BRN Discussion Ongoing

[yogi]

The market is down and heavily shorted stocks are down even more.

Except for the share price where do I go to find the bad news released by or published about Brainchip to account for the present fall in the share price?

Of course one could blame management and point to another Australian tech company which despite their brilliant management they are down as well so today is not down to any failing on the part of management it would seem.

Another Australian tech company DRO has income and is by reason of being engaged principally with government military contracts immune to world wide economic disruption is also down. So having income does not help this week.

I don’t like the price of my shares falling but that is what happens in the stock market and why someone who knows said ‘it’s time in the market.’

My opinion only DYOR
FF

AKIDA BALLISTA

Well said @Fact Finder today market just went crazy. and at the same time my BRN holding went into Red after holding in Green for sometime. I was holding then and when ever i can accumulating then and accumulating now. Yes it hard to see in the red but hey did i sell it when it was very green no will i sell when its red no. Infact bought small parcel again today. Like @sb182 said i maxed out my super as well. cant buy more. well share market is a gamble and can be addictive. Been a long term holder hopefully can hold for some more years, as human patient goes and you make decision at the point no once can understand right. Cheers

 

[Jasonk]

Thoughts from the tech heads?

Update, Reading the below i don't think we are hidden inside just yet.

NXP eIQ® Neutron NPU

eIQ® Neutron Neural Processing Unit (NPU) cores are a family of scalable machine learning accelerators for NXP microcontrollers and applications processors.

www.nxp.com

 

[TopCat]

The latest press release from Qualcomm at Embedded World.​

​

Qualcomm Expands Connected Intelligent Edge Ecosystem Through Groundbreaking IoT and Robotics Products​

MAR 14, 2023NUREMBERG
Qualcomm products mentioned within this press release are offered by Qualcomm Technologies, Inc. and/or its subsidiaries.




Highlights:

• Introduced the world’s first integrated 5G IoT processors that can support four different operating systems – to create new business opportunities for partners.
• Announced new robotics and IoT platforms to create avenues for business growth through enhanced affordability, advanced features and ease of configurability.
• Offers an IoT accelerator that pairs robust technologies with a broad ecosystem of expertise and solutions to drive innovation and time to value.

