BRN Discussion Ongoing
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Fact Finder
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In all of the excitement let us not forget what Global Foundries is up to:
BrainChip is the world’s first company to develop ultra-low-power, event-based, neuromorphic AI IP to be used for always-on sensor applications. The AKD1500 chip was built on GF’s low-leakage FD SOI platform, promising an array of applications that don't overload the CPU.
Vision sensor specialist Oculi also recently announced a strategic partnership with GF, commissioning the foundry to manufacture its single-chip, intelligent software-defined vision sensor. The new sensor will be based on GF’s 55LPx, a platform that supports RF, ultra-low power, embedded NVM, and high-voltage BCDLite (a process technology).
GF has increased existing domestic manufacturing capacity in another way, too. The company has invested in gallium nitride (GaN) RF chips, a wide-band semiconductor technology that outperforms silicon in terms of thermal resistance and durability. GF's development of GaN devices at its Essex Junction, Vermont, facility would have been impossible without a $30 million government grant to shorten the time to market for the GaN RF technology.
A GF facility in upstate New York is also getting a boost—this time, from collaborating with Qualcomm. The U.S. mobile chipmaker has previously agreed to spend $4.2 billion on chips made by GF for Qualcomm's 5G transceivers, automotive products, and IoT connectivity.
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GF Supports Next-gen Vision and Computing Technologies
GF is also championing the computing sector, namely with BrainChip's Akida neuromorphic chip built on 22 nm fully depleted silicon-on-insulator (FD-SOI)technology.
Akida architecture. Image courtesy of BrainChip
BrainChip is the world’s first company to develop ultra-low-power, event-based, neuromorphic AI IP to be used for always-on sensor applications. The AKD1500 chip was built on GF’s low-leakage FD SOI platform, promising an array of applications that don't overload the CPU.
Vision sensor specialist Oculi also recently announced a strategic partnership with GF, commissioning the foundry to manufacture its single-chip, intelligent software-defined vision sensor. The new sensor will be based on GF’s 55LPx, a platform that supports RF, ultra-low power, embedded NVM, and high-voltage BCDLite (a process technology).
Expanding U.S.-based Semiconductor Production
While GlobalFoundries relies on five-year agreements to ship chips from storage facilities in Dresden and Singapore, the foundry also plans to expand three U.S. locations, including one in Vermont and two in New York. Specifically, GF is broadening the scope of existing facilities to make 12 nm, 28 nm, and 40 nm chips rather than going back to the drawing board and investing in new technologies to compete with TSMC’s advanced 3 nm – 5 nm chips.
GlobalFoundries' headquarters in Malta, New York. Image (modified) courtesy of GlobalFoundries
GF has increased existing domestic manufacturing capacity in another way, too. The company has invested in gallium nitride (GaN) RF chips, a wide-band semiconductor technology that outperforms silicon in terms of thermal resistance and durability. GF's development of GaN devices at its Essex Junction, Vermont, facility would have been impossible without a $30 million government grant to shorten the time to market for the GaN RF technology.
A GF facility in upstate New York is also getting a boost—this time, from collaborating with Qualcomm. The U.S. mobile chipmaker has previously agreed to spend $4.2 billion on chips made by GF for Qualcomm's 5G transceivers, automotive products, and IoT connectivity.
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Fact Finder
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Worth repeating:In all of the excitement let us not forget what Global Foundries is up to:
GF Supports Next-gen Vision and Computing Technologies
GF is also championing the computing sector, namely with BrainChip's Akida neuromorphic chip built on 22 nm fully depleted silicon-on-insulator (FD-SOI)technology.
Akida architecture. Image courtesy of BrainChip
BrainChip is the world’s first company to develop ultra-low-power, event-based, neuromorphic AI IP to be used for always-on sensor applications. The AKD1500 chip was built on GF’s low-leakage FD SOI platform, promising an array of applications that don't overload the CPU.
Vision sensor specialist Oculi also recently announced a strategic partnership with GF, commissioning the foundry to manufacture its single-chip, intelligent software-defined vision sensor. The new sensor will be based on GF’s 55LPx, a platform that supports RF, ultra-low power, embedded NVM, and high-voltage BCDLite (a process technology).
