BRN Discussion Ongoing

[Tothemoon24]

Extending Moore's law - one chiplet at the time!

At the Global Semiconductor Alliance's #EEF2023, Intel Foundry's Luca De Ambroggi, shared that already in 1965 Gordon Moore, an Intel founder who passed away just months ago, envisioned the concept of #chiplets.

Later at the panel dedicated to this important subject, I asked: "What has hindered the realization of chiplets thus far, and what needs to be resolved for this vision to become a reality now?"

Luca stressed the crucial role of standardization in connecting designs from different sources, using UCIe as an example.

Sean Hehir from BrainChip brought up an intriguing point: the newer generation of engineers might be more receptive to the chiplet concept. I'd fully agree that the current generation faces multiple challenges that necessitate considering chiplets as an imperative solution.

 

[Deleted member 118]

So brainchip still has 3 patents pending. So If you look on the right it shows what is and what hasn’t been approved to date. Nice as easy site to navigate companies patents and basic info on the patent. So very easy to see what companies we a partnered or linked too patents.

Brainchip Inc

onscope.com

Megachips also has a patent pending which I guess is something to do we us.

MegaChips Corporation

onscope.com

 

[Draed]

So brainchip still has 3 patents pending. So If you look on the right it shows what is and what hasn’t been approved to date. Nice as easy site to navigate companies patents and basic info on the patent. So very easy to see what companies we a partnered or linked too patents.

Brainchip Inc

onscope.com

Megachips also has a patent pending which I guess is something to do we us.

View attachment 38484

MegaChips Corporation

onscope.com

Could this be one of the hold ups on revenue?

I don't know much about patent law, but will a company sell their product when pending patent, or do they wait till its finally approved?

 

[HopalongPetrovski]

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[Teach22]

AI FOMO Powers Frenzied Big Tech Rally - ShareCafe

Global fund managers have a bad case of Fear of Missing Out as they chase the AI-driven tech rally and ignored the weak economic outlook and hawkish central banks.

www.sharecafe.com.au

Very telling that the (supposed) only AI pure play on the asx isn't joining in on this rally.

 

[robsmark]

Could this be one of the hold ups on revenue?

I don't know much about patent law, but will a company sell their product when pending patent, or do they wait till its finally approved?

You can definitely buy a product with a patent pending, I’ve purchased stuff before with it stamped on it. Whether or not considered acceptable at that level, I’m not sure.

 

[Diogenese]

They are free to start commercializing as soon as the patent application is filed.

 

[Deleted member 118]

Could this be one of the hold ups on revenue?

I don't know much about patent law, but will a company sell their product when pending patent, or do they wait till its finally approved?

I use many items in my job that are patent pending so I guess not.

 

[Falling Knife]

No BRN specific info but it seem ADAS will become ubiquitous

Autonomous Vehicles are (Kind Of, Sort Of) Finally Here​

 

[Bravo]

Telsa is close to achieving fully autonomous vehicles. Do you think that means Elon is waiting to receive his back-order of AKIDA 1500's from MegaChips?

 

[Draed]

I use many items in my job that are patent pending so I guess not.

Hmmm yeah I wonder. Like what the risk is releasing a product like Akida inside, patent pending, that could potentially not be approved. Especially if it's to be ubiquitous. I see the patent pending sign on products, but I often think that's just a selling point for non disruptive technologies, or simple products. Worst case scenario would be a patent not granted and suddenly its open season on ripping off the technology and repackaging it. Obviously this is a complex area, but I wonder if megachips and others want to have their patents approved before marketing and active selling. It would explain why time to market and time to revenue is taking longer than expected.

 

[Stable Genius]

Valeo boss liked this; it’s pretty cool!

Mehrtash Soltani, Ph.D on LinkedIn: #mehrtashsoltani | 944 comments

Introducing Jimu Automated Guided Vehicle (AGV) parking system! All rights and credits are reserved for the respective owner(s). #mehrtashsoltani | 944 comments on LinkedIn

www.linkedin.com

 

[IloveLamp]

 

[Boab]

View attachment 38494

And remember what the head of business development said at the release of AKIDA 2nd Generation

HVAC Heating, ventilation and air conditioning.

