BRN Discussion Ongoing

[Fact Finder]

Word is getting out there

Little 6 min podcast from yesterday, first 2 mins he talks about OTC, worth listing too as what they are doing no doubt our tech will help them grow, next 2 mins he talks about BRN recently joining IFS & minute 5 he talks about "the market for Machine Learning is projected to grow from $21.5 billion USD in 2021 to $276.58 billion by 2028", last minute is just his disclosures.

AI Eye Podcast 744: Stocks discussed: (OTCPINK: GTCH) (ASX: BRN) (NasdaqGS: INTC)​

Listen to today's podcast:

https://www.investorideas.com/Audio/Podcasts/2022/121422-AI-Eye.mp3


Vancouver, Kelowna, Delta, BC - December 14, 2022 (Investorideas.com Newswire) Investorideas.com, a global investor news source covering Artificial Intelligence (AI) brings you today's edition of The AI Eye - watching stock news, deal tracker and advancements in artificial intelligence - featuring technology company GBT Technologies Inc. (OTCPINK:GTCH).

AI Eye Podcast 744:​

Stocks discussed: (OTCPINK: GTCH) (ASX: BRN) (NasdaqGS: INTC)​

Hear the AI Eye on Spotify
Today's Column - The AI Eye - Watching stock news, deal tracker and advancements in artificial intelligence

GBT Files Continuation Application for AI-Powered Facial/Body Recognition Patent, and BrainChip Joins Intel Foundry Services​

Stocks discussed: (OTCPINK:GTCH) (ASX:BRN) (NasdaqGS:INTC)​

Link to website:

AI Eye Podcast 744: Stocks discussed: (OTCPINK: GTCH) (ASX: BRN) (NasdaqGS: INTC)

www.investorideas.com

“the market for Machine Learning is projected to grow from $21.5 billion USD in 2021 to $276.58 billion by 2028",


You were waiting for this.

Some though will think it’s Science Fiction but one percent by 2027 is $2.76 billion approximately.

Half of one percent by 2027 is $1.38 billion approximately.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Braintonic]

In everything everywhere = $276billion by 2027

 

[TechGirl]

In everything everywhere = $276billion by 2027

 

[IndepthDiver]

Some of the recent changelog entries in MetaTF are quite interesting, including:
-Mentions of AKD500
-Mention of an attention later, plus multiple mentions of transformer models such as ViT and DEiT (all these are for AKD2000). .
-Mention of an Akida USB vendor from August

Note that a possible reason for AKD2000 being delayed could include the software not being ready, so its good to see continuing progress on this front.

Releases · Brainchip-Inc/akida_examples

Brainchip Akida Neuromorphic System-on-Chip examples and documentation. - Brainchip-Inc/akida_examples

github.com

2.2.6 (14 Dec)

• [akida] Attention layer
• [akida] Identify AKD500 devices
• Transformers pretrained models updated to 4-bits

2.2.3 (23 Aug)

• [akida] update Akida USB vendor ID
• introduced ViT and DeiT transformer model architectures that are using quantizeml features

 

[CrabmansFriend]

Longtime lurker from Germany,
but now I have to get a few thoughts of my mind regarding the discussion/rumors about the apple/sony/prophesee -> akida dots ...

If we can assume the main features/advantages of this sensor (sony/prophesee/akida fusion) would be:

• low energy consumption (portable device?)
• compatibility with high dynamic range light settings (darkness, bright sunlight etc.)
• extremly fast object detection/recognition/tracking (at high frame rates)

I wonder if an iphone camera/sensor upgrade would be my first guess as a related product.
Sure, that makes sense also and would be a nice addition.
But couldn't it be a about product that is in need of all these features much more?

Something where object-detection and recognizing perspective/view/position in a 3-dimensional environment
at the lowest energy consumption possible is of utmost requirement?

If I had to guess, I would assume we could be talking just as well about a product apple is rumored to finally reveal in 2023.

Apple Vision Pro: Should You Buy? Reviews, Features, and Price

Apple Vision Pro is Apple's first wearable headset device, offering a mixed reality experience. Vision Pro is priced starting at $3,499, with...

www.macrumors.com

What do you think?

 

[Boab]

Some of the recent changelog entries in MetaTF are quite interesting, including:
-Mentions of AKD500
-Mention of an attention later, plus multiple mentions of transformer models such as ViT and DEiT (all these are for AKD2000). .
-Mention of an Akida USB vendor from August

Note that a possible reason for AKD2000 being delayed could include the software not being ready, so its good to see continuing progress on this front.

