BRN Discussion Ongoing

[HopalongPetrovski]

Know your shorter!
Recent documentary on their behaviour and general repulsiveness.
Apparently once they've had their fill they will just fall off.

 

[Steve10]

ARM chips sold per year in chart.

Looks to have gained traction around 2000 when dial up internet was growing & growth increased when ADSL was launched early 2000's.

Internet has matured. Now it's AI & IoT growth.

 

[Diogenese]

Have a look at Graphene... we use them in RC applications because it tends not to burn whats left following a "undesired aircraft state" landing.. i think the only negative could be potential fluctuating discharge rates which sensitive equipment might not like.. like everything, i think it has the potential to become a game changer with development...

"Graphene" - Have a look at Talga - Silicon/graphene anode in lithium battery.

 

[Rise from the ashes]

https://teksun.com/teksun-partner/

View attachment 32152

Wow excellent find Stuart. I was doing the usual speed scrolling through posts and noticed the huge number of reactions your post got. So slammed brakes on, backed it into reverse pulled up next to your post, had read then fainted.
Sorry @Pmel I've moved on from that Mercedes tweet
It was fun whilst it lasted

 

[rgupta]

49% down in my portfolio…

Time to not look at the account for a while. I have confidence this will go up and beyond my modest expectations. But days like the last few have been interesting for ones conviction. I’m still 100% sure I make money back however. So it’s just a step back. Breath. And move on.

I am not a trading expert. But when you look at the shorter activity there we 5 million shares shorted last week only. So when the shorters are so active the only way to out of that is a big announcement. If we get get one then it is good or you can chalk out a strategy based upon your belief in the technology.
Just a reminder every technology company had gone through these patches. Tesla is the latest example of late. Even companies like apple had gone through same type of a patch and it is not extraordinary.
Dyor

 

[VictorG]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

 

[Steve10]

Have been reviewing the MCU market & Renesas is mentioned in all reports. It's another huge market within the AI market.

The global microcontroller market size was USD 30.63 billion in 2021. The market is projected to reach USD 51.13 billion by 2028 at a CAGR of 7.6%.

https://www.fortunebusinessinsights.com/microcontroller-market-106430

Was looking to identify Renesas' competitors in the reports as potential BRN customers.

The following companies appear in the reports:

Fujitsu

Fujitsu Artificial Intelligence Technologies

AI technology is the new engine powering the discovery revolution

www.fujitsu.com

Cypress Semiconductor/ Infineon

artificial-intelligence - Infineon Technologies

Promopages

www.infineon.com

NXP Semiconductor

AI and Machine Learning

With a broad IC portfolio, NXP artificial intelligence (AI) core technologies enable AI and machine learning for edge applications in automotive, industrial, and IoT.

www.nxp.com

Microchip

Machine Learning | Microchip Technology

STMicroelectronics

Give your product an Edge

Free SW tools to embed Machine Learning on STM32 MCU and MPU. Edge AI can improve your product in a simple, fast, and cost-effective way.

stm32ai.st.com

Texas Instruments

Edge AI technology | TI.com

Scalable, integrated devices optimized for innovating and executing neural network-based applications.

www.ti.com

Toshiba

Toshiba Clip | AI

www.toshiba-clip.com

Broadcom

Broadcom Inc. | Connecting Everything

Broadcom Inc. is a global technology leader that designs, develops and supplies a broad range of semiconductor, enterprise software and security solutions.

www.broadcom.com

Holtek Semiconductor

https://www.holtek.com/

Silicon Labs

Silicon Labs

Silicon Labs makes silicon, software and solutions for a more connected world.

www.silabs.com

Intel

Explore Intel® Artificial Intelligence Solutions

Learn how Intel® artificial intelligence solutions can help you unlock the full potential of AI.

www.intel.com.au

ON Semiconductor

Intelligent Power and Sensing Technologies | onsemi

www.onsemi.com

Zilog Inc

Zilog

Zilog

www.zilog.com

So the above companies will have to embed Akida or a competitor's neuromorphic IP into their MCU's for AI applications to remain competitive. Otherwise, they will be left behind & Renesas will be number one in MCU's for AI market.

