BRN Discussion Ongoing

Has he got more than one wife? This is getting very confusing???
Lol, one's more than enough for me. But yes I was going to query that comment.šŸ˜‚
 
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I havent even started my business formally but sent 15 messages this morning on succession planning... all on the chip being 10 buks in 3 years...

I know that we dont know thats all i know (lol)... but what are revenue projections ppl are thinking...
Realistically Iā€™d be very happy with $10 in 3 years. It could easily be a lot more but $10 would make me very happy!
 
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Realistically Iā€™d be very happy with $10 in 3 years. It could easily be a lot more but $10 would make me very happy!
I'm kinda thinking we'll be 10 buckaroos within a year and a half.
 
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Bravo

If ARM was an arm, BRN would be its bicepsšŸ’Ŗ!
Yeah, and like I was saying Stevie Nicks is such an inspiration to the WORLD!

B x

 
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We definitely need to make sure there are more of us there next year @Bravo šŸ‘©ā€šŸ¦°šŸ«¦šŸ’„
Well if DAM COVID goes away I to will be there as I couldnā€™t attend this year and spread that dam virus šŸ¦  to everyone

I did feel the professional attitude and environment even on the streaming at home as I struggled with a pounding headache.

Nothing will stop me next year
And just to meet the extended family will also be awesome.
 
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I'm kinda thinking we'll be 10 buckaroos within a year and a half.
Then Iā€™d be even happier!

If/when Nanose come out, especially if itā€™s covering all 17 diseases theyā€™ve been studying the price could go bananas!

But I work on the Homer Simpson theory of aiming low so Iā€™m not disappointed!
 
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A few more shareholders under 65 would be nice too.
Hey Fox
I turn 58 this year and have a nice package waiting for me when I am 65 thanks to Brainchip, seriously if I didnā€™t have such a plan retirement would be looking very sad šŸ˜¢
 
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JoMo68

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Bravo

If ARM was an arm, BRN would be its bicepsšŸ’Ŗ!
Who are you with the wig off then? Manabouttowns friend? He-he-he!
 
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Bravo

If ARM was an arm, BRN would be its bicepsšŸ’Ŗ!
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D

Deleted member 118

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Just call me Mr. One Percent.

Longer term holders will be aware that I have pointed out many times what a small part of the Edge Ai addressable market will mean to Brainchip's bottom line and I generally run with the line what if they only achieve one little percent of such and such a market.

Well here is another one of those what if they only capture one percent of such and such propositions.

As I posted the other day ARM caused to be shipped in the last 12 months over 29 billion chips.

So think about this just one tiny little percent of 29 billion chips is 290,000,000 or TWO HUNDRED AND NINETY MILLION CHIPS. WOW.

If Brainchip received a royalty of just 10 cents for every one of these 290 million chips this is $29 million dollars and if they received 20 cents then it would be double this amount to 58 million dollars.

If they captured 10 percent of this market then these numbers become 290 million dollars and 580 million dollars respectively.

Once again these numbers are nothing more than mathematical musings that may be completely irrelevant but ask yourself given everything you know about AKIDA technology including the Mercedes Benz endorsement can you actually imagine that it will not in a reasonable time frame find its way into at least this one percent of the annual chips caused by ARM to be produced taking into account the Michael Dell published statement that currently only 10 percent of data is processed at the EDGE but by 2025 it will move to 75%.

Add to this the legislation requiring all vehicles produced to be Electric by 2030, all the legislation covering in cabin monitoring, all the legislation to reduce green house gas emissions much of which will require massive reduction in energy use to be achieved, how can one percent not be a doddle in the park for the most efficient EDGE Ai processor/accelerator in the world.

My opinion only DYOR
FF

AKIDA BALLISTA
But canā€™t a billion be a thousand million or a million million?
 
