BRN Discussion Ongoing

[Diogenese]

BrainChip and Raytheon Form Strategic Partnership on AFRL Neuromorphic Radar Project - Embedded | Tom M.

https://lnkd.in/e_c9rj6e

www.linkedin.com

View attachment 88546 View attachment 88547 View attachment 88548

The pressure is rising. How long can they keep the lid on?

 

[Diogenese]

Why does the reference board in the above post look so much bigger thatn the reference board that we all know and is available on the Brainchip website???

View attachment 88549


vs



View attachment 88550

That's a lab test rig. It has spaces for 2 more Akida chips. We saw it a few years ago.

 

[Frangipani]

Hi @Humble Genius,

it’s a 2020 picture of an AKD1000 reference board, which must have been the evaluation board our EAP customers received:

BrainChip Confirms Validation of the Akida Neural Processor

Brainchip announces the Company has validated the Akida Neuromorphic System-on-Chip (NSoC) design with functional silicon.

brainchip.com

View attachment 88564 View attachment 88565 View attachment 88566


At the time, our company was planning on releasing AKD1000 both in an M.2 form factor (which eventually happened in early 2025) and in a USB form factor (which hasn’t happened so far).


But for some reason the plans changed:

In January 2022, BrainChip started taking orders for the AKD1000 Mini PCIe Board that we are so familiar with (and that is still being sold via https://shop.brainchipinc.com/ these days, although at a much discounted price: for US$ 289 instead of the original US$ 499).

Brainchip ships first mini PCIexpress board with spiking neural network chip

Brainchip is taking orders for its AIoT mini PCIe board, with a full design layout, using the neuromorphic Akida AKD1000 AI chip

www.eenewseurope.com

View attachment 88567

This July 2022 slide presentation titled “Recent Radar Advances and Their Impact” by Joe Guerci, CEO of our EAP customer ISL (Information Systems Laboratories), shows another of those AKD1000 Reference Boards:

https://www.islinc.com/wp-content/uploads/2022/07/IMS2022-Radar-Overview-Guerci.pdf

 

[itsol4605]

"...products like the Akida Pulsar microcontroller"?

Someone has no insight at all and is confusing companies and their products!

BrainChip Aktie: Ernsthafte Hindernisse?

BrainChip steckt in einem Paradox: Während der Markt für neuromorphe Computertechnologie 2025 durch die Decke geht, stürzt die Aktie des Vorreiters regelrecht ab. Obwohl das Unternehmen mit innovativen Produkten wie dem Akida Pulsar Mikrocontroller und frischer Finanzierung eigentlich perfekt...

www-boerse--express-com.translate.goog

 

[Deadpool]

"...products like the Akida Pulsar microcontroller"?

Someone has no insight at all and is confusing companies and their products!

BrainChip Aktie: Ernsthafte Hindernisse?

BrainChip steckt in einem Paradox: Während der Markt für neuromorphe Computertechnologie 2025 durch die Decke geht, stürzt die Aktie des Vorreiters regelrecht ab. Obwohl das Unternehmen mit innovativen Produkten wie dem Akida Pulsar Mikrocontroller und frischer Finanzierung eigentlich perfekt...

www-boerse--express-com.translate.goog

Obviously a haven for shorts. The headlines speak for themselves, pure clickbait bullshit.

 

[IloveLamp]

Not the first like by a BRN employee on a SimAi post.

SiMa.ai on LinkedIn: #ai #ml #genai #edgeai #edgeaiyourway

This morning, SiMa.ai introduced MLSoC Modalix, a breakthrough multi-modal edge AI product family. MLSoC Modalix represents the most significant evolution of…

www.linkedin.com

View attachment 69086 View attachment 69087

SiMa.ai and Cisco collaborate on edge AI for Industry 4.0 | SiMa.ai posted on the topic | LinkedIn

We’re excited to announce a go-to-market collaboration with Cisco, bringing the SiMa.ai Modalix AI platform together with Cisco’s industrial-grade IE3500 switches — enabling real-time AI performance at the industrial edge. What this unlocks for Industry 4.0 leaders: • Real-time AI inference •...

www.linkedin.com

SiMa.ai to Accelerate Edge AI Adoption with Cisco for Industry 4.0 SiMa.ai to Accelerate Edge AI Adoption with Cisco for Industry 4.0

SiMa.ai announced their collaboration with Cisco to bring artificial intelligence (AI) capabilities to Industry 4.0 environments.

sima.ai

 

[smoothsailing18]

Hopefully Steve Brightfield has something to do with it .