Expanding U.S.-based Semiconductor Production
While GlobalFoundries relies on five-year agreements to ship chips from storage facilities in Dresden and Singapore, the foundry also plans to expand three U.S. locations, including one in Vermont and two in New York. Specifically, GF is broadening the scope of existing facilities to make 12 nm, 28 nm, and 40 nm chips rather than going back to the drawing board and investing in new technologies to compete with TSMC’s advanced 3 nm – 5 nm chips.
GlobalFoundries' headquarters in Malta, New York. Image (modified) courtesy of GlobalFoundries
GF has increased existing domestic manufacturing capacity in another way, too. The company has invested in gallium nitride (GaN) RF chips, a wide-band semiconductor technology that outperforms silicon in terms of thermal resistance and durability. GF's development of GaN devices at its Essex Junction, Vermont, facility would have been impossible without a $30 million government grant to shorten the time to market for the GaN RF technology.
A GF facility in upstate New York is also getting a boost—this time, from collaborating with Qualcomm. The U.S. mobile chipmaker has previously agreed to spend $4.2 billion on chips made by GF for Qualcomm's 5G transceivers, automotive products, and IoT connectivity.
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RELATED CONTENT
- Reducing Distortion in Tape Recordings with Hysteresis in SPICE
- Test & Measurement in Quantum Computing
- Open RAN – Network Performance in the Lab and in the Field
- RFID in Healthcare | Safeguarding Your Assets
- Multimedia Chipset Design and Testing Solutions
- Future Picks: Macronix Serial NOR Flash
Learn More About:
“GF is also championing the computing sector, namely with BrainChip's Akida neuromorphic chip built on 22 nm fully depleted silicon-on-insulator (FD-SOI)technology”
A very strong statement of intent using the word:
“championing”
My opinion only DYOR
FF
AKIDA BALLISTA
Rise from the ashes
Regular
I also recall Rob liking some post on LinkedIn a few months back about battery management.
Rise from the ashes
Regular
So grateful for this place, because trying to discuss brainchip investment with others outside of here is so painful and pointless.
Space Cadet
Regular
Good Evening Chippers,
Great to have you back Bravo, love it.
Yet another week in the wilderness....
Being manipulated.
Thankyou to all sluuthes.. amazing .
My mind is abuzz..... just need the honest side of the market to WAKE UP & we shall be away.
Tunes......
Gioli & Assia # Diesislive Club Edition @ Cavo Paridiso, Mykonos Greece 2021.
*Turn it up frrricking loud, these Lasses rock.
I'm going back to sound therapy... with a rather lovely single malt.
Regards,
Esq.
Great to have you back Bravo, love it.
Yet another week in the wilderness....
Being manipulated.
Thankyou to all sluuthes.. amazing .
My mind is abuzz..... just need the honest side of the market to WAKE UP & we shall be away.
Tunes......
Gioli & Assia # Diesislive Club Edition @ Cavo Paridiso, Mykonos Greece 2021.
*Turn it up frrricking loud, these Lasses rock.
I'm going back to sound therapy... with a rather lovely single malt.
Regards,
Esq.
Last edited:
Fact Finder
Top 20
Just my opinion of course but we know:
1.Vorago successfully provided a design to harden AKD1000 for deep space applications.
2. We know Anil Mankar said in an Anastasia interview that AKIDA would likely be produced in 90 nm for NASA.
3. We know ISL working with Brainchip and the US Airforce Research Laboratories proved out their radar simulation SBIR.
4. We know Anil Mankar said AKIDA was being benchmarked against a GPU and it was coming up favourable to AKIDA.
5. We know Edge impulse described AKD1000 as science fiction and could compete at 300 gigahertz with a GPU running at 900 gigahertz.
6. We know researchers found that AKIDA in USB form for $US50.00 was a match for a Nvidia GPU at $US30,000.00.
So I would say pretty well probably.
My opinion only DYOR
FF
AKIDA BALLISTA
supersonic001
Regular
RASynBoard brings low-power, edge AI processing to embedded sensor applications | Tria
Introducing the RASynBoard! The latest in our 'Designed by Avnet' series, and using the latest components from our partners Renesas Electronics, Syntiant Corp., TDK and Edge Impulse, the RASynBoard is a tiny powerhouse in always-on smart sensing. It can be baked into product designs that need...
