BRN Discussion Ongoing

[chapman89]

How is it a dummy spit? It's a plan. If the company I am investing in hasn't sold their product for over a year and a half, then MY PLAN is to sell. How does that affect you? Or warrant a condescending remark? You are telling people what they should be doing. You are telling people how they should feel and that they are muppets for having an idea that differs to yours.

Well I hope your plan works well for you in my opinion selling right before Renesas finishes getting products to market in a matter of months is just crazy.

The way I see it is once Renesas tapes out, it’ll give the share price a huge re rate for Brainchip!

 

[alwaysgreen]

Well I hope your plan works well for you in my opinion selling right before Renesas finishes getting products to market in a matter of months is just crazy.

The way I see it is once Renesas tapes out, it’ll give the share price a huge re rate for Brainchip!

I hope so mate! I respect your opinion and I hope it goes to $5 for you even if I am out at that stage.

I am still hopeful of some license sales before mid year to keep me in though.

 

[BaconLover]

 

[Diogenese]

Maybe some future competition on the horizon? @Diogense might be able to explain how analog neuromorphic computing compares? It says here that the " project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion."

I remember that @TECH mentioned Simon Thorpe was working on a project with ONN's but I don't know if it's this particular one.

Oscillating neural networks for low power analog edge AI​

Technology News | February 6, 2023
By Nick Flaherty
MATERIALS & PROCESSES AI

---

A European project including IBM and BMW is developing a new type of analog neural network with phase change materials to reduce the power consumption of machine learning at the edge of the network.


The new technique couples oscillating neural networks (ONN) with phase change materials and could reduce power consumption by a factor of 100 to 1000 say the researchers in the PHASTRAC (Phase Change Materials for Energy Efficient Edge Computing) project.

• In-memory neuromorphic AI slashes power consumption
• imec, Leti form European hub for AI
• ST hints at analog in-memory computing chip

The project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion.

The oscillating neurons will be implemented with vanadium dioxide (VO2) phase change material coupled with synapses implemented with bilayer resistive RRAM memories using molybdenum and hafnium dioxide (Mo/HfO2).


The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven, who held a session on ONN technology at the European Conference on High-performance Embedded Architecture and Compilation (HiPEAC) Conference last month in Toulouse. They are working with researchers from BMW, IBM Research in Zurich and the Pázmány Péter Catholic University in Budapest.

Oscillating neural networks for low power analog edge AI

A European project including IBM and BMW is developing a new type of analog neural network with phase change materials for edge AI

www.eenewseurope.com

Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.

 

[SebThatGermanChap]

Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.

Hey, what did I do?

 

[Damo4]

Wow what a thread this has become.

Do people need reminding that if you want to talk about exceeding your risk tolerance, go HERE.
Or if you feel like your self made timelines are not being kept by a company who didn't promise you anything, try going HERE or HERE.

Edit: the final "here" was supposed to be the crapper, how sad the links are blocked.

 

[alwaysgreen]

Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.

Thanks Diogenese, Our 5 year advantage remains!

 

[VictorG]

This is a letter from TD published by @YngInvstr in response to his/her question on the crapper.

View attachment 28894

I have been thinking about Tony Dawe's letter.
I thought that Akida2000 was the next chip to be taped out, however in TD's letter he states that the Akida1500 tape out was because of direct engagement with customers. I can't imagine BRN would have taped out Akida1500 without having firm commitments from licensee's or customers.
This raises a few questions.

• Who could want the Akida1500 so badly that BRN moved it ahead of the Akida2000 tape out.
• Once the Akida1500 has been examined, tested and passed, should we expect a new License Agreement? or
• Can we expect actual orders for the Akida1500 in the very near future, because the chip was MADE TO ORDER for someone?

I believe we have a good chance that an announcement will come very soon after Akida1500 has passed muster, and I think it will be the MOA announcements.

 

[HopalongPetrovski]

Wow what a thread this has become.

Do people need reminding that if you want to talk about exceeding your risk tolerance, go HERE.
Or if you feel like your self made timelines are not being kept by a company who didn't promise you anything, try going HERE or HERE.

Edit: the final "here" was supposed to be the crapper, how sad the links are blocked.

Relax Pal. People are just talking and expressing themselves. Who said it has to be just all one’s and zero’s or dots which may or may not be relevant to anything? Sometimes some of us get a little carried away, but that too is just humans being human. When we are all just androids on steroids it gets pretty boring. Variety is the spice of life.

 

[Xhosa12345]

also remember megachips report the other day - aiming to be LAUNCHING PRODUCTS - note the plural

they are also projected to increase revenue from 56000 M Yen to 72000 M Yen which - if my maths is right, about 100M USD increase in sales

 

[ceej]

Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.

Thanks Dio, much appreciated. As always your input is welcomed and extremely valuable to those of us who are not overly technically oriented. Thank you for being so generous with your responses.

On a broader point to the TSE community it concerns me that this forum could well be headed down the path of the old Brn forum on hotcrapper.

Despite the fact that I do not post much at all I do read at least this thread in full each and every day and recent weeks/months have seen a marked increase in criticising the “player” as opposed to the “issue”. This approach if left to fester will ultimately result in valuable thoughts ( both positive and negative) going unposted. Clearly this has already happened.

This would be to the detriment of all of us who use this as a source of valued information. Please reflect before hitting post reply.

 

[HopalongPetrovski]

I have been thinking about Tony Dawe's letter.
I thought that Akida2000 was the next chip to be taped out, however in TD's letter he states that the Akida1500 tape out was because of direct engagement with customers. I can't imagine BRN would have taped out Akida1500 without having firm commitments from licensee's or customers.
This raises a few questions.

