BRN Discussion Ongoing

[FJ-215]

As at 28th April LDA were listed in the top 10 holders with around 36.9 mill shares still to drip feeding into the market.
I assume the drip feeding is still taking place.
See Listcorp Brainchip top 50 as at 28th April 2025.

No need to assume manny, it's done....

BRN June 2025 4C

Corporate Update
On 6 January 2025, BrainChip announced the fourth amendment to the Put Option Agreement
(POA) with LDA Capital. The Company issued 40 million shares to LDA Capital and agreed to
raise a minimum of AU$20 million, no later than 30 June 2026. On 23 March 2025, BrainChip
issued a Capital Call Notice to LDA Capital to subscribe for 40 million shares in accordance with
the POA. The capital call remained open as at 30 June 2025, however closed post quarter-end on
24 July. The Company received AUD $8,235,958 for a subscription price of AUD $0.2059 per
share.

 

[manny100]

Thought i would repost this very well written positive post by Curcumin from the crapper (he holds).
"
I know what it feels like to suffer, just as Brainchip investors and shareholders are suffering right now. And believe me, I truly feel for them.

I lived through something similar for many years with another company—Lynas Rare Earths—on the brink of bankruptcy in the early part of the last decade.

It’s enough to write a book about, trust me. From China’s price-dumping policies to political interference—again from China—in Malaysia’s politics to hinder operations at their plant in Kuantan, and Asian institutional investors taking short positions.

Fortunately, I had the chance to meet with some of them in Kuantan thanks to being a significant shareholder.

They were mortified when I looked them in the eye and asked why they were suppressing Lynas’s stock price when the fundamentals clearly pointed in another direction. They didn’t take long to close their positions. Short sellers get scared too, believe me.

Hust look at LYC.AX’s stock price today.

If you’re looking for good news, I’ll tell you this—though I may be wrong—from my humble perspective, the company is approaching a technical inflection point, possibly an upward and aggressive one.

We shareholders have well-founded complaints about management. But one thing is clear: the founders support their approach because they understand the timelines required for technology implementation and commercialization.

I’ll also tell you that the top 20 shareholders are not accurately reflected, and there are holders with more shares than reported. This happens because it hasn’t been disclosed to the company or the ASX and is operated through sub-custodians as foreign investors.

Another excellent piece of news is that short sellers are sitting right on the edge of a very solid support level and have more to lose than to gain. That’s a significant development—and some may need to sit down on the toilet to digest it.

Don’t rush if you believe in the technology, which has been validated by several partners, clients, and collaborators.

The stock price is what it is, but the day will come when things change.

I’ll also tell you that Palantir is well aware of Brainchip today, and we can’t rule out a potential acquisition.

I also wonder whether there’s manipulation at play—keeping the price low so that any improvement in a potential offer might satisfy the small investor. We’ll see how this unfolds.

There’s a record of trades. I’m not pointing fingers, but if there are fraudulent operations driven by conflicting interests—even from known and declared investors—that harm small shareholders, more than one company, including its executives, could face serious legal trouble if proven.

Don’t lose heart. Nothing lasts forever."

 

[CHIPS]

Did we have this already?

Loading…

www.researchgate.net

The complete article can be downloaded as PDF.

 

[CHIPS]

Again, please look at the PDF, which can be downloaded. It is too large to post here, but it mentions Akida 42 times!

https://www.researchgate.net/publication/393922950_Quantization-Aware_Neuromorphic_Architecture_for_Efficient_Skin_Disease_Classification_on_Resource-Constrained_Devices

Just an abstract:

 

[CHIPS]

And there are many more at https://www.researchgate.net/search/publication?q=BrainChip
if somebody wants to check.

