz regime and that’s where the is overlap with microprocessors. The way I look at it is all about the system performance.”

“Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi.

Brainchip and Renesas signed a deal in December 2020 to implement the spiking neural network technology. Tools are vital for this new area. “The partner gives us the training tools that are needed,” he said.

I wonder who the 3rd party doing the taping out is? Socionext would already have the files for 20 nodes.

Hi @Diogenese given the wording around advanced technology is it likely that Renesas may be interested in licensing further nodes?

Cheers.

 

[Diogenese]

Hi @Diogenese given the wording around advanced technology is it likely that Renesas may be interested in licensing further nodes?

Cheers.

Let's hope so. Remember, they have their own in-house DRP-AI which is already in production, so there may be some sunk-costs that are possibly generating some in-house resistance to change.

 

[Iseki]

This is big news for BrainChip and I would not be surprised by a big Announcement. It appears that it’s not just about BrainChip and Renesas but a three way collaboration. I can’t wait to find out more. The question is, how many of these chips will Renesas order. 1 million, 10 million,…….? And at what point will royalties come into it?

It's massive. It's being used in with the M-class chip from arm. That's their smallest (M=microcontroller) so sales should be in the billions, all going well.

 

[Iseki]

Let's hope so. Remember, they have their own in-house DRP-AI which is already in production, so there may be some sunk-costs that are possibly generating some in-house resistance to change.

Renesas seem to be putting their DRP-AI in with the much larger arm A-series chips, leaving akida for the M-series? Is this how you see it?

 

[Diogenese]

Renesas seem to be putting their DRP-AI in with the much larger arm A-series chips, leaving akida for the M-series? Is this how you see it?

Yes. Renesas said they would use Akida for the "low end".
... but once they understand what the beast can do ...

 

[Newk R]

Apparently BRN will be making an announcement tomorrow that there will be no announcement tomorrow, other than perhaps an announcement that there will be no announcement on Tuesday. If however an announcement is made on Tuesday concerning no announcement on Wednesday then the announcement not announced on Thursday will be cancelled.

 

[TECH]

Brainchip has already made the announcement, in December 2020.

Once our clients pay our IP License Fee, in whatever fashion it has been agreed to within the fine print of the confidential contract
well, that's it.

2 years is now almost up, so they have the choice to pay us fees for maintenance services or go their own way.

We don't make any announcements, they are our clients, and that's where it ends, meaning, if they sell their products and we start
to receive royalties, as per the unit volume threshold being achieved, well then, the 4C will contain all the answers that we need, as
cold as it sounds.

Just as the case will be with the Megachips IP business deal, subject to whatever their confidential contract contained.

If Renesas wishes to be interviewed and make any comment that advertises our company and our technology, well that's fantastic
but at the end of the day, it's none of our business, we are in the business of selling our IP to as many potential customers whom
wish to engage further with us, end of story.

IP License Fees.
Royalty Fees.
Engineering Service Fees.

All equal our 4C

Any free advertising is great advertising, so thanks Renesas

My opinion, thanks Texta

 

[FabricatedLunacy]

It's massive. It's being used in with the M-class chip from arm. That's their smallest (M=microcontroller) so sales should be in the billions, all going well.

Billions at what fee to us per unit?

Either way, some people will start to eat poop soon seeing where this thing can go.

Of course not the experts on MF and Hot Crapper… those specialists know it all.

 

[Iseki]

Billions at what fee to us per unit?

Either way, some people will start to eat poop soon seeing where this thing can go.

Of course not the experts on MF and Hot Crapper… those specialists know it all.

If we're not too greedy, and it becomes the defacto standard in integrating sensors into more complex systems, then the total will be massive. If we go greedy up front then there will be pressure to bypass us and find an alternative defacto standard.

 

[Learning]

Fabulous job @chapman89, even Chris Stevens reposted and Raul Vergara from Edge Impulse commenting ;Exciting times ahead for us shareholders me think.

It's great to be a shareholder 🏖

 

[White Horse]

Short letter to the grumpy/impatient.


There has has been a lot of presumption lately about whats good for BRN at the expense and creditably of ( who some seem to think is our beneficial benefactor ) Sean Hehir.


There have been suggestions that he should sell some of his other assets in order to take up his entitlement. The amount involved would be circa $1.3 mil AUD. If for example he was to sell shares that he has held for some time, there could be capital gains tax to pay that would make that idea totally laughable.


Now let me cast a different light on this subject. I have been teaching my eleven year old grand daughter to play Chess. And my first piece of advice to her was, remember all actions have consequences. This is not a mechanical action, so, the idea of equal and opposite does not apply. The actions may have quite unintended consequences.