 

[HopalongPetrovski]

Hmmm yeah I wonder. Like what the risk is releasing a product like Akida inside, patent pending, that could potentially not be approved. Especially if it's to be ubiquitous. I see the patent pending sign on products, but I often think that's just a selling point for non disruptive technologies, or simple products. Worst case scenario would be a patent not granted and suddenly its open season on ripping off the technology and repackaging it. Obviously this is a complex area, but I wonder if megachips and others want to have their patents approved before marketing and active selling. It would explain why time to market and time to revenue is taking longer than expected.

Of course, whilst we Brainchip investors may view the world through our particular version of rose coloured glasses I think there are perhaps many reasons why our desired progress of both time to market and associated revenue is taking longer than many of us hoped for and expected.

I think many of us just got it wrong and had perhaps unrealistic expectations of the design and implementation cycle timelines and further, that our assumptions and enthusiasm were probably erroneously turbo charged by the MB announcement and subsequent spike in share price valuation.
We live and hopefully learn.

Whilst waiting for patents to provide adequate legal protection may be a factor, I think there are many others adding to the uncertainty weighing on both local and global markets and the speed of adoption.

A few examples of which, being............

The ongoing threat of disruption caused by Covid which may again metamorphose into a disease causing further lockdowns and interruptions to supply chains, let alone the toll on personal and public labour.

The ongoing and systemic supply chain deficiencies revealed and exacerbated by the effects of 2-3 years of a rolling global pandemic which are still being digested and reacted to, by the system.

The current and as yet unknown outcome of the Ukraine/Russian conflict whereby one nuclear armed entity is engaged in kinetic dispute with a highly motivated and engaged group who are supplied and supported by another.

The sustained downward economic stimulus being applied by many of the central banking systems in their efforts to restrain inflation pushing economies towards recession.

Both the political and economic emphasis being applied on a worldwide scale in an effort to address climate change.

The reallocation of resources required for the remediation and restitution efforts being applied systemically because of existing problems and damage caused by said climate change.

The readjustment of geopolitical boundaries brought about by the ascension of China and its stated goal of reassuming control over Taiwan thereby pitting itself directly and unequivocally against USA and her allies.

The growing political and economic division within America and the impact that her increasing isolationism will have on the vacuum created in the international sphere.

The growing economic and political stress being placed on many Western countries by the demographic bulge as a changing of the guard is initiated by us baby boomers as we progress out of active employment and positions of influence into retirement and indolent indulgence.

 

[IloveLamp]

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[Deleted member 118]

View attachment 38499

I think TD plays games and randomly goes round liking certain posts. It’s something I’d probably do.

 

[IloveLamp]

'Pick and shovel’ investing: Why Weebit Nano and these ASX stocks could profit from the AI boom - Stockhead

Weebit says semiconductors have become an integral part of our lives today. The company's ReRAM could benefit from the AI boom.

stockhead.com.au

 

[IloveLamp]

How our on-device AI leadership, global scale and ecosystem enablement are making hybrid AI a reality [The future of AI is hybrid]

The reason why Qualcomm’s AI investments are key to the global adoption of generative AI.

www.qualcomm.com

 

[Terroni2105]

Here is a page with the CVPR schedule.
It is on this coming week.
Scroll down the page and there are papers and posters you can click on also.

https://tub-rip.github.io/eventvision2023/


Our man Nandan is in session 4.
It says it is the Industrial session and speakers have been invited to speak.
I assume they do each talk one after the other.

Session #4 (16:00 h, Vancouver time)

• Kynan Eng (iniVation): Reimagining neuromorphic event-based vision
• Atsumi Niwa (Sony): Event-based Vision Sensor and On-chip Processing Development
• Andreas Suess (OmniVision Technologies): Towards hybrid event/image vision
• Nandan Nayampally (Brainchip): Enabling Ultra-Low Power Edge Inference and On-Device Learning with Akida.
• Christoph Posch (Prophesee): Event sensors for embedded AI vision applications