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MDhere

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No not me ..... it was an original Co founder ..... his name was Mitro (or something like that) he and his wife came from Florida USA to be at the AGM as he still holds an interest in BRN and is still a very close friend of Peter's
i guess i made you rich of lots of shares for a brief moment. :)
 
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MDhere

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MDhere

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xdragon

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Just saw this on 7News this morning. It definitely sounds like Akidaā€™s expertise! If not already is.
 
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AN ABSOLUTE MUST READ.
AKIDA BALLISTA
AKIDA UBIQUITOUS:

ARM battles RISC-V at Renesas

ARM battles RISC-V at Renesas​

Interviews | May 27, 2022
Renesas Electronics is looking to catch up in the ARM microcontroller and processor markets, but also looking at the emerging RISC-V cores and new spiking AI accelerators to boost machine learning in the Internet of Things (IoT). At the same time a deal with Arduino aims to drive its chipsā€¦
By Nick Flaherty

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Renesas Electronics is looking to catch up in the ARM microcontroller and processor markets, but also looking at the emerging RISC-V cores and new spiking AI accelerators to boost machine learning in the Internet of Things (IoT).

At the same time a deal with Arduino aims to drive its chips into many more areas, says Dr. Sailesh Chittipeddi, Executive Vice President and General Manager of IoT and Infrastructure Business Unit of Renesas Electronics talking to eeNews Europe.
ā€œWeā€™ve been doing a lot over the last several years,ā€ said Chittipeddi. ā€œWe are primarily strengthening our microcontroller and microprocessor core capabilities which is the heart and soul of the business. We had fallen behind in the ARM ecosystem and we had a strong push to catch up and we have been. We are a long way from being the leader in this market, but the early indicators are good,ā€ he said.
This desire to catch up is reflected by the showing of the first device using the ARM Cortex-M85 core, the highest performance microcontroller core, at Embedded World next month. But with the recent acquisitions of Dialog Semiconductor in the UK and Celeno in Israel the company is adding more wireless capabilities as well as a whole new FPGA business.

