BRN Discussion Ongoing

Here is a question asked by someone with intellect over on that other place:

"How does Loihi 2 compete with Akida 2?"

Do not answer this question straight away.

Take time to consider what you have been told about each to date.

Remember what Mike Davies said about Intel needing to simplify the process of training Loihi 2 so you do not need a Phd.

Think about the fact that Loihi 2 is a research chip and that it is a research chip because it does not yet give perfect performance every time.

Think about the fact that even at 7nm it did not match the performance of AKD1000.

Think about the fact that AKD1500 moved the goal posts further away from where Loihi 2 has placed its ball.

Keep thinking about all the little advantages we know as fact that AKD 1000 has over Loihi 2 and tomorrow when further details about AKIDA 2000 are released try and provide an answer to the above question if you can.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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White Horse

Regular
News article from a Wall street resource.

Chip sales that have declined across many customer segments are still enjoying one area of rising demand: cars.

Growing sales of electric vehicles—which tend to use more semiconductors than their gas-powered counterparts—coupled with greater automation of all vehicles, have kept producers of chips for cars busy. The long-term outlook for the market appears robust, Tesla Inc. TSLA 3.61%increase; green up pointing trianglesuggested this past week, as Chief Executive Elon Musk detailed plans for his car company to scale up to 20 million vehicles a year by 2030, from around 1.3 million in 2022.

“We’re consuming about 700,000 12-inch wafer equivalents,” Tesla’s supply-chain vice president Karn Budhiraj said Wednesday, referring to the material individual chips are made of. “We’re going to need 8 million wafers,” he added, once the company reaches its 20-million-car production target. Tesla also indicated it was working on ways to use fewer chips per vehicle and didn’t anticipate chip-making capacity as an impediment, given how that industry was expanding.
Chip executives say the growth in the number of chips going into cars has been staggering. As of 2021, the average car had about 1,200 chips, twice the number in 2010 and that figure is only likely to increase, executives said.
Companies including Dutch auto-chip company NXP Semiconductors NXPI 1.29%increase; green up pointing triangle
NV, Germany’s Infineon Technologies AG, IFNNY 1.64%increase; green up pointing triangle Japan’s Renesas Electronics Corp., RNECY 5.49%increase; green up pointing triangle U.S.-based Analog Devices Inc. ADI 0.90%increase; green up pointing triangle and Texas Instruments Inc. TXN 0.92%increase; green up pointing triangle
recently reported surging sales in their automotive divisions and gave strong outlooks for this year.

Marvell Technology Inc. MRVL -4.74%decrease; red down pointing triangleCEO Matthew Murphy on Thursday said auto-related revenue in the current quarter should grow over 30%, even as the company’s overall top line is projected to shrink. The company’s car-related chip sales could reach $500 million in coming years, from around $100 million today, he said.

NXP’s automotive-chip sales rose 25% last year, and the company said it is expecting around 15% growth in the first quarter of this year. Renesas’s automotive business climbed nearly 40% last year, and analysts expect more growth this quarter. Analog Devices, which gets almost a quarter of its sales from the automotive industry, reported 29% growth for that segment last year.

im-736423


Renesas Electronics’ automotive business climbed nearly 40% last year, and is expected to grow more this quarter.Photo: Mark Schiefelbein/Associated Press
It isn’t just the cars themselves that are becoming more chip intensive; so is vehicle production as manufacturers embrace greater automation to deal with labor shortages and try to lower costs, semiconductor executives have said.

The boom in car chips contrasts with sharp declines in other sectors for chip makers, whose products go into electronics tied closely to consumer appetites. Americans have tightened their belts over the past several months, worried about rising interest rates and stubbornly high inflation.

Intel Corp., INTC 0.76%increase; green up pointing triangle

the largest U.S. chip maker by revenue, reported a fourth-quarter loss and is expecting another loss this quarter, hurt by flagging demand for the personal computers that its chips feature in. Rival Advanced Micro Devices Inc. is also contending with the choppy PC market, where industrywide shipments are expected to decline by 12.5% this year, according to a recent Morgan Stanley estimate.