• Who could want the Akida1500 so badly that BRN moved it ahead of the Akida2000 tape out.
• Once the Akida1500 has been examined, tested and passed, should we expect a new License Agreement? or
• Can we expect actual orders for the Akida1500 in the very near future, because the chip was MADE TO ORDER for someone?

I believe we have a good chance that an announcement will come very soon after Akida1500 has passed muster, and I think it will be the MOA announcements.

I think the Company is well aware that pressure is building and will adapt its strategy appropriately to facilitate revenue as rapidly as possible.
The people running the show want demonstrable success at least as much as we do.
Coming or going, it is their reputations that are on the line.
And they did not get where they are already by being slack jawed yokel’s.

 

[BaconLover]

I have been thinking about Tony Dawe's letter.
I thought that Akida2000 was the next chip to be taped out, however in TD's letter he states that the Akida1500 tape out was because of direct engagement with customers. I can't imagine BRN would have taped out Akida1500 without having firm commitments from licensee's or customers.
This raises a few questions.

• Who could want the Akida1500 so badly that BRN moved it ahead of the Akida2000 tape out.
• Once the Akida1500 has been examined, tested and passed, should we expect a new License Agreement? or
• Can we expect actual orders for the Akida1500 in the very near future, because the chip was MADE TO ORDER for someone?

I believe we have a good chance that an announcement will come very soon after Akida1500 has passed muster, and I think it will be the MOA announcements.

I don't think so VG;
1500 was meant to come ahead of 2000.
And note how AKD2000 is the ''optimized version'' of AKD1500.

 

[Shadow59]

Suddenly there seems to be interest in buying back in. Look at the buy side compared to the sell

 

[skutza]

So I believe that this forum is set up to self regulate, correct? So below is a list of threads for people to discuss topics. I suggest that if you feel a comment is on the incorrect thread, then if we all report the post it will be removed and in time then people will get the jist that we want certain discussion on certain threads. Saves having to skim the BS posts that are not needed on the main board. IMO and I'm always right.

except when I'm not.

 

[Moonshot]

also remember megachips report the other day - aiming to be LAUNCHING PRODUCTS - note the plural

they are also projected to increase revenue from 56000 M Yen to 72000 M Yen which - if my maths is right, about 100M USD increase in sales

View attachment 28913

Also mega chips did back end design on akd1500

 

[misslou]

Wow what a thread this has become.

Do people need reminding that if you want to talk about exceeding your risk tolerance, go HERE.
Or if you feel like your self made timelines are not being kept by a company who didn't promise you anything, try going HERE or HERE.

Edit: the final "here" was supposed to be the crapper, how sad the links are blocked.

Thanks for trying Damo. They will just scroll past and keep repeating themselves despite so many well thought out and reasoned arguments as to why they don’t need to.

All the drama, the selfishness and need for attention. One person is even comparing their number of likes in private arguments. It’s like an episode of MAFS.

It seems many users support expression of all views (except those that don’t support all views) even if those views are lies, have been proven wrong, have been repeated many times before… they are all going to continue unapologetically expressing themselves despite driving away some of our most valuable contributors and there isn’t anything we can do about it.
We get told to shut up ourselves when we try to say something about it.

The thread doesn’t make sense with them on ignore, so those of us who’ve had enough of them either have to find a way to scroll past it to get to the worthwhile posts, or stay away from it until the share price improves.

 

[ndefries]

I have been thinking about Tony Dawe's letter.
I thought that Akida2000 was the next chip to be taped out, however in TD's letter he states that the Akida1500 tape out was because of direct engagement with customers. I can't imagine BRN would have taped out Akida1500 without having firm commitments from licensee's or customers.
This raises a few questions.

• Who could want the Akida1500 so badly that BRN moved it ahead of the Akida2000 tape out.
• Once the Akida1500 has been examined, tested and passed, should we expect a new License Agreement? or
• Can we expect actual orders for the Akida1500 in the very near future, because the chip was MADE TO ORDER for someone?

I believe we have a good chance that an announcement will come very soon after Akida1500 has passed muster, and I think it will be the MOA announcements.

Defititely agree. No one is going to all the effort to design, plan and tapeout based on a casual remark by a potential customer! it would be from some solid engagement and mutual development that requires it on the FDX platform. $$$$

The AKD1500 uses the latest features of BrainChip’s extremely energy-efficient, event-based, Akida™ AI IP in combination with the GlobalFoundries’ ultra-low leakage, proprietary FDX™ process technology platform, to deliver an ideal solution for always-on, at-sensor applications or other low-power embedded applications in AIoT, industrial, consumer and automotive markets.

 

[alwaysgreen]

also remember megachips report the other day - aiming to be LAUNCHING PRODUCTS - note the plural

they are also projected to increase revenue from 56000 M Yen to 72000 M Yen which - if my maths is right, about 100M USD increase in sales

View attachment 28913

So they are hoping to increase their total revenue to approx. $557 Million USD.

Of that, how much revenue could we expect for the use of Akida? It is hard to quantify but as a complete guess, if we are in say 20 percent of their products which equates to revenue to Megachips $114 mill USD and as a guess, we receive 2% of said revenue, that would be $2.28 million USD.

Would be nice to know the exact breakdown of the contract and their forecast for products with Akida inside but we will never get that info.

 

[VictorG]

I don't think so VG;
1500 was meant to come ahead of 2000.
And note how AKD2000 is the ''optimized version'' of AKD1500.

View attachment 28915

The thing that sent me into a head spin was TD's statement - "the Akida1500 tape out was because of direct engagement with customers".
Why would TD say that if it had nothing to do with customer engagement as it was the next scheduled role out anyway.
I'm probably clutching at straws.