Most likely our background tech !!
Boab
I wish I could paint like Vincent
that's exactly what i was thinkingSounds like a town in NZ..
Fullmoonfever
Top 20
I was wondering on the Renesas / Avnet / Edge Impulse previously.
RASynBoard brings low-power, edge AI processing to embedded sensor applications | Tria
Introducing the RASynBoard! The latest in our 'Designed by Avnet' series, and using the latest components from our partners Renesas Electronics, Syntiant Corp., TDK and Edge Impulse, the RASynBoard is a tiny powerhouse in always-on smart sensing. It can be baked into product designs that need...www.linkedin.com
Most likely our background tech !!
View attachment 31806
Post from early Feb but to do with the RZ/V2L board.
Hmmm....didn't see posted (probs has been?)
From a few days ago....Renesas using Edge Impulse...Raspberry Pi board....not saying we there but like that we are compatible and used with those as well
Renesas Demonstration of Its MPU RZ/V Series With an Embedded AI Accelerator and Avnet's RZ/V2L SBC - Edge AI and Vision Alliance
Dirk Seidel, Strategic Business Development Manager at Renesas Electronics, demonstrates the company’s latest edge AI and vision technologies and products at the December 2022 Edge AI and Vision Innovation Forum. Specifically, Seidel demonstrates the company’s MPU RZ/V series solutions, along...
www.edge-ai-vision.com
Avnet, Edge Impulse, Processors, Renesas, Software, Tools / February 2, 2023
Dirk Seidel, Strategic Business Development Manager at Renesas Electronics, demonstrates the company’s latest edge AI and vision technologies and products at the December 2022 Edge AI and Vision Innovation Forum. Specifically, Seidel demonstrates the company’s MPU RZ/V series solutions, along with partner (and fellow Alliance Member) Avnet’s RZ/V2L single-board computer (SBC).
The RZ/V series includes a power-efficient AI accelerator, the DRP-AI. The entry-class RZ/V2L device delivers low power and high performance when running fellow Alliance Member company Edge Impulse’s FOMO object detection model on the Renesas EVK, as well as when running a multiple-person pose estimation model on the Avnet RZ/V2L (a SBC in the Raspberry Pi form factor), all without need of a fan or heat sink. Seidel also demonstrates the newly-released TVM development tool for the DRP-AI, running the DeepPose facial landmark model.
Fact Finder
Top 20
Not sure when it was now but it was around the time that Alex the Rocket Scientist was first discovered but someone contacted Cathy Wood and received a reply which they posted saying ARK was aware of Brainchip and watching to see what commercial traction they started to achieve.
My opinion only DYOR
FF
AKIDA BALLISTA
Steve10
Regular
My previous posts about market share calculations where I used USD $35B edge AI hardware processor figure from VDC Research are incorrect.
That's the TAM for actual processors & BRN revenue will be about 3% royalty per processor + 2% licencing per processor.
(ARM licencing revenue is 40% of total revenue & royalties are 60%)
Another report by Markets & Markets mentions that the global edge AI hardware market will grow at 20.8% CAGR to 2.716B units by 2027. So by 2030 at 20.8% CAGR there will be 4.787B units.
www.marketsandmarkets.com
Using USD $35B from VDC Research / 4.787B units by 2030 = $7.31 per processor x 5% BRN royalty/licencing revenue = 36.55c per processor revenue = 55.51c AUD.
Each 1% = 47.87M units x 55.51c = $26.57M IP royalties/licencing revenue.
So about 10% market share = $265.7M royalties/licencing
$265.7M revenue x 60% EBITDA = $159.42M EBITDA less 21% US corporate tax = $125.94M NPAT X PE60 = $7.556B MC / 1.8B SOI = $4.20 SP.
(NPAT of 60% of revenue previously mentioned for ARM is incorrect. Confirmed as EBITDA)
Edge AI hardware processor global market TAM of AUD $53.1B x IP royalty/licencing revenue of 5% = AUD $2.655B in 2030.