With the future of ARM uncertain with the failed Nvidia bid and now a public offering, the company is also looking at the RISC-V alternative through deals with Andes Technology and SiFive as well as its own internal development.
The company is used to dealing with multiple instruction set architectures. Over the years it has subsumed the Hitachi SuperH and Mitsubishi microcontroller technologies into its own proprietary families alongside a wide range of ARM-based devices.
ā€œSo the other side, weā€™ve introduced our first RISC-V based products as well into the marketplace, which is actually quite exciting from my perspective. And one of the main reasons why we went ahead with the RISC-V products as opposed to test chips, which a lot of people spoke about was really to make sure that we didnā€™t fall behind,ā€ he said.
The first 32bit cores and devices are targeted at specific applications. ā€œOne being the motor controller and the other being the voice based device. So those two are first two products but we will have a portfolio of products which will introduce over the next several years for certain target markets,ā€ he said.
ā€œOn the MPU side that was a major reboot because that business is primarily focused on ASICs and high end R-Car devices. So what we did do is we did a major pivot again about roughly about three years ago to go after two categories of products. One is the general purpose microprocessor, which is a 64 bit microprocessor and ranging from the A53 all the way to A72AE [safety critical] cores.
The other side is the embedded AI with DRP dynamically reconfigurable processor for vision solutions. Thatā€™s a feedforward neural network rather than a convolutional neural network (CNN), and it offers reasonable 0.5TOPS to 10TOPS at very low power compared to day the Nvidia or Intel equivalent. From my perspective RISC-V will evolve into that areas in the not too distant future.
ā€œSo thatā€™s kind of the plan that we have, to evolve that into that landscape,ā€ he said. ā€œAt the very low end, we have added an ARM M33 MCU and spiking neural network with BrainChip core licensed for selected applications ā€“ we have licensed what we need to license from BrainChip including the software to get the ball rolling.ā€
ā€œThe MPU with RISC-V allows us to go int a new class of applications,ā€ he said. ā€œWith RISC-V its all a question of time. I do see ARM now offering custom instructions but I do see the open ecosystem starting to play a role with the geopolitical tensions and that will provide some necessary impetus in certain regions to head in that direction and that will the ecosystem
ā€œTo ARMā€™s credit the ecosystem they have developed is unparalleled and it would be difficult for RISC-V to catch up even with all its strong backing, itā€™ll take quite a bit of time.ā€
So Renesas has deals with both Andes and SiFive for RISC-V cores.
ā€œFor us to get to the market quickly we went with the Andes cores on the microcontrollers and we partnered with SiFive. Itā€™s not that we are confused, its about the time to market and internally we are developing our own optimised architectures, and the software that needs to be developed we are doing in parallel.ā€
Security is also vital with the UK as a key design centre. ā€œWe are spending a lot of time on security particularly side channel attacks, tamper resistance, going beyond ARMā€™s TrustZone,ā€ he said. ā€œ At the moment we think our internal efforts are leading with centres in the UK and Japan and obviously edge devices are more vulnerable.ā€
The recent acquisition of Dialog Semiconductor also brought FPGA technology into the company for the first time.
ā€œThe issues with CPUs is they are single threaded in general and the option to multithread is to add cores. The nice thing about FPGAs is they allow multithreading but with expense and more complex software. So what Dialog did with GreenPak was come up with a configurable engine with 5000 gates or 1000 to 2000 look up tables and drawing 20uA and a cost of 50c or below at high volume so you can see why it is well positioned against a typical multicore CPU. This kind of moves more towards a faster approach in that direction We donā€™t complete with Intel or AMD or Lattice or Microchip, they have much more horsepower.
The tools are an important element for the ease of development. ā€œWith the software we offer both HDL and the more traditional Verilog approaches but the nice thing about GreenPak was the GUI was easy to use and we are taking a very similar approach for the Forge FPGA so its an easy to use GUI that will be very similar for the users of GreenPak to adopt and you can copackage a Forge FPGA with a GreenPak state machine. Down the pike you can see an integrated solution.ā€
Many of the microcontrollers are built on legacy process technologies that suit the analog and mixed signal peripherals, rather than the leading edge technologies. However the pressure on these legacy process technologies have been one of the key factors in the chip shortage.
ā€œWe are well equipped with our foundry partners, especially at 40nm and 25nm which continue to be tight but the bulk of MCU and MPU is internal capacity on 40, 25 and 22nm which is where we will be over the next few years,ā€ he said. ā€œAt 28 to 180nm in foundry, thatā€™s the tightest in the world and that will take another couple of years to free up given the lead times for the equipment are stretching to 30 months up from 18 months. It will take quite some time for even the greenfield projects to come on line so there will be glut in capacity in time but the good thing in general is there are corrections in the market but the overall semiconductor consumption is going up massively in automotive and industrial automation and digitalisation, thatā€™s driving a lot of long term growth,ā€ he said.
ā€œWe are still a way away from a 3nm world. Our most advanced MPUs are 7/5nm but thatā€™s driven by high end applications largely in the industrial ecosystem. What we are doing for the first time is going to the 1-2GHz range with general purpose MPUs and we will be getting to that level of performance on MCUs but that can be at a node thatā€™s a level behind
He plans to have an MCU running over 1GHz next year but it is the mix of cores that is key as well as connectivity.
ā€œWe are moving to a world thatā€™s less CPU or MPU to more AI centric and that will drive changes with intelligence moving to the edge,ā€ he said. ā€œThatā€™s an important trend, driving the need for maximum compute at the lowest power consumption.
ā€œFor us one of the weak points was connectivity as we were trying to do it all in-house,ā€ he said. ā€œDialog gave us the low power for wearables, earbuds and headsets and they had a 2.4GHz solution for low power WiFi. We felt we needed a path to WiFi5 and 6, 6E as we see 6E having a bigger role in industrial hence the Israel deal and that gives us 2.4GHz, 5GHz and 6GHz. With MCUs you need access to the cloud, you need seamless access to the cloud.ā€
The Arduino deal is also key he says.
ā€œWe have formed a strategic partnership with Arduino as they have this base of 30m users and by working with them we think we have a good opportunity for MCUs, sensors, power and connectivity,ā€ he said. ā€œI think Arduino will move into a broader application space by working with an outfit such as us with our base of industrial customers and they have their roadmaps to expand so we have an opportunity to work with them. Even if its hobbyist itā€™s a pathway to get university students hooked on Arduino today and they will be the engineers tomorrow making the buying decisionsā€
 
