BRN Discussion Ongoing

[AusEire]

Mid May does a 18.5 shareprice avoid a second strike ?just asking for a friend

Would a second strike negatively or positively effect the SP?
What would a second strike actually achieve?

 

[Diogenese]

Hi Dio,

I have nothing but respect for you and FF. Everything you say is correct and well researched.

I just can't see the incentive for anyone to pay for the design and manufacture their own propriety chip that contains our propriety Aklida IP, which I think is our model.
Surely you agree that we are marketing our IP in the opposite way that others eg Hailo, Syntiant are.
I only conclude that if it is too expensive for BRN to manufacture an Akida 2 chip, and it's too expensive for Renesas, say to manufacture an Akida2 chip for general sale, then perhaps a consortium of interested parties may be the way to go.

Hi Iseki,

I would like to see the chip made available. It is certainly easier and faster to sell the chip and have it in customers hands, but the issue is that the many applications for Akida 2e do not need 256 nodes (1024 NPEs). There is whole spectrum of node requirements, so manufacturing and warehousing all the different chips would be uneconomic at this stage. This is a totally new market, so it would be risky to guesstimate the market size for each size of Akida.

I don't see the need for a consortium as we are working with 50-odd disclosed customers (and N undisclosed customers) to develop individual products, so they must see the incentive to implement the revolutionary technology and take advantage of its adaptability, speed and power efficiency. It takes a long time from drawing board to product.

We know that Akida has a sweet spot for lidar and DVS.

Cyber security is also a great application where quasi-real time response and on chip learning are required.

We know that camera and video images can be converted to spike signals for image processing by Akida.

While Akida is sensor agnostic, there is also a need for model libraries against which the sensor signals can be compared.

Maybe in time, when the company has established positive cash flow, they can address the chip market, but then again, that may be best left to a licencee. That said, ARM, feeling they are missing out on the full benefit of their technology, has been talking about going into chip making, so it is something to think about, but not at present for BRN.

 

[DerAktienDude]

As there are some misunderstandings of chip production flying around, just some general information:

Chip manufacturers (foundries) have different production processes. For example a TSMC chip can't be produced at Samsung foundries and vice versa. For preparation of production there needs to be a tape out of the chip first. A silicon wafer has to be made, which is the foundation for a production mask set.
On to Brainchip:
AKD1000 - TSMC chip - ready for mass production on order
AKD1500 - Global Foundries chip - ready for mass production on order
AKD2000 - no tape out yet, estimated costs for the tape out US $ 4-5 Mio for one of the three versions

That's the actual state depending on available information.

Is this supposed to be a joke?

 

[Perhaps]

Is this supposed to be a joke?

Please explain

 

[MDhere]

I remember over the Xmas period when renesas was announced shareholders had left their sells in and bit by bit over the festive period they were gobbled up. Then the silly shareholders came back from festive break they were like what the f..k happened someone stole my shares.
Sorry they didn't you left them out there.

Everyday that passes is everyday closer.

Not sure what it is but got a positive vibe today now that all the shannigans have passed.

Happy Friday

 

[Kachoo]

I remember over the Xmas period when renesas was announced shareholders had left their sells in and bit by bit over the festive period they were gobbled up. Then the silly shareholders came back from festive break they were like what the f..k happened someone stole my shares.
Sorry they didn't you left them out there.

Everyday that passes is everyday closer.

Not sure what it is but got a positive vibe today now that all the shannigans have passed.

Happy Friday

I think that once LDA is finished with the raise to meet the 2.7 million then the pressure will come off and we will churn back up about on speculation until some valuable news.

You can't say there is nothing happening the wait has made many walk away. To be honest the industry is only starting to look at SNN seriously in 2023. More and more happening so this should be positive.

