BRN Discussion Ongoing

[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??

 

[Slade]

Renesas has broken quite a long silence by announcing the tapping out an Akida inspired chip. Perhaps there are other elements of their collaboration with Renesas that have developed over the last two years and to which they are now happy for BrainChip to inform the market on. Forever the optimist, an incoming announcement would not surprise me. Who nodes?

 

[Slymeat]

MRAM fabricated in BEOL (Note 1) is advantageous compared to flash memory fabricated in FEOL (Note 2) for sub-22 nm processes because it is compatible with existing CMOS logic process technology and requires fewer additional mask layers. However, MRAM has a smaller read margin than flash memory, which degrades read speed.

May I point out that Weebit ReRAM is implemented in 22nm CMOS and is far superior to FLASH, especially WRT read speed—their selector can even work on individual bits. Also ReRAM is far cheaper, and simpler, to incorporate in a SOC solution that MRAM.

Maybe one day! Come on BrainChip and Weebit , when you last chatted you may have decided now was not the time, but maybe now is the time for some of your partners in the ecosystem. I think I t’s time for a combined front to Renasas and others in the ecosystem. A huge opportunity exists for you both.

I’m certain Renasas will love to take all those exotic materials, required for MRAM, out of their chips. And the fabs will love them for it! MRAM requires back end processing, fab re-tooling, and extra layers, this must introduce errors by the extra handling alone.

 

[Dozzaman1977]

What fantastic news (Renesas)
The long runway shown by renesas incorporating akida IP shows there must be healthy customer demand for whatever product they are producing.
Wishing all the BRN loyalists and Cooper beer drinkers a happy night !!!
Pulling out the special coopers tonight

 

[Deadpool]

What hope do we have. A royal commission must be the answer to this inept organization

https://www.msn.com/en-au/money/mar...sedgntp&cvid=8a0dca916bbb4cbb89e239f144c2b9f7

 

[Tothemoon24]

little rumour from 22nd of September

 

[David holland]

Is it me or the nxt 6 months could be very interesting being Brainchip holder

 

[Slade]

Wasn’t it Renesas that said something like we have licensed 2 Akida nodes to get the ball rolling? Well the ball is rolling, so what’s next?

 

[Diogenese]

Wasn’t it Renesas that said something like we have licensed 2 Akida nodes to get the ball rolling? Well the ball is rolling, so what’s next?

Let's not over-egg the pudding. Renesas said they would be using their in-house DRP-AI for the heavy AI work, so we may have to wait until the next generation processors from Renesas before they go full Akida. .

 

[Slade]

Let's not over-egg the pudding. Renesas said they would be using their in-house DRP-AI for the heavy AI work, so we may have to wait until the next generation processors from Renesas before they go full Akida. .

I like a lot of eggs in my pudding.

 

[VictorG]

I like a lot of eggs in my pudding.

if you don't eat your meat you can't have any pudding.

 

[thelittleshort]

I like a lot of eggs in my pudding.

Are all your eggs in your pudding?

 

[Dougie54]

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.

So we will wait with baited breath till Friday for the Announcement to say wait till next week for an updated non Announcement.

 

[Lex555]

My new best friend ChatGPT is saying between only a few days to a few weeks from taping to final chip manufacturing: