BRN Discussion Ongoing
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I only buy new potatoes - you never know where the second hand ones have been.Hey Wilzy,
I buy Retail Potatoes all the time, does this mean I am not sophisticated
TechGirl
Founding Member
D
Deleted member 118
Guest
Dread to think
Doctors warning people not to insert frozen potatoes
People are trying it because they are too embarrassed to go to the doctor
www.walesonline.co.uk
Proga
Regular
Anyone know the readership of news.financial? Is it mainstream or niche? Anyway it is still great to see BRN being mentioned more outside the tech publications and spreading into financial publications. The word is getting out. The snowball is growing. Less people will be asking what is neuromorphic computing and instead will be saying "holy shit". How long has this been going on?Brain chip is going to kick butt
Is the turnaround coming for chip stocks? Intel, Nvidia, BrainChip, Aixtron and AMD
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession...news.financial
August 3rd, 2022 | 12:52 CEST
IS THE TURNAROUND COMING FOR CHIP STOCKS? INTEL, NVIDIA, BRAINCHIP, AIXTRON AND AMD
Photo credits: pixabay.com
- TECHNOLOGY
- AI
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
time to read: 4 minutes | Author: Stefan Feulner
ISIN: INTEL CORP. DL-_001 | US4581401001 , NVIDIA CORP. DL-_001 | US67066G1040 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , AIXTRON SE NA O.N. | DE000A0WMPJ6
TABLE OF CONTENTS:
- INTEL, AMD, INFINEON, NVIDIA - CATASTROPHIC FIGURES AHEAD
- BRAINCHIP - ENTRY INTO THE MASS MARKET
- AIXTRON - ANALYSTS DIVIDED
Full interview
INTEL, AMD, INFINEON, NVIDIA - CATASTROPHIC FIGURES AHEAD
Horror figures, disaster....! The media did not shy away from superlatives when announcing the results for the second quarter. Intel shocked analysts and investors alike, who subsequently acknowledged this with a share price drop of over 10%. The one-time market leader saw its revenue drop 22% to USD 15.32 billion, alienating a crowd of analysts still expecting USD 18.62 billion.
Adjusted earnings per share were USD 0.29, compared with the expected USD 0.70. The net result was a loss of USD 454 million; last year Intel still generated a profit of almost USD 5 billion. The gross margin fell from 50.4% in Q1 2022 to just 36.5% in Q2 2022.
"The sudden and rapid decline in economic activity was the primary reason for the shortfall, but Q2 also reflected our own execution issues in areas such as product design and ramping up AXG (Accelerated Computing Systems and Graphics Group) offerings," CEO Gelsinger said, explaining the downturn.
The reins have been tightened once again for the full year, and forecasts have been lowered. Management led by CEO Patrick Gelsinger, the world's highest-paid executive at USD 179.00 million last year, expects adjusted earnings per share of USD 2.30. The original estimate was USD 3.60 per share. The revenue target was restated in a range of USD 65 billion to USD 68 billion. Previously, Intel wanted to generate up to USD 76 billion.
It is well known that the problems are homemade, and Intel has been working on restructuring for a long time. Thus, this strong revenue downturn should not be completely transferable to the entire industry. Investors should gain new insights when the competition presents its figures for the second quarter. Advanced Micro Devices delivered yesterday after the close of the stock market, while the German player Infineon plans to surprise positively today, Wednesday. Nvidia, on the other hand, is not expected to attract investors' attention until August 24.
BRAINCHIP - ENTRY INTO THE MASS MARKET
The next-generation chip is currently being developed by the Australian IP company BrainChip. The novel technology of the Akida chip could see a market shift in the near future that could shake up the incumbents. Another possibility would be the acquisition of the revolutionary technology by a global player, which would likely make BrainChip an attractive takeover candidate. It is no coincidence that the Akida chip was recently accepted into the AI Partner Program by ARM. Mercedes-Benz also relies on the novel technology for its EQXX.
The USP of the innovative processor lies in the fact that it is very low-power, high-performance and promotes the growth of edge AI technology through the use of neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. Experts see it as significantly more efficient than traditional chips, as it can learn independently with each process. Application areas, therefore, revolve around future topics such as autonomous driving, robotics and the Internet of Things.
"Unlocking the future of AI" is what it says on the Company's homepage, which has already opened the door wide to the mass market. After a strong correction and a one-year low at AUD 0.76, BrainChip's stock has recovered sharply and stabilized above the AUD 1.00 level. Akida technology is also in high demand among major players. If further partnerships are announced, the next ramp-up should start. The all-time high was AUD 2.34 at the beginning of the year.
AIXTRON - ANALYSTS DIVIDED
The Herzogenrath-based Company already announced its figures for the second quarter at the end of July. Aixtron benefited from high demand from almost all end markets and recorded the highest order intake since 2011. It amounted to approximately EUR 283 million in the second quarter, 7% higher than a year earlier. At the half-year mark on June 30, 2022, a total of EUR 314 million was on the books. Sales grew by around 51% to EUR 102.5 million, and the gross margin was 37%, as in the same period last year. EBIT tripled to EUR 17.2 million. As a result, profits doubled to EUR 17.3 million.
