BRN Discussion Ongoing

TechGirl

Founding Member
I'm retail and I don't need or want sugar hits.
It takes as long as it takes.
I'm not saying I wouldn't be more comfortable and happier to see the share price higher, but given the following sentiment, I am using the current conditions to my advantage.
If I did not have faith in the product, the management team, or thought the company was in trouble financially or strategically I would pull or reduce my exposure.
I continue to hold and add to my position as finances and my individual circumstances permit.
I have ridden through and sacrificed much to attain my current holdings and am damned if I'll be shaken by this vulgar and obvious manipulation.
Owning my share of this company will enable me a future I could otherwise only dream about.
It already has, but I expect many more multiples beyond this over the coming years.
I'm not letting this unicorn fly away without me.

AKIDA BALLISTA
AKIDA EVERYWHERE
GLTAH.

Beautifully said, couldn't agree more (y)

Look how beautiful our BrainChip Unicorn is, she's only slightly lifted one leg so far, wait till she lifts all her legs & starts to fly 💙🦄💙

unicorn GIF by Ice Breakers
 
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wilzy123

Founding Member
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Boab

I wish I could paint like Vincent
Just checked the BRN website for the Sally Ward-Foxton podcast which was supposed to be out 3pm PDT which I assume is Perth Day Time.
No show as yet.
 
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VictorG

Member
Isn't it amazing that every time the share price drops a call for announcements reverberates throughout this forum. It's not like asking the same questions over and over again and expecting different answers because that would be the definition of insanity, oh wait!?

So the only guidance we have are the press releases and the financials. I've accepted these conditions of being a BRN shareholder and while I too would like the odd announcement, I see absolutely no sense in harping on endlessly about announcements when doing so changes nothing.

I retire at the end of 2025 by which time I expect BRN to be at least $10 per share, that is what I'm focused on.
Everything else until then is just noise, he said - she said dribble. Unfortunately the actual receipts, the hard facts, the amazing research done in this forum would also be drowned out if not for contributors such as FF, Dio and a few others. It's not their job to constantly remind some here that BRN has been making huge gains and cementing our future as shareholders, tbh it's getting tiresome.

It's not hard to work out who in this forum will be holding when BRN is micrsoft x 10 should that happen. My only wish is that the rest of us collectively hold our nerves through the highs and lows and not let emotions rob us of this once in a lifetime opportunity.
 
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Terroni2105

Founding Member
Click on this and give it a like to show support for the hard work of BrainChip research scientist Vi Nguyen Thanh Le


 
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Diogenese

Top 20
Just checked the BRN website for the Sally Ward-Foxton podcast which was supposed to be out 3pm PDT which I assume is Perth Day Time.
No show as yet.
California - Pacific daylight Time
 
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Boab

I wish I could paint like Vincent
Isn't it amazing that every time the share price drops a call for announcements reverberates throughout this forum. It's not like asking the same questions over and over again and expecting different answers because that would be the definition of insanity, oh wait!?

So the only guidance we have are the press releases and the financials. I've accepted these conditions of being a BRN shareholder and while I too would like the odd announcement, I see absolutely no sense in harping on endlessly about announcements when doing so changes nothing.

I retire at the end of 2025 by which time I expect BRN to be at least $10 per share, that is what I'm focused on.
Everything else until then is just noise, he said - she said dribble. Unfortunately the actual receipts, the hard facts, the amazing research done in this forum would also be drowned out if not for contributors such as FF, Dio and a few others. It's not their job to constantly remind some here that BRN has been making huge gains and cementing our future as shareholders, tbh it's getting tiresome.

It's not hard to work out who in this forum will be holding when BRN is micrsoft x 10 should that happen. My only wish is that the rest of us collectively hold our nerves through the highs and lows and not let emotions rob us of this once in a lifetime opportunity.
I plan to retire about the same time so perhaps we can catch up and talk about all the things we are going to be doing with our monstrous wealth.
Cheers to you Victor.
 
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VictorG

Member
I plan to retire about the same time so perhaps we can catch up and talk about all the things we are going to be doing with our monstrous wealth.
Cheers to you Victor.
Great Idea, I'm in. Anywhere, anytime, many times ;)
 
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Wags

Regular
Interesting job posted at IMEC.
Not that I want to think every Neuromorphic job is Akida, but these comments (amongst others) did make me smile.
"To create this model of the world using only a limited energy budget and without relying on a cloud connection, neuromorphic compute fabric, integrated close to or on the same physical substrate as the sensors themselves is a key technology enabler."

 
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Deadpool

Did someone say KFC
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Boab

I wish I could paint like Vincent
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skutza

Regular
I believe someone said that Brainchip had a Stellar year. I agree 100%. Did the SP go to where many wanted? Nope, but I believe that the biggest issue we face is still understanding and revenue. We are valued at $1.2+ billion dollars, that's not too shabby! Once people can see AKIDA IP in a device and see the potential and the earnings, they will get out there calculators do the math and then decide, not if they'll buy, but how much money they want to make.
We all expect the "big boys' whoever they are?? or others to jump on board. Many people I know invest in stocks that will give them dividend earnings. They want to buy into something that they can see will earn X amount and get a % each year. The share price rise or fall is not as important to them as the dividend.

I believe that once we see an improvement in earnings, then we get in the speculative buyers that will get in for the share price rise and then save some for dividends later. Then when we get our first dividends, well you'll all be driving around in the latest versions of the Vison EQXX as that is when the real big players will come on board for an easy 5-12% dividend earning. All of course IMO but we'll see who is right in 5 years from this post :) Good luck all, 2022 was a great year, with time passing we get closer, day by day month by month, year by year. It all depends on how much you want to have. enough for yourself, or the next few generations of "smiths" that come along :)
 
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Townyj

Ermahgerd
MB Just tweeted this.... o_Oo_Oo_O SAE Level 4.. Look pretty slick tbh


 
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Earlyrelease

Regular
Evening chippers.
As I do I have been reading silently in the wings and doing my due diligence which has resulted in my pennys saved each week turning into small parcels of shares. Why do I do this, well I am comfortable by my decisions, and I like what I see.

I like to keep things simple.
If I wanted to sell cool drinks to every shop, deli or supermarket in Perth, can you imagine the resistance, laughs and rejections I would receive.

So if I had the next new flavor and drink sensation would I continue to try and get shelf/fridge space or get discouraged quickly.

I would do neither.

I, having confidence in my product would approach Coke or Pepsi as see if they wanted to brand the product but pay me a royalty fee.

Now if they do take an interest and they do start to ship my product the cash flow may be slow, shit it may be Lumpy but if my product is good every kid in Perth will soon be demanding the product have more and more shelf space as the shop keepers get sick of topping up the shelves.

So let me think what this reminds me off - Megapepsi or Cokanasus either way I think its worth the wait to see what the consumers think as ultimately these companies are taking just as much a punt as me hoping the customer like the flavor.

Now the question then really becomes will the customers really like it. Well, that's where the 1000s eyes give me comfort.

Remember WA stands for Wait awhile.

NDA stands for Network dominating architecture.
 
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“Taiwan Semiconductor Manufacturing (NYSE:TSM) is set to make history with one of the largest foreign investments in the United States. The company will announce plans today to build its second chip plant in Arizona, increasing its investment in the state to $40B. The event will be attended by President Biden, as well as CEOs who will benefit from the increase in American chip production, like Apple's (NASDAQ:AAPL) CEO Tim Cook, Micron's (NASDAQ:MU) Sanjay Mehrotra and Nvidia's (NASDAQ:NVDA) Jensen Huang.”
 
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S

Straw

Guest
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Xenomorphic chip (apologies for the random thought)
 
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NASA firm list for contract negotiations posted couple days ago.

Confirms Ph I for Intellisense ADORBL and Numem which we had good idea were goers.

ADORBL not mention Akida specifically but is neuromorphic COTS which I think is safe bet as given they did mention working with Akida in NECR and Numem do mention us as we know.

Intellisense already previously confirmed Ph II on NECR.


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Was checking in on NASA again and as we know Numem have been selected for Ph I contract negotiation for this year and will be looking to use Akida in the project.

Having a look at their website and their focus is MRAM:

A new class of Resistive RAMs

A new class of Resistive RAMs (MRAM, ReRAM) are on the verge of disrupting the semiconductor industry by enabling cost effective integration of non-volatile memory and, over time, a lower cost and lower power alternative to SRAM. These new memory types use a standard process for base layers and as such can scale down to lower geometries while Flash stops at 28nm.

What I am asking myself is under this section...wonder where they may get future assistance with this.....hmmmm

Success via NASA would not only benefit themselves but also Akida obviously.



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Still a young company by the looks and backed in originally by MAAN Ventures.



For a NASA refresher:


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Was checking in on NASA again and as we know Numem have been selected for Ph I contract negotiation for this year and will be looking to use Akida in the project.

Having a look at their website and their focus is MRAM:

A new class of Resistive RAMs

A new class of Resistive RAMs (MRAM, ReRAM) are on the verge of disrupting the semiconductor industry by enabling cost effective integration of non-volatile memory and, over time, a lower cost and lower power alternative to SRAM. These new memory types use a standard process for base layers and as such can scale down to lower geometries while Flash stops at 28nm.

What I am asking myself is under this section...wonder where they may get future assistance with this.....hmmmm

Success via NASA would not only benefit themselves but also Akida obviously.



View attachment 23660

View attachment 23661

Still a young company by the looks and backed in originally by MAAN Ventures.



For a NASA refresher:


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Further to my previous post I have a question for those more tech savvy.

Numem state that flash doesn't scale down (at this point from what I can see) lower than 28nm which is currently what Akida is.

Numem:

"These new memory types use a standard process for base layers and as such can scale down to lower geometries while Flash stops at 28nm."

Numem are using MRAM to assist this scale down process it appears.

Renesas recent article has said:

"We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi."

Is this tape out of the device Chittipeddi is mentioning going to be using MRAM or ReRAM and if so does this link back to another Renesas article from mid year I posted a few days back where:

"Renesas Develops Circuit Technologies for 22-nm Embedded STT-MRAM with Faster Read and Write Performance for MCUs in IoT Applications".

Wondering if to get Akida to the 22nm involves this change or not?
 
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Mws

Regular
JAs soon as the Restricted Stock Units vest, you have a tax liability in the US. So far Sean has been granted 6 million RSU's over 3 years (this was part of his initial salary package), so they vest at a rate of 2 mill per year This is as well as his liability for Fed income tax to the IR Dept, and then because he is most likely domiciled in Calif, most likely close by to Laguna Hills, he will also be liable to a chunk of State taxation as well. Calif State taxes are high, which is why many people are leaving Calif for lower taxing States in the US. The US taxation system is vastly different to the regime we have here.

So I have no problem whatsoever with Sean reducing his considerable tax liability, I am much more interested in his performance as our CEO and in his capacity as an Exec Director. It is way too early IMO to really assess how good, or otherwise his performance has been to this point in time. Having said that, the partnerships made this year are truly impressive, and speak to a good probability (some here would justifiably say high probability) of excellent outcomes, in terms of earnings growth. However some of the recent achievements would have to be, also attributed to the work of Rob Telson and Lou Di Nardo, as well as others along the way.

So we may/will get a better subjective fix on Seans performance moving forward, although with all the NDA's and the clandestine nature of the tech industry, it may turn out to be: a who would know kind of scenario, because staffing levels have grown so dramatically in recent times, and we won't really know who has achieved what - unless of course BRN decide to give SHers more information. For me the acid test will be the AGM next year, as I have said before I remain strong in my confidence in the Akida technology, and important outcomes look, on the surface of things, to be coming together. At the end of the day Sean is the CEO, he is not just a salesman.
 
Further to my previous post I have a question for those more tech savvy.

Numem state that flash doesn't scale down (at this point from what I can see) lower than 28nm which is currently what Akida is.

Numem:

"These new memory types use a standard process for base layers and as such can scale down to lower geometries while Flash stops at 28nm."

Numem are using MRAM to assist this scale down process it appears.

Renesas recent article has said:

"We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi."

Is this tape out of the device Chittipeddi is mentioning going to be using MRAM or ReRAM and if so does this link back to another Renesas article from mid year I posted a few days back where:

"Renesas Develops Circuit Technologies for 22-nm Embedded STT-MRAM with Faster Read and Write Performance for MCUs in IoT Applications".

Wondering if to get Akida to the 22nm involves this change or not?
In every presentation on this issue it has never been suggested that the design would need to be changed to take AKIDA smaller than 28nm.

A quick Google brought up this paper which appears to support the proposition that Scratch pad memory can at least move down to 7nm:

“A 7-nm Compute-in-Memory SRAM Macro Supporting Multi-Bit Input, Weight and Output and Achieving 351 TOPS/W and 372.4 GOPS​

Publisher: IEEE
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Mahmut E. Sinangil; Burak Erbagci; Rawan Naous; Kerem Akarvardar; Dar Sun; Win-San Khwa; Hung-Jen Liao; Yih Wang; Jonathan Chang
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Abstract:In this work, we present a compute-in-memory (CIM) macro built around a standard two-port compiler macro using foundry 8T bit-cell in 7-nm FinFET technology. The proposed design supports 1024 4 b $\times $ 4 b multiply-and-accumulate (MAC) computations simultaneously. The 4-bit input is represented by the number of read word-line (RWL) pulses, while the 4-bit weight is realized by charge sharing among binary-weighted computation caps. Each unit of computation cap is formed by the inherent cap of the sense amplifier (SA) inside the 4-bit Flash ADC, which saves area and minimizes kick-back effect. Access time is 5.5 ns with 0.8-V power supply at room temperature. The proposed design achieves energy efficiency of 351 TOPS/W and throughput of 372.4 GOPS. Implications of our design from neural network implementation and accuracy perspectives are also discussed”

I chose to Google 7nm as the former CEO Mr. Dinardo when asked by a shareholder in one of his webinars for the first time that I am aware said “Yes it can scale down from 28 to 14 to 7nm”. Since then Anil Mankar and Peter van der Made have also mentioned 4nm and 5nm respectively.

The intriguing part of Numen referencing 22nm apart from this is that Anil Mankar said in the Anastasia video that NASA was looking at 90nm. At 90nm semiconductors are more resilient to radiation and as I understand it semiconductors used in defence applications also seek similar resilience.

All I have at this stage.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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