Yole Group - Follow the latest trend news in the Semiconductor Industry
Yole Group - Access daily business, market & technology updates in the semiconductor industry, our Analysts' Analysis and Presentations and more

Interesting read. Trends, forecasts and growth.Yole Group - Follow the latest trend news in the Semiconductor Industry
Yole Group - Access daily business, market & technology updates in the semiconductor industry, our Analysts' Analysis and Presentations and morewww.yolegroup.com
"Neuromorphic market is taking off from smartphone to expand with opportunities in datacenter, entertainment, and automotive to $8.4B"
Help me understand!This is from the Yole report Manny shared.
On the topic of waiting - it seems likely we’ll be doing quite a bit of that. According to the forecast, meaningful revenue growth isn’t expected until around 2029, with more substantial gains projected closer to 2034.
While it's encouraging to see progress in aerospace and defense applications, the report also highlights that this segment represents only a small portion of the overall market opportunity.
View attachment 86165
I doubt BRN will be around in 2029 if they are not self-sustained before that!This is from the Yole report Manny shared.
On the topic of waiting - it seems likely we’ll be doing quite a bit of that. According to the forecast, meaningful revenue growth isn’t expected until around 2029, with more substantial gains projected closer to 2034.
While it's encouraging to see progress in aerospace and defense applications, the report also highlights that this segment represents only a small portion of the overall market opportunity.
View attachment 86165
Well if that is the case, I can't see this company continuing to kick the can down the road with cap raises and dilution.This is from the Yole report Manny shared.
On the topic of waiting - it seems likely we’ll be doing quite a bit of that. According to the forecast, meaningful revenue growth isn’t expected until around 2029, with more substantial gains projected closer to 2034.
While it's encouraging to see progress in aerospace and defense applications, the report also highlights that this segment represents only a small portion of the overall market opportunity.
Help me understand!
It doesn’t excite you that 2029=$822M and 2034=$8.35B?
I’m F’ing excited about the possibility of $7-9M in booking this year, 2025!!
Help me understand!
It doesn’t excite you that 2029=$822M and 2034=$8.35B?
I’m F’ing excited about the possibility of $7-9M in booking this year, 2025!!
Is this Antonio taking responsibility?View attachment 86184
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This week marks the end of my four year tenure as Director, Global Investor Relations at Brainchip. | Tony Dawe, GAICD | 54 comments
This week marks the end of my four year tenure as Director, Global Investor Relations at Brainchip. My position has been made redundant and I leave with a sense of optimism for my future. I wish the Board, employees and 46,000 passionate BRN shareholders all the very best. I wanted to...www.linkedin.com
Learning
Like or loath Tony. My gut feeling is. His hands were tied and he was kept on a short leash.View attachment 86184
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This week marks the end of my four year tenure as Director, Global Investor Relations at Brainchip. | Tony Dawe, GAICD | 54 comments
This week marks the end of my four year tenure as Director, Global Investor Relations at Brainchip. My position has been made redundant and I leave with a sense of optimism for my future. I wish the Board, employees and 46,000 passionate BRN shareholders all the very best. I wanted to...www.linkedin.com
Learning
We have a pulse!.......
Maybe this is why our SP shot up todayIs this Antonio taking responsibility?