BRN Discussion Ongoing

GazDix

Regular
Merry Christmas all.

Looks like we will crab walk our way share price wise over the New Year and hopefully usher in a better 2023 all round after a horrendous 2022.

I agree with Jesse Chapman's view about the second half of 2023 being the turning point for 'risk on' assets like our BRN and it could really all come together with revenue under our belt, more partnerships announced and the next AGM in May hopefully starting this mini bull run.

I read Hedgeye and they are pretty spot on with their macro predictions and they also think later half of 2023 will be the turning point as long as not another macro black swan event occurs like FF mentioned. On the positive, it is possible a peace treaty could be reached and I am certain nothing but good news will come out of China now seeing they flippantly changed their zero-covid policy after shocking their population by not doing it sooner in October. There may be a little short term pain, but it will all settle soon not to mention supply chains improving from now on. This has already improved overnight according to some mates who do business in China just since this Monday when they introduced no more quarantine restrictions.

During a Christmas lunch, I was chatting with one of my wife's cousins and she is a data analyst and used to live in Perth. I asked her if she knows Brainchip and she said she has met the team before and is invested! I shouldn't be surprised seeing there is 40,000 of us holders but it was a nice surprise nonetheless.

A pleasure reading everyone's contributions as always and wish you all a happy New Year and looking forward to CES 2023.
 
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Tezza

Regular
Grabbed a 1500 parcel at .648 today. Hoping they might double 1st half 2023 and help with an overseas trip. Go the mighty Akida.
 
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HopalongPetrovski

I'm Spartacus!
I agree truly exciting times…

The advantage of being able to read the chart and understanding positive fundamental opportunities for BRN gives you a more than double advantage, and peace of mind.

In your case stated for Mercedes hype in 2022, you had a whole one whole month between mid Nov 2021 to late Dec, and over 5 opportunities and inflection points between 48-70c to take an entry..

The insider and industry money always gets in first and will show on the chart before any announcements eventuate..
Hi @Schnitzel lover. Are you implying that in this particular case "insider and industry money" was aware of the Mercedes announcement or perhaps that some significant event was likely to occur, somewhere "between mid Nov 2021 to late Dec" and that your TA predicted this at the time, in advance?
Just curious if I have understood your claim correctly.
 
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Quiltman

Regular
Level 3 autonomous driving claims always grabs my attention ... the CES2023 anticipation builds ...

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Terroni2105

Founding Member
Interesting article on voice being used to help detect disease. I wonder if any of these people are aware of Akida?

Yes a really interesting article and yet another use case for Akida that I hadn’t thought of but seems probable given it talks about the patterns in voice And how the voice changes with the presence of disease and illness.
 
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goodvibes

Regular
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In contrast the role in Osaka is noted as ‘Full-time Director’ - currently with 2 applicants
View attachment 25409

Another 4 applicants today for the new Sales Director role in Osaka

Hopefully there is an absolute gun candidate in the mix with existing relationships to heavy-hitting Japanese automotive and tech companies

1672214091560.png
 
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equanimous

Norse clairvoyant shapeshifter goddess
Another 4 applicants today for the new Sales Director role in Osaka

Hopefully there is an absolute gun candidate in the mix with existing relationships to heavy-hitting Japanese automotive and tech companies

View attachment 25462
I hope its not Mr Chapman applying twice
 
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skutza

Regular
The whole time I've not been concerned about evs coming onto market e.g Honda above, as I believe that even if they currently don't use Akida then they can simply purchase the IP later to reduce power and improve what they currently do. Is my calm confidence actually likely/plausible/possible/unlikely/way off or just naively stupid? (Or unanswerable without knowing what their set up is?)
 
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Getupthere

Regular
1672218225484.jpg


When did they buy 40 shares to close their positions.

Manipulation at its best!
 
