BRN Discussion Ongoing

[Schnitzel lover]

QUOTES OF THE WEEK:

1. “Anyone being critical of things I say are plain ignorant and deluded in their opinions defending BRNs underwhelming results the past 2 years” - Schnitzel Lover, Anonymous poster

2. “BRN is a complete laggard in the sector” - Schnitzel Lover, Anonymous poster

3.. "Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive

4. 'Oh my god. I wish the audience could come and see some of the demos. It is here today coming into one of the doorways its recognising my facial expressions. It knows if I am happy or sad. This may seem scary but I'm thinking of people with disabilities to help humanity. I really applaud Brainchip for your technology and IP. I see every silicon vendor and every device will have your technology,,,' - Spencer Huang Chief Revenue Officer Edge Impulse.

Think you should add your war post as a quote of the week..

Probably one of the more likely possibilities of anything eventuating with the convergence of multiple cycle peaks in the latter few years of this decade.. one being the alleged 84 yr US war cycle.

Scary times coming indeed.. You will remember the severity of the early 90s recession.. This one will also be no laughing matter..

I still stick with Brainchip making their mark as a Semi Conductor industry standard in early to mid 2030s.. They will just have to navigate several TO attempts beforehand in my view..

 

[Schnitzel lover]

Personally I’ve long suspected Baconlover and Schnitzel lover are one and the same…

I can assure you I love bacon as well, but we are not the same person. He is in Aussie burgers and I’m in Parmas.. The only real association is the Hawaain Schnitzel burger..

 

[Fact Finder]

A walk down memory lane with Renesas:

1. Aliso Viejo, Calif. – 23 December 2020 – BrainChip Holdings Ltd (ASX: BRN), a leading provider of ultra-low power, high-performance AI technology, today announced the signing of an intellectual property license agreement with Renesas Electronics America Inc., a subsidiary of Japan-based Renesas Electronics Corp., a tier-one semiconductor manufacturer that specializes in microcontroller and automotive SoC products. The unconditional agreement provides for: • a single-use, royalty-bearing, worldwide IP design license for the rights to use the Akida™ IP in the customer’s SoC products, which continues while the customer continues to use the Akida IP in its products. The parties agreed to customary termination terms; • BrainChip to provide implementation support services (at an agreed fee to cover costs) aimed at facilitating the customer’s adoption and commercialization of the Akida-licensed product during the first year of the license agreement. • The agreement provides for various payment terms including the payment of ongoing royalties based on the volume of units sold, commencing at certain agreed volume threshold and the net sale price of the customer’s products. The royalties remain in effect throughout the life of the licensed product. • Brainchip to provide software maintenance services, which attract a separate fee if the customer elects to continue to use these services after the first two years of the agreement.


2. Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.
This is part of a move to boost the leading edge performance of its chips for the Internet of Things, Sailesh Chittipeddi became Executive Vice President and General Manager of IoT and Infrastructure Business Unit at Renesas Electronics and the former CEO of IDT tells eeNews Europe.

This strategy has seen the company develop the first silicon for ARM’s M85 and RISC-V cores, along with new capacity and foundry deals.

“We are very happy to be at the leading edge and now we have made a rapid transition to address our ARM shortfall but we realise the challenges in the marketplace and introduced the RISC-V products to make sure we don’t fall behind in the new architectures,” he said.

“Our next move is to more advanced technology nodes to push the microcontrollers into the gigahertz regime and that’s where the is overlap with microprocessors. The way I look at it is all about the system performance.”

“Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi.

Brainchip and Renesas signed a deal in December 2020 to implement the spiking neural network technology. Tools are vital for this new area. “The partner gives us the training tools that are needed,” he said. - Renesas tapes out spiking neural network chip
Interviews | December 2, 2022 By Nick Flaherty



3."We see an increasing demand for real-time, on-device, intelligence in AI applications powered by our MCUs and the need to make sensors smarter for industrial and IoT devices," said Roger Wendelken, Senior Vice President in Renesas' IoT and Infrastructure Business Unit. "We licensed Akida neural processors because of their unique neuromorphic approach to bring hyper-efficient acceleration for today's mainstream AI models at the edge. With the addition of advanced temporal convolution and vision transformers, we can see how low-power MCUs can revolutionize vision, perception, and predictive applications in wide variety of markets like industrial and consumer IoT and personalized healthcare, just to name a few."' - LAGUNA HILLS, CA / ACCESSWIRE / March 6, 2023 / BrainChip Holdings Ltd

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There appears to have been no other information released by Renesas that could possibly support an argument that Renesas has abandoned its plans to use AKIDA IP in its SOC products.

