BRN Discussion Ongoing

[Kachoo]

Hope everyone is having a nice weekend. Looking forward to the coming week. I just got this feeling that it will be a good one.

Yes have a great weekend. Enjoy the days and time spent doing what you all love !

 

[buena suerte :-)]

Hope everyone is having a nice weekend. Looking forward to the coming week. I just got this feeling that it will be a good one.

Warm fuzzy feeling!

 

[Straw]

https://www.abc.net.au/news/science...tech-boom-finally-over-mass-layoffs/102124712

A halo of ubiquitous inevitability?

 

[TECH]

This must be old news to you guys , how did I miss this my love child Tata & big dog Renesas in bed together.​

Money in the bank !

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Tata Consultancy Services and Renesas Partner to Open Innovation Center to Develop Next-Generation Semiconductor Solutions​

Global Semiconductor Manufacturer Renesas Has Tied up With Tata Consultancy Services to Open an Innovation Center to Build Semiconductor Designs and Software Solutions for the IoT, Infrastructure, Industrial, and Automotive Segments

Dr. Sailesh Chittipeddi, Mr. Rajeev Chandrasekhar, Mr. N. Ganapathy Subramaniam (right to left) (Photo: Business Wire)

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March 02, 2023 08:00 PM Eastern Standard Time
BENGALURU, India & TOKYO--(BUSINESS WIRE)--Tata Consultancy Services (TCS) (BSE: 532540, NSE: TCS) one of the largest IT services companies in the world, and Renesas Electronics Corporation (Renesas), a premier supplier of advanced semiconductor solutions, announced the opening of a joint Innovation Center in Bengaluru and Hyderabad and to collaborate on radio frequency, digital and mixed-signal design and software development for innovative next generation semiconductor solutions catering to the needs of a wide range of industries.

The inauguration ceremony was held in Bengaluru, attended by Mr. Rajeev Chandrasekhar, Minister of State for Skill Development and Entrepreneurship and Minister of State for Electronics and Information Technology along with Mr. N. Ganapathy Subramaniam, Chief Operating Officer & Executive Director for TCS and Dr. Sailesh Chittipeddi, Executive Vice President & General Manager of IoT and Infrastructure Business Unit at Renesas.
The Innovation Center will combine TCS’ deep expertise in IoT and domain knowledge of the manufacturing, telecom and automotive industries with Renesas’ advanced semiconductor designs and skilled embedded software support. By joining hands and leveraging their combined strengths, the partners intend to launch innovative semiconductor designs and software solutions for the IoT, smart cities, industrial, and automotive segments.
“We are pleased to announce this strategic partnership with Renesas. This partnership combines TCS’ global experience in developing and deploying end-to-end industry-focused engineering solutions at scale, its domain knowledge, expertise, and intellectual property with Renesas’ expertise and IP in chip development. Together we will address the industry demand and accelerate the establishment of a semiconductor ecosystem in India,” said Regu Ayyaswamy, Global Head, IoT and Digital Engineering, TCS.
”We are pleased to extend our partnership with TCS and benefit from their next-gen digital capabilities, global expertise, domain knowledge and innovation ecosystem,” said Dr. Sailesh Chittipeddi, Executive Vice President & General Manager, IoT and Infrastructure Business Unit, Renesas. “The joint Innovation Center will unlock opportunities for innovation and further growth in Indian and emerging markets.”
About Tata Consultancy Services (TCS)
Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. TCS offers a consulting-led, cognitive powered, integrated portfolio of business, technology and engineering services and solutions. This is delivered through its unique Location Independent Agile™ delivery model, recognized as a benchmark of excellence in software development.
A part of the Tata group, India's largest multinational business group, TCS has over 616,000 of the world’s best-trained consultants in 55 countries. The company generated consolidated revenues of US $25.7 billion in the fiscal year ended March 31, 2022, and is listed on the BSE (formerly Bombay Stock Exchange) and the NSE (National Stock Exchange) in India. TCS' proactive stance on climate change and award-winning work with communities across the world have earned it a place in leading sustainability indices such as the MSCI Global Sustainability Index and the FTSE4Good Emerging Index. For more information, visit www.tcs.com
About Renesas Electronics Corporation
Renesas Electronics Corporation (TSE: 6723) empowers a safer, smarter and more sustainable future where technology helps make our lives easier. A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live. Learn more at renesas.com. Follow us on LinkedIn, Facebook, Twitter, YouTube, and Instagram.

