BRN Discussion Ongoing

[Diogenese]

Hi All,

Looking forward to hearing of more positive interactions between us and our partners late tonight (Perth time).

I personally don't believe this will be a platform to make joint announcements from, as in, an IP Licensing agreement, or
the imminent chip release, but would be very happy to be wrong.

It's the who's who, whose chosen to listen to this podcast, as that could well sway those individual companies to take the plunge
on a young company making waves, who wouldn't want to be linked to a World Leading Tech Company, with Aussie heritage

Purely my own opinion, enjoy the tech talk.

Morning Tech

Hi Tech,

As you say it's probably too much to hope for that ARM will announce that all future ARM chips will include an Akida accelerator.

The purpose of the ARM talk seems to be to promote the compatibility of ARM chips and Akida.

But the recent announcement that ARM is going to produce a "more advanced processor not seen before" demonstrator chip. " ... this chip is expected to only be used to showcase what is possible..."
would be an opportunity almost too good to miss in showcasing ARM at its best.

https://au.pcmag.com/processors/99768/arm-to-manufacture-its-own-prototype-chips

ARM's in-house AI functions (Helium, Ethos) are already known, so, unless they have been upgraded, they don't seem to be candidates for the "more advanced" processor.

But ARM arm-in-arm with Akida akimbo - that's more advanced.

 

[jk6199]

I have false hope of some type of announcement that actually gets released on the ASX and is price sensitive.

I have also had false hope of winning lotto for a long time too

 

[ndefries]

I think that ARM may be looking to partner up with chip maker. This will give them bigger profits. There could be some collaboration with a few companies that will develop new products to compete with the bigger player. IMO

Everything I read on Arm points to Softbank wanting to take a bigger peice of the pie. Why would they do an IPO what would 10 billion be used for? Something is in the works thats my suspicion.

BRN may be part of the puzzle why build a product similar to competitors if you can make a new product that blows those out of the water then investment is warranted.

Just my thought on ARM and were BRN technology can work. A company can change direction and all the x arm folk likely still have yarns with their mates at corporate. IMO

Softbank have over a 100B in debt. The money is definitely going to help with their interest bill i would say!

 

[GazDix]

Just a comment on our team.

Remember since about a year ago (wow, it is hard to track time here at times!) Rob Telson has narrowed his sales role at the company to focus on only current relationships and partners and Chris Stevens is pursuing new signatures and partnerships.

Rob Telson also worked at ARM for many years and helped sell IP and chips before there.

Surely seeing he worked there before he knows how to dance with them to get the right deals? The only way I can't see this happening is that ARM are salty that he left ARM for Brainchip. But this is surely a long shot.

I am sure there is something big coming out soon, but the question is, what does it look like? But I don't have high hopes either.
It will fizzle out to nothing I am sure (jinxing myself too).

 

[Quiltman]

Just a comment on our team.

Remember since about a year ago (wow, it is hard to track time here at times!) Rob Telson has narrowed his sales role at the company to focus on only current relationships and partners and Chris Stevens is pursuing new signatures and partnerships.

Rob Telson also worked at ARM for many years and helped sell IP and chips before there.

Surely seeing he worked there before he knows how to dance with them to get the right deals? The only way I can't see this happening is that ARM are salty that he left ARM for Brainchip. But this is surely a long shot.

I am sure there is something big coming out soon, but the question is, what does it look like? But I don't have high hopes either.
It will fizzle out to nothing I am sure (jinxing myself too).

And don't forget the background of our chair .... talk about ex-ARM heavyweights.

 

[Kachoo]

Softbank have over a 100B in debt. The money is definitely going to help with their interest bill i would say!

Agreed they do have debt and it needs to be paid.

I think there could be a huge potential to be first to market.

BRN real problem is not the product it's they are just too small to get the product pushed past the big guys to the consumers. Well lets say the big guys are not in a rush to deliver major improvements in chips just yet.