Reviewed two market research reports for global semiconductor IP market to identify TAM. One mentions TAM of $10.93B AUD in 2026 @ 5.4% CAGR = $13.5B in 2030 & the other mentions $12.95B AUD in 2029 @ 8.1% CAGR = $14B in 2030. In 10 years in 2033 the semiconductor IP market TAM will be $17.7B AUD @ 8.1% CAGR.
www.marketsandmarkets.com
www.fortunebusinessinsights.com
Renesas IP is mentioned in the above report offering a wide range of IP solutions for various microcontroller units (MCU's) & system-on-chip products (SoC's).
Edge AI hardware processor IP market TAM of $2.655B AUD / $14B semiconductor IP market TAM in 2030 = 19% of IP market in 2030 will be for edge AI hardware processors.
VDC Research mentioned edge AI hardware processor market TAM of $35B USD = $53.1B AUD . Allied Research mentions $59B AUD edge AI hardware processor market in 2030 @ 18.8% CAGR so in 10 years by 2033 will be $98.9B or about $100B AUD TAM.
www.alliedmarketresearch.com
$100B AUD edge AI hardware processor market TAM x 5% IP royalty/licencing market TAM = $5B / $17.7B IP global TAM = 28.25% of IP market in 2033 will be for edge AI hardware processors.
In 10 years 10% market share of $5B IP royalty/licencing TAM = $500M revenue x 60% EBITDA = $300M less 21% US corporate tax = $237M NPAT x PE60 = $14.22B MC / 1.8B SOI = $7.90 SP.
With 12% market share = $600M revenue x 60% EBITDA = $360M less 21% tax = $284.4M NPAT x PE60 = $17.06B MC / 1.8B SOI = $9.48 SP.
So about 50c to $10 SP = x20 in 10 years for 12% market share based on $5B AUD IP royalty/licencing market TAM.
$17.7B semiconductor IP market TAM in 2033 @ 8.1% CAGR = $26.12B in 2038.
$100B edge AI hardware processor market TAM in 2033 @ 18.8% CAGR = $236.6B x 5% IP royalty/licencing market TAM = $11.83B in 2038.
$11.83B / $26.12B = 45.3% of IP market in 2038 will be for edge AI hardware processors.
$11.83B in edge AI hardware processor IP market TAM in 2038 x 12% market share = $1.42B revenue x 60% EBITDA = $852M less 21% US corporate tax rate = $673.1M NPAT x PE60 = $40.4B MC / 1.8B SOI = $22.44 SP.
Will be $28B in edge AI hardware processor IP market TAM in 2043 x 12% market share = $3.36B x 60% EBITDA = $2B less 21% tax = $1.58B NPAT x PE60 = $94.8B MC / 1.8B SOI = $52.67 SP.
And according to these reports the edge AI hardware processor IP market will grow much faster than the semiconductor IP market. From 19% market share in 2030 to 45.3% in 2038 of total semiconductor IP market.
The $53-59B AUD mentioned for edge AI processor market TAM in 2030 is from known applications today without factoring in new applications in future so it could be higher.
ARM took about 20 years for revenue to rise to USD $746M in a quarter = about USD $3B pa.
Still early days for BRN. Looks like BRN is a long term hold.
That's the TAM for actual processors & BRN revenue will be about 3% royalty per processor + 2% licencing per processor.
(ARM licencing revenue is 40% of total revenue & royalties are 60%)
Another report by Markets & Markets mentions that the global edge AI hardware market will grow at 20.8% CAGR to 2.716B units by 2027. So by 2030 at 20.8% CAGR there will be 4.787B units.
Edge AI Hardware Market Size, Share, Trends and Industry Analysis 2032
The global Edge AI Hardware Market in terms of revenue is estimated to be worth $26.14 billion in 2025 and is poised to reach $58.90 billion by 2030, growing at a CAGR of 17.6% during the forecast period.
Using USD $35B from VDC Research / 4.787B units by 2030 = $7.31 per processor x 5% BRN royalty/licencing revenue = 36.55c per processor revenue = 55.51c AUD.
Each 1% = 47.87M units x 55.51c = $26.57M IP royalties/licencing revenue.