 

[itsol4605]

Again, please look at the PDF, which can be downloaded. It is too large to post here, but it mentions Akida 42 times!

https://www.researchgate.net/publication/393922950_Quantization-Aware_Neuromorphic_Architecture_for_Efficient_Skin_Disease_Classification_on_Resource-Constrained_Devices

View attachment 89684



View attachment 89685

Just an abstract:
View attachment 89686

V. CONCLUSION
In this paper, we proposed QANA, a quantization-aware neuromorphic framework for skin lesion classification on edge devices. Extensive experiments on the large-scale HAM10000
benchmark and a real-world clinical dataset show that QANA achieves state-of-the-art accuracy (91.6% Top-1, 82.4% macro F1 on HAM10000; 90.8%/81.7% on the clinical set) while enabling real-time and energy-efficient inference on the BrainChip Akida platform (1.5 ms latency, 1.7 mJ per image).
These results demonstrate that QANA is highly effective for portable medical analysis and AI deployment in dermatology under limited computing resources.

VI. ACKNOWLEDGEMENT
This research was supported by the National Natural Science Foundation of China (Nos. 62172336 and 62032018).
The authors gratefully acknowledge BrainChip Holdings Ltd. for providing technical support and the Akida AKD1000 hardware platform, whose powerful neuromorphic computing capabilities enabled strong performance of the SNN model.
The authors also extend their appreciation to Dr. Atif Mansoor, Dr. Bo Miao and their teams for their preliminary contributions to this research.

 

[Diogenese]

Thought i would repost this very well written positive post by Curcumin from the crapper (he holds).
"
I know what it feels like to suffer, just as Brainchip investors and shareholders are suffering right now. And believe me, I truly feel for them.

I lived through something similar for many years with another company—Lynas Rare Earths—on the brink of bankruptcy in the early part of the last decade.

It’s enough to write a book about, trust me. From China’s price-dumping policies to political interference—again from China—in Malaysia’s politics to hinder operations at their plant in Kuantan, and Asian institutional investors taking short positions.

Fortunately, I had the chance to meet with some of them in Kuantan thanks to being a significant shareholder.

They were mortified when I looked them in the eye and asked why they were suppressing Lynas’s stock price when the fundamentals clearly pointed in another direction. They didn’t take long to close their positions. Short sellers get scared too, believe me.

Hust look at LYC.AX’s stock price today.

If you’re looking for good news, I’ll tell you this—though I may be wrong—from my humble perspective, the company is approaching a technical inflection point, possibly an upward and aggressive one.

We shareholders have well-founded complaints about management. But one thing is clear: the founders support their approach because they understand the timelines required for technology implementation and commercialization.

I’ll also tell you that the top 20 shareholders are not accurately reflected, and there are holders with more shares than reported. This happens because it hasn’t been disclosed to the company or the ASX and is operated through sub-custodians as foreign investors.

Another excellent piece of news is that short sellers are sitting right on the edge of a very solid support level and have more to lose than to gain. That’s a significant development—and some may need to sit down on the toilet to digest it.

Don’t rush if you believe in the technology, which has been validated by several partners, clients, and collaborators.

The stock price is what it is, but the day will come when things change.

I’ll also tell you that Palantir is well aware of Brainchip today, and we can’t rule out a potential acquisition.

I also wonder whether there’s manipulation at play—keeping the price low so that any improvement in a potential offer might satisfy the small investor. We’ll see how this unfolds.

There’s a record of trades. I’m not pointing fingers, but if there are fraudulent operations driven by conflicting interests—even from known and declared investors—that harm small shareholders, more than one company, including its executives, could face serious legal trouble if proven.

Don’t lose heart. Nothing lasts forever."

Cuccumin has done well with Lynas. Hats off to Ms Lacaze. I held them until it looked like the Malays were going to kick them out, and I had run out of readies down the back of the sofa to buy more BRN, so I sold Lynas. Spilt milk (didn't have a lot).

 

[itsol4605]

Interesting !!

 

[Tothemoon24]

FPGA Roundtable: Golden Dome Architecture – Accelerating Multi-Domain Defense

August 28 | 2 PM ET | Virtual Event
Hosted with Military Embedded Systems
Speed. Adaptability. Secure, real-time decisions.