BrainChip Appoints New CMO, Enhances Scientific Advisory Board​

Laguna Hills, Calif. – August 7th, 2024 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI, today announced that it has hired Steven Brightfield as its new chief marketing officer and has re-envisioned its Scientific Advisory Board (SAB) by bringing on company founder Peter van der Made, Dr. Jason K. Eshraghian and Dr. André van Schaik.

Brightfield has a depth of tech industry knowledge and experience within the AI semiconductor industry. He previously led marketing at several AI focused technology companies, such as SiMa.ai, X-Silicon and Wave Computing combined with deep experience within the semiconductor sector, including executive leadership positions at LSI Logic, Qualcomm, Zoran and others.

 

[smoothsailing18]

We also know Cisco are allready looking at brn for quite some time now.

 

[7für7]

A visualization of how BrainChip tries to convince retail investors that they’re doing everything they can to support the share price and retail investors! just kidding…

 

[Bravo]

Arm’s stock is rising as analysts say an intriguing move could be on the horizon​

The chip designer could be evolving into making its own custom AI chips — and BNP analysts say the opportunity isn’t fully priced into its stock yet​

By

Britney Nguyen
Follow

Last Updated: July 16, 2025 at 8:50 p.m. ET

Shares of Arm Holdings were up nearly 5% on Wednesday.Photo: Getty Images

​

Arm Holdings PLC could soon emerge as a major contender in the market for custom artificial-intelligence chips, and some analysts think the company’s stock is still waiting to benefit from the opportunity.

BNP Paribas analysts upgraded the chip designer’s stock to outperform from neutral and raised their price target to $210 from $110 in a Wednesday note. As tech giants continue to raise capital expenditures for AI efforts, the analysts see a natural evolution for Arm to become a maker of application-specific integrated circuit (ASIC) chips — though they noted that the company’s leadership has so far not made any official statements on an ASIC strategy.

Arm didn’t immediately respond to a MarketWatch request for comment.

The London-based company currently licenses out its chip designs, but doesn’t sell its own chips. Arm’s ASIC opportunity could double the company’s earnings before interest and taxes, the analysts said, if it captures just 7% of the total addressable market. They estimate this market will reach $200 billion by 2030; at that rate, the analysts think Arm’s hypothetical ASIC business could bring in between $8 billion and $15 billion in revenue by fiscal years 2030 and 2031.
Arm’s stock is up about 16% so far this year, and the BNP team sees more “significant upside to be had as the share price is not pricing in the ASIC potential.” Shares were up nearly 5% on Wednesday.
The analysts cited recent news coverage suggesting that Arm may start producing its own ASIC chips as “mounting evidence” that it could be shifting its business. In February, for example, the Financial Times reported that Arm was planning to release a new chip this year that would count Meta Platforms Inc.

But even if some of those customers end up “unhappy with Arm becoming a competitor, we think the risk/reward is justified,” the BNP analysts said. They added that designing its own chips would enable the company to “capture more of the AI semi value chain while leveraging a common skill set,” referring to its chip-design engineers.

https://www.marketwatch.com/story/arms-stock-is-rising-as-analysts-say-an-intriguing-move-could-be-on-the-horizon-e655524d

 

[7für7]

Arm’s stock is rising as analysts say an intriguing move could be on the horizon​

The chip designer could be evolving into making its own custom AI chips — and BNP analysts say the opportunity isn’t fully priced into its stock yet​

By

Britney Nguyen
Follow

Last Updated: July 16, 2025 at 8:50 p.m. ET

Shares of Arm Holdings were up nearly 5% on Wednesday.Photo: Getty Images

​

Arm Holdings PLC could soon emerge as a major contender in the market for custom artificial-intelligence chips, and some analysts think the company’s stock is still waiting to benefit from the opportunity.

