Yes, show us the moneyAs a BrainChip investor, I really don’t think I should have to pay extra just to get more informationthanks.….
WHERE IS MY MONEEEY!!??!!
I’m running out of VB
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
I’m running out of VB
In vino veritas.
Schwale
Regular
Sean should put some runs on the ASX board first before moving to the US market then he can chase any dream or goal and "be the leader in neuromorphic"
Pom down under
Top 20
Happy to join the 0.40 party
Another way of looking at it:$2.7USD if we stay on ASX.
$40USD if we successfully redomicile to the “sky is the limit” US.
NVIDIA has around 24.4 billion shares on issue and a market cap of $US3.52 trillion. Current share price of $US143.85
BRN has around 2.03 billion shares on issue and market cap of $A415.277 mill.
Obviously no comparison.
But if NVIDIA only had 2.03 billion shares on issue (as per BRN) it would trade at $1729. At say 64 cents exchange rate = circa $A2,701 per share.
The moral to this story is if the market grows exponentially and we remain the leader don't sweat to much over dilution.
Even if we double or more our SOI and we see huge future growth we should do ok even as a tiddler compared to NVIDIA.
"The AFRL contract award, under the topic number AF242-D015, is titled “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips”. The Small Business Innovation Research (SBIR) contract is a development effort expansion after a successful demonstration of radar processing algorithms running on BrainChip’s Akida™ commercial off-the-shelf (COTS) neuromorphic hardware"
Link: BrainChip Awarded Air Force Research Laboratory Radar Development Contract - BrainChip
Topic | SBIR
The above link provides details from SBIR regarding the contract.
Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips
The above link contains more detail. It describes the secrecy involved, Its skipped phase 1 and straight to phase 2.
From this article its easy to see that this is the start (along with Bascom Hunter and the Navy) of the Defence transition to Neuromorphic Edge AI.
Well worth a read - actually a compulsory read.
Link: BrainChip Awarded Air Force Research Laboratory Radar Development Contract - BrainChip
Topic | SBIR
The above link provides details from SBIR regarding the contract.
Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips
The above link contains more detail. It describes the secrecy involved, Its skipped phase 1 and straight to phase 2.
From this article its easy to see that this is the start (along with Bascom Hunter and the Navy) of the Defence transition to Neuromorphic Edge AI.
Well worth a read - actually a compulsory read.
DingoBorat
Slim
Seems like a knee-jerk reaction to Qualcomm's acquisition and subsequent strangling of Edge Impulse's AKIDA development environment?..It is a specialist product so it needs such a hub otherwise developers would walk away.
I wonder how long this has been under development prior to the recent release.
I hope it was one of Sean’s first task when he took the CEO position. Ether way great to see and looking forward to the future overall.
Nice article about neuromorphic computing.
What is missing: Brainchip Akida
medium.com
What is missing: Brainchip Akida
The Future of Neuromorphic Computing
Introduction: Bridging the Gap Between Brain and Machine
Interestingly Basom Hunter signed a contract in Dec'24 to procure $100k worth of AKIDA 1500 chips - see Dec'24 Quarterly.
2924-02906099-2A1574972&v=04711220c3a57065317ba4efca4a3459a4e46882
Bascom Hunter have a number of SBIR projects on at the moment. One project of interest started in 2022 and has been extended to $25.8 mill.
SBIR Satellite Terminal (transportable) Non-Geostationary (STtNG)
https://www.highergov.com/contract/N6833522C0473/"
Analysis Notes
Forecast Listed as the incumbent award in contract forecast STtNG Inc 3 Production Contract - Admin (C).
Amendment Since initial award the Potential End Date has been extended from 01/31/24 to 06/30/25 and the Potential Award value has increased 9% from $23,767,034 to $25,800,818.