 

[Iseki]

Hi Iseki,

I would like to see the chip made available. It is certainly easier and faster to sell the chip and have it in customers hands, but the issue is that the many applications for Akida 2e do not need 256 nodes (1024 NPEs). There is whole spectrum of node requirements, so manufacturing and warehousing all the different chips would be uneconomic at this stage. This is a totally new market, so it would be risky to guesstimate the market size for each size of Akida.

I don't see the need for a consortium as we are working with 50-odd disclosed customers (and N undisclosed customers) to develop individual products, so they must see the incentive to implement the revolutionary technology and take advantage of its adaptability, speed and power efficiency. It takes a long time from drawing board to product.

We know that Akida has a sweet spot for lidar and DVS.

Cyber security is also a great application where quasi-real time response and on chip learning are required.

We know that camera and video images can be converted to spike signals for image processing by Akida.

While Akida is sensor agnostic, there is also a need for model libraries against which the sensor signals can be compared.

Maybe in time, when the company has established positive cash flow, they can address the chip market, but then again, that may be best left to a licencee. That said, ARM, feeling they are missing out on the full benefit of their technology, has been talking about going into chip making, so it is something to think about, but not at present for BRN.

Yes, I agree that there are great use cases for Akida. But we need a path to production. eg if, after talking with all our partners, there is a maximum demand for one particular version of the Akida2000 chip, spread out over multiple partners, and these partners are each prepared to put in pre-orders, then maybe Brainchip should also pay for some of these chips to make the production worthwhile and cost effective for all?

In this way we would be steering in between selling only IP, or selling only chips.

 

[skutza]

 

[Damo4]

 

[schuey]

Frankly, I doubt any of us would be kicking her out of bed just because of her rats nest, hmmmm.....

Nor farting

 

[HopalongPetrovski]

View attachment 52484

Obviously its all the tablecloths fault!
Just look at all that disgusting creasing!
No wonder I'm not rich yet!!!

Merry Christmas All.

 

[Deadpool]

For those that aren't registered to receive the monthly newsletter.

Leading the AI Revolution

mailchi.mp

 

[HopalongPetrovski]

Nor farting

 

[jtardif999]

Yes, I agree that there are great use cases for Akida. But we need a path to production. eg if, after talking with all our partners, there is a maximum demand for one particular version of the Akida2000 chip, spread out over multiple partners, and these partners are each prepared to put in pre-orders, then maybe Brainchip should also pay for some of these chips to make the production worthwhile and cost effective for all?

In this way we would be steering in between selling only IP, or selling only chips.

What’s laughable about your posts atm is how you make it sound like they the BRN engineers with all their collective expertise and experience in the semi-conductor field don’t have a clue and should follow your instructions? I’m sure they do have a clue and are doing everything possible to make a success of commercialising Akida IP. As if what you say are things that would not have already been thought of and discussed by management.

 

[Esq.111]

Morning Chippers ,

Cracking start to todays trading , 2,300,00 shares traded first 4 min.

Feeling a little exited myself.

Regards,
Esq.

 

[keyeat]

Interesting read : https://www.macrumors.com/2023/12/21/apple-ai-researchers-run-llms-iphones/

Unfortunately no mention of BrainChip

 

[Rach2512]

Some big orders going through, one from yesterday and one for today. Someone is hungry!

 

[Dougie54]

I remember over the Xmas period when renesas was announced shareholders had left their sells in and bit by bit over the festive period they were gobbled up. Then the silly shareholders came back from festive break they were like what the f..k happened someone stole my shares.
Sorry they didn't you left them out there.

Everyday that passes is everyday closer.

Not sure what it is but got a positive vibe today now that all the shannigans have passed.

Happy Friday

A good feeling about today ,let’s hope it’s the green finish we all want

 

[Esq.111]

$1,000,000.00 Au traded With 6 million shares transacted in under the first hour of trade ......... something is a foot.

Esq.

 

[Dougie54]

$1,000,000.00 Au traded With 6 million shares transacted in under the first hour of trade ......... something is a foot.

Esq.

Time to fly perhaps !!