Why is our product not selling?![]()
Are you not this guy which ist like
Ps.. probably because they all know they can use it for free ⌠âpartnering is the keyâ
Why is our product not selling?![]()
This is very positive news:![]()
BrainChip launches Developer Hub with MetaTF and AI models | BrainChip posted on the topic | LinkedIn
BrainChip is making it easier than ever for developers to build intelligent, low-power applications at the edge with the launch of its all-new Developer Hubâa dedicated portal designed to accelerate innovation on the Akida⢠platform. Central to the hub is MetaTF, a toolkit that enables...www.linkedin.com
In the comments section, sorry if already posted.
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I am surprised that no one has yet come forward to challenge Bravoâs claim that TSMC are currently working on their own concept AR glasses, which - she then speculated - would likely incorporate our technology.
TSMC (Taiwan Semiconductor Manufacturing Company) is the worldâs largest semiconductor manufacturer and contract chipmaker. Their business model is that of a âdedicated foundryâ, which means they only produce chips for other companies rather than design and manufacture their own chips.
Q1/2025 saw TSMCâs market share of the global pure play wafer foundry business rise to a whopping 67.6%, while its nearest competitor Samsung came in as a distant second with a market share of only 7.7%.(https://focustaiwan.tw/business/202506140017)
Fabless companies (that design chips but lack their own manufacturing facilities) such as Apple, NVIDIA, AMD, Qualcomm, Broadcom, MediaTek etc find TSMCâs advanced and continuously innovative technologies, quality (-> superior yield rates) and reliability unmatched, and use TSMC as their foundry of choice, either exclusively or at least partly. Even select IDMs (Integrated Device Manufacturers that design and produce their own chips) like Intel have outsourced some of their chips to be manufactured by their competitor TSMC.
Incidentally, Google announced recently that they will switch to TSMC for their Tensor G5 chip - after Samsung manufactured the first four Tensor chip generations between 2021 and 2024 - which reportedly came as a total shock to executives at the South Korean foundry.
With TSMCâs strategic 2024 rebranding as Foundry 2.0, TSMC Chairman and CEO C.C. Wei redefined the foundry industry as not merely focussing on chip production but to further include advanced packaging technologies, testing, mask making etc.
However, it struck me as very odd and improbable when I read in Bravoâs posts that TSMC had allegedly ventured into the AR wearables product design business overnight.
So I had a closer look at what she referred to as ârecent articlesâ that âdiscuss TSMCâs concept glassesâ.
Liz Allan, the author of the quoted Semiconductor Engineering article who wrote âIn terms of custom products, TSMC recently showed a concept for AR glassesâ, appears to have either poorly worded what she wanted to express or misunderstood the content of the TSMC slide she used as Fig. 2 of her article.
I checked out her LinkedIn profile and was astonished to find out that someone with a background in âjournalism, copywriting, creative writing, and editingâ but no formal technical education or practical work experience in the semiconductor industry could actually land a job as technology editor (!) with Semiconductor Engineering. GenAI to the rescue?! Anyway, not exactly a reliable source, Iâd say.
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Liz Allan - Semiconductor Engineering | LinkedIn
Leveraging a background in journalism, copywriting, creative writing, and editing to⌠¡ Experience: Semiconductor Engineering ¡ Education: Auckland University of Technology ¡ Location: Barrington ¡ 500+ connections on LinkedIn. View Liz Allanâs profile on LinkedIn, a professional community of 1...www.linkedin.com
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And contrary to what Bravo claimed, neither the article by SemiVision Research nor the Reddit post mention anything about TSMCâs alleged âconcept AR glassesâ. They simply highlight the important role TSMC will play in manufacturing next-Gen chips for future AR wearables thanks to the innovative and highly advanced silicon technologies the worldâs leading foundry is able to offer its clients:
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Anyway, itâs always advisable to check the original source: As referenced, the slide âSeamless, Immersive and Stylish AR - Enabled by Adoption of More Advanced Si Technologiesâ [Si = Silicon] was part of a TSMC presentation at the 2025 North America Technology Symposium.
You can find the recording here: https://www.tsmc.com/english/node/223
Click on the picture of Kevin Zhang to start his ~17 min âSemiconductor Market Outlookâ presentation, which he begins by stating that he has been in the semiconductor industry for three decades, but has never felt more excited about its future. He then goes on to talk about the âmarket trendâ and the impact that AI has had since 2024 by ârapidly shaping the landscape of semiconductor industry [sic]â, showing a slide titled âAI Fuels Exponential Data Center Growth - Strong AI Data Center Demandâ.
For edge devices (smartphone, PC and IoT), Zhang predicts a mild growth in 2025.
Here are some of the slides from that April 2025 presentation:
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It is in this market outlook context that the slide about the number of/kind of chips required for future AR glasses needs to be viewed.
The slide directly preceding it is that of a person wearing bulky XR Goggles:
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Kevin Zhang comments (from 14:09 min):
"Can you wear this devices [sic] for 8 hours?
