Braintonic
Regular
In everything everywhere = $276billion by 2027 
BRN Discussion Ongoing
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- Start date
TechGirl
Founding Member
IndepthDiver
Regular
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.
github.com
2.2.6 (14 Dec)
2.2.3 (23 Aug)
-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
Regular
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:
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.
www.macrumors.com
What do you think?
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)
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
Boab
I wish I could paint like Vincent
I'm not sure what all this means but it looks like the "Bug Fixes" have been reduced.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
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
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
Regular
Samsung?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 jumprestofworld.org
Fullmoonfever
Top 20
@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.
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.
Last edited:
Hi Fmf,@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.
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.
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
bavarian girl ;-)
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...
thelittleshort
Top Bloke
Info
KPMG Advisory Global semiconductor industry outlook for 2023
INSIGHT
‹›
Lincoln Clark
Partner, Audit, KPMG US
+1 408-367-4914
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.
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
hyper-efficient Ai
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
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
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.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.
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.
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.
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.
Last edited:
Sirod69
bavarian girl ;-)
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
Top 20
“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.”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.
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
Regular
Scary 
Dozzaman1977
Regular
|
Dozzaman1977
Regular
Last edited:
Damo4
Regular
"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."
So I'll get in before the WANCAs do. Just because they integrate Akida into their platforms and have likely spent large amounts of $$$ doing so, doesn't mean any customers are going g to buy their product. ROFL
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