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AN ABSOLUTE MUST READ.
AKIDA BALLISTA
AKIDA UBIQUITOUS:

ARM battles RISC-V at Renesas

ARM battles RISC-V at Renesas​

Interviews | May 27, 2022
Renesas Electronics is looking to catch up in the ARM microcontroller and processor markets, but also looking at the emerging RISC-V cores and new spiking AI accelerators to boost machine learning in the Internet of Things (IoT). At the same time a deal with Arduino aims to drive its chipsā€¦
By Nick Flaherty

Share:


Renesas Electronics is looking to catch up in the ARM microcontroller and processor markets, but also looking at the emerging RISC-V cores and new spiking AI accelerators to boost machine learning in the Internet of Things (IoT).

At the same time a deal with Arduino aims to drive its chips into many more areas, says Dr. Sailesh Chittipeddi, Executive Vice President and General Manager of IoT and Infrastructure Business Unit of Renesas Electronics talking to eeNews Europe.
ā€œWeā€™ve been doing a lot over the last several years,ā€ said Chittipeddi. ā€œWe are primarily strengthening our microcontroller and microprocessor core capabilities which is the heart and soul of the business. We had fallen behind in the ARM ecosystem and we had a strong push to catch up and we have been. We are a long way from being the leader in this market, but the early indicators are good,ā€ he said.
This desire to catch up is reflected by the showing of the first device using the ARM Cortex-M85 core, the highest performance microcontroller core, at Embedded World next month. But with the recent acquisitions of Dialog Semiconductor in the UK and Celeno in Israel the company is adding more wireless capabilities as well as a whole new FPGA business.