BNP Paribas analysts upgraded the chip designer’s stock to outperform from neutral and raised their price target to $210 from $110 in a Wednesday note. As tech giants continue to raise capital expenditures for AI efforts, the analysts see a natural evolution for Arm to become a maker of application-specific integrated circuit (ASIC) chips — though they noted that the company’s leadership has so far not made any official statements on an ASIC strategy.

Arm didn’t immediately respond to a MarketWatch request for comment.

The London-based company currently licenses out its chip designs, but doesn’t sell its own chips. Arm’s ASIC opportunity could double the company’s earnings before interest and taxes, the analysts said, if it captures just 7% of the total addressable market. They estimate this market will reach $200 billion by 2030; at that rate, the analysts think Arm’s hypothetical ASIC business could bring in between $8 billion and $15 billion in revenue by fiscal years 2030 and 2031.
Arm’s stock is up about 16% so far this year, and the BNP team sees more “significant upside to be had as the share price is not pricing in the ASIC potential.” Shares were up nearly 5% on Wednesday.
The analysts cited recent news coverage suggesting that Arm may start producing its own ASIC chips as “mounting evidence” that it could be shifting its business. In February, for example, the Financial Times reported that Arm was planning to release a new chip this year that would count Meta Platforms Inc.

But even if some of those customers end up “unhappy with Arm becoming a competitor, we think the risk/reward is justified,” the BNP analysts said. They added that designing its own chips would enable the company to “capture more of the AI semi value chain while leveraging a common skill set,” referring to its chip-design engineers.

https://www.marketwatch.com/story/arms-stock-is-rising-as-analysts-say-an-intriguing-move-could-be-on-the-horizon-e655524d

Quick analysis via ChatGPT plus


Thoughts on the ARM ASIC Article (BNP Paribas)

If true, this could be a game-changing move – not just for ARM, but for the entire AI semiconductor space, including niche players like BrainChip.


What’s happening?

• ARM may be planning to produce its own AI ASIC chips, moving beyond just licensing designs.
• BNP Paribas analysts upgraded ARM to Outperform and raised the price target to $210.
• They believe the market hasn’t yet priced in the potential upside from ARM building its own chips.
• Just a 7% market share in the $200B+ AI chip market could generate $8–15B in annual revenue for ARM by FY2030–31.

Why this matters:

1.
ARM as a neutral IP vendor could disappear

Until now, ARM has been the “Switzerland” of chip IP – licensing designs to everyone from Apple to NXP.

If it starts building its own chips, it becomes a direct competitor to many of its current customers.

BNP even says some partners may be “unhappy” – and they’re right.

This shift could strain existing industry relationships, especially with OEMs who value neutrality.

2.
Custom AI ASICs = New battleground

If ARM enters the ASIC game, it’s going to compete with:

• Nvidia (H100/Blackwell)
• AMD (MI300)
• Tenstorrent, Groq, and others in the Edge & Cloud AI market.

It makes perfect sense: ARM already has the design talent and industry clout.

But this changes their business model significantly.


3.
Relevance to BrainChip

BrainChip’s Akida is a neuromorphic, event-based, low-power Edge AI solution – very different from traditional ASICs.

Still, if ARM jumps into edge and smart device AI, it could:

Increase competition,

• But also open new doors.

Why?
Because not every OEM will want to license chips from a dominant platform AND a competitor.

There’s a good chance some will look for alternatives – and BrainChip, with its energy-efficient IP, could be exactly that.