STtNG is a new U.S. Navy shipboard carry-on unclassified satellite communications terminal that will be capable of operating over non-geostationary satellites. These satellites will include, eventually, proliferated Low Earth Orbit (PLEO) systems, such as SpaceX Starlink and Amazon Kuiper, Medium Earth Orbit (MEO) systems, such as SES O3b Classic and SES mPOWER, Highly Elliptical Orbit (HEO) systems, such as Space Norway HEOsat, and inclined Geosynchronous Earth Orbit (GEO) systems, such as Inmarsat I5 military-Ka band satellites. STtNG is expected to operate on any U.S. Navy surface ships, can be cross-decked from one surface ship to another and made operational within days. STtNG may also operate at Navy shore facilities. Future versions of STtNG are expected to be used in submarines and on aircraft. STtNG must be capable of both acquiring and maintaining satellite communications links from the decks of Navy surface ships while those ships are in high sea states that produce significant pitching, rolling, and yawing motions of the ship while underway. Based on combining the simultaneous future three-link capability of the Isotropic Ka-band terminal with a single Starlink Ku-band terminal and an Iridium link, one STtNG terminal will be capable of maintaining five simultaneous satellite communications links. The carry-on capability of the STtNG dictates that each STtNG subsystem be of a size and weight that it can be moved by two individuals without the need for motorized or special equipment to transport the terminal subsystems. The design and construction of the STtNG terminal will incorporate graceful degradation as components fail. The Isotropic Systems terminal provides unmatched flexibility for connectivity and communications within the Ka commercial and mil-Ka bands. The Isotropic terminal is a low-profile electrically-steered antenna that leverages a novel RF Lens Array technology for reducing power consumption and enabling multiple simultaneous links to multiple satellites in any orbit. Crucially, enabling a second link does not reduce the performance of the first link, and both links support the same full performance when operated in either single- or dual-link modes. The Isotropic terminal is an integrated SATCOM terminal, with embedded frequency conversion, amplification, power supply, and antenna control unit, and also allows for modems to be field-installed within the terminal to reduce the challenge of wiring and integration during installation and commissioning.Research ObjectiveThe goal of phase II is to continue the R&D efforts initiated in Phase I. Funding is based on the results achieved in Phase I and the scientific and technical merit and commercial potential of the project proposed in Phase II.
2924-02906099-2A1574972&v=04711220c3a57065317ba4efca4a3459a4e46882
Bascom Hunter have a number of SBIR projects on at the moment. One project of interest started in 2022 and has been extended to $25.8 mill.
SBIR Satellite Terminal (transportable) Non-Geostationary (STtNG)
https://www.highergov.com/contract/N6833522C0473/"
Analysis Notes
Forecast Listed as the incumbent award in contract forecast STtNG Inc 3 Production Contract - Admin (C).
Amendment Since initial award the Potential End Date has been extended from 01/31/24 to 06/30/25 and the Potential Award value has increased 9% from $23,767,034 to $25,800,818.
STtNG is a new U.S. Navy shipboard carry-on unclassified satellite communications terminal that will be capable of operating over non-geostationary satellites. These satellites will include, eventually, proliferated Low Earth Orbit (PLEO) systems, such as SpaceX Starlink and Amazon Kuiper, Medium Earth Orbit (MEO) systems, such as SES O3b Classic and SES mPOWER, Highly Elliptical Orbit (HEO) systems, such as Space Norway HEOsat, and inclined Geosynchronous Earth Orbit (GEO) systems, such as Inmarsat I5 military-Ka band satellites. STtNG is expected to operate on any U.S. Navy surface ships, can be cross-decked from one surface ship to another and made operational within days. STtNG may also operate at Navy shore facilities. Future versions of STtNG are expected to be used in submarines and on aircraft. STtNG must be capable of both acquiring and maintaining satellite communications links from the decks of Navy surface ships while those ships are in high sea states that produce significant pitching, rolling, and yawing motions of the ship while underway. Based on combining the simultaneous future three-link capability of the Isotropic Ka-band terminal with a single Starlink Ku-band terminal and an Iridium link, one STtNG terminal will be capable of maintaining five simultaneous satellite communications links. The carry-on capability of the STtNG dictates that each STtNG subsystem be of a size and weight that it can be moved by two individuals without the need for motorized or special equipment to transport the terminal subsystems. The design and construction of the STtNG terminal will incorporate graceful degradation as components fail. The Isotropic Systems terminal provides unmatched flexibility for connectivity and communications within the Ka commercial and mil-Ka bands. The Isotropic terminal is a low-profile electrically-steered antenna that leverages a novel RF Lens Array technology for reducing power consumption and enabling multiple simultaneous links to multiple satellites in any orbit. Crucially, enabling a second link does not reduce the performance of the first link, and both links support the same full performance when operated in either single- or dual-link modes. The Isotropic terminal is an integrated SATCOM terminal, with embedded frequency conversion, amplification, power supply, and antenna control unit, and also allows for modems to be field-installed within the terminal to reduce the challenge of wiring and integration during installation and commissioning.Research ObjectiveThe goal of phase II is to continue the R&D efforts initiated in Phase I. Funding is based on the results achieved in Phase I and the scientific and technical merit and commercial potential of the project proposed in Phase II.
