Proga
Regular
Good news. MB is building the hype about their new releases in early 2024. Hopefully they let slip something about Akida if they're using it shortly
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Proga
Regular
StockTrack is having file issues again. They haven't updated for 3 days now.
Shortman is showing the aggregate shorts went up 530k on the 21st even though StockTrack reported only 6109 were shorted
Shorts are still down 50m from 19 August
Gradually … no you will see this rocket
mrgds
Regular
G day Esq,
Like to ask you if your (PRESENT) valuation varied recently with the appointment of Dr T Lewis ?
Cheers mate.
Kachoo
Regular
Hi Esq,
How are you coming up with these numbers. I'm curious. I agree we are extremely under valued but that seems a bit high! Lol
Now if Nintendo is using Akida thru Megachips well they you be onto something.
Terroni2105
Founding Member
Circle 8 Clean Technologies on LinkedIn: Exciting News! Indo-Pacific Plastics Innovation Network (IPPIN) has chosen…
Exciting News! Indo-Pacific Plastics Innovation Network (IPPIN) has chosen Circle 8 to commence their Growth Program. With over 100 applicants internationally…
Proga ,
Start by looking at the the revinues of our larger partners , from memory five or six can be found in the FORBES 2000 largest companies globaly ( either in their own right or are subsidiarys or far larger entitys ) , then take a very small sliver of their revinues.
All adds very quickly .
Might add , my share price valuation dose not even Include over half of our partners as although it's great to have them , in the scope of things thay are unknowns .
Posted this around June this year , buggered if I can find the neatly typed out version, but you get the general gist.
* Might add , since I posted the below TATA ELXSI has also joined the party.
Regards ,
Esq.
Start by looking at the the revinues of our larger partners , from memory five or six can be found in the FORBES 2000 largest companies globaly ( either in their own right or are subsidiarys or far larger entitys ) , then take a very small sliver of their revinues.
All adds very quickly .
Might add , my share price valuation dose not even Include over half of our partners as although it's great to have them , in the scope of things thay are unknowns .
Posted this around June this year , buggered if I can find the neatly typed out version, but you get the general gist.
* Might add , since I posted the below TATA ELXSI has also joined the party.
Regards ,
Esq.
Attachments
Last edited:
No NEW Shorts for Thursday or Friday according to the ASAX data.
Total shorts down to 95 Mil.
Positions being closed out.
TODAY was probably a big day for closing Shorts looking at the individual trades. TOTALLY CONTROLLED trading today/last week.
ASX Short report table.
ASX Daily Shorts Report
.
buena suerte :-)
BOB Bank of Brainchip
Pom down under
Top 20
Fullmoonfever
Top 20
You can also get direct data as per the links in this explanation from Market Index site.
Couple snapshots below from. Market Index daily list (last column days to cover), ASIC and ASX (note nil reported to ASX on the 24/11 report).
Short Sale Data
Short sale data shows the amount of shares on issue currently reported as short sold.The data is four trading days behind today's date as reporting isn’t mandatory until 9am (Sydney) three business days (T+3) post trade.
Since June 2010, the Australian Securities and Investments Commission (ASIC) has required all stockbrokers to report their total short sale positions daily. This information is released four business days (T+4) after the trade on ASIC’s website.
The Australian Securities Exchange (ASX) publishes a list of short sale transactions reported on the most recent trading day.
HopalongPetrovski
I'm Spartacus!
Proga
Regular
Does anyone know anything about Dimensity 9300 chip?? From Bloomberg - “Dimensity 9300 is the most powerful mobile system-on-chip" 2nd half of the story
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
AI Chip Boom Fuels Taiwan Firm’s 40% Rally, Beating Qualcomm and Peers
- Company’s Dimensity 9300 chip is viewed as a game changer
- Valuation relative to growth prospect is attractive, GAM says
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
Smartphone Boom
The company’s sales are expected to grow 14% this quarter from last year, snapping four straight quarters of year-on-year decline, according to data compiled by Bloomberg.MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
DingoBorat
Slim
Does anyone know anything about Dimensity 9300 chip?? From Bloomberg - “Dimensity 9300 is the most powerful mobile system-on-chip" 2nd half of the story
AI Chip Boom Fuels Taiwan Firm’s 40% Rally, Beating Qualcomm and Peers
- Company’s Dimensity 9300 chip is viewed as a game changer
- Valuation relative to growth prospect is attractive, GAM says
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
Smartphone Boom
The company’s sales are expected to grow 14% this quarter from last year, snapping four straight quarters of year-on-year decline, according to data compiled by Bloomberg.
MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
Looks like an impressive chip, not neuromorphic though..
buena suerte :-)
BOB Bank of Brainchip
Certainly going in the right direction 
...(Data 1 week old!!)
...(Data 1 week old!!)
Tothemoon24
Top 20
This Indian Company Controls 1/3rd Of The World’s Internet
-
November 26, 2023
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https://twitter.com/intent/tweet?text=This+Indian+Company+Controls+1/3rd+Of+The+World’s+Internet&url=https://edtimes.in/this-indian-company-controls-1-3rd-of-the-worlds-internet/&via=ED+Times+|+Youth+Media+Channel
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https://api.whatsapp.com/send?text=This+Indian+Company+Controls+1/3rd+Of+The+World’s+Internet https://edtimes.in/this-indian-company-controls-1-3rd-of-the-worlds-internet/
Ever wondered about the intricate web that brings the internet to your fingertips? Imagine a vast digital network, akin to a colossal spider web, connecting computers and networks globally, enabling seamless data flow across continents. Yet, buried beneath the ocean’s surface, there lies a crucial infrastructure—a network of cables spanning 1.2 million kilometers, binding nations together. But who holds the reins to this expansive digital domain? Enter the Tata Group, specifically its subsidiary, Tata Communications, orchestrating nearly 30% of the world’s internet traffic.
The Backbone of Connectivity
This global digital infrastructure isn’t just a web of cables—it’s the lifeline of connectivity that spans six continents. With over 130,000 miles of undersea fiber optic cables and 400 global Points of Presence (PoPs), Tata Communications facilitates internet connections to a staggering 240 countries and territories. This intricate network is the unseen foundation supporting your virtual interactions—be it streaming, emailing, or video calling across the globe.Also Read: ResearchED: Why Odisha Can Become The Sports Capital Of India
The Tata Group’s dominance extends beyond internet connectivity. Managing a colossal 53 billion minutes of international voice traffic annually—equivalent to one in ten worldwide voice calls—their voice network becomes the conduit for over 100,000 ongoing international calls. This vast control over communication channels signifies Tata’s pivotal role in enabling global connectivity.
The Magnitude Of Data Control
Beyond voice traffic, Tata Communications wields authority over an astonishing 7,600 petabytes of internet data each month. This staggering volume underscores their pivotal role in the digital ecosystem.Yet, such unparalleled control comes with immense responsibility. A technical glitch within Tata’s network infrastructure could potentially disrupt internet and voice services across various parts of the world, highlighting the intricate dependency on their seamless operations.
Grasping The Marvel Behind The Scenes
The next time you engage in routine online activities—sending emails, streaming movies, or connecting via video calls across continents—take a moment to acknowledge the behind-the-scenes marvel that is Tata Communications. Their unassuming yet integral role in global connectivity serves as a reminder of the intricate infrastructure supporting our daily digital interactions.The internet’s vastness often conceals the intricate mechanisms and entities ensuring its seamless operation. Tata Communications, with its unparalleled global network and control, stands as a behemoth in enabling worldwide connectivity. So, the next time you engage in a digital interaction transcending borders, pause for a moment to appreciate the invisible yet indispensable role played by entities like Tata, shaping our connected world.
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Fullmoonfever
Top 20
Could be an interesting diary reminder to check in around Q3 2024 to see what the various authors thoughts are when the papers are published.
I'll take the call as a pretty much acceptance of neuromorphic going mainstream
IEEE Transactions on Consumer Electronics
Call for Papers
Special Section on “Neuromorphic Computing Technologies for Consumer Electronics”
Theme:
Recently, consumer electronics have moved toward data-centric applications due to the development of artificial intelligence (AI) technologies. With the growing demand for large memory capacity, fast processing speed, and complex data computation in consumer electronics, neuromorphic computing has been emerged as the next-generation technology to promote the revolution and development of consumer electronics.
Neuromorphic computing technologies offer tremendous potential for computing beyond Moore’s law, which have been
involved in all aspects of consumer electronics applications. Specifically, neuromorphic computing technologies with extreme energy efficiency will be indispensable for smart device applications such as intelligent monitoring system, unmanned aerial vehicle, service robotic, etc. In addition, neuromorphic computing technologies inspired by human brain can handle the avalanche of unstructured data, which are well poised to become the AI accelerators in personal computing devices such as smart phones, laptops, and desktops.
Furthermore, neuromorphic computing technologies promise a massively parallel, efficient, and scalable computational solution with large implications such as smart manufacturing, smart grids, smart home, and smart city on the daily lives of consumers.