Bottom Line for Investors:


This potential ARM shift is:

• A major bullish signal for ARM (if executed),
• A competitive pressure point for smaller players,
• An opportunity for niche IP vendors like BrainChip to offer lightweight, neutral, license-based solutions.

Final Thought:

I’m not saying ARM is going full ASIC tomorrow.

But if this happens, it’s a massive evolution – and the AI silicon world won’t look the same.


For BrainChip:

This is both threat and opportunity.

It all depends on how they position themselves:

As a lightweight, low-power alternative in a market that’s increasingly wary of vertically integrated giants.

Yes – ARM is an official licensee of Akida, and that could mean:

• Synergies, if ARM integrates or offers Akida IP in future SoCs,
• Or competition, if ARM builds its own rival solutions while still presenting itself as a neutral platform.

A possible scenario:

ARM develops its own ASICs – but offers optional Akida IP blocks for specific customer needs, such as automotive or smart device applications.

That would allow BrainChip to gain market reach without being explicitly visible in the media.

 

[Bravo]

VALEO + RAYTHEON

I don't know how many people are aware of this, but in 2002, Valeo and Raytheon established Valeo Raytheon Systems to adapt military-grade radar into automotive applications - specifically blind-spot detection and collision-warning radars.

The Joint Venture later became Valeo Radar Systems, fully acquired by Valeo in 2005.

That phase launched Valeo into the forefront of automotive radar, laying the groundwork for mass deployment. Valeo now has over 500  million radar sensors on the road.

Raytheon (RTX) obviously remains a dominant radar supplier in defense. And Valeo operates with defense-grade radar capabilities that were rooted in the Joint Venture architecture. So, I wonder how plausible it would be that an informal or project-level collaboration continues to this day, especially on advanced radars, sensing algorithms, or dual-use technologies? This idea doesn't seem all that far fetched IMO, especially given we have formed strategic partnerships with both Valeo and RTX.

 

[Diogenese]

VALEO + RAYTHEON

I don't know how many people are aware of this, but in 2002, Valeo and Raytheon established Valeo Raytheon Systems to adapt military-grade radar into automotive applications - specifically blind-spot detection and collision-warning radars.

The Joint Venture later became Valeo Radar Systems, fully acquired by Valeo in 2005.

That phase launched Valeo into the forefront of automotive radar, laying the groundwork for mass deployment. Valeo now has over 500  million radar sensors on the road.

Raytheon (RTX) obviously remains a dominant radar supplier in defense. And Valeo operates with defense-grade radar capabilities that were rooted in the Joint Venture architecture. So, I wonder how plausible it would be that an informal or project-level collaboration continues to this day, especially on advanced radars, sensing algorithms, or dual-use technologies? This idea doesn't seem all that far fetched IMO, especially given we have formed strategic partnerships with both Valeo and RTX.




View attachment 88586

Hi Bravo,

This is a recent Valeo radar patent application:

WO2025098748A1 INCREASING A RESOLUTION OF A RADAR SPECTRUM 20231109

a computer-implemented method for detecting one or more objects using at least one radar sensor a radar sensor. The method comprises receiving radar signal data (124) determined using the radar sensor. Using the radar signal data (124), a combination of distance and radial velocity is determined, for which one or more radar signal intensity peaks are comprised by the radar signal data (124). For the determined combination of distance and radial velocity, a spectrum descriptive of a two-dimensional distribution of the radar signal intensity comprised by the radar signal data (124) is determined. In order to increase a resolution of the determined spectrum, an input comprising the determined spectrum with the resolution to be increased is provided to a machine learning module (122). In response to the providing of the input, an output comprising a spectrum with an increased resolution is received from the machine learning module (122). One or more positions of the one or more objects are determined using the output spectrum with the increased resolution.

The patent envisages a software ML module.

Bit early for RTX microDoppler.

PS: Couldn't see anything indicating a continuing business relationship, and the AFRL stuff should be classified, so, unless Pete signals something, we may never know.

 

[Esq.111]

Afternoon Chippers ,

Unable to post the image unfortunately........