Releases · Brainchip-Inc/akida_examples

Brainchip Akida Neuromorphic System-on-Chip examples and documentation. - Brainchip-Inc/akida_examples

github.com

2.2.6 (14 Dec)

• [akida] Attention layer
• [akida] Identify AKD500 devices
• Transformers pretrained models updated to 4-bits

2.2.3 (23 Aug)

• [akida] update Akida USB vendor ID
• introduced ViT and DeiT transformer model architectures that are using quantizeml features

I'm not sure what all this means but it looks like the "Bug Fixes" have been reduced.
There is also the mention of the Transformers again. Coincidence from Rob's hint on the last podcast.
It appears we are making progress?
Thanks for sharing.

 

[Violin1]

85% increase in traffic in November. I wander whats happening in Vietnam... Hairy coconut factory
View attachment 24450
View attachment 24451

With Apple and Microsoft moving in, Vietnam bets on tech migration from China

Flashy national infrastructure projects like highways, airports, and housing seek to lure more tech giants to make the jump

restofworld.org

Samsung?

 

[Fullmoonfever]

Hi Slade,

There are several Maxim Integrated patents:

https://worldwide.espacenet.com/patent/search?q=pa = "maxim integrated" AND nftxt = "machine learning"

After close perusal of these documents, this seems to be the most relevant:

US2022334634A1 SYSTEMS AND METHODS FOR REDUCING POWER CONSUMPTION IN EMBEDDED MACHINE LEARNING ACCELERATORS

View attachment 20998

[0051] As previously mentioned, the architecture of hardware accelerator 508 may be different from that of memory 504 or the CPU that memory 504 is embedded in. For example, the bus word size of hardware accelerator 508 may be different from the typical 32-bit or 64-bit bus word size of the CPU or memory 504 . Instead, the architecture of hardware accelerator 508 may be optimized to efficiently perform computations on various sizes of data that do not nicely align with the sizes found in common memory devices.

The MAX7800 data sheet mentions 1, 2, 4, 8 bits:
https://datasheets.maximintegrated.com/en/ds/MAX78000.pdf
442k 8-Bit Weight Capacity with 1,2,4,8-Bit Weights


View attachment 20995

[0013] FIG. 8 depicts a simplified block diagram of a computing device/information handling system, in accordance with embodiments of the present disclosure.

The data sheet does not talk about spikes (except in the context of interference), but it looks like they are running 1, 2, 4, or 8 bits on CPU/GPU.

@Diogenese

Was doing some googling as usual and came across some info on Maxim, did a TSE search and see you've had a look as well.

Anyway, it's on the MAX5871 Evaluation Kit which not sure when came out but anyway, looks like it could be using SyncNN on Xylinx by Futurewei.

I could be wrong and SyncNN means something else in the diagrams?

If you do a SyncNN word search on the attached data sheet you'll find the mentions.

https://www.google.com.au/url?sa=t&source=web&rct=j&url=https://www.analog.com/media/en/technical-documentation/data-sheets/MAX5871EVKIT.pdf&ved=2ahUKEwi04rjZ0_v7AhUySmwGHU_bDEIQFnoECAcQAQ&usg=AOvVaw1peBN4x0WezBg5-kX1V_hH

You probs be able to check and confirm and if correct that could rule them out of Akida for the mo.

Also, Aug 22 paper by team at Futurewei Technologies & Canadian Uni about the SyncNN and Xylinx with various benchmarks against other systems.

Appears to be 4 & 8 bit SNN and haven't read all but anyway thought you may find interesting.

https://www.google.com.au/url?sa=t&source=web&rct=j&url=https://www.sfu.ca/~zhenman/files/J8-TRETS2022-SyncNN.pdf&ved=2ahUKEwijhdWC2vv7AhVvUGwGHbZLBxUQFnoECA8QAQ&usg=AOvVaw1l7gOaVi2KkIbvP-iNEoIh

https://www.google.com.au/url?sa=t&source=web&rct=j&url=http://www.sfu.ca/~zhenman/files/C21-FPL2021-SyncNN.pdf&ved=2ahUKEwie2oKNz_v7AhXrUGwGHbkVDIkQFnoECBEQAQ&usg=AOvVaw1VoQsgjFkT9oqSftoDUvlF

ABOUT US

Futurewei Internet Site

www.futurewei.com

 

[Diogenese]

@Diogenese

Was doing some googling as usual and came across some info on Maxim, did a TSE search and see you've had a look as well.