Qualcomm Inc., QCOM -0.15%decrease; red down pointing triangle

known for its mobile-phone chips, illustrates how some chip suppliers are feeling both sides of the market dynamics. The company reported an 18% fall in handset revenue in its latest fiscal quarter, while automotive sales surged 58% to $456 million. Auto chips account for about 5% of the company’s overall revenue.

The resilience in car chips comes despite a historic fall in auto sales, which were the lowest in more than a decade in the U.S. last year. Sales have been constrained by supply-chain trouble, including a dearth of chips essential to a new generation of cars with an array of digitally enhanced features, from driver-assistance technology to automatic windshield-wiper controls. This year questions around demand have surfaced as consumers balk at high prices at dealerships.

The increased digitization of cars means even lower vehicle sales aren’t denting automotive-chip demand, said Kurt Sievers, CEO of NXP, one of the largest chip suppliers to the auto market. Market-share gains and the shift to electric vehicles have been enough to offset economic weakness and supply-chain issues that have limited car production, he said.

“It’s nice when [car production] is growing, but we do not need it to grow to make our automotive business grow,” Mr. Sievers said.

The wake-up moment for both chip and car company executives about how interconnected their fortunes have become came during the pandemic. Supply-chain disruptions spurred a global chip shortage that left some car makers with incomplete vehicles stranded on the production line. Rivian Automotive Inc. in its most recent earnings report attributed its muted sales outlook partly to chip-supply issues.

Still, there are signs that those pressures are starting to ease.

Average lead times for chips, including many chips crucial in car manufacturing, were down by about four days in January compared with the prior month, according to analysts at Susquehanna International Group LLP, indicating an easing of constraints. Lead times, which measure how long it takes to fulfill orders, have fallen for seven months straight, Susquehanna said, although the industry average lead time is still nearly six months.
 
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FJ-215

Regular
Here is a question asked by someone with intellect over on that other place:

"How does Loihi 2 compete with Akida 2?"

Do not answer this question straight away.

Take time to consider what you have been told about each to date.

Remember what Mike Davies said about Intel needing to simplify the process of training Loihi 2 so you do not need a Phd.

Think about the fact that Loihi 2 is a research chip and that it is a research chip because it does not yet give perfect performance every time.

Think about the fact that even at 7nm it did not match the performance of AKD1000.

Think about the fact that AKD1500 moved the goal posts further away from where Loihi 2 has placed its ball.

Keep thinking about all the little advantages we know as fact that AKD 1000 has over Loihi 2 and tomorrow when further details about AKIDA 2000 are released try and provide an answer to the above question if you can.

My opinion only DYOR
FF

AKIDA BALLISTA
Intel's biggest problem with Loihi is software. There is more to BRN's 3 year lead over competitors than just comparing hardware.
 
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TopCat

Regular
Funny how these words pop up now.

649EFDC1-DC17-4F31-A04E-7BF6FB9ACCB9.jpeg
 
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Tothemoon24

Top 20
https://***************.com.au/wp-content/themes/spotlight/images/TMH-logo-AMP.svg

BrainChip (ASX:BRN) shares soar on second-generation Akida platform​

ASX News, Technology
ASX:BRN MCAP $910.8M
90484bfd97ed7dc4b25f026901480c64
Carolyn Rebeiro
Markets Presenter/Reporter
Carolyn.rebeiro@***************.com.au
06 March 2023 15:22 (AEDT)
poster.jpg