If BRN partnered with a company tgat had the finanacle resources then the adoption of Akida could be sped up.

If Arm can show some exciting product development comming to market and show future dollars why would you not do that when you listing an IPO you will get more value per share.

All just my opinion really.

 

[Kachoo]

Softbank have over a 100B in debt. The money is definitely going to help with their interest bill i would say!

20 million for arm to do something with Akida is peanuts for them. That's 66% of BRN bank role.

 

[TECH]

Hi Tech,

As you say it's probably too much to hope for that ARM will announce that all future ARM chips will include an Akida accelerator.

The purpose of the ARM talk seems to be to promote the compatibility of ARM chips and Akida.

But the recent announcement that ARM is going to produce a "more advanced processor not seen before" demonstrator chip. " ... this chip is expected to only be used to showcase what is possible..."
would be an opportunity almost too good to miss in showcasing ARM at its best.

https://au.pcmag.com/processors/99768/arm-to-manufacture-its-own-prototype-chips

ARM's in-house AI functions (Helium, Ethos) are already known, so, unless they have been upgraded, they don't seem to be candidates for the "more advanced" processor.

But ARM arm-in-arm with Akida - that's more advanced.

Is there such a thing as "more vertical than vertical" ? cos that's where I believe we are heading

We are getting ever so close to the mid-year point, could that be described as an inflection point where we are allowed to start
dancing on the table tops !

Sorry, my mind is wondering today

 

[Bravo]

Hi Tech,

As you say it's probably too much to hope for that ARM will announce that all future ARM chips will include an Akida accelerator.

The purpose of the ARM talk seems to be to promote the compatibility of ARM chips and Akida.

But the recent announcement that ARM is going to produce a "more advanced processor not seen before" demonstrator chip. " ... this chip is expected to only be used to showcase what is possible..."
would be an opportunity almost too good to miss in showcasing ARM at its best.

https://au.pcmag.com/processors/99768/arm-to-manufacture-its-own-prototype-chips

ARM's in-house AI functions (Helium, Ethos) are already known, so, unless they have been upgraded, they don't seem to be candidates for the "more advanced" processor.

But ARM arm-in-arm with Akida - that's more advanced.

Hi Dodgy-Knees, I like it very much! I think we'll start with M and then we'll move into the A and R based MCU's shortly after IMO.

I find the word "combined platform" worth emphasising here as it relates to the Arm Cortex M family.

 

[MadMayHam | 合氣道]

Hi Tech,

As you say it's probably too much to hope for that ARM will announce that all future ARM chips will include an Akida accelerator.

The purpose of the ARM talk seems to be to promote the compatibility of ARM chips and Akida.

But the recent announcement that ARM is going to produce a "more advanced processor not seen before" demonstrator chip. " ... this chip is expected to only be used to showcase what is possible..."
would be an opportunity almost too good to miss in showcasing ARM at its best.

https://au.pcmag.com/processors/99768/arm-to-manufacture-its-own-prototype-chips

ARM's in-house AI functions (Helium, Ethos) are already known, so, unless they have been upgraded, they don't seem to be candidates for the "more advanced" processor.

But ARM arm-in-arm akimbo with Akida - that's more advanced.

Agreed, though it might also be Arm flexing (pardon the pun) their latest processor / core iteration, but one can only hope. However, the wording in Arm's Tech Talk with Akida is (purposefully?) ambiguous, though I am inclined to believe that NN will just be demonstrating how easy it will be to use Arm's processors with Akida, not anything more.

P.S. "Akimbo" does sound like a good next misspelling candidate, I'd much prefer that to "Alida".

 

[IloveLamp]

Sony is about to debut a potentially game-changing new image sensor

The new Sony Xperia 1 V flagship phone is coming, and it looks like it'll be packing fundamentally new camera tech

www.digitalcameraworld.com

 

[Space Cadet]

Agreed, though it might also be Arm flexing (pardon the pun) their latest processor / core iteration, but one can only hope. However, the wording in Arm's Tech Talk with Akida is (purposefully?) ambiguous, though I am inclined to believe that NN will just be demonstrating how easy it will be to use Arm's processors with Akida, not anything more.