Anyway, it's on the MAX5871 Evaluation Kit which not sure when came out but anyway, looks like it could be using SyncNN on Xylinx by Futurewei.

I could be wrong and SyncNN means something else in the diagrams?

If you do a SyncNN word search on the attached data sheet you'll find the mentions.

https://www.google.com.au/url?sa=t&source=web&rct=j&url=https://www.analog.com/media/en/technical-documentation/data-sheets/MAX5871EVKIT.pdf&ved=2ahUKEwi04rjZ0_v7AhUySmwGHU_bDEIQFnoECAcQAQ&usg=AOvVaw1peBN4x0WezBg5-kX1V_hH

You probs be able to check and confirm and if correct that could rule them out of Akida for the mo.

Also, Aug 22 paper by team at Futurewei Technologies & Canadian Uni about the SyncNN and Xylinx with various benchmarks against other systems.

Appears to be 4 & 8 bit SNN and haven't read all but anyway thought you may find interesting.

https://www.google.com.au/url?sa=t&source=web&rct=j&url=https://www.sfu.ca/~zhenman/files/J8-TRETS2022-SyncNN.pdf&ved=2ahUKEwijhdWC2vv7AhVvUGwGHbZLBxUQFnoECA8QAQ&usg=AOvVaw1l7gOaVi2KkIbvP-iNEoIh

https://www.google.com.au/url?sa=t&source=web&rct=j&url=http://www.sfu.ca/~zhenman/files/C21-FPL2021-SyncNN.pdf&ved=2ahUKEwie2oKNz_v7AhXrUGwGHbkVDIkQFnoECBEQAQ&usg=AOvVaw1VoQsgjFkT9oqSftoDUvlF

ABOUT US

Futurewei Internet Site

www.futurewei.com

Hi Fmf,

I looked at the MAX7800 which includes a hardware CNN accelerator. Interestingly it has ARM Cortex M4 and a 32-bit RISC-V processor, as well as the CNN accelerator. They talk about 1, 2, 4 and 8 bit weights in the NN accelerator, and having the flexibility to support other NNs, such as RNN as well as MLP, but they don't mention SNN.

A CNN accelerator will need MAC matrix silicon. They also refer to the CNN engine having a 442k weight memory

Re MAX5871,
SYNCNN is an output port from the MAX5871 (see pg 48, bottom left and zoom in:

MAX5871 is an RF ADC I can't see any relevance to SNNs.
https://au.mouser.com/new/maxim-integrated/maxim-max5871-dac/#Bullet-2
Maxim MAX5871 Interpolating & Modulating RF 16-bit DAC enables multi-standard and multi-band transmitters in wireless communications applications. The radio frequency digital-to-analog converter can directly synthesize up to 600MHz of instantaneous bandwidth from direct current to frequencies up to 2.8GHz. The 5.9Gsps device meets spectral mask requirements for communication standards such as Global System for Mobile (GSM), Universal Mobile Telecommunications System (UMTS), and Long-Term Evolution (LTE). Applications include cellular base-station transmitters, point-to-point microwave links, and wireless backhaul. MAX5871 also uses a differential current-steering architecture and can produce a 0dBm full-scale output signal level with a 50Ω load. The device consumes 2.5W at 4.9Gsps operating from 1.8V and 1.0V power supplies.

From the look of their "neural" patents, they are stuck in the CNN era.
https://worldwide.espacenet.com/patent/search?q=pa = "maxim integrated" AND nftxt = "neural"

 

[Sirod69]

Why ADLINK & Arm ?​

ADLINK is a trusted Edge AI solution provider, a partner with Arm, in Project Cassini and Arm SystemReady, and an active participant in PSA Certification and Parsec compliance programs. ADLINK is keen on assisting industry users to build an open, secured, and seamless cloud-native software experience. It effectively improves clients’ time-to-market deployment, OPEX savings, IoT device management, and security.
Based on Arm architecture, ADLINK also collaborates with Ampere, NXP, MediaTek, Qualcomm, and Rockchip in module computing development and value-added solutions across varied industries, including smart manufacturing, autonomous driving, robotics, AMR, drone, transportation, logistics, retail, infotainment, healthcare, security, and more.
With plug-and-play tools, development kits, and all-encompassing systems, ADLINK and Arm empowers developers to accelerate and realize their innovations.