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Learning

Learning to the Top 🕵‍♂️
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wilzy123

Founding Member
LMAO...... the donkey short goons are shitting bricks because of CES talk. So weak and pathetic. Shorters basically had their head ripped off by fear and now the market is shitting down their throats. Utter hilarious.

20221228_202614.jpg
 
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Learning

Learning to the Top 🕵‍♂️
Apology if this has been posted.
But this is quite a powerful statement from Suk Lee.

Screenshot_20221228_202702_LinkedIn.jpg
Screenshot_20221228_202727_LinkedIn.jpg


Learning.
 
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The whole time I've not been concerned about evs coming onto market e.g Honda above, as I believe that even if they currently don't use Akida then they can simply purchase the IP later to reduce power and improve what they currently do. Is my calm confidence actually likely/plausible/possible/unlikely/way off or just naively stupid? (Or unanswerable without knowing what their set up is?)
Not every vehicle manufacturer adopted ABS Brakes the day after Mercedes Benz and Bosch perfected the technology but they all do now.

The adoption of some technology advances are by their very nature an inevitable destination.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Apology if this has been posted.
But this is quite a powerful statement from Suk Lee.

View attachment 25468 View attachment 25470

Learning.
Of course Intel is glad to have Brainchip join them.

Of all the companies in the world capable of understanding the AKIDA Science Fiction advantage they are the best qualified by far.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Diogenese

Top 20
Apology if this has been posted.
But this is quite a powerful statement from Suk Lee.

View attachment 25468 View attachment 25470

Learning.

Hi Learning,

The plot thickens.

Lot of dots linked here:

Intel Hires TSMC VP to Boost Contract Manufacturing Unit​

By Anton Shilov
published July 09, 2022
Intel boosts its IFS division with a TSMC veteran.

https://www.tomshardware.com/news/intel-hires-tsmc-vp-to-boost-contract-manufacturing-biz

Intel has hired Suk Lee, a TSMC veteran, to lead its newly established Ecosystem Technology Office. Suk Lee will be responsible for expanding the design technology ecosystem at the Intel Foundry Services division by bringing in additional partners. Ecosystem development is crucial for the long-term success of IFS, Intel's contract chip production business.

"Very excited to join Intel today," Suk Lee, vice president, Ecosystem Technology Office at Intel, wrote in a LinkedIn(opens in new tab) post (via news.mynavi.jp/@momomo_us). "Look forward to seeing you soon!"

Intel currently has its IFS Accelerator program that provides chip designers validated EDA tools optimized for its manufacturing nodes, process-specific silicon-verified IP portfolio, and design service partners. But the IFS Accelerator alliance only included 17 members as of February 2022, so Suk Lee will have to improve it.


Now, when did Rob Telson's role change to VP Ecosystems and Partnerships? - September 2022

... and when did BrainChip join IFS Alliance? - 20221211

... and what does TSMC know about Akida?

Looks like you've squared the circle.
 
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Getupthere

Regular
LMAO...... the donkey short goons are shitting bricks because of CES talk. So weak and pathetic. Shorters basically had their head ripped off by fear and now the market is shitting down their throats. Utter hilarious.

View attachment 25469
Right the same time when chicken Parma changed his/her posting style.
 
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wilzy123

Founding Member
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Learning

Learning to the Top 🕵‍♂️
Hi Learning,

The plot thickens.

Lot of dots linked here:

Intel Hires TSMC VP to Boost Contract Manufacturing Unit​

By Anton Shilov
published July 09, 2022
Intel boosts its IFS division with a TSMC veteran.

https://www.tomshardware.com/news/intel-hires-tsmc-vp-to-boost-contract-manufacturing-biz

Intel has hired Suk Lee, a TSMC veteran, to lead its newly established Ecosystem Technology Office. Suk Lee will be responsible for expanding the design technology ecosystem at the Intel Foundry Services division by bringing in additional partners. Ecosystem development is crucial for the long-term success of IFS, Intel's contract chip production business.