Frangipani
Top 20
On a slightly more serious note, take a look at these recent articles on TSMC’s concept AR glasses. Then ask yourself: is it really just a coincidence that we’ve now confirmed a collaboration with Yu-Hsin Layout Technology - a company that happens to count TSMC as one of its major clients?
One of the standout features of these AR glasses is an ultra-low-power processor, which, of course, just happens to be right in Akida/Pico’s wheelhouse.
Now, while these articles only discuss TSMC’s concept glasses for now, if they ever move to production, it would effectively place us toe-to-toe with Qualcomm in the smart glasses arena (assuming they incorporate our technology).
And let’s be honest - if battery life becomes the battleground, we’re not exactly walking in unarmed.
View attachment 86973
View attachment 86974
View attachment 86975
AR/VR Glasses Taking Shape With New Chips
Smart glasses with augmented reality functions look more natural than VR goggles, but today they are heavily reliant on a phone for compute and next-gen communication.semiengineering.com
The Future of Smart Glasses: Why Cameras Matter and How to Address Privacy Concerns
Original Article by SemiVision Researchtspasemiconductor.substack.com
TSMC will also be mass producing the chips in 2027 that will go into APPLE's smart glasses.
So not only are they working on their own concept glasses, but in addition to that, they're manufacturing the chips for Apple's glasses.
What are the chances of us winding up in both sets of glasses?
View attachment 87005
Next-Gen Chips Powering Future Smart Glasses and AI
Posted on June 2, 20251 min Read
Apple is making significant strides in chip development for its future devices, including its highly anticipated smart glasses, artificial intelligence (AI) servers, and next-generation MacBooks.
According to recent reports, the company is focusing on creating specialized processors to power its smart glasses, which will be equipped with multiple cameras and energy-efficient components. These chips are based on Apple Watch technology, ensuring lower power consumption while delivering high performance.
The chips will be manufactured by Taiwan’s TSMC and are expected to enter mass production by 2027.
In addition to smart glasses, Apple is also working on new processors for its Macs, including the M6 and M7 chips.
Next-Gen Chips Powering Future Smart Glasses and AI - Telecom Review Asia
Apple is developing specialized chips for smart glasses, AI servers, and new MacBooks to improve power efficiency and advance functionality.www.telecomreviewasia.com
View attachment 87006
Apple’s Next Gen Chips Signal Big Moves in Smart Tech and AI - nexstale.com
Apple Inc.'s is pushing the boundaries of its custom silicon efforts, developing next generation chips designed to power a range of future products including advanced Mac models, AI servers, and most notably, its long anticipated smart glasses. According to a recent Bloomberg report by Mark...nexstale.com
I am surprised that no one has yet come forward to challenge Bravo’s 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 world’s largest semiconductor manufacturer and contract chipmaker. Their business model is that of a “dedicated foundry”, which means they only produce chips for other companies rather than design and manufacture their own chips.
Q1/2025 saw TSMC’s 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 TSMC’s 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 TSMC’s 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 Bravo’s 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 “recent articles” that “discuss TSMC’s concept glasses”.
Liz Allan, the author of the quoted Semiconductor Engineering article who wrote “In terms of custom products, TSMC recently showed a concept for AR glasses”, 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 “journalism, copywriting, creative writing, and editing” 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, I’d say.
Elizabeth 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 Elizabeth Allan’s profile on LinkedIn, a professional community...
And contrary to what Bravo claimed, neither the article by SemiVision Research nor the Reddit post mention anything about TSMC’s alleged “concept AR glasses”. 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 world’s leading foundry is able to offer its clients:
Anyway, it’s always advisable to check the original source: As referenced, the slide “Seamless, Immersive and Stylish AR - Enabled by Adoption of More Advanced Si Technologies” [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 “Semiconductor Market Outlook” 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 “market trend” and the impact that AI has had since 2024 by “rapidly shaping the landscape of semiconductor industry [sic]”, showing a slide titled “AI Fuels Exponential Data Center Growth - Strong AI Data Center Demand”.
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:
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:
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 future’s gold mine for TSMC as the world’s leading dedicated foundry.
It is in this “market trend” 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 TSMC’s expertise, innovation and reliability to turn their present and future concepts into reality.
What the slide didn’t 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 ads…
Bravo
If ARM was an arm, BRN would be its biceps💪!