Arm-based Solutions | ADLINK

ADLINK is a trusted Edge AI solution provider, a partner with ARM, in Project Cassini and ARM SystemReady, and an active participant in PSA Certification and Parsec compliance programs. ADLINK is keen on assisting industry users to build an open, secured, and seamless cloud-native software...

www.adlinktech.com

 

[thelittleshort]

Info

KPMG Advisory Global semiconductor industry outlook for 2023

INSIGHT

Global semiconductor industry outlook for 2023​

Leaders optimistic about growth, driven by automotive and the end of the chip shortage​

‹›
Lincoln Clark
Partner, Audit, KPMG US

+1 408-367-4914

Industry executives have a positive outlook for 2023​

KPMG LLP and the Global Semiconductor Alliance (GSA) conducted the 18th annual global semiconductor industry survey in the fourth quarter of 2022. The survey captures insights from 151 semiconductor executives about their outlook for the industry in 2023 and beyond. More than half of the respondents are from companies with more than $1 billion in annual revenue.

The Semiconductor Industry Confidence Index score is 56 for the upcoming year (a value above 50 indicates a more positive outlook than negative). This is lower than each of the previous four years but is understandable given the economic uncertainty and geopolitical events that have arisen in the past year.
Additional key findings are detailed below. The full Global Semiconductor Industry Outlook publication will be released in early 2023.

Leaders are optimistic about revenue growth​

• Eighty-one percent project their company’s revenue will grow over the coming year, and half expect growth of more than 10 percent. While these are lower than last year’s survey (95 percent and 68 percent, respectively), it is still encouraging given the current economic environment and perceptions regarding industry inventory levels discussed below.
• Leaders are slightly less bullish on industry revenue growth. Sixty-four percent forecast the industry’s revenue will grow in the coming year, with 19 percent predicting growth of more than 10 percent. These are also significantly lower than last year’s survey (97 percent and 49 percent, respectively).
• The Russia-Ukraine war may be a contributor to the lower industry revenue growth projection. Forty-one percent are concerned the war will materially impact industry revenue growth in 2023. When KPMG and the GSA conducted a pulse survey in May 2022, only 25 percent had this concern.

Automotive takes the pole position as the most important revenue driver​

• For the first time, survey respondents clearly rate the automotive sector as most important for driving semiconductor company revenue over the next year. In correlating research, KPMG predicts automotive semiconductor revenue will reach $200 billion annually by the mid-2030s and surpass $250 billion by 2040.
• Wireless communications, long seen as the industry’s most important revenue driver, slips into second place in the 2023 outlook.
• Internet of Things, cloud computing, and artificial intelligence rank third, fourth, and fifth in terms of importance.
• In its first year on the survey, metaverse was ranked last (out of 10) in importance for driving semiconductor company revenue over the next year. It will be interesting to see how this view changes in the coming years as metaverse technology evolves and adoption increases.

The end of the semiconductor shortage is in sight​

• Sixty-five percent of the executives surveyed think the semiconductor supply shortage will ease in 2023, and 15 percent believe that supply and demand is already in balance for most products. Only 20 percent think the shortage will last into 2024 or later.
• As the semiconductor industry is cyclical, the survey also asked respondents when they think the next excess supply of semiconductor inventory will occur. Twenty-four percent believe there is already an excess, and 31 percent think it will occur in 2023. Another 36 percent feel the surplus will happen between 2024 and 2026, while 9 percent believe demand will keep increasing and there will not be an inventory excess in the next four years.
• Leaders also do not see the Russia-Ukraine war materially impacting the semiconductor supply chain in 2023. Less than one-third (29 percent) are concerned with this, which is down from 39 percent in the pulse survey conducted by KPMG and the GSA in May 2022.

Talent remains a crucial priority​

• Talent risk is seen as the biggest issue facing the semiconductor industry over the next three years.
• Underscoring the ongoing need for specialists in this growing, cutting-edge industry, 71 percent of respondents anticipate increasing their global workforce in 2023. This is lower than last year (87 percent), but still a healthy expectation in the current economic climate.
• The survey also shows that talent development and retention remains the top strategic priority for industry leaders, with 67 percent naming it a “top 3” strategic priority. While lower than the 77 percent mark in last year’s survey, it still clearly outpaces supply chain flexibility (53 percent) and digital transformation (32 percent) this year.
• Though still important for any business, only 15 percent of semiconductor executives rank mitigating cybersecurity risk a “top 3” strategic priority and just 10 percent say the same about formalizing ESG reporting, despite looming mandatory reporting requirements.