"Very excited to join Intel today," Suk Lee, vice president, Ecosystem Technology Office at Intel, wrote in a LinkedIn(opens in new tab) post (via news.mynavi.jp/@momomo_us). "Look forward to seeing you soon!"

Intel currently has its IFS Accelerator program that provides chip designers validated EDA tools optimized for its manufacturing nodes, process-specific silicon-verified IP portfolio, and design service partners. But the IFS Accelerator alliance only included 17 members as of February 2022, so Suk Lee will have to improve it.


Now, when did Rob Telson's role change to VP Ecosystems and Partnerships? - September 2022

... and when did BrainChip join IFS Alliance? - 20221211

... and what does TSMC know about Akida?

Looks like you've squared the circle.
I loves those dots Dio. 😍

If I was a betting man, I would bet that's TSMC is fully aware of AKIDA.(JMHO)

"The engineering layout for BrainChip’s high-performance, ultra-low power chip was designed in partnership with Socionext, a global developer of advanced SoC solutions. Socionext has released the engineering layout of the production version of the AKD1000 chip to TSMC (Taiwan Semiconductor Manufacturing Company; TWSE: 2330, NYSE: TSM), which has begun preparing to manufacture at volume."


Learning.
 
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Diogenese

Top 20
Apology if this has been posted.
But this is quite a powerful statement from Suk Lee.

View attachment 25468 View attachment 25470

Learning.

"We are glad to have BrainChip add a very unique set of AI IPs to IFS IP Alliance portfolio"

So it looks like Suk Lee (SL) was head-hunted by IFS, and it looks like we were head-hunted by SL who would have had detailed foreknowledge of Akida.

Given that there were only 14 members of the IFS IP alliance when SL joined, I wouldn't be surprised if we were No. 1 on SL's hit list.

Note: This list is not exhaustive - note the word "include:" in the "current partners" list, which shows 13 companies, including our friends SiFive and ARM. Still, SL has probably met his KPIs for the year.


https://www.intel.com/content/www/us/en/foundry/ifs-accelerator/ip-alliance.html

The current partners of IFS Accelerator - IP Alliance include:​

Logo alphawave


“The leadership team at Alphawave IP has a deep heritage of close collaboration with Intel since 2009. When Intel launched IFS, they brought advanced semiconductor capacity online at high scale. Intel Foundry Services offers a wide range of manufacturing services to meet customers’ unique product needs. We are pleased to be an anchor member of the IFS Accelerator - IP Alliance, which will enable our mutual customers to build some of the most advanced semiconductor products in the world, with IFS as their manufacturing one-stop-shop.”
-- Tony Pialis, President and Chief Executive Officer, Alphawave

Logo analog bits


“Intel is unleashing its silicon design and manufacturing expertise to build customers’ world-changing products. We are pleased to expand our differentiated IP offerings at Intel Foundry Services for customers mandating domestic manufacturing. Our close collaboration with Intel gives us the opportunity to expand our mutual customers and deliver the best-in-class IPs with optimal performance. We look forward to all the opportunities Intel Foundry Services will bring in the future.”
-- Mahesh Tirupattur, Executive Vice President, Analog Bits

Logos andes risc v


“RISC-V is the 21st Century Instruction Set Architecture (ISA) created from a clean slate and freed from the hamstring of supporting a half century of backward compatibility. By providing a world-class foundry for this revolutionary new ISA, Intel Foundry Services will enable the leading edge silicon for 5G, ADAS, AI, AR/VR, data center, semiconductor storage, and HPC built around the RISC-V architecture. We are excited to be one of the lead IP partners in IFS Accelerator - IP Alliance program. Intel’s large scale foundry provides committed capacity for IFS customers which ensures that SoC designs based on Andes RISC-V processor cores will achieve the production ramp and volume successfully.”
-- Frankwell Lin, CEO, Andes Technology Corp.