  • BrainChip (BRN) launches the second generation of its Akida neuromorphic artificial intelligence platform
  • The system now includes temporal event-based neural nets that enable it to learn from raw sensor data
  • It also includes Vision Transformer acceleration that works on computer vision tasks, such as image classification, object detection, and semantic segmentation
  • BRN says the second-generation tech adds capabilities “critically needed” in industrial, automotive, digital health, smart home and smart city applications
  • Shares in BrainChip are up 19.12 per cent and trading at 61 cents at 3:14 pm AEDT
BrainChip’s (BRN) share price soared today after the company launched the second generation of its Akida neuromorphic artificial intelligence platform.
The system now includes temporal event-based neural nets that the company said “supercharge” the processing of raw time-continuous streaming data.
This includes video analytics, target tracking, audio classification, analysis of health monitoring data — such as heart rate and respiratory rate for vital signs prediction and time series analytics used in forecasting — and predictive production line maintenance.
The second-generation tech also includes Vision Transformer acceleration, which BrainChip said worked on various computer vision tasks, such as image classification, object detection, and semantic segmentation.
BrainChip CEO Sean Hehir said the company had used customer feedback in developing the new generation of Akida.
“Our customers wanted us to enable expanded predictive intelligence, target tracking, object detection, scene segmentation, and advanced vision capabilities,” Mr Hehir said.
“By inferring and learning from raw sensor data, we take a substantial step toward a cloudless Edge AI experience.”
The platform is used for intelligent edge devices for the Artificial Intelligence of Things
(AIoT) solutions and services market that BrainChip forecasts to be worth US$1 trillion by 2030.
BRN shares were up 19.12 per cent and trading at 61 cents at 3:14 pm AEDT.


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Steve10

Regular
Chat GPT reckons:

BrainChip has partnered with several companies to integrate its Akida chip into their products. For example, they have partnered with the German company, Infineon, to integrate the Akida chip into Infineon's REAL3 ToF (Time of Flight) 3D image sensor for use in smartphones and other devices.


The Infineon tech was used for Dreame's W10 vacuum robot. Maybe they have more new products.

Infineon’s REAL3™ ToF imager enables advanced obstacle avoidance and smart navigation in DREAME’s new vacuum cleaning robot W10 Pro​



View attachment 31276

Infineon is an Edge Impulse partner.

 
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Foxdog

Regular
to save people the click...

The BrainChip share price is up 18% to 60.2 cents. This follows news that the semiconductor company has released a new version of its Akida platform. Management says the new platform was designed in response to customer feedback. If the sales don’t start rolling in now, then perhaps they never will.
Well the peanut does have a point re:sales. But it's also a begrudging acknowledgement that this is a significant announcement....
 
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Tothemoon24

Top 20
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krugerrands

Regular
No.
THE AKIDA TECHNOLOGY FAMILY IS MADE UP OF:

A. AKD 1000 rebranded AKIDA 1.0 from time to time

B. AKD 1500 yet to be rebranded AKIDA 1.5

C. AKIDA next generation was to be AKD 2000 then rebranded AKIDA 2.0 then company advised they were considering what it would be officially named.

In short there are three chip designs

On the original roadmap put out when Peter van der Made was Acting CEO there was AKD 500,1000 & 1500 after which came AKD 2000, 2500,3000,3500 4000,4500 & 5000 and in last podcast 10,000 was slated for 2030.

The AKD500 slated for 2023 has not yet appeared but I suspect the Renesas chip that is built around two nodes may fill that position even though it will likely carry a Renesas name. The AKD 500 was talked about for use in white goods and other appliances.

My opinion only DYOR
FF

AKIDA BALLISTA

Mmmm... I haven't put much thought into this but just see if this checks out.


"AKD1000 is our first generation technology.
This also includes Akida 1500 which is based on the same technology.

Our second generation technology is called Akida 2.0 .

Regards

Tony "

This precludes AKD1500 from ever being rebranded to AKIDA 1.5 - Tony states that AKD1500 is based on Akida 1.0.

For me it seems not enough distinction is being made between the Akida IP and the Akida Reference chips.
And that is what the "version" numbers vs "product/reference chip" numbers are.