So about 10% market share = $265.7M royalties/licencing
$265.7M revenue x 60% EBITDA = $159.42M EBITDA less 21% US corporate tax = $125.94M NPAT X PE60 = $7.556B MC / 1.8B SOI = $4.20 SP.
(NPAT of 60% of revenue previously mentioned for ARM is incorrect. Confirmed as EBITDA)
Edge AI hardware processor global market TAM of AUD $53.1B x IP royalty/licencing revenue of 5% = AUD $2.655B in 2030.
Reviewed two market research reports for global semiconductor IP market to identify TAM. One mentions TAM of $10.93B AUD in 2026 @ 5.4% CAGR = $13.5B in 2030 & the other mentions $12.95B AUD in 2029 @ 8.1% CAGR = $14B in 2030. In 10 years in 2033 the semiconductor IP market TAM will be $17.7B AUD @ 8.1% CAGR.
Semiconductor Intellectual Property (IP) Market Size, Share, Industry Report 2032
The global Semiconductor Intellectual Property (IP) Market size in terms of revenue was estimated to be worth $7.5 billion in 2024 and is poised to reach $11.2 billion by 2029, growing at a CAGR of 8.5% during the forecast period.
Semiconductor IP Market Size, Share, Analysis, Report, 2029
The global semiconductor IP market is projected to grow from $4.95 billion in 2022 to $8.53 billion by 2029, at a CAGR of 8.1% in forecast period, 2022-2029
www.fortunebusinessinsights.com
Edge AI hardware processor IP market TAM of $2.655B AUD / $14B semiconductor IP market TAM in 2030 = 19% of IP market in 2030 will be for edge AI hardware processors.
VDC Research mentioned edge AI hardware processor market TAM of $35B USD = $53.1B AUD . Allied Research mentions $59B AUD edge AI hardware processor market in 2030 @ 18.8% CAGR so in 10 years by 2033 will be $98.9B or about $100B AUD TAM.
Edge AI Hardware Market Size, Share and Growth - 2030
The global edge AI hardware market size is projected to reach $38.87 billion by 2030, registering a CAGR of 18.8% from 2021 to 2030.
$100B AUD edge AI hardware processor market TAM x 5% IP royalty/licencing market TAM = $5B / $17.7B IP global TAM = 28.25% of IP market in 2033 will be for edge AI hardware processors.
In 10 years 10% market share of $5B IP royalty/licencing TAM = $500M revenue x 60% EBITDA = $300M less 21% US corporate tax = $237M NPAT x PE60 = $14.22B MC / 1.8B SOI = $7.90 SP.
With 12% market share = $600M revenue x 60% EBITDA = $360M less 21% tax = $284.4M NPAT x PE60 = $17.06B MC / 1.8B SOI = $9.48 SP.
So about 50c to $10 SP = x20 in 10 years for 12% market share based on $5B AUD IP royalty/licencing market TAM.
$17.7B semiconductor IP market TAM in 2033 @ 8.1% CAGR = $26.12B in 2038.
$100B edge AI hardware processor market TAM in 2033 @ 18.8% CAGR = $236.6B x 5% IP royalty/licencing market TAM = $11.83B in 2038.
$11.83B / $26.12B = 45.3% of IP market in 2038 will be for edge AI hardware processors.
$11.83B in edge AI hardware processor IP market TAM in 2038 x 12% market share = $1.42B revenue x 60% EBITDA = $852M less 21% US corporate tax rate = $673.1M NPAT x PE60 = $40.4B MC / 1.8B SOI = $22.44 SP.
Will be $28B in edge AI hardware processor IP market TAM in 2043 x 12% market share = $3.36B x 60% EBITDA = $2B less 21% tax = $1.58B NPAT x PE60 = $94.8B MC / 1.8B SOI = $52.67 SP.
And according to these reports the edge AI hardware processor IP market will grow much faster than the semiconductor IP market. From 19% market share in 2030 to 45.3% in 2038 of total semiconductor IP market.
The $53-59B AUD mentioned for edge AI processor market TAM in 2030 is from known applications today without factoring in new applications in future so it could be higher.
ARM took about 20 years for revenue to rise to USD $746M in a quarter = about USD $3B pa.
Still early days for BRN. Looks like BRN is a long term hold.
Last edited:
buena suerte :-)
BOB Bank of Brainchip
Sam
Nothing changes if nothing changes
Yeah but it is faster moving these days mate… gone from zero to 100 in no time flat, it definitely won’t take 20 years.My previous posts about market share calculations where I used USD $35B edge AI hardware processor figure from VDC Research are incorrect.
That's the TAM for actual processors & BRN revenue will be about 3% royalty per processor + 2% licencing per processor.
(ARM licencing revenue is 40% of total revenue & royalties are 60%)
Another report by Markets & Markets mentions that the global edge AI hardware market will grow at 20.8% CAGR to 2.716B units by 2027. So by 2030 at 20.8% CAGR there will be 4.787B units.
Edge AI Hardware Market Size, Share, Trends and Industry Analysis 2032
The global Edge AI Hardware Market in terms of revenue is estimated to be worth $26.14 billion in 2025 and is poised to reach $58.90 billion by 2030, growing at a CAGR of 17.6% during the forecast period.
Using USD $35B from VDC Research / 4.787B units by 2030 = $7.31 per processor x 5% BRN royalty/licencing revenue = 36.55c per processor revenue = 55.51c AUD.
Each 1% = 47.87M units x 55.51c = $26.57M IP royalties/licencing revenue.
So about 10% market share = $265.7M royalties/licencing
$265.7M revenue x 60% EBITDA = $159.42M EBITDA less 21% US corporate tax = $125.94M NPAT X PE60 = $7.556B MC / 1.8B SOI = $4.20 SP.
(NPAT of 60% of revenue previously mentioned for ARM is incorrect. Confirmed as EBITDA)
Edge AI hardware processor global market TAM of AUD $53.1B x IP royalty/licencing revenue of 5% = AUD $2.655B in 2030.
Reviewed two market research reports for global semiconductor IP market to identify TAM. One mentions TAM of $10.93B AUD in 2026 @ 5.4% CAGR = $13.5B in 2030 & the other mentions $12.95B AUD in 2029 @ 8.1% CAGR = $14B in 2030. In 10 years in 2033 the semiconductor IP market TAM will be $17.7B AUD @ 8.1% CAGR.
Semiconductor Intellectual Property (IP) Market Size, Share, Industry Report 2032
The global Semiconductor Intellectual Property (IP) Market size in terms of revenue was estimated to be worth $7.5 billion in 2024 and is poised to reach $11.2 billion by 2029, growing at a CAGR of 8.5% during the forecast period.
Renesas IP is mentioned in the above report offering a wide range of IP solutions for various microcontroller units (MCU's) & system-on-chip products (SoC's).Semiconductor IP Market Size, Share, Analysis, Report, 2029
The global semiconductor IP market is projected to grow from $4.95 billion in 2022 to $8.53 billion by 2029, at a CAGR of 8.1% in forecast period, 2022-2029
Edge AI hardware processor IP market TAM of $2.655B AUD / $14B semiconductor IP market TAM in 2030 = 19% of IP market in 2030 will be for edge AI hardware processors.
VDC Research mentioned edge AI hardware processor market TAM of $35B USD = $53.1B AUD . Markets & Markets mentions $59B AUD edge AI hardware processor market in 2030 @ 18.8% CAGR so in 10 years by 2033 will be $98.9B or about $100B AUD TAM.
Edge AI Hardware Market Size, Share and Growth - 2030
The global edge AI hardware market size is projected to reach $38.87 billion by 2030, registering a CAGR of 18.8% from 2021 to 2030.
$100B AUD edge AI hardware processor market TAM x 5% IP royalty/licencing market TAM = $5B / $17.7B IP global TAM = 28.25% of IP market in 2033 will be for edge AI hardware processors.
In 10 years 10% market share of $5B IP royalty/licencing TAM = $500M revenue x 60% EBITDA = $300M less 21% US corporate tax = $237M NPAT x PE60 = $14.22B MC / 1.8B SOI = $7.90 SP.
With 12% market share = $600M revenue x 60% EBITDA = $360M less 21% tax = $284.4M NPAT x PE60 = $17.06B MC / 1.8B SOI = $9.48 SP.