𝐖𝐡𝐚𝐭’𝐬 𝐍𝐞𝐰 𝐢𝐧 𝐂𝐨𝐦𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐞𝐮𝐫𝐨𝐛𝐢𝐨𝐥𝐨𝐠𝐲? | Taufia Hussain
𝐖𝐡𝐚𝐭’𝐬 𝐍𝐞𝐰 𝐢𝐧 𝐂𝐨𝐦𝐩𝐮𝐭𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐞𝐮𝐫𝐨𝐛𝐢𝐨𝐥𝐨𝐠𝐲? From virtual neurons to brain-inspired AIs. Here’s how science is decoding the mind. Computational neurobiology is evolving fast. In 2025, we are seeing 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐦𝐨𝐝𝐞𝐥𝐬 𝐛𝐫𝐢𝐝𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐚𝐩 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐧𝐞𝐮𝐫𝐨𝐧𝐬 𝐚𝐧𝐝 𝐜𝐨𝐠𝐧𝐢𝐭𝐢𝐨𝐧, redefining how we study the brain...
Snap!
White Horse
Regular
Fuck Off
Yoda
Regular
How about some steps for recovery of BRN share price? Would be a lot more relevant to everyone here.
Bravo
If ARM was an arm, BRN would be its biceps💪!
I just stumbled upon this article published in April which hints at neuromorphic computing as a possible new frontier for TSMC.
What’s the first name that will come to your mind when I say semiconductor companies? I guess it will be TSMC , Apple Silicon , Qualcomm , Intel, Mediatek, AMD and Nvidia. And what if I tell you that there is a single company which owns stakes in most of these companies? Won’t it be surprising?
Yes , it is. By the way, we are talking about the semiconductor foundry giant “TSMC”. With the latest addition to its bucket, “Intel”, in which TSMC seems to be acquiring a 20% stake in Intel Foundry Services. It is definitely surprising to see TSMC expanding its ownership in the semiconductor industry.
Over the years, TSMC has invested in over 6 companies operating under various businesses in the semiconductor industry (some of which later got merged), strategically positioning itself into the global semiconductor supply chain—from chip packaging to imaging and even processor IP giants like Arm.
TSMC stakes in major countries over the globe: WireUnwired report
Intel Foundry Services
Arm Holdings
Vanguard International Semiconductor
VisEra Technologies
Xintec Inc.
TSMC Solar
It will be really impressive to see what the future holds for TSMC.
Whatever your thoughts are, feel free to pen them down in the comments .
wireunwired.com
TSMC Holds Stakes in Over 6 Major Semiconductor Companies: Intel Just the Latest Addition.
- by Abhinav Kumar
- 8 April 2025
- 4 minutes read
What’s the first name that will come to your mind when I say semiconductor companies? I guess it will be TSMC , Apple Silicon , Qualcomm , Intel, Mediatek, AMD and Nvidia. And what if I tell you that there is a single company which owns stakes in most of these companies? Won’t it be surprising?
Yes , it is. By the way, we are talking about the semiconductor foundry giant “TSMC”. With the latest addition to its bucket, “Intel”, in which TSMC seems to be acquiring a 20% stake in Intel Foundry Services. It is definitely surprising to see TSMC expanding its ownership in the semiconductor industry.
Over the years, TSMC has invested in over 6 companies operating under various businesses in the semiconductor industry (some of which later got merged), strategically positioning itself into the global semiconductor supply chain—from chip packaging to imaging and even processor IP giants like Arm.
In this detailed WireUnwired article , we will try to have a complete list of companies in which TSMC has invested over time.
TSMC’s Most Strategic Investments: A Closer Look
TSMC stakes in major countries over the globe: WireUnwired reportIntel Foundry Services 
- Specialization: Contract chip manufacturing (foundry services for clients)
- TSMC’s Investment Year: 2025 (reportedly acquiring a 20% stake)
- Stake Sale: None yet — newly announced investment
- Strategic Benefit to TSMC: Strengthens its geopolitical influence and provides access to U.S. foundry operations
- Relevance Today: A bold move amidst the U.S.–China chip decoupling and onshoring trend
Arm Holdings 
- Specialization: Chip architecture and IP design — powering everything from smartphones to AI chips
- TSMC’s Investment Year: 2023 (participated in Arm’s IPO)
- Stake Sale: Partial exit reported in 2024
- Strategic Benefit to TSMC: Tightened synergy with key IP vendor, benefiting future chip design collaborations
- Relevance Today: Arm plays a central role in edge computing, smartphones, and data centre architecture
Vanguard International Semiconductor 
- Specialization: Mature-node chip manufacturing (display drivers, power management ICs)
- TSMC’s Investment Year: Mid-1990s; once held a majority stake
- Stake Sale: Gradual divestment, significantly reduced by 2014
- Strategic Benefit to TSMC: Helped shift legacy node production out of TSMC’s core fabs
- Relevance Today: Legacy nodes are still critical for automotive, industrial, and IoT applications
VisEra Technologies
- Specialization: CMOS image sensor backend processing
- TSMC’s Investment Year: 2003 (joint venture with OmniVision)
- Stake Sale: No known divestment — TSMC retains a strong presence
- Strategic Benefit to TSMC: Strengthens control over imaging pipeline in high-growth sectors
- Relevance Today: Image sensors are vital in smartphones, surveillance, and autonomous vehicles
Xintec Inc.