To promote the development of neuromorphic computing and related fields in consumer electronics, this special section will provide a platform for researchers to exchange the latest research and practitioner findings. The special section will focus on the hot topics of neuromorphic computing, the latest progress of emerging devices and hardware implementations for consumer electronics, brain-inspired computing structures and learning methods in consumer electronics, the interdisciplinary applications of neuromorphic computing in consumer electronics, etc. This special
section aims to achieve the deep integration of advanced materials science, computer science, and electronic science and technology, which is expected to accelerate the development of neuromorphic computing systems and the adoption for consumer electronics applications.
Topics of interest in this Special Section include (but are not limited to):
Evolving consumer materials, attributes, and functionality in neuromorphic computing systems
Emerging neuromorphic computing devices, circuits, and algorithms for consumer electronics applications
Integration of sensing, storage, and processing in consumer electronics
Consumer behavior analysis with neuromorphic computing systems
Brain-inspired neuromorphic computing architecture in consumer electronics
Hardware and software interaction and codesign in consumer electronics
Emerging neuromorphic computing applications and their cases studies in consumer electronics
Important dates:
End of submission of Manuscripts: September 30, 2023
Expected publication date (tentative): Third Quarter, 2024
Guest Editors:
Dr Zhekang Dong (Lead Guest Editor), Hangzhou Dianzi University, Hangzhou, China, englishp@hdu.edu.cn
Dr Ping Lu, University of Oxford, UK, ping.lu@eng.ox.ac.uk
Dr Chun Sing Lai, Brunel University London, UK, chunsing.lai@brunel.ac.uk
Dr Zhongrui Wang, The University of Hong Kong, Hong Kong, China, zrwang@eee.hku.hk
I'll take the call as a pretty much acceptance of neuromorphic going mainstream
IEEE Transactions on Consumer Electronics
Call for Papers
Special Section on “Neuromorphic Computing Technologies for Consumer Electronics”
Theme:
Recently, consumer electronics have moved toward data-centric applications due to the development of artificial intelligence (AI) technologies. With the growing demand for large memory capacity, fast processing speed, and complex data computation in consumer electronics, neuromorphic computing has been emerged as the next-generation technology to promote the revolution and development of consumer electronics.
Neuromorphic computing technologies offer tremendous potential for computing beyond Moore’s law, which have been
involved in all aspects of consumer electronics applications. Specifically, neuromorphic computing technologies with extreme energy efficiency will be indispensable for smart device applications such as intelligent monitoring system, unmanned aerial vehicle, service robotic, etc. In addition, neuromorphic computing technologies inspired by human brain can handle the avalanche of unstructured data, which are well poised to become the AI accelerators in personal computing devices such as smart phones, laptops, and desktops.
Furthermore, neuromorphic computing technologies promise a massively parallel, efficient, and scalable computational solution with large implications such as smart manufacturing, smart grids, smart home, and smart city on the daily lives of consumers.
To promote the development of neuromorphic computing and related fields in consumer electronics, this special section will provide a platform for researchers to exchange the latest research and practitioner findings. The special section will focus on the hot topics of neuromorphic computing, the latest progress of emerging devices and hardware implementations for consumer electronics, brain-inspired computing structures and learning methods in consumer electronics, the interdisciplinary applications of neuromorphic computing in consumer electronics, etc. This special
section aims to achieve the deep integration of advanced materials science, computer science, and electronic science and technology, which is expected to accelerate the development of neuromorphic computing systems and the adoption for consumer electronics applications.
Topics of interest in this Special Section include (but are not limited to):
Evolving consumer materials, attributes, and functionality in neuromorphic computing systems
Emerging neuromorphic computing devices, circuits, and algorithms for consumer electronics applications
Integration of sensing, storage, and processing in consumer electronics
Consumer behavior analysis with neuromorphic computing systems
Brain-inspired neuromorphic computing architecture in consumer electronics
Hardware and software interaction and codesign in consumer electronics
Emerging neuromorphic computing applications and their cases studies in consumer electronics
Important dates:
End of submission of Manuscripts: September 30, 2023
Expected publication date (tentative): Third Quarter, 2024
Guest Editors:
Dr Zhekang Dong (Lead Guest Editor), Hangzhou Dianzi University, Hangzhou, China, englishp@hdu.edu.cn
Dr Ping Lu, University of Oxford, UK, ping.lu@eng.ox.ac.uk
Dr Chun Sing Lai, Brunel University London, UK, chunsing.lai@brunel.ac.uk
Dr Zhongrui Wang, The University of Hong Kong, Hong Kong, China, zrwang@eee.hku.hk
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