Join four leaders driving the next wave of defense innovation as they explore how FPGA architectures are transforming multi-domain operations.

Why Attend?
It’s not just about technology — it’s about aligning speed, adaptability, and secure decision-making to meet the demands of the modern battlespace. Our experts will show you how FPGA innovation is making it possible.

FPGA Roundtable: Golden Dome Architecture – Accelerating Multi-Domain Defense

August 28 | 2 PM ET | Virtual Event
Hosted with Military Embedded Systems
Speed. Adaptability. Secure, real-time decisions.

Join four leaders driving the next wave of defense innovation as they explore how FPGA architectures are transforming multi-domain operations.

Why Attend?
It’s not just about technology — it’s about aligning speed, adaptability, and secure decision-making to meet the demands of the modern battlespace. Our experts will show you how FPGA innovation is making it possible.

 

[Frangipani]

This is what our CTO Tony Lewis thinks about OpenAI’s claim that “GPT-5 is significantly less likely to hallucinate than our previous models” (https://openai.com/index/introducing-gpt-5-for-developers/):

OpenAI claims they have solved the hallucination problem with GPT5 | Charles H. Martin, PhD

OpenAI claims they have solved the hallucination problem with GPT5

www.linkedin.com

 

[smoothsailing18]

Interesting !!

Over 14,000 hits since released in 6 hours, something BRN should do in its next breakthrough.
Great marketing example IMO.

 

[Tothemoon24]

Link

aTENNuate: Optimized Real-time Speech Enhancement with Deep SSMs on Raw Audio

arxiv.org

 

[itsol4605]

Over 14,000 hits since released in 6 hours, something BRN should do in its next breakthrough.
Great marketing example

A big announcement...
...and then all you hear about are the many problems that still need to be solved.

Problems that BrainChip has long since solved.

I'm glad she's talking about a competitor!

14,000 clicks – interest in neuromorphic computing is increasing significantly!

 

[Tothemoon24]

View attachment 89689
View attachment 89690
Link

aTENNuate: Optimized Real-time Speech Enhancement with Deep SSMs on Raw Audio

arxiv.org

Sean did mention hearing aids sometime ago , hopefully another step or perhaps a leap has been made towards another of Sean’s comments

“ the financials “

 

[smoothsailing18]

A big announcement...
...and then all you hear about are the many problems that still need to be solved.

Problems that BrainChip has long since solved.

I'm glad she's talking about a competitor!

14,000 clicks – interest in neuromorphic computing is increasing significantly!

I agree, altho my point is referring to having this type of tool meaning , video used as a social media marketing for BRN.

 

[Frangipani]

Less than two months ago, our then Regional Sales Manager in Taiwan, Edward Lien (who just announced that he had left our company) posted on LinkedIn that he were looking forward to attending 2025 Andes RISC-V CON Beijing:

I assume he was originally also scheduled to be the speaker representing BrainChip at that conference, which will take place on 27 August:

ANDES RISC-V CON Beijing | EventX

AI 与车用科技快速演进，推动业界对高效运算与资安技术的高度需求。 RISC-V 凭借其开放、弹性与可扩充架构，正成为高性能运算领域的关键解决方案。

spot.eventx.io

If you had checked out the conference website over the past few days, you would have been greeted with this (screenshot taken on 6 August):

Earlier today, I noticed that the BrainChip logo has now been replaced with a photo of what appears to be a new Taipei-based hire called Jerry Kuo, who is described as a Solutions Architect at BrainChip.

This new position is, however, not yet reflected in what I believe to be his LinkedIn profile (despite not listing MediaTek as a former employer):

https://www.linkedin.com/in/jerry-kuo-1294719/

 

[Frangipani]

Another fairly new employee - but based in the US - is Thang Pham, a Digital Design Engineer, who is concurrently working (now part-time) as a postdoc at BrainChip’s partner university ASU (Arizona State University). He holds a PhD in Electrical and Computer Engineering “with specialized expertise in digital IC design, spanning the ASIC flow from specification and architecture, RTL design, verification, to tape-out, and FPGA prototyping.”