With the future of ARM uncertain with the failed Nvidia bid and now a public offering, the company is also looking at the RISC-V alternative through deals with Andes Technology and SiFive as well as its own internal development.
The company is used to dealing with multiple instruction set architectures. Over the years it has subsumed the Hitachi SuperH and Mitsubishi microcontroller technologies into its own proprietary families alongside a wide range of ARM-based devices.
ā€œSo the other side, weā€™ve introduced our first RISC-V based products as well into the marketplace, which is actually quite exciting from my perspective. And one of the main reasons why we went ahead with the RISC-V products as opposed to test chips, which a lot of people spoke about was really to make sure that we didnā€™t fall behind,ā€ he said.
The first 32bit cores and devices are targeted at specific applications. ā€œOne being the motor controller and the other being the voice based device. So those two are first two products but we will have a portfolio of products which will introduce over the next several years for certain target markets,ā€ he said.
ā€œOn the MPU side that was a major reboot because that business is primarily focused on ASICs and high end R-Car devices. So what we did do is we did a major pivot again about roughly about three years ago to go after two categories of products. One is the general purpose microprocessor, which is a 64 bit microprocessor and ranging from the A53 all the way to A72AE [safety critical] cores.
The other side is the embedded AI with DRP dynamically reconfigurable processor for vision solutions. Thatā€™s a feedforward neural network rather than a convolutional neural network (CNN), and it offers reasonable 0.5TOPS to 10TOPS at very low power compared to day the Nvidia or Intel equivalent. From my perspective RISC-V will evolve into that areas in the not too distant future.
ā€œSo thatā€™s kind of the plan that we have, to evolve that into that landscape,ā€ he said. ā€œAt the very low end, we have added an ARM M33 MCU and spiking neural network with BrainChip core licensed for selected applications ā€“ we have licensed what we need to license from BrainChip including the software to get the ball rolling.ā€
ā€œThe MPU with RISC-V allows us to go int a new class of applications,ā€ he said. ā€œWith RISC-V its all a question of time. I do see ARM now offering custom instructions but I do see the open ecosystem starting to play a role with the geopolitical tensions and that will provide some necessary impetus in certain regions to head in that direction and that will the ecosystem
ā€œTo ARMā€™s credit the ecosystem they have developed is unparalleled and it would be difficult for RISC-V to catch up even with all its strong backing, itā€™ll take quite a bit of time.ā€
So Renesas has deals with both Andes and SiFive for RISC-V cores.
ā€œFor us to get to the market quickly we went with the Andes cores on the microcontrollers and we partnered with SiFive. Itā€™s not that we are confused, its about the time to market and internally we are developing our own optimised architectures, and the software that needs to be developed we are doing in parallel.ā€
Security is also vital with the UK as a key design centre. ā€œWe are spending a lot of time on security particularly side channel attacks, tamper resistance, going beyond ARMā€™s TrustZone,ā€ he said. ā€œ At the moment we think our internal efforts are leading with centres in the UK and Japan and obviously edge devices are more vulnerable.ā€
The recent acquisition of Dialog Semiconductor also brought FPGA technology into the company for the first time.
ā€œThe issues with CPUs is they are single threaded in general and the option to multithread is to add cores. The nice thing about FPGAs is they allow multithreading but with expense and more complex software. So what Dialog did with GreenPak was come up with a configurable engine with 5000 gates or 1000 to 2000 look up tables and drawing 20uA and a cost of 50c or below at high volume so you can see why it is well positioned against a typical multicore CPU. This kind of moves more towards a faster approach in that direction We donā€™t complete with Intel or AMD or Lattice or Microchip, they have much more horsepower.
The tools are an important element for the ease of development. ā€œWith the software we offer both HDL and the more traditional Verilog approaches but the nice thing about GreenPak was the GUI was easy to use and we are taking a very similar approach for the Forge FPGA so its an easy to use GUI that will be very similar for the users of GreenPak to adopt and you can copackage a Forge FPGA with a GreenPak state machine. Down the pike you can see an integrated solution.ā€
Many of the microcontrollers are built on legacy process technologies that suit the analog and mixed signal peripherals, rather than the leading edge technologies. However the pressure on these legacy process technologies have been one of the key factors in the chip shortage.
ā€œWe are well equipped with our foundry partners, especially at 40nm and 25nm which continue to be tight but the bulk of MCU and MPU is internal capacity on 40, 25 and 22nm which is where we will be over the next few years,ā€ he said. ā€œAt 28 to 180nm in foundry, thatā€™s the tightest in the world and that will take another couple of years to free up given the lead times for the equipment are stretching to 30 months up from 18 months. It will take quite some time for even the greenfield projects to come on line so there will be glut in capacity in time but the good thing in general is there are corrections in the market but the overall semiconductor consumption is going up massively in automotive and industrial automation and digitalisation, thatā€™s driving a lot of long term growth,ā€ he said.
ā€œWe are still a way away from a 3nm world. Our most advanced MPUs are 7/5nm but thatā€™s driven by high end applications largely in the industrial ecosystem. What we are doing for the first time is going to the 1-2GHz range with general purpose MPUs and we will be getting to that level of performance on MCUs but that can be at a node thatā€™s a level behind
He plans to have an MCU running over 1GHz next year but it is the mix of cores that is key as well as connectivity.
ā€œWe are moving to a world thatā€™s less CPU or MPU to more AI centric and that will drive changes with intelligence moving to the edge,ā€ he said. ā€œThatā€™s an important trend, driving the need for maximum compute at the lowest power consumption.
ā€œFor us one of the weak points was connectivity as we were trying to do it all in-house,ā€ he said. ā€œDialog gave us the low power for wearables, earbuds and headsets and they had a 2.4GHz solution for low power WiFi. We felt we needed a path to WiFi5 and 6, 6E as we see 6E having a bigger role in industrial hence the Israel deal and that gives us 2.4GHz, 5GHz and 6GHz. With MCUs you need access to the cloud, you need seamless access to the cloud.ā€
The Arduino deal is also key he says.
ā€œWe have formed a strategic partnership with Arduino as they have this base of 30m users and by working with them we think we have a good opportunity for MCUs, sensors, power and connectivity,ā€ he said. ā€œI think Arduino will move into a broader application space by working with an outfit such as us with our base of industrial customers and they have their roadmaps to expand so we have an opportunity to work with them. Even if its hobbyist itā€™s a pathway to get university students hooked on Arduino today and they will be the engineers tomorrow making the buying decisionsā€
Renesas, Renesas so good I posted this part twice:

ā€œThe other side is the embedded AI with DRP dynamically reconfigurable processor for vision solutions. Thatā€™s a feedforward neural network rather than a convolutional neural network (CNN), and it offers reasonable 0.5TOPS to 10TOPS at very low power compared to day the Nvidia or Intel equivalent. From my perspective RISC-V will evolve into that areas in the not too distant future.
ā€œSo thatā€™s kind of the plan that we have, to evolve that into that landscape,ā€ he said. ā€œAt the very low end, we have added an ARM M33 MCU and spiking neural network with BrainChip core licensed for selected applications ā€“ we have licensed what we need to license from BrainChip including the software to get the ball rolling.ā€
ā€œThe MPU with RISC-V allows us to go int a new class of applications,ā€ he said. ā€œWith RISC-V its all a question of time. I do see ARM now offering custom instructions but I do see the open ecosystem starting to play a role with the geopolitical tensions and that will provide some necessary impetus in certain regions to head in that direction and that will the ecosystemā€

I am exceedingly confident that we will be $2.75 at least by Christmas and playing with $5.00 next year.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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BaconLover

Founding Member
Don't mind me I'm just posting it again for the people waiting in the bus station.

ā€œThe other side is the embedded AI with DRP dynamically reconfigurable processor for vision solutions. Thatā€™s a feedforward neural network rather than a convolutional neural network (CNN), and it offers reasonable 0.5TOPS to 10TOPS at very low power compared to day the Nvidia or Intel equivalent. From my perspective RISC-V will evolve into that areas in the not too distant future.
ā€œSo thatā€™s kind of the plan that we have, to evolve that into that landscape,ā€ he said. ā€œAt the very low end, we have added an ARM M33 MCU and spiking neural network with BrainChip core licensed for selected applications ā€“ we have licensed what we need to license from BrainChip including the software to get the ball rolling.ā€

Moon Crypto GIF by ProBit Global
 
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Baisyet

Regular
If it is just this obvious who here does not believe institutional investors are attempting to accumulate BRN shares out of the hands of retail.

Remember the rich come out of downward economic trends richer than when they went in and the man himself Warren Buffet is the example to us all in this regard.

My opinion only DYOR
FF

AKIDA BALLISTA
Morning FF you mean this :)

 
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Morning FF you mean this :)

Exactly.

Keep this article in mind while casting your mind back to 2021 on HC and try to recall the almost daily commentary that Renesas was a nothing deal. The constant ā€˜If Renesas was doing anything they would have released something by now and Renesas came to nothing etc; etc; etc;ā€™

Retail investors are considered sheep only in the markets to be shorn by the so called sophisticated market participants when it is the right season.

Brainchip is potentially the once in a lifetime opportunity that most retail will one day talk about as the if only opportunity they missed or let slip through their hands.

If Brainchip succeeds to the point of being that opportunity I will not be amongst the group saying if only.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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