The nationalization of semiconductor technology is the biggest geopolitical concern​

• Among geopolitical matters, the impact of the nationalization of semiconductor technology is the biggest concern on the minds of executives, as this has implications with supply chains, talent acquisition, and access to government subsidies (e.g., the enacted CHIPS Act in the U.S. and the proposed European Chips Act).
• The nationalization of semiconductor technology is also tied as the second biggest issue facing the industry over the next three years (tied with global inflation).
• Other top geopolitical concerns include the prominence of Taiwan in the supply chain, tariffs and trade deals, and long-term impacts of the Russia-Ukraine war.

 

[Deadpool]

Friday funny for what may be going on behind the scenes

A ship sailing past a remote island spots a man who has been stranded there for several years. The captain goes ashore to rescue the man and notices three huts…
“What’s the first hut for?” he asks.

“That’s my house,” says the castaway.

“What’s the second hut for?”

“That’s my church.”

“And the third hut?”

“Oh, that?” sniffs the castaway. “That’s the church I used to go to.”

Have a good day chippers

 

[Foxdog]

Info

KPMG Advisory Global semiconductor industry outlook for 2023

View attachment 24469​

INSIGHT

Global semiconductor industry outlook for 2023​

Leaders optimistic about growth, driven by automotive and the end of the chip shortage​

‹›
Lincoln Clark
Partner, Audit, KPMG US

+1 408-367-4914

Industry executives have a positive outlook for 2023​

KPMG LLP and the Global Semiconductor Alliance (GSA) conducted the 18th annual global semiconductor industry survey in the fourth quarter of 2022. The survey captures insights from 151 semiconductor executives about their outlook for the industry in 2023 and beyond. More than half of the respondents are from companies with more than $1 billion in annual revenue.

The Semiconductor Industry Confidence Index score is 56 for the upcoming year (a value above 50 indicates a more positive outlook than negative). This is lower than each of the previous four years but is understandable given the economic uncertainty and geopolitical events that have arisen in the past year.
Additional key findings are detailed below. The full Global Semiconductor Industry Outlook publication will be released in early 2023.

Leaders are optimistic about revenue growth​

• Eighty-one percent project their company’s revenue will grow over the coming year, and half expect growth of more than 10 percent. While these are lower than last year’s survey (95 percent and 68 percent, respectively), it is still encouraging given the current economic environment and perceptions regarding industry inventory levels discussed below.
• Leaders are slightly less bullish on industry revenue growth. Sixty-four percent forecast the industry’s revenue will grow in the coming year, with 19 percent predicting growth of more than 10 percent. These are also significantly lower than last year’s survey (97 percent and 49 percent, respectively).
• The Russia-Ukraine war may be a contributor to the lower industry revenue growth projection. Forty-one percent are concerned the war will materially impact industry revenue growth in 2023. When KPMG and the GSA conducted a pulse survey in May 2022, only 25 percent had this concern.

Automotive takes the pole position as the most important revenue driver​

• For the first time, survey respondents clearly rate the automotive sector as most important for driving semiconductor company revenue over the next year. In correlating research, KPMG predicts automotive semiconductor revenue will reach $200 billion annually by the mid-2030s and surpass $250 billion by 2040.
• Wireless communications, long seen as the industry’s most important revenue driver, slips into second place in the 2023 outlook.
• Internet of Things, cloud computing, and artificial intelligence rank third, fourth, and fifth in terms of importance.
• In its first year on the survey, metaverse was ranked last (out of 10) in importance for driving semiconductor company revenue over the next year. It will be interesting to see how this view changes in the coming years as metaverse technology evolves and adoption increases.