Qualcomm Technologies, Inc. today announced the world’s first integrated 5G IoT processors that are designed to support four major operating systems, in addition to two new robotics platforms, and an accelerator program for IoT ecosystem partners. These new innovations will empower manufacturers participating in the rapidly expanding world of devices at the connected intelligent edge.
The need for connected, intelligent, and autonomous devices is growing rapidly, and it is expected to hit $116 billion by 2030 according to Precedence Research. Businesses attempting to compete in this fast-moving economy need a reliable source of control and connectivity technology for their IoT and robotic devices. Qualcomm Technologies, which has shipped over 350 million dedicated IoT chipsets, is uniquely capable of providing manufacturers with the platforms needed to address this expanding segment.
“Qualcomm Technologies is committed to fueling innovation, creating new business opportunities, enabling the next generation of 5G connectivity and premium edge- AI — and that starts with ensuring accessibility and performance across the ecosystem,” said Dev Singh, Vice President, Business Development and Head of Building, Enterprise & Industrial Automation, Qualcomm Technologies, Inc.
The Qualcomm® QCS6490 processor and Qualcomm® QCM6490 processor are world’s first integrated 5G IoT processors to support four major operating systems
Qualcomm Technologies has upgraded the high-tier SOC Qualcomm QCS6490and Qualcomm QCM6490 processors, used for a wide range of IoT applications, to support four major different operating systems. An industry first, the Qualcomm QCS6490/Qualcomm QCM6490 can now run Linux, Ubuntu, and Microsoft Windows IoT Enterprise, in addition to Android.
“Our collaboration with Qualcomm Technologies is designed to help companies easily build, deploy, and operate a diverse range of Windows IoT-based cloud-connected edge devices in key industries including industrial, retail, and healthcare. Windows IoT brings enterprise-grade security, device management tools, and long-term servicing to ensure secure and reliable operations,” said Kam VedBrat, Partner Director of PM, Azure at Microsoft.
The Qualcomm QCS6490/Qualcomm QCM6490 processors offer advanced features such as 5G support for global connectivity and geolocation for a broad range of solutions, including connected camera devices such as dashcams, edge boxes, industrial automation equipment (IPC, PLC), autonomous mobile robotics, and more.
Scalable Qualcomm® QCM5430 processor and Qualcomm® QCS5430 processor
The new Qualcomm QCM5430 processor and Qualcomm QCS5430 processor are Qualcomm Technologies’ first software-defined IoT solutions. Combining performance, premium connectivity, and support for multiple OS options, the platforms can scale across a wide footprint of IoT devices and deployment configurations for a visual environment. OEMs – including builders of industrial handheld devices, retail equipment, mid-tier robots and connected cameras, AI edge boxes, and more – will have the flexibility to choose between premium, pre-set, or customized feature packs today, and then upgrade them in the future to support their own needs or to provide customer upgrades.
The Qualcomm QCM5430/Qualcomm QCS5430 processors are designed to support two cameras at up to 192MP capture, up to five concurrent cameras, and video encoding at up to 4K60. It is ready to support machine vision requirements with low-power and advanced edge-AI processing. When necessary, the edge AI can switch to cloud processing for handling multiple camera connections, optimizing between response time and power efficiency, as the manufacturer or user requires. All Qualcomm QCM5430/Qualcomm QCS5430 processor devices are designed to support enterprise-grade on-device security.
Both pre-set platform packages – Qualcomm QCM5430/Qualcomm QCS5430 Feature Pack 1 and Qualcomm QCM5430/Qualcomm QCS5430 Feature Pack 2 – include premium connectivity. Wi-Fi support includes 802.11ax (Wi-Fi 6E) with transmit speeds up to 3.6Gbps and other enhancements for reduced latency, increased responsiveness, and seamless handoffs in dense mesh environments such as hospitals and warehouses. The connectivity suite on the Qualcomm QCM5430 processor variant also includes a 5G modem that supports mmWave connectivity for ultra-fast data and highly precise geolocation.
The packages’ wired connectivity options start with a single USB 3.1 port and 1 PCIe port and can be configured for up to two PCIe and a 4K60 display port, as well as other options.
The upgraded Feature Pack 2 ramps up the options with increased CPU performance and interface support. Customers can also choose from a variety of scalable and upgradable options as part of the Qualcomm QCM5430/Qualcomm QCS5430 Custom Feature Pack, including support up to 4K 60fps video and up to Triple ISP camera.
Introducing the Qualcomm® Robotics RB1 and Qualcomm® Robotics RB2 Platforms
Robotics innovators can create the next generation of high-performance everyday robotics and IoT products with the new Qualcomm Robotics RB1 platform and Qualcomm Robotics RB2 platform, powered by the new Qualcomm® QRB2210 processor and Qualcomm® QRB4210 processor, respectively. Both platforms are optimized for smaller devices and lower power consumption, making them more cost effective and accessible for the industry.
The Qualcomm Robotics RB1 and Qualcomm Robotics RB2 platforms feature general compute and AI-focused performance and communications technologies, with built-in support for machine vision support for up to three cameras, providing on-board intelligence to meld this data with innovative high-performance sensors from TDK Corporation for applications such as autonomous navigation.
The Qualcomm Robotics RB2’s feature set extends on the Qualcomm Robotics RB1, with upgraded compute and GPU power with a dedicated AI accelerator that offers double the processing capability of the Qualcomm Robotics RB1. This gives it the capability to perform advanced, real-time, on-device AI and machine learning, detection, classification, and environmental engagement. It can support cameras with up to 25MP of resolution and has upgraded security features including a secure DSP and UI. The Qualcomm Robotics RB2 also offers support for additional peripheral standards such as UFS2.1, GPIO, UART, and more. The platforms support current and emerging connectivity standards, including wired connections (USB 3.1 type-C for interconnects, and EMMC v 5.1 and SD3.0 for storage) and wireless connectivity through Wi-Fi, LTE, and 5G. The Qualcomm Robotics RB1, Qualcomm Robotics RB2 platforms and development kits will be available to order from Thundercomm later this month.
The Qualcomm Robotics RB1 and Qualcomm Robotics RB2 platforms are the latest innovations that expand the company’s commitment to innovators and established builders in the growing robotics sector. The successful line of Qualcomm Robotics platforms includes the Qualcomm® Robotics RB3, Qualcomm® Robotics RB5, and Qualcomm® Robotics RB6 platforms. Qualcomm Technologies robotics platforms are currently at work at various industries around the globe – and beyond. In 2021, the first helicopters to fly on Mars lifted off, controlled by a Qualcomm® robotics and drone platform.

The industry is already showing strong support for these new and expanded solutions.