Contacts​

Tata Consultancy Services:
Kritika Saxena
+91 22 6778 9999
saxena.kritika@tcs.com
Vanshika Sood
+91 22 6778 9098
vanshika.sood@tcs.com
Renesas:
Isamu Yamada
+ 81-3-6773-3001
pr@renesas.com

RENESAS ELECTRONICS CORPORATION​

TOKYO:6723

#Hashtags​

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• #innovative

More News ​

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Great to see ! Is Renesas our partner or one of only 2 revealed to date companies to have signed an IP License agreement ?

I have strangely forgotten !

We, Brainchip have become accepted into this Global thing called AI, but the major difference is, we learn, and continue to learn as
a young child does, never forgetting what a tree is (for example) just continually learning throughout life, what type of tree, what type
of leaves, what colours, what shape, what pattern etc..etc..etc....the other so-called AI companies/researchers haven't found the secret
sauce, because ONLY one formula exists, and Peter has it locked away forever.

TATA will be revealed to us I'm sure, as yet another partner, our magnetism is so strong, they and many others are coming close to
being exposed, if the company could name them all, they would have I'm 100% sure of it.

We may not necessarily be acknowledged as the world leader in Edge AI, but the companies becoming comfortable being linked with
us tells another story, that is the TRUTH !

We are growing, get used to it...second half of 2023 is shaping up very nicely.

My personal view, love it or leave it !!

Tech x

 

[SERA2g]

US 2 year bond yield which tracks US interest rate has rolled over. The 20ema has crossed below the 100ema with bond yield below 200ema on daily chart.

That signals the end of US Fed rate hikes. US 2 year bond yield now at 3.775% & US interest rate at 5.00% implies 1.25% of rate cuts are on the way.

My CPI calculations the other day indicated rate cuts to commence in July 26-27 at FOMC meeting. Futures indicate first cut in June.

The Fed Funds Futures indicate 1% rate cuts by January 2024.

View attachment 32928

• The markets are anticipating the March interest rate hike being the last.
• Some asset classes hit hard in 2022, such as bonds, gold/silver futures, Bitcoin, and tech stocks, are rebounding.
• As the fed eventually moves on to lowering rates, these assets could rally, making an attractive buying opportunity at current prices.

This is the reason BRN SP bounced yesterday along with other beaten down ASX tech/growth stocks.

Rule of thumb for stock valuations is +9% rise for every 1% decline in the interest rate. 1% rate cuts = +9 % valuation. Beaten down high beta stocks will rise more than this as market sentiment improves & 'risk on' increases.

Term deposits will be affected & Judo Bank currently offering 4.6% for 12 months will decline to 3.6% when RBA cuts interest rate by 1% to be same as US interest rate. Will be better to invest in dividend stocks paying 4-5% franked dividends & 'risk on' growth/tech stocks.

The shorters would be aware of this which is why I think SP got bullied down recently. They are running out of steam because it has become oversold on daily & weekly charts. Interest rate cuts will also work against them as DCF valuations will increase.

Big money has commenced rotating into tech/growth stocks. Technology, Consumer Discretionary & Communications sectors tend to perform better during the upcoming period. Bonds also do well due to interest rates declining. We are currently in Stage 1 of the business cycle & about to enter Stage 2 shortly when US Fed pivots along with the RBA. Should be similar to post Covid market bounce without the steroids.

View attachment 32930

May be a bit bumpy next few weeks prior to market rising. Invest smart & take care.

Fast becoming one of my favourite posters. Keep it up mate

 

[Bravo]

The exact same thing happened to me last Friday except totally opposite .
I woke up thinking it was Sat and went about my Saturday on the farm as usual mowing and collecting firewood and stuff, then went inside to check the mail and was shock to find Hot Copulator had sent me some announcement notices that I followed to find trading on a Saturday then eventually coming to the realization that Friday was actually Friday and not Saturday at all.
I spent that whole week thinking I was living one day into the future, which I actually was until the rude awakening.