The end of the semiconductor shortage is in sight​

• Sixty-five percent of the executives surveyed think the semiconductor supply shortage will ease in 2023, and 15 percent believe that supply and demand is already in balance for most products. Only 20 percent think the shortage will last into 2024 or later.
• As the semiconductor industry is cyclical, the survey also asked respondents when they think the next excess supply of semiconductor inventory will occur. Twenty-four percent believe there is already an excess, and 31 percent think it will occur in 2023. Another 36 percent feel the surplus will happen between 2024 and 2026, while 9 percent believe demand will keep increasing and there will not be an inventory excess in the next four years.
• Leaders also do not see the Russia-Ukraine war materially impacting the semiconductor supply chain in 2023. Less than one-third (29 percent) are concerned with this, which is down from 39 percent in the pulse survey conducted by KPMG and the GSA in May 2022.

Talent remains a crucial priority​

• Talent risk is seen as the biggest issue facing the semiconductor industry over the next three years.
• Underscoring the ongoing need for specialists in this growing, cutting-edge industry, 71 percent of respondents anticipate increasing their global workforce in 2023. This is lower than last year (87 percent), but still a healthy expectation in the current economic climate.
• The survey also shows that talent development and retention remains the top strategic priority for industry leaders, with 67 percent naming it a “top 3” strategic priority. While lower than the 77 percent mark in last year’s survey, it still clearly outpaces supply chain flexibility (53 percent) and digital transformation (32 percent) this year.
• Though still important for any business, only 15 percent of semiconductor executives rank mitigating cybersecurity risk a “top 3” strategic priority and just 10 percent say the same about formalizing ESG reporting, despite looming mandatory reporting requirements.

The nationalization of semiconductor technology is the biggest geopolitical concern​

• Among geopolitical matters, the impact of the nationalization of semiconductor technology is the biggest concern on the minds of executives, as this has implications with supply chains, talent acquisition, and access to government subsidies (e.g., the enacted CHIPS Act in the U.S. and the proposed European Chips Act).
• The nationalization of semiconductor technology is also tied as the second biggest issue facing the industry over the next three years (tied with global inflation).
• Other top geopolitical concerns include the prominence of Taiwan in the supply chain, tariffs and trade deals, and long-term impacts of the Russia-Ukraine war.

Interesting optimism considering Christine Lagarde's comments last night regarding the European economy over the next couple of years. All doom and gloom with it a 100 basis point rise by March.
Hopefully the Aus Reserve Bank won't blindly follow or a recession here is a given imo.....higher interest rates are going to bite soon.

 

[Esq.111]

Morning Chippers,

Interesting day ahead.

Tomorrow, in the USA / UK and Europe.....

QUADRUPLE WITCHING DAY on financial markets.

An event which happens 4 times each year on the third Friday of
December,
March,
June,
September.

Trading volume tends to rise on these days and is typically heaviest during the last hour of trading as traders adjust their portfolios.

Resetting and closing out of positions.
- Stock Options
- Index Futures
- Index Futures Options
- Single Stock Futures.

Australia being ahead of the world, should see some decent volumes on our market today.

Could well see the large short position in BRN reduced or closed out today...... with all we know in our pipeline of engagements....

Bring it on .

Regards,
Esq.

 

[Sirod69]

​

​

The future of computing: from A to Z on Arm in 2022​

2022 has been another stunning year for Arm, with many activities, initiatives, launches and announcements that are redefining the future of computing. Here’s the A to Z of these key achievements in a year like no other for Arm and our world-leading ecosystem.​

Posted on 15th December 2022

The Future of Computing: From A to Z on Arm in 2022

The A to Z of activities, initiatives, launches and announcements from Arm in 2022 that are redefining the future of computing.

www.arm.com

 

[Fact Finder]

Info

KPMG Advisory Global semiconductor industry outlook for 2023

View attachment 24469​

INSIGHT

Global semiconductor industry outlook for 2023​

Leaders optimistic about growth, driven by automotive and the end of the chip shortage​

‹›
Lincoln Clark
Partner, Audit, KPMG US

+1 408-367-4914

Industry executives have a positive outlook for 2023​

KPMG LLP and the Global Semiconductor Alliance (GSA) conducted the 18th annual global semiconductor industry survey in the fourth quarter of 2022. The survey captures insights from 151 semiconductor executives about their outlook for the industry in 2023 and beyond. More than half of the respondents are from companies with more than $1 billion in annual revenue.

The Semiconductor Industry Confidence Index score is 56 for the upcoming year (a value above 50 indicates a more positive outlook than negative). This is lower than each of the previous four years but is understandable given the economic uncertainty and geopolitical events that have arisen in the past year.
Additional key findings are detailed below. The full Global Semiconductor Industry Outlook publication will be released in early 2023.

