We have been told what the rise is for:
https://cdn-api.markitdigital.com/a...access_token=83ff96335c2d45a094df02a206a39ff4
View attachment 27961
i. "tape out another chip"
ii. "release significant enhancements to our IP offering"
iii. "hiring personnel in key international markets"
iv. "increase our domestic sales and marketing headcount"
The choice of words for item (ii) is interesting, in particular "release" rather than "develop". To me, this suggests that the enhancements are well in hand.
We all know what Akida 1 can do. One of its capabilities is key-word spotting, as used in EQXX.
With the proviso that I don't know how transformers work (apologies to Ella):
LSTM is useful for processing sequences of data in context, be it speech, video, ... . One suggested use was in the prediction of the trajectory of moving objects, eg, in ADAS/AV. But it can only handle relatively short sequences of data because its memory is comparatively "short".
Transformers can handle longer sequences of data and "understand" or interpret the context, and can be used in translation and text prediction. Apparently it does this by extracting the "essence" of the context (don't ask me - I'm just making this up as I go along), so it can "understand" the context (and syntax - noun, verb, adjective, adverb, subject, object, ...) of longer data sequences, and do this more efficiently that LSTM. For instance, if you use a noun in one sentence, and then use the word "it" in a following sentence, the transformer may infer that "it" is the noun from the earlier sentence - spooky stuff.
On the software side, we've recently been exposed to the prowess of ChatGPT (Generative Pre-trained Transformer). Incorporating that capability in silicon (without the "imaginative" results) will be no mean feat.
So, getting back to the EQXX and its derivatives, key-word spotting is all very well, but the next bit is "understanding" what the driver says after "Hey Mercedes!" ... and every driver may use different syntax to express their requirements. So transformers may be advantageous in this context.
As for key markets, we've recently seen advertisements for marketing personnel in Japan. A couple of industries in Japan include automotive and consumer electronics,