Logo arm blue


“The industry must work together to meet the demands for technology in nearly every segment of our lives. Arm is on a mission to deploy secure, energy-efficient Arm-based technology wherever compute happens, and by working with other key players in the industry as part of the IFS Accelerator, we are putting IP in the hands of those designing the future of computing.”
-- Drew Henry, SVP, IPG Strategy and Operations, Arm


BrainChip logo for IFS


“We are proud to partner with Intel as part of its IFS Accelerator – IP Alliance. The combination of BrainChip’s Akida IP and Intel’s leading technology helps ensure that customers looking to implement edge AI acceleration and learning have the tools and resources to accelerate their success.”
-- Anil Mankar, Chief Development Officer, BrainChip.

Logo cadence red


“With today’s rigorous design requirements and increasing pressure to deliver innovative SoCs faster than ever, both IFS and Cadence are committed to facilitating design innovation. As a member of the IFS Ecosystem Alliance, we’re ensuring that mutual customers can seamlessly adopt Cadence’s state-of-the-art EDA solutions and IP optimized for IFS process technologies to stay in front of dynamic market demands.”
-- Dr. Anirudh Devgan, President and CEO, Cadence

Logo ememory yellow


“With global cybersecurity and hacking risks increasing daily, this partnership with IFS will provide our customers the unparalleled IP for secure storage and other security features. With cloud applications continue to emerge and empower our daily life through connectivity, the needs for chip-level security and safe storage in electronic devices will soar.”
-- Michael Ho, President, eMemory

Logo m31


“IFS offers an unmatched combination of leading-edge packaging and process technology. With its Accelerator - IP alliance, IFS is enriching its world-class IP portfolio with the alliance partnership to complement the leading technology offerings. M31 is delighted to join IFS Accelerator, and excited to enable our customers to take the full advantage of the significant leap in power, performance, and area (PPA) from Intel’s advanced technologies.”
--Scott Change, CEO, M31


SiFive logo


“Intel is making substantial investment in the U.S. and Europe to create a world class foundry business to serve the growing demand for chips. We are pleased to join the IFS Accelerator - IP Alliance program and work with Intel to enable IFS customers to take advantage of the benefits of Intel Foundry process technology. The unlimited potential of RISC-V is at the heart of SiFive’s leading portfolio of processor IP and will enable IFS Customers to build advanced designs using Intel technology.”
-- Rohit Kumar, SVP Engineering, SiFive

Logo silicon creations


“This partnership gives Silicon Creations customers new ways to propel their innovative designs ahead, improve design productivity, and get to market faster. IFS is driving collaboration to advance design and IP capabilities, and our partnership with IFS is another example of how we are committed to our global customers’ success. We’re proud to be an IP alliance member of IFS’ comprehensive ecosystem program, Accelerator.”
-- Randy Caplan, Co-founder, and Executive VP at Silicon Creations

Sofics logo for IFS


“Through IFS, Intel is opening its advanced manufacturing expertise to outside fabless design companies. We are pleased to expand our portfolio by joining the IFS Accelerator IP Alliance. We look forward to working with IFS to support mutual customers with our proprietary ESD technology.”
-- Koen Verhaege, CEO, Sofics.

Logo synopsys color


“Synopsys joining Intel Foundry Services Alliance is a natural extension of our over 30-year history with Intel. With our recent AI-based autonomous design breakthrough that is getting particularly good results on Intel technology, we catalyze designers in Intel’s robust ecosystem to boost productivity and accelerate innovation. Together we put our mutual customers on the fast-track towards the next 1000X in productivity needed this decade.”
-- Dr. Aart de Geus, Chairman and Co-Chief Executive Officer, Synopsys


Logo vidatronic horizontal


“Vidatronic is thrilled to bring our experience to IFS IP alliance initiative, customers will benefit by having access to our patented IP that is pre-certified in Intel’s process technology for faster time-to-market and decreased overall risk. Ultimately, we will be able to provide them essential building blocks to their SoCs that not only improve performance but save them time and money.”
-- Moises Robinson, Co-Founder and President of Vidatronic
 
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