Leaders are optimistic about revenue growth​

• Eighty-one percent project their company’s revenue will grow over the coming year, and half expect growth of more than 10 percent. While these are lower than last year’s survey (95 percent and 68 percent, respectively), it is still encouraging given the current economic environment and perceptions regarding industry inventory levels discussed below.
• Leaders are slightly less bullish on industry revenue growth. Sixty-four percent forecast the industry’s revenue will grow in the coming year, with 19 percent predicting growth of more than 10 percent. These are also significantly lower than last year’s survey (97 percent and 49 percent, respectively).
• The Russia-Ukraine war may be a contributor to the lower industry revenue growth projection. Forty-one percent are concerned the war will materially impact industry revenue growth in 2023. When KPMG and the GSA conducted a pulse survey in May 2022, only 25 percent had this concern.

Automotive takes the pole position as the most important revenue driver​

• For the first time, survey respondents clearly rate the automotive sector as most important for driving semiconductor company revenue over the next year. In correlating research, KPMG predicts automotive semiconductor revenue will reach $200 billion annually by the mid-2030s and surpass $250 billion by 2040.
• Wireless communications, long seen as the industry’s most important revenue driver, slips into second place in the 2023 outlook.
• Internet of Things, cloud computing, and artificial intelligence rank third, fourth, and fifth in terms of importance.
• In its first year on the survey, metaverse was ranked last (out of 10) in importance for driving semiconductor company revenue over the next year. It will be interesting to see how this view changes in the coming years as metaverse technology evolves and adoption increases.

The end of the semiconductor shortage is in sight​

• Sixty-five percent of the executives surveyed think the semiconductor supply shortage will ease in 2023, and 15 percent believe that supply and demand is already in balance for most products. Only 20 percent think the shortage will last into 2024 or later.
• As the semiconductor industry is cyclical, the survey also asked respondents when they think the next excess supply of semiconductor inventory will occur. Twenty-four percent believe there is already an excess, and 31 percent think it will occur in 2023. Another 36 percent feel the surplus will happen between 2024 and 2026, while 9 percent believe demand will keep increasing and there will not be an inventory excess in the next four years.
• Leaders also do not see the Russia-Ukraine war materially impacting the semiconductor supply chain in 2023. Less than one-third (29 percent) are concerned with this, which is down from 39 percent in the pulse survey conducted by KPMG and the GSA in May 2022.

Talent remains a crucial priority​

• Talent risk is seen as the biggest issue facing the semiconductor industry over the next three years.
• Underscoring the ongoing need for specialists in this growing, cutting-edge industry, 71 percent of respondents anticipate increasing their global workforce in 2023. This is lower than last year (87 percent), but still a healthy expectation in the current economic climate.
• The survey also shows that talent development and retention remains the top strategic priority for industry leaders, with 67 percent naming it a “top 3” strategic priority. While lower than the 77 percent mark in last year’s survey, it still clearly outpaces supply chain flexibility (53 percent) and digital transformation (32 percent) this year.
• Though still important for any business, only 15 percent of semiconductor executives rank mitigating cybersecurity risk a “top 3” strategic priority and just 10 percent say the same about formalizing ESG reporting, despite looming mandatory reporting requirements.

The nationalization of semiconductor technology is the biggest geopolitical concern​

• Among geopolitical matters, the impact of the nationalization of semiconductor technology is the biggest concern on the minds of executives, as this has implications with supply chains, talent acquisition, and access to government subsidies (e.g., the enacted CHIPS Act in the U.S. and the proposed European Chips Act).
• The nationalization of semiconductor technology is also tied as the second biggest issue facing the industry over the next three years (tied with global inflation).
• Other top geopolitical concerns include the prominence of Taiwan in the supply chain, tariffs and trade deals, and long-term impacts of the Russia-Ukraine war.

“For the first time, survey respondents clearly rate the automotive sector as most important for driving semiconductor company revenue over the next year. In correlating research, KPMG predicts automotive semiconductor revenue will reach $200 billion annually by the mid-2030s and surpass $250 billion by 2040.”

Just one tiny little one percent of the automotive semiconductor market is $US2 billion in 2030 and $US2.5 billion in 2040.

AND this is just AUTOMOTIVE.

Phones, Laptops, PCs, Door Bells & Security, Cameras….

AND then there are the industries that do not exist yet.