The MDAX member expects order intake to be between EUR 520 million and EUR 580 million for the full year. Sales should be between EUR 450 million and EUR 500 million, with a gross margin of around 41%.
Various analyst houses expressed different opinions here. Private bank Berenberg raised its price target for Aixtron from EUR 26 to EUR 28 after quarterly figures and left its rating at "buy". In contrast, DZ Bank is significantly more pessimistic and downgraded the stock from "buy" to "sell". The price target was also lowered from EUR 27 to currently EUR 22.
After the strong correction in chip stocks, the second quarter number season is now upon us. The former market leader, Intel, disappointedbut has internal restructuring problems. On the other hand, AMD, Infineon and Nvidia could see a turnaround. BrainChip is on the verge of a breakthrough in the mass market and has high growth potential in the long term.
Deadpool
Did someone say KFC
OMFG, you know in days gone past when you used to buy a new car it came with all the mechanical setting /tolerances for service requirements , now it has warning signs attached to coolant reservoirs and the like "do not drink" The world is just getting dumber and dumberDread to think
Doctors warning people not to insert frozen potatoes
People are trying it because they are too embarrassed to go to the doctorwww.walesonline.co.uk
buena suerte :-)
BOB Bank of Brainchip
899 buyers for 8,070,374 units
V
502 sellers for 5,539,240 units
A few games going on today!!
V
502 sellers for 5,539,240 units
A few games going on today!!
Bravo
If ARM was an arm, BRN would be its biceps💪!
OMFG, you know in days gone past when you used to buy a new car it came with all the mechanical setting /tolerances for service requirements , now it has warning signs attached to coolant reservoirs and the like "do not drink" The world is just getting dumber and dumber
Drats! I'm never going to be able to eat potato stuffed buns again without thinking about that article!
TechGirl
Founding Member
Nice to see other publications picking up our story
aithority.com
MACHINE LEARNINGNEWS
By AIT News Desk On Aug 3, 2022
Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment.
These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance. Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
“We’re extremely delighted to support BrainChip’s proliferation of their Akida technology,” said Jan Jongboom, CTO at Edge Impulse. “The combination of BrainChip’s advanced technology and Edge Impulse’s industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types.”
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip’s Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip’s MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
“Being the commercial leader in edge AI on-chip learning and neuromorphic AI IP availability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse,” says Anil Mankar, Chief Development Officer at BrainChip. “Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem.”
Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology
aithority.com
Edge Impulse Releases Deployment Support for BrainChip Akida Neuromorphic IP
MACHINE LEARNINGNEWS
By AIT News Desk On Aug 3, 2022Edge Impulse, the leading platform for enabling ML at the edge, and BrainChip, the leading provider of neuromorphic AI IP technology, announced support for deploying Edge Impulse projects on the BrainChip MetaTF platform.
Edge Impulse enables developers to rapidly build enterprise-grade ML algorithms, trained on real sensor data, in a low to no code environment.
These trained algorithms can now be quantized, optimized and converted to Spiking Neural Networks (SNN), which are compatible and can be deployed with BrainChip Akida devices. This capability is available for new and existing Edge Impulse projects by using the BrainChip MetaTF model deployment block integrated on the platform. This deployment block enables free-tier developers and enterprise developer users to create and validate neuromorphic models for real-world use-cases and deploy on BrainChip Akida development kits.
A reference project targeting image classification is publicly available as an Edge Impulse public project, giving experts a head start with developing algorithms for the next generation of neuromorphic computing. Machine Learning experts will be able to create Akida-compatible models using the Edge Impulse expert mode within the learning block and using the BrainChip MetaTF model deployment block to use Tensorflow based models, and quantize them to complete or mixed low-precision bits, from 1 to 4 bits. It also allows the implementation of quantization-aware training to help retain the performance. Finally, the optimized model can be converted to Akida-based SNN networks and experts will be able to download them to deploy on BrainChip Akida development kits. Experts also see performance metrics, Akida model summary, and configuration data.
“We’re extremely delighted to support BrainChip’s proliferation of their Akida technology,” said Jan Jongboom, CTO at Edge Impulse. “The combination of BrainChip’s advanced technology and Edge Impulse’s industry-leading developer experience gives users an easy and seamless way for deploying ML at the edge using efficient and essential SNNs algorithms that helps the advancement of solving real-world problems of all types.”
Edge Impulse is widely used to rapidly develop, deploy, and maintain ML algorithms across the industry where security, low-power, and remote deployment needs require intelligence at the edge. BrainChip’s Akida IP promises to massively increase the processing capability and efficiency of such applications. Edge Impulse continues to improve access to the BrainChip Akida technology and has started to integrate BrainChip’s MetaTF Software Development Environment so that those new to ML and Akida can more easily incorporate the benefits of the technology in their projects.
“Being the commercial leader in edge AI on-chip learning and neuromorphic AI IP availability, it is critical for BrainChip to establish our ecosystem with key partnerships and technology leaders such as Edge Impulse,” says Anil Mankar, Chief Development Officer at BrainChip. “Working together, both companies are creating an advantage for the ML community. This is only the beginning of how we see our Akida technology expanding into the ecosystem.”