Join the New Qualcomm® IoT Accelerator Program
Qualcomm Technologies has launched the Qualcomm IoT Accelerator Program to propel the business success of IoT ecosystem partners engaged in transforming industries, business models, and experiences. It unites embedded hardware designers, independent software vendors, independent hardware component vendors, system integrators, and ODMs that are equipped to accelerate digital transformation based on the Company’s technologies.
From retail to energy and utilities, to tracking and logistics, and robotics, the accelerator program pairs the Company’s robust technologies with a broad ecosystem of expertise and solutions to drive innovation and time to value.
Singh added, “Our latest innovations, including the new robotics platforms and upgraded IoT processors, alongside the new Qualcomm IoT Accelerator Program, are designed to deliver greater support, expertise, and access to robust technologies to an even broader range of builders and developers who play an important role in scaling intelligent edge devices.”
Visit us at Embedded World
Qualcomm Technologies will be at Embedded World with demos of all of these new and expanded technologies. Visit us in the following booths: Atlantik (Hall 3A, Booth 233), Arrow Electronics .(Hall 3A, Booth 135), Canonical (Hall 4, Booth 600), Codico (Hall 3A, Booth 211), Fibocom (Hall 3, Booth 222), Lantronix (Hall 3, Booth 627), MeiG (Hall 3, Booth 223), Microsoft (Hall 4, Booth 410), Quectel (Hall 5, Booth 318), and Thundercomm (Hall 4, Booth 138).
About Qualcomm
Qualcomm is enabling a world where everyone and everything can be intelligently connected. Our one technology roadmap allows us to efficiently scale the technologies that launched the mobile revolution – including advanced connectivity, high-performance, low-power compute, on-device intelligence and more – to the next generation of connected smart devices across industries. Innovations from Qualcomm and our family of Snapdragon platforms will help enable cloud-edge convergence, transform industries, accelerate the digital economy, and revolutionize how we experience the world, for the greater good.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering, research and development functions, and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patented technologies are licensed by Qualcomm Incorporated.

 

[goodvibes]

Renesas to Demonstrate First AI Implementations on the Arm Cortex-M85 Processor Featuring Helium Technology at Embedded World​

Our upcoming M85 MCU is going to be a game changer. Combine that with our RealityAI Machine Learning code that runs on ANY of our MCUs/MPUs and you have a true winner.

Our upcoming M85 MCU is going to be a game changer. Combine that with our… | Jon Ogden

Our upcoming M85 MCU is going to be a game changer. Combine that with our RealityAI Machine Learning code that runs on ANY of our MCUs/MPUs and you have a true winner.

www.linkedin.com

 

[Mccabe84]

Not sure but someone posted the top holders and I remember seeing that close to that number

Didn’t the to 20 get released with the last 4C or am I thinking of something else ?

 

[Murphy]

Don't worry their are PG version.
I have one. in support of our FireFighter .
View attachment 32097
Learning 🏖

I'm a firie and I told the bosses I would go in the calendar when they get bigger staples!!


If you don't have dreams, you can't have dreams come true!

 

[Deleted member 118]

Didn’t the to 20 get released with the last 4C or am I thinking of something else ?

Yes they did and if I remember rightly the top 2 holder had around 150,000,000 shares each give or take a few million.

 

[Fact Finder]

Thoughts from the tech heads?

View attachment 32117

NXP
View attachment 32118

Hi @Jasonk

The thing about AKIDA technology family is it is science fiction and can do just about everything tweaked the right way by Peter and Anil.

Loose dots to NXP have appeared from time to time but they have faded away each time.

To have any chance of the techies deciding either way you/we need to find the specification sheet where power etc are set out in actual detail.

Having said this as AKIDA technology spreads its wings power use is going to be harder to use as an indicator.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Tony Coles]

Renesas is the number three supplier of MCU’s to the automotive sector and well ahead of Bosch which everyone has likely heard of.

However it seems clear that we need a motion at the AGM requiring Brainchip to cancel any IP licences not sold directly by Brainchip.

Apparently there is something wrong with those being sold by MegaChips on Brainchips behalf.

We only want customers buying their IP licences direct from Brainchip so the sales have to be announced on the ASX.

We don’t care about the money we just want the feel good factor.

I think we only need five hundred shareholders to request such a motion.

It’s just not good enough that Brainchip is allowing customers who want confidentiality to sign up via MegaChips.

We want Brainchip to double their sales and engineering staff, even triple them if necessary to make this happen.

The idea of keeping staff numbers low minimising overheads so that profit on IP sales and royalties can run to as high as 97% is a ludicrous idea.

All this sort of business plan will lead to is the payment of dividends early in the commercialisation process and who wants that.

My translation of the consequences of certain opinions only DYOR
FF

AKIDA BALLISTA

I for one agree with you FF, we wouldn’t want that “early dividends”, what a disgrace on behalf of the company, what were they thinking, certainly not about shareholders… where do I sign and vote for the motion.