It's bulky, it's heavy. So I think we need [to] achieve a 10x improvement. Literally, we need a 10x improvement, in term of battery life, in term of the weight, in term of all the form factor we need a 10x improvement.
[At this point, the presentation moves to its last slide.]
To achieve that goal, to go really, to drive that device into so-called "seemless, immersive and stylish AR glasses" you need a lot of innovation. Underneath of this innovation powered by [??? logic??? unintelligible to me] from processor, energy-efficient processor to energy-efficient connectivity to all kind of sensor.
So again, this is another example to show we have so many opportunity ahead of us continue to drive the silicon application."
To sum it up:
In this presentation, TSMC let the world know that they are extremely confident the future will continue to be bright for them due to the projected stellar growth of the semiconductor market over the coming years, fuelled by the insatiable demand of advanced silicon technology chips for diverse applications, especially for HPC (high-performance computing).
So basically a foreseeable futureâs gold mine for TSMC as the worldâs leading dedicated foundry.
It is in this âmarket trendâ context that the slide depicting a pair of generic AR glasses was shown to give the audience a better idea of how many different kind of advanced technology chips will be required to power future "Seamless, Immersive and Stylish AR" glasses that will vastly improve today's SWaP options.
At the same time, that presentation slide signals companies developing such AR wearables that they can continue to count on TSMCâs expertise, innovation and reliability to turn their present and future concepts into reality.
What the slide didnât do was reveal that TSMC had suddenly ventured into a totally new field of business, namely product design of wearables, and were now working on their own brand of AR glasses.
Besides, we can safely assume THAT unexpected disclosure would have been all over the (semiconductor industry) news and in addition would have been preceded by rumours and relevant job adsâŚ
did I say 0.40 I meant 0.14Happy to join the 0.40 party![]()
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đă2025 Andes RISC-V CON Hsinchu â Successfully Wrapped Up!ă Under the theme "RePioneering the Future", this yearâs event brought together global RISC-V partners to explore cutting-edge applications⌠| Andes Technology
đă2025 Andes RISC-V CON Hsinchu â Successfully Wrapped Up!ă Under the theme "RePioneering the Future", this yearâs event brought together global RISC-V partners to explore cutting-edge applications in AI, Automotive, AP and Security. â¨We also celebrated Andesâ 20th anniversary with a special...www.linkedin.com
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At yesterdayâs 2025 Andes RISC-V CON Hsinchu, Edward Lien, our Regional Sales Manager in Taiwan, gave a presentation on âRISC-V and AI Accelerationâ and how BrainChipâs IP fits into it:
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#brainchipakida #andesriscvcon | Edward Lien, Executive MBA
Join us next week at RISC-V CON Hsinchu where I will present on RISC-V and AI Acceleration and share how our Akida NPU IP fits into RISC-V + AI. Register now: https://2vx.co/91eFVF4 #BrainChipAkida #AndesRISCVCONwww.linkedin.com
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#vivatech #inpi #hecparis #deeptech #neurobus #ai #innovation #startups | Neurobus
đ 1st Place at the INPI Pitch Contest at VivaTech! Huge thanks to INPI France and HEC Paris - Innovation & Entrepreneurship Institute for the opportunity to pitch on stage at Viva Technology! Weâre proud that Neurobus won 1st place, showcasing our vision for low-power, bio-inspired edge AI for...www.linkedin.com
Hey! Cheer up folks! This is the week, I was talking about!Needs a catalyst for that, it's not going to just "happen" because it looks pretty as a pattern on the chart.
But a catalyst is well and truly overdue.
I say Big News this week, or maybe next.
Or possibly the one after that...
Hey! Cheer up folks! This is the week, I was talking about!
Big Announcement Coming.
If I'm right, I will get cheers of adulation!
"You're the Best Dingo!"
"Wow Dingo, so prophetic!"
"We Love you DingoBorat!"
And if I'm wrong, I will be yelled and cursed at, until my voice is hoarse...
We are getting to the pointy end, where we should start to see some of these "9 million dollars" of "bookings" coming in..
That amount, for a Company like ours, is not much at all, but it completely depends on what it's for and "who" it's with.
The potential "value add" and "Gold in the ground" that an IP deal, with a Major Company could provide, cannot be under estimated.
Good Fortune to all Holders!
I certainly hope so, as a long-term holder I just feel so battered and bruised with this stock. I had such incredibly high hopes and like many of you I've been so loyal and continued to hold. However, we really need to see the company deliver something positive to renew that hope.Hey! Cheer up folks! This is the week, I was talking about!
Big Announcement Coming.
If I'm right, I will get cheers of adulation!
"You're the Best Dingo!"
"Wow Dingo, so prophetic!"
"We Love you DingoBorat!"
And if I'm wrong, I will be yelled and cursed at, until my voice is hoarse...
We are getting to the pointy end, where we should start to see some of these "9 million dollars" of "bookings" coming in..
That amount, for a Company like ours, is not much at all, but it completely depends on what it's for and "who" it's with.
The potential "value add" and "Gold in the ground" that an IP deal, with a Major Company could provide, cannot be under estimated.
Good Fortune to all Holders!
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