- Specialization: Wafer-level chip scale packaging (WLCSP)
- TSMC’s Investment Year: Early 2000s
- Stake Sale: Merged with Vanguard in 2017
- Strategic Benefit to TSMC: Expanded capabilities in advanced packaging — essential for 3D chips and AI hardware
- Relevance Today: Packaging innovations drive the next wave of performance scaling post-Moore’s Law
TSMC Solar
- Specialization: Photovoltaic solar module manufacturing
- TSMC’s Investment Year: 2009 (in-house renewable energy initiative)
- Stake Sale / Exit: Business shuttered in 2015 due to mounting losses
- Strategic Benefit to TSMC: Gave early insights into green tech and sustainability commitments
- Relevance Today: Although the venture failed, TSMC doubled down on clean energy with new net-zero goals
All the Companies TSMC Holds a Stake In (2025)
| Company | Country | Specialization | Investment Year | Stake Sale? | Strategic Benefit |
|---|---|---|---|---|---|
| Intel Foundry Services | USA | Foundry Operations | 2025 | No | U.S. presence & influence |
| Arm Holdings | UK | Chip IP Design | 2023 | Partial (2024) | IP synergy & design |
| Vanguard Semiconductor | Taiwan | Legacy Node Chips | 1990s | Yes (2014) | Offloaded legacy fab load |
| VisEra Technologies | Taiwan | Image Sensor Processing | 2003 | No | Image sensor edge |
| Xintec Inc. | Taiwan | WLCSP Packaging | 2000s | Merged (2017) | Advanced packaging |
| TSMC Solar | Taiwan | Solar Modules | 2009 | Exited (2015) | Green energy insights |
What’s Next for TSMC?
With the coming trends of neuromorphic computing, AI accelerators, etc., here’s what might be on TSMC’s radar next:
European foundries like GlobalFoundries or STMicro?
AI chip startups for low-power neuromorphic computing?
Design firms that create specialised chip IP?
Conclusion:
TSMC has tried to expand itself over various businesses within the semiconductor industry to make sure it remains competitive and diversified. With the latest acquisition of a 20% stake in Intel’s foundry business , it is strategically expanding itself into the US semiconductor industry.It will be really impressive to see what the future holds for TSMC.
Whatever your thoughts are, feel free to pen them down in the comments .
TSMC Holds Stakes In Over 6 Major Semiconductor Companies: Intel Just The Latest Addition. - WireUnwired
TSMC now owns shares in over [X] companies—including Intel’s foundry unit. Discover how the chipmaking giant is expanding its influence far beyond Taiwan.
wireunwired.com
Last edited:
Bravo
If ARM was an arm, BRN would be its biceps💪!
Great find Manny!
ChatGPT said:
Here are the key implications of this SBIR topic on “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips” for BrainChip:
1. Defense & Government Relevance
- The US Department of the Air Force is actively funding efforts to map RF and radar signal processing algorithms—including MIMO, beamforming, STAP, and SAR—onto neuromorphic hardware.
- This indicates serious institutional interest in neuromorphic computing beyond academic or startup circles.
- For BrainChip, this helps validate Akida’s potential role in high-impact, defense-grade signal processing applications—expanding its target markets far beyond IoT or wearables.
2. Technical Fit & Capability
- The SBIR calls for converting Matlab/Python-developed RF and radar algorithms into on-chip neuromorphic models.
- BrainChip’s Akida supports spiking neural networks, temporal models, incremental learning, and has been demonstrated in edge signal tasks (e.g., seizure detection, cybersecurity, VOC sensing).
- This positions Akida as a technical match for the kinds of workloads the Air Force wants to map onto neuromorphic accelerators.
3. Commercial & Funding Opportunities
- SBIR Phase III emphasizes dual-use applications, meaning research can extend into commercial sectors such as autonomous vehicles, aerospace, remote sensing, and communications.