 

[Fact Finder]

Yes they did and if I remember rightly the top 2 holder had around 150,000,000 shares each give or take a few million.

Which means neither Peter van der Made or Citi Nominees can be lending to shorts because their lent shares are sold to open the short position so they would drop off the shareholder register.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Zedjack33]

Which means neither Peter van der Made or Citi Nominees can be lending to shorts because their lent shares are sold to open the short position so they would drop off the shareholder register.

My opinion only DYOR
FF

AKIDA BALLISTA

May be a dumb question.

So who is lending?

 

[M_C]

Volkswagen announces five-year $193 billion investment plan as electrification gathers pace

More than two thirds of Volkswagen's planned five-year investment will target "electrification and digitalization."

www.cnbc.com

 

[Deena]

Not sure but someone posted the top holders and I remember seeing that close to that number

 

[jtardif999]

Renesas is the number three supplier of MCU’s to the automotive sector and well ahead of Bosch which everyone has likely heard of.

However it seems clear that we need a motion at the AGM requiring Brainchip to cancel any IP licences not sold directly by Brainchip.

Apparently there is something wrong with those being sold by MegaChips on Brainchips behalf.

We only want customers buying their IP licences direct from Brainchip so the sales have to be announced on the ASX.

We don’t care about the money we just want the feel good factor.

I think we only need five hundred shareholders to request such a motion.

It’s just not good enough that Brainchip is allowing customers who want confidentiality to sign up via MegaChips.

We want Brainchip to double their sales and engineering staff, even triple them if necessary to make this happen.

The idea of keeping staff numbers low minimising overheads so that profit on IP sales and royalties can run to as high as 97% is a ludicrous idea.

All this sort of business plan will lead to is the payment of dividends early in the commercialisation process and who wants that.

My translation of the consequences of certain opinions only DYOR
FF

AKIDA BALLISTA

That’s another one for the pool room

 

[Quatrojos]

It seems like we've stacked the cards at the Tiny ML pavilion...

 

[Sirod69]

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[Bravo]

We’re third on the list Of Top Key Players.

I like this heading which states:

“According to the research report, the global neuromorphic computing market was valued at USD 4.34 billion in 2022 and is expected to reach USD 29.54 billion by 2032, to grow at a CAGR of 21.1% during the forecast period”

Read more: https://www.digitaljournal.com/pr/n...-cagr-of-21-1-from-2023-to-2032#ixzz7vw3qZLtj

 

[Terroni2105]

 

[Violin1]

If I was in Brainchip's shoes, I believe I would want the bulk of the customers signing licences with us through an intermediary such as Megachips. In doing so it eliminates the need to be transparent with the ASX about contract details about the financial specifics of said deal.

If someone has ever been involved in part of a multimillion dollar business deal, they would likely know it is unwise to let other customers / suppliers know the inner workings of a deal as it can work against you in future negotiations with other parties. The revenue however would speak for itself in the quarterlies.

Car dealers would be operating under very slim margins if they had to sell each car model at the absolute BEST price they have ever negotiated with a customer. In the real world - you earn more on some deals, you earn less on others.

The downside of this behind closed doors approach of course, is that we don't get the bragging rights and the skyrocketing SP based on a potential household name signing the dotted line in an official announcement. Instead, we would get appropriate SP re-rates based on revenue increases each quarter. The vibe I get from Tony Dawe's replies that some posters who have generously shared on this forum, is that he would personally like to see an IP licence announced officially as soon as possible. Maybe the company's executives share his view, maybe they don't. I don't care which way they play it to be honest, both seem favorable to me.

Yep. Nice one Dollars. And I trust our team to make the choice. There is absolutely zero, repeat zero, doubt that they are aligned with shareholder interests long-term and they have made good calls for us so far - otherwise we'd never have heard of LDA and would have been snapped up in the 6 cent range! 2023-24 gonna be good I think.

 

[Diogenese]

I think everyone must understand that Lithium Ion Batteries Have a an inherent quality that, conditions providing, will have a situation called Thermal Run-Away (Internal Shorting). This is a problem with most EVs. Not just Teslas. EV scooters, bikes, cars, buses. Fire Safety Services are now recommending that people do NOT charge devices in house due to fire risk. Read the News, regular reports of EV Battery fires. Any EV, until we find a reliable and efficient alterative to Lithium Ion Batteries at Economic Scale. Tech is coming, Batteries are improving and watch this space

Yes. I usually charge my phone in a ceramic bowl, even though they have very reliable charger controls.