Boab
I wish I could paint like Vincent
The sell side is being continually re-loaded. Going to be tough to make any break through today.899 buyers for 8,070,374 units
V
502 sellers for 5,539,240 units
A few games going on today!!
buena suerte :-)
BOB Bank of Brainchip
My thoughts exactly ... maybe a little run up last 15 mins??
Proga
Regular
Very interesting @TechGirl. I don't but it doesn't surprise me. With the new info it looks like when it comes to pricing mechanisms they are fluid atm. Seems to me they are trying to be as flexible as possible to cater to the different cost structures and risk tolerance profiles having thousands of customers brings. Makes sense.
A lot of small businesses don't want to pay, can't afford to pay $1m upfront for a license. It allows small businesses to participate in the technology. The benefit for BRN is if the small business becomes a raging success, they pay higher royalty fees or a percentage of the sale price which is higher than what BRN would normally get.
D
Deleted member 118
Guest
All it takes is someone to come and scoop up these million shares and we are off to the races
Bravo
If ARM was an arm, BRN would be its biceps💪!
Samsung Galaxy S23 - the news today is that Samsung has entered a partnership with Qualcomm to continue using its Snapdragon processors in the company's Galaxy devices through to 2030.
It says "Now, however, it appears that Qualcomm is going to become the sole provider, meaning Galaxy devices such as the S23 series will feature the rumoured Snapdragon 8 Gen 2 platform for a 2023 launch. And there will be no regional differences in launches in the same way as before. To quote a jump-out line from Qualcomm's press release: "Samsung also agreed to expand their collaboration with Snapdragon platforms for future premium Samsung Galaxy products, including smartphones."
I wonder if Akida will be incorporated in the Snapdragon 8 Gen 2?
www.t3.com
It says "Now, however, it appears that Qualcomm is going to become the sole provider, meaning Galaxy devices such as the S23 series will feature the rumoured Snapdragon 8 Gen 2 platform for a 2023 launch. And there will be no regional differences in launches in the same way as before. To quote a jump-out line from Qualcomm's press release: "Samsung also agreed to expand their collaboration with Snapdragon platforms for future premium Samsung Galaxy products, including smartphones."
I wonder if Akida will be incorporated in the Snapdragon 8 Gen 2?
Samsung Galaxy surprise announcement – I didn't see this coming
Samsung has announced an ongoing Qualcomm partnership that suggests the Galaxy S23 series will be just one variant
Bravo
If ARM was an arm, BRN would be its biceps💪!
I wonder if Spencer Collins's appointment to ARM has anything to do with the potential creation of a consortium of companies who have expressed a desire to strike a deal with SoftBank to acquire ARM - companies such as Qualcomm, Intel and Samsung????
The ramifications of a consortium such as this being formed would be MASSIVE for BrainChip IMO.
Qualcomm eyeing to buy ARM with the help of its rivals - The Times of India
Qualcomm, the company behind Snapdragon chipsets, wants to buy ARM, the company behind every chipset powering the device near you. There is one probletimesofindia.indiatimes.com
Qualcomm Wants to Form a Consortium to Acquire ARM: Report
Qualcomm CEO Christian Amon has reportedly shown interest in buying Arm and wants to form a consortium with Samsung, Intel, and more for this.beebom.com
An opinion piece suggesting a consortium of major Arm licensees could buy Arm which could potentially include Qualcomm, Mediatek, Nvidia, Broadcom, AMD, Tsinghua Unisoc, among others.
Opinion: Will someone else buy Arm?
In theory, this would address everyone's concerns. Softbank could get an exit from its investment, something that it has repeatedly signaled it is eager to obtain. Arm's...
www.techspot.com
Is that the reincarnation of Mel Shellmacher?
Slymeat
Move on, nothing to see.
So what does it taste like? I’ve always wondered!OMFG, you know in days gone past when you used to buy a new car it came with all the mechanical setting /tolerances for service requirements , now it has warning signs attached to coolant reservoirs and the like "do not drink" The world is just getting dumber and dumber
It's quite sweet - the Spaniards used to use it as a wine extender ...
but it killed them.
Proga
Regular
Oh yeah. Yes pleaseSamsung Galaxy S23 - the news today is that Samsung has entered a partnership with Qualcomm to continue using its Snapdragon processors in the company's Galaxy devices through to 2030.
It says "Now, however, it appears that Qualcomm is going to become the sole provider, meaning Galaxy devices such as the S23 series will feature the rumoured Snapdragon 8 Gen 2 platform for a 2023 launch. And there will be no regional differences in launches in the same way as before. To quote a jump-out line from Qualcomm's press release: "Samsung also agreed to expand their collaboration with Snapdragon platforms for future premium Samsung Galaxy products, including smartphones."
I wonder if Akida will be incorporated in the Snapdragon 8 Gen 2?
Samsung Galaxy surprise announcement – I didn't see this coming
Samsung has announced an ongoing Qualcomm partnership that suggests the Galaxy S23 series will be just one variant
equanimous
Norse clairvoyant shapeshifter goddess
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