At best the above information allows for the idea that Renesas according to the comments of Roger Wendelken may be considering the addition of advanced temporal convolution and vision transformers to its low-powered MCU's to revolutionize vision, perception and predictive application in a wide variety of markets like industrial, consumer IOT and personalized healthcare amongst others.

The idea that the failure to record revenue from Renesas by Brainchip in 2024 amounts to a failure by Brainchip is at best a personal fantasy at worst a deliberate attempt to deceive as it is most certainly not supported by the information released by Renesas to the market.

My opinion only DYOR
Fact Finder

 

[Fact Finder]

“Anyone being critical of things I say are plain ignorant and deluded in their opinions defending BRNs underwhelming results the past 2 years” - Schnitzel Lover, Anonymous poster

 

[DingoBorat]

Not sure if this has been picked up before

SiFive Rolls Out RISC-V Cores Aimed at Generative AI and ML - News | Markus May

SiFive is a partner of BrainChip and has now presented its RISC-V chips. https://lnkd.in/d6EwhF_f

www.linkedin.com

Farkkkk! That's huge Pom!

Love the little nonchalant introduction

Or didn't you read it ...

 

[Pandaxxx]

Hi all,

I’m as excited as the next guy - but can someone please show me where the quote below by Phil is found in a primary document?

I can see that Marcus quoted him - I just cannot see where this quote is from??

“Through our collaboration with BrainChip, we enable the combination of SiFive's RISC-V processor IP portfolio and BrainChip's 2nd generation Akida neuromorphic IP to deliver a power-efficient, high-performance solution for AI processing at the edge. Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive”

Thanks in advance,

Panda.

 

[DingoBorat]

Hi all,

I’m as excited as the next guy - but can someone please show me where the quote below by Phil is found in a primary document?

I can see that Marcus quested him - I just cannot see where this quote is from??

“Through our collaboration with BrainChip, we enable the combination of SiFive's RISC-V processor IP portfolio and BrainChip's 2nd generation Akida neuromorphic IP to deliver a power-efficient, high-performance solution for AI processing at the edge. Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive”

Thanks in advance,

Panda.

Good question, I'm sure the 100 eyes will be onto it

 

[7für7]

Good question, I'm sure the 100 eyes will be onto it

Jeeez not long time ago it was 1000 eyes hope this will not effect the share price negatively on Monday

 

[Quiltman]

Hi all,

I’m as excited as the next guy - but can someone please show me where the quote below by Phil is found in a primary document?

I can see that Marcus quested him - I just cannot see where this quote is from??

“Through our collaboration with BrainChip, we enable the combination of SiFive's RISC-V processor IP portfolio and BrainChip's 2nd generation Akida neuromorphic IP to deliver a power-efficient, high-performance solution for AI processing at the edge. Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive”

Thanks in advance,

Panda.

It was part of the commentary from the launch of 2.0 .

 

[Pandaxxx]

It was part of the commentary from the launch of 2.0 .

View attachment 55256

Brilliant. Thanks Quiltman. Had no doubt it was somewhere. But I’m not on LinkedIn, and so couldn’t see the whole post.

Cheers mate

Panda

 

[Pom down under]

Hi all,

I’m as excited as the next guy - but can someone please show me where the quote below by Phil is found in a primary document?

I can see that Marcus quoted him - I just cannot see where this quote is from??

“Through our collaboration with BrainChip, we enable the combination of SiFive's RISC-V processor IP portfolio and BrainChip's 2nd generation Akida neuromorphic IP to deliver a power-efficient, high-performance solution for AI processing at the edge. Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive”

Thanks in advance,

Panda.

Not got a clue

 

[Pom down under]

Jeeez not long time ago it was 1000 eyes hope this will not effect the share price negatively on Monday

 

[DingoBorat]

Jeeez not long time ago it was 1000 eyes hope this will not effect the share price negatively on Monday

It's been that way for a while 7..

BrainChip, no longer gets the investor/speculative attention, it once got.

People can blame a lack of ASX announcements, helping shorters and manipulators, but the ASX announcements, we "could" have had, wouldn't have helped much, I don't think..

The investor/speculative group has become weary, to the point, that even the huge implications of recent partnerships, to BrainChip's future success (more gold in the ground) has had little impact on the share price.

On the very plus plus side, it has been a long grind down, to current prices..
I don't believe the rise up, will nearly be as long and could be quite rapid (like when the Mercedes news was first dropped) when BrainChip is "rediscovered" by the Market, in a big way.
Especially, with the large Global focus on A.I. technologies.