So about 50c to $10 SP = x20 in 10 years for 12% market share based on $5B AUD IP royalty/licencing market TAM.
$17.7B semiconductor IP market TAM in 2033 @ 8.1% CAGR = $26.12B in 2038.
$100B edge AI hardware processor market TAM in 2033 @ 18.8% CAGR = $236.6B x 5% IP royalty/licencing market TAM = $11.83B in 2038.
$11.83B / $26.12B = 45.3% of IP market in 2038 will be for edge AI hardware processors.
$11.83B in edge AI hardware processor IP market TAM in 2038 x 12% market share = $1.42B revenue x 60% EBITDA = $852M less 21% US corporate tax rate = $673.1M NPAT x PE60 = $40.4B MC / 1.8B SOI = $22.44 SP.
Will be $28B in edge AI hardware processor IP market TAM in 2043 x 12% market share = $3.36B x 60% EBITDA = $2B less 21% tax = $1.58B NPAT x PE60 = $94.8B MC / 1.8B SOI = $52.67 SP.
And according to these reports the edge AI hardware processor IP market will grow much faster than the semiconductor IP market. From 19% market share in 2030 to 45.3% in 2038 of total semiconductor IP market.
The $53-59B AUD mentioned for edge AI processor market TAM in 2030 is from known applications today without factoring in new applications in future so it could be higher.
ARM took about 20 years for revenue to rise to USD $746M in a quarter = about USD $3B pa.
Still early days for BRN. Looks like BRN is a long term hold.
DollazAndSense
Regular
Never seen this article before in my years of researching. Estee Lauder (specifically - Sowmya Gottipati, vice president and global brand technology leader of Estee Lauder) were clearly exploring the use of neuromorphic technology in 2021. Anyone aware of any known links to Estee Lauder?
AI Summit New York: Estee Lauder’s advanced imaging models are making beauty personal
The company is using advanced imaging powered by AI to give customers beauty products tailored to their skincare needs
Callum Cyrus
December 13, 2021
1 Min Read
The fragrance industry is exploring artificial intelligence that allows the creator to model the brain’s olfactory receptors, in effect mimicking triggers in the human sense of smell.
That was one of the take-aways from a Thursday session of the AI Summit delivered by Sowmya Gottipati, vice president and global brand technology leader at Estee Lauder.
In the not-so-distant future, neuromorphic chips could even embed olfactory senses directly into digital devices themselves, Gottipati said, opening up whole new opportunities for fragrance companies.
Elsewhere in the beauty sector, consumers no longer need a dermatologist thanks to augmented reality tools that pinpoint skin conditions using the customer’s smartphone camera.
Estee Lauder’s advanced imaging models ingested more than 100 million data points relating to different skin types and ailments, and can also be used for matching the right shade for make-up products.
It’s all part of a trend toward personalized skincare, beauty and fragrance products which Gottipati says will be central to industry rapport with consumers in coming years.
From a product development point of view, AI is allowing vendors to understand what customers want and respond with appropriate recommendations, loyalty deals and shopping experiences.
Estee Lauder, for example, has a foundation brand that allows customers to book a consultation and mix up a foundation personalized just for them using a selection of ingredients.
“There’s a lot of AI we’re employing in the background to provide that 24-hour real-time connection with consumers,“ Gottipati said.
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Terroni2105
Founding Member
I really like that this guy has liked the BrainChip post, very impressive.
Mind-Boggling Neuromorphic Brain Chips (Part 2) | BrainChip
Mind-Boggling Neuromorphic Brain Chips (Part 2) https://lnkd.in/dbppZ2KZ - On once benchmark, the Akida achieved 30% better precision while using 50X fewer parameters and 30X fewer MAC operations.
View attachment 31748
works at Samsung for almost 4 years and is in charge of 650+ engineers.
Yes. My social diary was empty when we hit 3 cents.No it does not really bother me, I have made him a little bit of money over the years, and only one I stuffed up. But telling
friends, I only tell a couple of friends, I believe, don't tell anybody, because if you do and they lose their money, you.
are the biggest P#$ck in town, and I only tell people what I lose, that way they don't ask.
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