On the one day chart @ one min duration , the twats in charge of the bots have managed to draw the outline of a English Dachshund ( Of Canine species )

.

Except pointing in the other direction.


* This is what one can achieve with great power .

Regards ,
Esq

 

[Labsy]

LinkedIn Likes

You know, I’m unsure why shareholders feel they need to like stuff on LinkedIn. It is a business app designed for business people to connect and promote themselves to other business people. Shareholders liking stuff and commenting is a bad look and just creates noise on those articles. I look through LinkedIn but never participate because I’m just a shareholder. But when I look at some Brainchip related articles, sometimes 90% of comments or likes are from Shareholders. It distorts the interest in the article or post. It also taints it with a biased opinion on the value of it.

I can’t tell Shareholders what to do and not do, but I can give my opinion. It’s not a good look and it’s a pain in the arse seeing it. Cringeworthy also comes to mind when I see this activity.

Get a life people. Let business take care of itself.

I don't see an issue with placing a like, but agree totally about certain comments. Cringe big time!!... On occasion I feel like hunting down these morons with their degrading idiotic comments and trolling their businesses or what have you, and see how they like it...

 

[Labsy]

On another note, I'm curious to see how the insto's are looking in our top 20 shareholders list... I'm sensing the emergence of a new growth phase...

 

[7für7]

Afternoon Chippers ,

Unable to post the image unfortunately........

On the one day chart @ one min duration , the twats in charge of the bots have managed to draw the outline of a English Dachshund ( Of Canine species )

. View attachment 88592


Except pointing in the other direction.


* This is what one can achieve with great power .

Regards ,
Esq

What about now!? More like a German shepherd?

 

[Pom down under]

"...products like the Akida Pulsar microcontroller"?

Someone has no insight at all and is confusing companies and their products!

BrainChip Aktie: Ernsthafte Hindernisse?

BrainChip steckt in einem Paradox: Während der Markt für neuromorphe Computertechnologie 2025 durch die Decke geht, stürzt die Aktie des Vorreiters regelrecht ab. Obwohl das Unternehmen mit innovativen Produkten wie dem Akida Pulsar Mikrocontroller und frischer Finanzierung eigentlich perfekt...

www-boerse--express-com.translate.goog

 

[smoothsailing18]

View attachment 88593

This Author needs to be contacted some how and enlightened ?.

 

[TECH]

Well, lots of opinions, including mine...but that's what a forum is all about, not nasty personal attacks....so nice.

8/9 business days and our 2nd quarter information will be disclosed, the 4c showing some positivity, I say a strong yes!

The more you read, don't you all get the feeling that we are definitely in the "right place, at the right time', yes, we have all
heard those sorts of comments before, but I am so positive and upbeat on our company currently, just look at the sectors
that we are engaged in, with might I add, some huge world class players, you don't get to engage and share basic chit-chat
with these behemoths, time is money......our technology has been accepted and it's only going to accelerate.

Tony Lewis is very open to communicating, I love it, he engages, he knows the issues facing Brainchip as a start-up, but is
driving us to success, carrying on the great work of Peter and Anil, if you have a genuine question on the technology front,
well ask him, rather than guessing the answer on this forum, and I say that with all due respect to all of our great posters.

Being engaged with the US Defense, Navy, NASA, DOE, AFRL and so on, I personally can understand the NDA secrecy that
surrounds these engagements, as frustrating as they are, we will succeed, don't second guess yourself, we have a great investment,
did I sell my shares when they were north of $2 and my portfolio looked very impressive for a middle-classed Australian citizen, no I
didn't, am I a little bit peeved, of course I am, but my belief in Peter, Anil and all the staff who have come and gone has never really
waned, our technology has had me spellbound for a decade, I love it and aren't embarrassed to admit it!

The writing is on the wall.............Brainchip's AKIDA well succeed, trust your instincts......share in the glory, you will all be blessed

Tech (New Zealand) for a few more weeks before I finally fly home to Perth.