We just need that catalytic jolt, to thrust BrainChip into the spotlight again, where it is likely to remain.

It would need to be some big news, that would get the "World's" attention.

 

[7für7]

It's been that way for a while 7..

BrainChip, no longer gets the investor/speculative attention, it once got.

People can blame a lack of ASX announcements, helping shorters and manipulators, but the ASX announcements, we "could" have had, wouldn't have helped much, I don't think..

The investor/speculative group has become weary, to the point, that even the huge implications of recent partnerships, to BrainChip's future success (more gold in the ground) has had little impact on the share price.

On the very plus plus side, it has been a long grind down, to current prices..
I don't believe the rise up, will nearly be as long and could be quite rapid (like when the Mercedes news was first dropped) when BrainChip is "rediscovered" by the Market, in a big way.
Especially, with the large Global focus on A.I. technologies.

We just need that catalytic jolt, to thrust BrainChip into the spotlight again, where it is likely to remain.

It would need to be some big news, that would get the "World's" attention.

True

 

[DingoBorat]

It was part of the commentary from the launch of 2.0 .

View attachment 55256

So this is old news then?

 

[Fullmoonfever]

Part snip.

It's on the BRN website so old as suggested but still relevant none the less.

Number 6 on the scrolling quotes.

Technology

Learn about BrainChip's innovative technology, featuring the Akida Neuromorphic Processor for efficient, low-power AI processing at the edge.

brainchip.com

 

[Fact Finder]

Hi all,

I’m as excited as the next guy - but can someone please show me where the quote below by Phil is found in a primary document?

I can see that Marcus quoted him - I just cannot see where this quote is from??

“Through our collaboration with BrainChip, we enable the combination of SiFive's RISC-V processor IP portfolio and BrainChip's 2nd generation Akida neuromorphic IP to deliver a power-efficient, high-performance solution for AI processing at the edge. Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive”

Thanks in advance,

Panda.

Hi Panda
Here is a link that will take you to where it appears on the Brainchip website. When you open it is under ‘See what they are saying’ you will probably need to advance to Dworsky quote:

https://brainchip.com/akida-generations/

My opinion only DYOR
Fact Finder

 

[Fact Finder]

By David Manners 25th January 2024

China ten years behind and staying there​

China is ten years behind the leading edge and will stay that way, says Intel CEO Pat Gelsinger.

“The export policies that have been put in place recently, we have seen the Dutch in place, the US policies, Japanese policies, sort of put a floor in the 10 to 7nm range,” said told the WEF Davos meeting. “we are racing to go below 2nm and then 1.5nm, and you know we see no end to that in sight.”
The problem for the Chinese is sourcing all the

elements of the massively complex international supply chain needed to make cutting edge ICs.
“It is not like China is not going to keep innovating, but this is a highly interconnected industry,” added Gelsinger, “the mirrors of Zeiss, the equipment assembly of ASML, the chemicals and resist in Japan, the mask making of Intel. All of those together, I think this is a 10-year gap, and I think it is a sustainable 10-year gap with the export policies that have been put in place.”

 

[David holland]

That makes sense if those partnerships were currently immaterial financially.

The grey area is Brainchip have not informed the market of that change in business model.. Sean has stated publicly Brainchip is an IP and Royalty Company.

Therefore according to the market, that is what is expected for the market to make a valuation on..

And any new partners could not be assumed as IP recipients of Akida.

This is why the person who stated watch the Financials , That is the only way you'll see anything, A announcement to the Asx won't be happening because the Asx haven't reacted to anything Brainchip has put forward as to partnerships, A Partnership opens a can of worms because of how far does it extend to, it could be never ending,
Brainchip won't be a household name in my opinion as the companies that have Akida in it will look the goods,
But this statement doesn't mean the company won't be successful, it could be a very successful company,
I hope Peter gets the reconition he deserves though

 

[David holland]

At the end of the day someone still needs to buy a license….

I disagree with that, if there entering a partnership who knows what the terms and conditions are,
The quarterly report shows money figures but no names attached to each receipts,
Brainchip have always protected clients ,this makes me think maybe it's been a bad thing Mercedes dropping our name and the shareprice soaring, alot of investors got into trouble on all the hype, 2 years later the shareprice has crashed because it's not ready because products aren't on the shelves and brainchip sound of silence can validate the higher shareprices,
1 to 2 years Brainchip will move as A.I Develops and is the buzz , forward to 2030 we could be really humming