Akida 1.0 IP
  • AKD 1000 reference chip
  • AKD 1500 reference chip

Akida 2.0 IP
  • ?? reference chip
 
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Foxdog

Regular
And like clockwork Mickle penishead has to throw in his usual shit talk at the end. Thanks for posting as I did not want to give that cockroach the satisfaction of a click.
Can't wait to bombard him with 'nah, nah, ne, nah, nah' comments when the sales do start rolling in 🤞😜
 
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Can't wait to bombard him with 'nah, nah, ne, nah, nah' comments when the sales do start rolling in 🤞😜
Yes then the roach will be recommending buy brn at 3 dollars < insert rocket emoji.
 
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wilzy123

Founding Member
It’s positive & factual !

That’s why

Let's just gloss over all the history and reputation of that company then and giggle about "positive and factual"....................
 
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White Horse

Regular
A formal platform launch press release, will take place on,
7 March at 1:00am AEDT, 6 March at 6:00am US PST.

In other words, 9.00am New York time.

Half an hour before the market opens on the NYSE.

I can't help thinking, there is more to come. ??
 
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Crestman

Regular
Hiya Doz, I’m 24 odd pages of posts behind , thou today’s welcomed New Platform BrainChip Ann is giving the sp a good shorters covering push. Hahaha You asked how many licenses? In my foggy memory, I recall “ Crestman” posting about his Perth gathering chat with Peter re Megachips , it was discussed a little here. I believe it was shared that One license was worth/valued at One million dollars. That was my understanding at the time. Hope this helps and that my memory holds up.
Hey Kozikan, that question to Peter was regarding the ARM Partnership and yes he said if an ARM customer signs up they get $1M payment upfront followed by royalties typically 3-4 years later.
 
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krugerrands

Regular
I thought it went something like this:

AKIDA 1.0:
  • Akida 1000
  • Akida 1500
AKIDA 2.0:
  • Akida 2000
  • Akida 2500 (maybe, who knows in the near future?)
Then it goes all the way up to...

AKIDA 10.00 (in 2030)
  • AKIDA 10,000 (the "holy grail" of general artificial intelligence, by which time we'll all be so vastly wealthy IMO that we might not give two figs what it's called).

My thoughts exactly .

Akida 1.0 refers to the IP.

Akida 1000 / 1500 refers to the reference chip.

Akida 2.0 is the latest IP.
 
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RobjHunt

Regular
@Esq.111 was a heap of volume today compared with the last previous days, not to sway away from the fact of the wonderful price sensitive announcement 😉 what’s your thoughts on the days action/shenanigans?
 
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A few thoughts on today's announcement:

The progression to 8-bit is interesting. I personally thought we would move to 8-bit, but not for at least a year or two. My take is that 8-bit isn't exclusively for edge processing anymore. If customers were looking at AI processing in places like data centres, I don't think 4-bit would have sufficient accuracy for those heavier workloads and they would also have a mains power supply. Up to 4-bit is great for most sensor processing at the edge, while 8-bit indicates to me that they are expanding their market reach. I think it's just a matter of time till we start migrating away from the edge, and this seems to be a step in that direction.

I also don't think they would have started designing 8-bit processors YET if 4-bit applications weren't successful with some projected cash flows in place. We know there are multiple customers that are likely already using the first Akida generation chips (Renesas, Mercedes, Valeo?, other EAPs?), so my guess is things are still going ok in this area. The second gen IP will likely be more expensive to develop and buy, so they wouldn't be going down the 8-bit path if they weren't confident of customer interest. As others have suggested they may be trying to work towards the 8-bit standardisation other companies like Intel and Qualcomm are planning for AI workloads (either way it's a great move strategically to have a solution that slots directly into their workflows), or alternatively it may have been explicitly requested by some existing customers for their applications. Regardless, this is good news for Brainchips future success.
 
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