Wow! That’s just so weird. Maybe we both got stuck in the same time warp? At least you were living in the future. Not like me, I was living in the past man, which was really inconvenient because I’d planned to get a lot of things done this weekend, except that nearly half of it was over by the time I even realised it was the weekend.

 

[Diogenese]

Wow! That’s just so weird. Maybe we both got stuck in the same time warp? At least you were living in the future. Not like me, I was living in the past man, which was really inconvenient because I’d planned to get a lot of things done this weekend, except that nearly half of it was over by the time I even realised it was the weekend.

.. but if you can cross the International Date Line ...

 

[dippY22]

Hope everyone is having a nice weekend. Looking forward to the coming week. I just got this feeling that it will be a good one.

Me too....

 

[raybot]

Me too....

So pleased I managed to pick up another 10k, use these opportunities well peeps ( if you can)

 

[KiKi]

Let's Talk Electronics: MikroE and BrainChip on remote development and neuromorphic computing​

24 March 2023

Let’s Talk Electronics: MikroE and BrainChip on remote development and neuromorphic computing | Electronics Weekly

Electronics Weekly's Group Editor, Clive Couldwell, caught up with MikroE and BrainChip in Nuremberg at Embedded World 2023 to discuss their technologies in more depth. With Nandan Nayampally - CMO of BrainChip - he discussed neuromorphic computing, how it works and possible applications. And...

www.electronicsweekly.com

 

[M_C]

New vid by Mike Davies on Intel and Neuromorphic computing.

 

[The Pope]

New vid by Mike Davies on Intel and Neuromorphic computing.

Interesting if this is a new video mike states loihi is the most advanced neuromorphic chip. Anyone able to confirm date of video?

 

[Pmel]

Interesting if this is a new video mike states loihi is the most advanced neuromorphic chip. Anyone able to confirm date of video?

Posted 4 days ago.

 

[perceptron]

New vid by Mike Davies on Intel and Neuromorphic computing.

I would have replaced the swimmers with migrating birds flying. Close ups of grass in a field. Closing out with a table cloth smoothed out by a robot.

 

[Mccabe84]

Hopefully a new IP deal will be signed before the AGM

 

[Fact Finder]

Okay:

Peter van der Made

 

[Boab]

New vid by Mike Davies on Intel and Neuromorphic computing.

The last words he says is "we are making progress"

 

[Kachoo]

Some valueble perspective to investing.

 

[Fact Finder]

The last words he says is "we are making progress"

Yes perhaps you only now need a Masters degree in Engineering with a High Distinction in Neuro Science and not a PhD to program it.

 

[cosors]

OMG! I just discovered it was Saturday and not Friday! First I went to the fruit and veg shop and it was shut which I thought was really strange and then I went to the butcher's and they had packed all the meat away and all the displays were empty and they suggested I could buy some metal trays. To which I responded, well I suppose they'd be full of iron. They were very thoughtful, even though they didn't think my joke was that funny and they offered to go out back and get me some chicken and all of this time I had a really bad feeling that I might have missed something important like the apocalypse or a public holiday. So as they went out the back of the shop, I quickly checked my phone and found out that today was today and it was honestly one of the most shocking things to have happened to me of late. The whole entire week I have been operating one day behind everyone else! How does that even happen?

I felt that way four times during the pandemic. Time blurred.

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For once it wasn't my fault. I had work piled on top of each other and had calculated exactly what I was doing on which day of the week. Then my brother on the phone: He explained to me that we have Wednesday instead of Tuesday and my heart went into my pants, how am I going to make this work! One day off, where are my 24h! He was absolutely convincing and since just in the conversation I didn't checked it, I trust my brother or all my siblings. I in a panic the next morning I instructed all. Their reaction unisono: we find your breefing for tomorrow absolutely super. Would be nice if it is always like this. Then I relaized that I had not verified my brother's statement the day before.
All good and people made happy. But what happened to you I can understand very well even if it was with me rather with the pandemic and the blurred situation.