- BrainChip could either:
- Partner with SBIR awardees to co-develop integrated neuromorphic solutions,
- Or bid directly on upcoming SBIRs with its existing Akida IP.
4. Competitive Landscape & Strategy
- Other competitors are likely targeting neuromorphic defense applications (Intel Loihi, various startups, academic consortia).
- BrainChip’s earlier commercial traction with low-power neuromorphic CPUs gives it execution credibility.
- Participation in SBIR-aligned projects could provide:
- Credible benchmarks,
- Access to defense-grade use cases,
- And potentially accelerated adoption.
5. Implications Summary
| Implication | What It Means for BrainChip |
|---|---|
| Validation | Neuromorphic signal processing is mission-critical |
| Technical alignment | Akida is well-suited for RF and radar use cases |
| Partnership potential | SBIR awardees could be strategic Allies |
| Competitive positioning | Defense market credibility helps outpace rivals |
| Commercial upside | Dual-use projects expand addressable markets |
Final Verdict
This SBIR topic signals a confident strategic direction: neuromorphic computing as a core technology for defense and dual-use signal processing. For BrainChip, this offers a pathway to:- Collaborate on high-profile government projects,
- Validate Akida in mission-critical radar and RF platforms,
- Secure new contracts and enhance its competitive positioning in neuromorphic hardware.
ChatGPT said:
Here’s a detailed breakdown of how the AF242‑D015 SBIR opportunity and recent contract win impact BrainChip: 1. BrainChip is Already an Active Participant
- In December 2024, BrainChip secured a US$1.8 million SBIR contract from the Air Force Research Laboratory under topic AF242‑D015 — “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips” edgeir.com+14brainchip.com+14edge-ai-vision.com+14.
- The award signals a direct match with the topic’s objectives: mapping radar and RF signal processing algorithms onto Akida eenewseurope.com+13brainchip.com+13nasdaq.com+13.
2. Strategic Endorsement from Defense Community
- The award follows earlier, successful demonstrations of radar processing on COTS Akida hardware, and expands into developing TENN-optimized algorithms running on Akida 2.0 edgeir.com+15company-announcements.afr.com+15listcorp.com+15.
- It’s a strong validation from a major defense organization (AFRL), positioning BrainChip as a trusted provider for mission-critical, low-power signal processing.
3. Technical Alignment and Capability
- Use cases include:
- Decoding RF and radar waveforms (I/Q data, MIMO, STAP, SAR, micro-Doppler)
- Embedding these into SWaP‑C (size, weight, power, cost) constrained systems like drones, satellites, and robotics edge-ai-vision.com+14company-announcements.afr.com+14brainchip.com+14sbir.gov+1stocktitan.net+1.
- Akida supports spiking neural networks and real-time temporal processing, making it naturally suited for this type of work us.design-reuse.com+12neural-loop.github.io+12edgeir.com+12.
4. Partnerships Expanding Ecosystem
- BrainChip has partnered with Raytheon and ISL (Information Systems Laboratories) to apply Akida in radar signaling systems under this program arxiv.org+15hardwarebee.com+15eenewseurope.com+15.
- These collaborations enhance credibility by showcasing success in real-world, edge-military systems.
5. Broader Implications
| Area | Implication for BrainChip |
|---|---|
| Revenue & Funding | Direct government contract (US$1.8M) underlines new revenue streams |
| Tech Validation | Strong technical fit for radar/edge computing, timed with Akida 2.0 |
| Competitive Position | Early-mover advantage in defense-grade neuromorphic applications |
| Market Expansion | Opens doors to dual-use (military + commercial) radar/IoT systems |
| Ecosystem Partnerships | Raytheon & ISL involvement boosts deployment credibility |
Final Takeaway
This SBIR contract confirms BrainChip is not only a contender but a trusted supplier in defense-grade, low-power radar signal processing using neuromorphic hardware. It signals:- Commercial and strategic traction
- Technological maturity of Akida 2.0 in real-world signal processing
- Partnerships with leading defense integrators (Raytheon, ISL, subcontractors)
My uneducated thoughts...what the … 19 c??
Back on shorters radar, selling for tax happening or underperfomance shares are about to be given out again.
US bombing of Iran's nuclear sites is creating uncertainty on the markets.
Oil and gold are going up currently.
Oil supply might be getting tight and gold is still considered safe haven.
Speculative stocks like BRN are not popular during uncertain times.
So not really surprising that we drop today.
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