Consider the what if,?? Sean, instead of taking the neutral position, and selling just enough shares to cover his tax exposure, decided to purchase the shares by leveraging his assets and taking out a loan.


This purchase would be construed as being very positive, and the assumption by shareholders and the ASX, is that he is in possession of positive information that the general public is not aware.


I am happy for Sean to do as he wishes with his personal financial matters.


As for the future, if this bus continues en route to the promised land. I, along with most patient shareholders, will only be too willing to vote Sean a small pile of bonus shares to ease his short term pain.

 

[TechGirl]

I never get sick of reading this

https://www.securityworldmarket.com/me/News/Business-News/brainchip-appoints-technology-veteran-as-marketing-director

02/12/2022

Brainchip appoints technology veteran as CMO​

Laguna Hills, Ca (USA)​

Brainchip Holdings has hired Nandan Nayampally as Chief Marketing Officer to drive all aspects of marketing, product management and business strategy for the company’s Akida event-based AI neural processor IP, and its portfolio of Essential AI enabling technology solutions.

Nayampally is an entrepreneurial executive with more than 25 years of success in building or growing technology businesses with industry-wide impact. He was at Arm for more than 15 years in a variety of product marketing and product management leadership roles, eventually becoming vice president and general manager of Arm’s signature CPU group and the Client Line of Business, where he identified key technology investments, developed a strategy and roadmap of products to deliver compelling, market-leading solutions for billions of SoCs, while establishing strategic partnerships and alliances.

Nayampally comes to Brainchip from Amazon, where he helped accelerate the adoption of Alexa Voice and other multimodal services into third-party devices.

“I am excited to join Brainchip. Our unique approach to performant and efficient edge AI at scale is a great enabler for an industry that is looking for innovative and transformative solutions” said Nayampally. “It is a great opportunity to not only advance product intelligence at the sensor and the edge but unleash the full power of AI. Brainchip is positioned to create that positive change and I’m thrilled to be a part of making that happen.”

“Nandan has a deep technical understanding of semiconductor design and IP as well as the market factors that lead to product success,” said Sean Hehir, CEO. “We look forward to leveraging his product experience and executive success at companies like Arm and Amazon to help us deliver Brainchip solutions to the market.”

Email: Lcoello@brainchip.com
Website: www.brainchip.ai
Read more about BrainChip Holdings Ltd.

 

[Fact Finder]

Short letter to the grumpy/impatient.


There has has been a lot of presumption lately about whats good for BRN at the expense and creditably of ( who some seem to think is our beneficial benefactor ) Sean Hehir.


There have been suggestions that he should sell some of his other assets in order to take up his entitlement. The amount involved would be circa $1.3 mil AUD. If for example he was to sell shares that he has held for some time, there could be capital gains tax to pay that would make that idea totally laughable.


Now let me cast a different light on this subject. I have been teaching my eleven year old grand daughter to play Chess. And my first piece of advice to her was, remember all actions have consequences. This is not a mechanical action, so, the idea of equal and opposite does not apply. The actions may have quite unintended consequences.


Consider the what if,?? Sean, instead of taking the neutral position, and selling just enough shares to cover his tax exposure, decided to purchase the shares by leveraging his assets and taking out a loan.


This purchase would be construed as being very positive, and the assumption by shareholders and the ASX, is that he is in possession of positive information that the general public is not aware.


I am happy for Sean to do as he wishes with his personal financial matters.


As for the future, if this bus continues en route to the promised land. I, along with most patient shareholders, will only be too willing to vote Sean a small pile of bonus shares to ease his short term pain.

I would add this FACT in the USA the IRS, just like the ATO, will not allow a deduction for interest paid on monies borrowed to pay a tax liability.

Some might recall I compared the 3 year timeline of Sony bringing their Prophesee event based vision sensor to mass market with the various Brainchip relationships.

At 2 years to tape out it seems that Renesas and Brainchip are following a similar timeline to bring AKIDA to mass market.

As the Chairman said the share price will do what the share price will do.

Sugar hits that appeal to some retail investors do only one thing they give trading opportunities to retail and institutional traders.

Sustained value will come in the form of sustained income growth in the 4Cs.

The reveal by Renesas comes roughly when the acting CEO Peter van der Made said it would way back at the end of 2021. About the same time he also said the market did not understand the significance of the MegaChip IP license.

Brainchip just keep delivering and long term visionary shareholders clearly understand and trust the vision.

As for the rest it is hard to believe with everything known by those who have actually read these threads, read the Brainchip website, watched all the presentations by Brainchip and partners and otherwise done their own research what their motivation can actually be for the constant criticism of the company and its policies.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[curlednoodles]

“Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi.

I wonder who the 3rd party is and what the device is??