P.S. "Akimbo" does sound like a good next misspelling candidate, I'd much prefer that to "Alida".

Maybe Armkida

SC

 

[IloveLamp]

How Dell uses 5G and edge computing to help brew better beer

Dell and Exhibit A are experimenting with how advanced technologies such as intelligent sensors, 5G devices and edge computing can enhance the creation craft beer.

www.sdxcentral.com

 

[Diogenese]

Sony is about to debut a potentially game-changing new image sensor

The new Sony Xperia 1 V flagship phone is coming, and it looks like it'll be packing fundamentally new camera tech

www.digitalcameraworld.com

This is the Sony 3D optical chip patent:

WO2022044553A1 SEMICONDUCTOR DEVICE AND METHOD FOR MANUFACTURING SEMICONDUCTOR DEVICE 20200831

Provided is a semiconductor device in which a plurality of semiconductor chips 160, 140, 130) are stacked, the semiconductor device having enhanced functionality while reducing manufacturing cost.　The semiconductor chips include a light-receiving chip (130), a redistribution wiring-side semiconductor chip (160), an intermediate semiconductor chip (140), a through-electrode (171), and redistribution wiring (141). The light-receiving chip receives incoming light. A wiring layer is formed on a predetermined wiring surface of the redistribution wiring-side semiconductor chip. One of a pair of joint surfaces of the intermediate semiconductor chip is joined to the light-receiving chip, and the other is joined to the redistribution wiring-side semiconductor chip. The through-electrode extends through a semiconductor substrate of the intermediate semiconductor chip. The redistribution wiring is wired on a wiring surface and connects the through-electrode and the wiring layer. ... The intermediate semiconductor chip 140 is provided with, for example, a memory for holding image data and a signal processing circuit for processing the image data.

 

[skutza]

ROFL I said no more, then just bought another 19k worth. I'll be honest and say, they are not likely to be long term hold more mid term end of year stuff. Well, we'll see

 

[Bravo]

Video posted 4 days ago with Reinhard Keil from Arm. Check out about 36 minute mark where he discusses Arm Cortex M-based MCU's including where he mentions Renesas with M-85 "knocking on the door" as popular parts for the future.

Transforming Embedded Development​

 

[mcm]

ROFL I said no more, then just bought another 19k worth. I'll be honest and say, they are not likely to be long term hold more mid term end of year stuff. Well, we'll see

I bought more today as well. AKIDA validated by ARM? ... doesn't get much better than that.

 

[Bravo]

Video posted 4 days ago with Reinhard Keil from Arm. Check out about 36 minute mark where he discusses Arm Cortex M-based MCU's including where he mentions Renesas with M-85 "knocking on the door" as popular parts for the future.

Transforming Embedded Development​

Sorry I should have included this as well because it's all interrelated.

ARM adds AI, virtual hardware support to Keil MDK 6

ARM is to launch Keil MDK6 with support for the M55 and M85 Cortex cores, AI accelerators and virtual hardware.

www.eenewseurope.com

 

[Rach2512]

BrainChip Joins Arm Tech Talk to Discuss Cutting-Edge AI Solutions

LAGUNA HILLS, Calif., May 8, 2023 — BrainChip Holdings Ltd, the world’s first commercial producer of ultra-low power, fully digital, event- based, neuromorphic AI IP, has announced the upcoming Arm […]

www.hpcwire.com

Sorry not sure if already posted, news is spreading about the Tech Talk

 

[IloveLamp]

How Neuromorphic Processing and Self-Searching Storage Can Slash Cyber Risk for Federal Agencies

How Neuromorphic Processing and Self-Searching Storage Can Slash Cyber Risk for Federal Agencies

The amount of information organizations must process at the edge has exploded. This is especially true for federal agencies and the military, which

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