 

[Townyj]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

View attachment 32212

Yup.. beat me to it

 

[Lex555]

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

www.qualcomm.com

View attachment 32203

The Robotics RB2 platform that was just released smells like a duck, ‘on device AI …. Classification.’

Does it quack?

Embedded World: Qualcomm unveils Robotics RB1 and RB2 platforms - New Electronics

Qualcomm has unveiled two new platforms to aid developers looking to create the next generation of high-performance everyday robotics and IoT products.

www.newelectronics.co.uk

 

[Vladsblood]

Looks like Microsoft has a done deal with OpenA1 for its future developments going forward.
Big write up on RTnews about this. Vlad

 

[VictorG]

I don't remember seeing this, its one week old so possibly posted before.

Thanks to Phil Dworsky Global Head of Strategic Alliances from SiFive, for contributing to our 2nd generation Akida launch!

Akida 2nd Generation | BrainChip

Thanks to Phil Dworsky Global Head of Strategic Alliances from SiFive, for contributing to our 2nd generation Akida launch! https://lnkd.in/g3UK3nBp

www.linkedin.com

 

[mcm]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

View attachment 32212

Must have gotten someone out of bed to quickly change it given the time difference! Be interesting to see if Tony replies to those who emailed him re the earlier version in which Toshiba, Cisco and Lenaro were mentioned as BRN's partners.

 

[Dhm]

So has TD responded to any queries about Teksun? Obviously a mistake by them. Hopefully won’t interfere with the rollout of kickass tech by us!

 

[Stable Genius]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

View attachment 32212

Each to their own as to what value they put on that information.

I wouldn’t say it’s 100% factual given there is no announcement and it has now been changed on Teksun’s website but looks like another great find to the 1000 eyes; Well done @stuart888

What a great sharing community!

 

[FabricatedLunacy]

I am not a trading expert. But when you look at the shorter activity there we 5 million shares shorted last week only. So when the shorters are so active the only way to out of that is a big announcement. If we get get one then it is good or you can chalk out a strategy based upon your belief in the technology.
Just a reminder every technology company had gone through these patches. Tesla is the latest example of late. Even companies like apple had gone through same type of a patch and it is not extraordinary.
Dyor

Thanks. And yes, whilst I used more swear words than normal. I’m fully aware that this will turn around. Have done lots of research and also read lots of links from the good people here. A great majority who are waaaay more clever than me. What I see is a slow burn. We’d all love it to be a powder keg and I was of the believe that it would be that a year ago… now I believe we are infiltrating anything and everything and eventually we pop up everywhere. (All at once…. Sorry had to. Love that movie ). Jokes aside. We will see revenue and it will grow, probably more than I dare to dream. Until then shorters play their game, mickle pickle releases daily uninformed rants and the heart will go WTF, whilst the brain says “chill man!”

 

[VictorG]

Must have gotten someone out of bed to quickly change it given the time difference! Be interesting to see if Tony replies to those who emailed him re the earlier version in which Toshiba, Cisco and Lenaro were mentioned as BRN's partners.

It would have to be very uncomfortable for BRN if they are partners but under strict NDA's.
Deny today, admit tomorrow!

 

[Rise from the ashes]

I wonder if chatGPT wrote that? Surely Teksun wouldn’t have been so careless and irresponsible in naming names on behalf of Brainchip.

We did have a podcast with the founder of Linaro back in early 2022 from memory.

Possibly some sort of typo/confusion
Linaro = Lou dinardo

 

[Mugen74]

I wonder if TD likes strudel?

 

[Diogenese]

The Robotics RB2 platform that was just released smells like a duck, ‘on device AI …. Classification.’

Does it quack?

View attachment 32213

Embedded World: Qualcomm unveils Robotics RB1 and RB2 platforms - New Electronics

Qualcomm has unveiled two new platforms to aid developers looking to create the next generation of high-performance everyday robotics and IoT products.

www.newelectronics.co.uk

To quote Ella: "I don't care how it walks or quacks - I want gustatory proof."

 

[Diogenese]

Looks like Microsoft has a done deal with OpenA1 for its future developments going forward.
Big write up on RTnews about this. Vlad

Well that's a combination capable of burning up the world's annual electricity supply in a weekend.