Whilst for current shareholders the 2.0 announcement is great, I never once thought leading up to this announcement that it would be some re rate in the stock?! I hope nobody thought that.
It’s been spoken about for months, shareholders have held knives at management about releasing it, but yet how many here actually bought shares before the announcement? Or even bought shares today because it was announced?
It’s been the worst kept secret for many months, it’s as if shareholders just wanted to see a price sensitive announcement as that automatically means it’s going to move the market.
Well I’ve got news for many, this was never going to move the market!
The only thing that will move the market is material Contracts and revenue, and I think Renesas coming to market and hopefully co promoting it will also be a good re rate.
Myself personally I’ve been buying shares this whole way down from $1 to my recent purchase today at 18.5c, now why have I continued to buy shares? Well, TATA said they will implement akida into medical and industrial applications, they didn’t say they will evaluate it.
All the partnerships this year have all said they will integrate akida into products, we don’t know when but that’s the type of industry we’ve invested in.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, he said with respect to those companies as they would be designing into the phones but you don’t hear any announcements about it ever.
I can read between the lines of these partnerships/joint developments and I have never ever ever been so confident with my investment than I have now .
There is never going to be an announcement about a contract with dollars attached to it other than the license fee, so I hope all get used to that!
I invested because of many many reasons, Renesas are coming to market soon, we’ve been waiting 3 years for this, megachips mustn’t be that far away? Valeo are coming out soon, maybe Socionext as well? VVDN mid 2024, who else are behind closed doors working away on designing?
The world is moving to the edge, it needs too.
We now have over 40 known partners, that’s just known partners, within a couple years.
And some are hitting the market soon, so it is actually just a waiting game for us shareholders.
We have the best tech, an amazing world class board, we’ve got a giant ecosystem, we’ve got a global tier one hitting the market soon, I don’t care how long it takes, but it’s clear it’s a waiting game.
I keep seeing shareholders blaming the company as the share price goes down, what do you want the company to do???? Break NDA’s just to make you feel better?
If you cannot handle the silence and the industry and how it works, then please, go invest in the banks or some other blue chip stock.
An example of how secret our partners/licensees are, I watched a Renesas presentation today live and there was questions at the end, i asked a few questions .
Did anybody else watch it? Probably not I assume.
Here is the link, you can fast forward to my questions, one question was “Is renesas planning on using spiking neural networks?”
And the other question I asked was, “what does Renesas think about neuromorphic computing in industrial and predictive maintenance applications?”
Now obviously they’re easy, boring questions but I didn’t wanna say anything about Brainchip.
Now when you listen to his answers, just remember 10 months ago Renesas and/or EE Times put out an article about Renesas taping out using Brainchips technology (spiking neural networks)
His answer to me was clear, he didn’t want to give anything away, now if Renesas are keeping it under wraps, why TF would Brainchip talk about it? Its not up to Brainchip to announce timeline of other companies.
Fast forward to 22:50 and then after the answer fast forward to 39:40.
Large language models like ChatGPT are disrupting every industry. This will certainly fuel growth for semiconductors. Equally fascinating is what’s happening at the extreme edge. Highly efficient compute paired with efficient AI acceleration fabrics and NPUs, are driving a shift to a more...
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