Loading…

www.linkedin.com

 

[Frangipani]

Akida gets a fleeting mention in the context of neuromorphic chips in a newly published paper by researchers from the University of Pisa and ESA’s ESTEC (European Space Research and Technology Centre) titled “Hardware Platforms Enabling Edge AI for Space Applications: A Critical Review”:

Hardware Platforms Enabling Edge AI for Space Applications: A Critical Review | Gabriela Mystkowska

🚀 Excited to share that my latest peer-reviewed article — "Hardware Platforms Enabling Edge AI for Space Applications: A Critical Review" — has just been published! 📝 In this work, we present a comprehensive state-of-the-art review of hardware architectures for AI on-the-edge in space missions...

www.linkedin.com

https://ieeexplore.ieee.org/ielx8/6287639/6514899/11115053.pdf?

(…)

(…)

(…)

Disappointingly, Akida is only mentioned once in context with the Mercedes-Benz Vision EQXX concept car (p.10) but neither as an example of neuromorphic hardware supporting on-chip learning (p.10) nor in context with Frontgrade Gaisler’s NEUROSPACE project (which is part of OSIP, ESA’s Open Space Innovation Platform, p.11) nor in connection with ANT61 (p.11, here the co-authors also failed to follow up on the launched satellite’s fate).

By the way: If you thought “Edge AI for Space Applications” were more or less synonymous with “Neuromorphic Edge AI” - think again and have a closer look at the paper…

It does, however, end on a positive future outlook for neuromorphic computing in space applications:

“The emerging neuromorphic computing represents a promising approach for on-chip learning, which may help to increase the accuracy and shorten model development. Using SNNs might be essential in autonomous deep space missions which have very constrained telecommunication capabilities.

Hardware is not the only crucial part of AI success in space: the reliability of AI algorithms, model training, and other obstacles, which have not been mentioned in this article, have a great impact on the successful deployment of AI algorithms in space applications.”

 

[Diogenese]

View attachment 89687
FPGA Roundtable: Golden Dome Architecture – Accelerating Multi-Domain Defense

August 28 | 2 PM ET | Virtual Event
Hosted with Military Embedded Systems
Speed. Adaptability. Secure, real-time decisions.

Join four leaders driving the next wave of defense innovation as they explore how FPGA architectures are transforming multi-domain operations.

Why Attend?
It’s not just about technology — it’s about aligning speed, adaptability, and secure decision-making to meet the demands of the modern battlespace. Our experts will show you how FPGA innovation is making it possible.

FPGA Roundtable: Golden Dome Architecture – Accelerating Multi-Domain Defense

August 28 | 2 PM ET | Virtual Event
Hosted with Military Embedded Systems
Speed. Adaptability. Secure, real-time decisions.

Join four leaders driving the next wave of defense innovation as they explore how FPGA architectures are transforming multi-domain operations.

Why Attend?
It’s not just about technology — it’s about aligning speed, adaptability, and secure decision-making to meet the demands of the modern battlespace. Our experts will show you how FPGA innovation is making it possible.

View attachment 89688

FPGAs are used for demonstrations and short run production which does not raise to the level of ASIC wafer production.

An individual FPGA chip would be more expensive than an individual ASIC chip.

 

[Diogenese]

Again, please look at the PDF, which can be downloaded. It is too large to post here, but it mentions Akida 42 times!

https://www.researchgate.net/publication/393922950_Quantization-Aware_Neuromorphic_Architecture_for_Efficient_Skin_Disease_Classification_on_Resource-Constrained_Devices

View attachment 89684



View attachment 89685

Just an abstract:
View attachment 89686

"A beautiful set of numbers"