Those who became extremely wealthy by holding onto their Apple, Tesla, Amazon, Google, Intel, Nvidia either forgot they owned them or recognised the size and scope of the addressable market and understood the risk reward potential and planned to be the person who did not sell all their Apple shares in 1976 for $800.00.

A question to ask yourself is how many times in your lifetime will you get the opportunity to own a company that has invented technology that works and is described as Science Fiction with known partnerships of the type currently disclosed???

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Izzzzzzzzzzy]

Scary

 

[Dozzaman1977]

Book a Meeting​ Brainchip invites you to join us at CES 2023 January 5-8, 2023, in Las Vegas, NV to experience our advanced, hyper-efficient, event-based AI technology in action, bringing the future to edge AI devices. Akida’s unique AI approach is built on applied neuromorphic principles that enables inference and learning, untethered from the cloud in energy-constrained edge devices. It efficiently accelerates today’s models and is ready for future trends. Most importantly, it supports frameworks and flows that developers are very familiar with, so tuning for Akida platforms is seamless and Brainchip partners like Renesas are integrating Akida technology into their platforms. At CES a few of our partners are demonstrating this technology: Socionext (North Hall, booth 10564): Automotive solutions for remote display, RADAR and embedded sensing and cabin monitoring. Socionext will demonstrate it’s highly integrated ISO26262-certified SC1721/ SC1722/ SC1723 Series Graphics Display Controllers feature built-in safety mechanisms that enable error-free, safety-critical content to meet the safety standards required by today’s multi-display cockpit applications. Socionext has created a variety of smart RADAR solutions, including 24GHz and 60GHz, and has developed a roadmap showcasing future technologies features and capabilities to support multiple in-cabin uses, including seat occupancy monitoring, child presence detection, and theft prevention. Prophesee (The Venetian Hotel): Edge learning on device for complex visuals. Prophesee will demonstrate the alignment of their event-based vision systems with the unique, intelligent edge-learning capabilities of Akida. This enables learning of gestures on device without storing data on device or on cloud - an important aspect of security and privacy expected. Stay tuned for further updates on our partners CES schedule and announcements. We wish you a very exciting and prosperous 2023 and look forward to seeing you at CES. Please use the link below to schedule a meeting with us. Regards, The Brainchip Team Book a Meeting brainchip website | brainchip media |brainchip contact ​ ​

 

[Dozzaman1977]

 

[Damo4]

​

​ ​ ​ ​ Book a Meeting​ Brainchip invites you to join us at CES 2023 January 5-8, 2023, in Las Vegas, NV to experience our advanced, hyper-efficient, event-based AI technology in action, bringing the future to edge AI devices. Akida’s unique AI approach is built on applied neuromorphic principles that enables inference and learning, untethered from the cloud in energy-constrained edge devices. It efficiently accelerates today’s models and is ready for future trends. Most importantly, it supports frameworks and flows that developers are very familiar with, so tuning for Akida platforms is seamless and Brainchip partners like Renesas are integrating Akida technology into their platforms. At CES a few of our partners are demonstrating this technology: Socionext (North Hall, booth 10564): Automotive solutions for remote display, RADAR and embedded sensing and cabin monitoring. Socionext will demonstrate it’s highly integrated ISO26262-certified SC1721/ SC1722/ SC1723 Series Graphics Display Controllers feature built-in safety mechanisms that enable error-free, safety-critical content to meet the safety standards required by today’s multi-display cockpit applications. Socionext has created a variety of smart RADAR solutions, including 24GHz and 60GHz, and has developed a roadmap showcasing future technologies features and capabilities to support multiple in-cabin uses, including seat occupancy monitoring, child presence detection, and theft prevention. Prophesee (The Venetian Hotel): Edge learning on device for complex visuals. Prophesee will demonstrate the alignment of their event-based vision systems with the unique, intelligent edge-learning capabilities of Akida. This enables learning of gestures on device without storing data on device or on cloud - an important aspect of security and privacy expected. Stay tuned for further updates on our partners CES schedule and announcements. We wish you a very exciting and prosperous 2023 and look forward to seeing you at CES. Please use the link below to schedule a meeting with us. Regards, The Brainchip Team Book a Meeting brainchip website | brainchip media |brainchip contact ​ ​

"Most importantly, it supports frameworks and flows that developers are very familiar with, so tuning for Akida platforms is seamless and Brainchip partners like Renesas are integrating Akida technology into their platforms."