Reckon I trust this guys BRN assessment more than that Motley crap.
Blog post / article below from Sept 10 with a real focus on Korean opps that BRN should really be focused on.
Written by someone with plenty of credible experience and a logical view of what could be achieved.
Listening Sean?
Post then authors quals following and will see in the links he also has registered IPs of his own plus various other publications.
Paul Oh bridges the gap between AI innovation and business strategy. Through exclusive interviews with AI Cloud Tech industry leaders and deep-dive analyses, he shares the visions shaping tomorrow’s digital world.
www.paulncompanies.com
Sep 10
[Volume.9 Neuromorphic Intelligence Revolution - BrainChip Holdings]
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MCU-based impplementations
BrainChip Holdings - Leading Edge AI Innovation as the World's First Commercial Neuromorphic Processor Manufacturer, Pioneering Brain-Inspired Neuromorphic Computing. Why is BrainChip Attracting Global Attention?
BrainChip has realized the philosophy that AI should not simply operate in the cloud, but should work in real-time using Spiking Neural Networks (SNN) wherever sensors exist. While traditional AI systems are GPU-dependent and exhibit high power consumption, BrainChip's Akida processor mimics the human brain's neural cell structure to implement real-time AI inference with extremely low power consumption (less than 1mW) through event-based processing.
For AI to truly operate on edge devices, power efficiency is paramount. Traditional von Neumann architecture processes all data sequentially, but neuromorphic computing performs calculations only when actual changes occur. This enables practical deployment of AI in battery-constrained environments such as wearable devices, IoT sensors, and autonomous vehicles.
The semiconductor industry now faces fundamental physical limitations. Moore's Law (transistor density doubling every 18 months) and Huang's Law (GPU performance doubling every 6 months) have driven innovation for decades, but current 3nm processes face atomic-level constraints and quantum tunneling effects, making further miniaturization prohibitively expensive.
A more serious issue is the Memory Wall phenomenon. While GPU computational performance has rapidly improved, DRAM bandwidth and latency improvements have relatively stagnated, shifting the practical performance bottleneck in AI workloads to memory access. For Large Language Models (LLMs), considering 2 bytes per parameter for weights and activation data, a 1 trillion parameter model requires at least 2TB of memory, but current HBM3 stack technology is limited to 128GB per chip.
The fundamental solution is a new computing paradigm that bypasses the von Neumann bottleneck. BrainChip's neuromorphic architecture uses Processing-in-Memory (PIM) approach, performing computation and storage simultaneously in each neuron instead of separating computation and memory. Event-based processing reduces power consumption by hundreds of times by computing only activated neurons, and leverages the temporal sparsity of spiking neural networks to achieve 10x higher processing density compared to traditional CNNs in the same silicon area. Consequently, achieving extreme energy efficiency and computational density in limited die size will be the core competitive advantage of next-generation AI semiconductors.
Research Date: September 10, 2025
Company: BrainChip Holdings Ltd
Website: https://www.brainchip.com/
Domain: Neuromorphic AI Processors, Edge AI Computing, Spiking Neural Network IP
Core Solutions: Akida Neural Processor (AKD1000, AKD1500, AKD2000), MetaTF Development Environment, Akida Pico
Key Technologies: Event-based Neuromorphic Computing, On-chip Learning, Ultra-low Power AI Inference
Headquarters: Sydney, Australia (Operations: Laguna Hills, California)
Founded: 2004
Employees: ~78
Stock Listing: ASX (BRN), OTCQX (BRCHF)
CEO: Sean Hehir
Market Cap: $263~443M (September 2025)
Key Partners: Intel Foundry Services, ARM, MegaChips, Edge Impulse, Prophesee, MYWAI
Competitors: Intel (Loihi), IBM (TrueNorth), Qualcomm, NVIDIA, Synsense, GrAI Matter Labs, Rain Neuromorphics
Founding Story and Philosophy
BrainChip was founded in 2004 by Dutch computer innovator Peter van der Made, specializing in neuromorphic computing. Van der Made has been active in computer innovation for 40 years and invented computer immune systems. In 2008, he designed and patented the first generation of digital neuromorphic devices, which became the foundation for today's Akida chips.
The company name 'BrainChip' literally means 'brain chip,' embodying the vision to implement computing architecture that mimics human brain structure. After being acquired by Australian mining company Aziana in 2015 and subsequently listing on ASX through a reverse merger, commercialization began in earnest when former Exar CEO Louis Di Nardo became CEO in 2016.
Core Business Model
BrainChip's business model is a hybrid strategy combining IP licensing and hardware sales:
1. IP Licensing Business
BrainChip's business model includes licensing Akida neuromorphic processor IP to semiconductor companies for integration into various SoCs. The company's total revenue for 2024 was $398,000, up 72% year-over-year, with expected average annual growth of 58% over the next three years.
2. Development Tools and Platforms
Providing integrated solutions through MetaTF development environment to optimize standard AI workflows based on TensorFlow/Keras for Akida hardware.
3. Hardware Products
Expanding hardware product portfolio through AKD1000 reference designs, PCIe development boards, and the latest Akida Pico IP.
BrainChip Solution Architecture
BrainChip's platform architecture consists of three core components:
Akida Neural Processor
An event-based neural processing unit with 1.2 million artificial neurons and 10 billion artificial synapses that analyzes only the essential parts of sensor inputs to implement extremely efficient AI processing. Key features:
- Event-based Processing: Computation performed only when data changes occur
- On-chip Learning: Direct learning on device without cloud connectivity
- Ultra-low Power: Akida Pico operates with less than 1mW power
- Sparsity Optimization: Up to 10x efficiency improvements across data, weights, and activation functions
MetaTF Development Environment
A complete machine learning framework based on TensorFlow supporting creation, training, and testing of neural networks optimized for Akida hardware. Key components:
- quantizeml: Quantization and retraining of Keras models
- CNN2SNN: Converting quantized ANNs to SNNs
- Model Zoo: Providing Akida-compatible pre-trained models
Temporal Event-Based Neural Networks (TENNs)
A new class of neural networks optimized for spatiotemporal recognition tasks, showing superior scalability and training speed compared to traditional RNNs. Provides better results than transformers with less memory and computation in motion tracking, object detection, and audio processing.
BrainChip's Innovative Data Methodology
Sparsity Principles
Akida is built on sparsity principles, implementing the idea that accurate AI results can be obtained by processing only the most meaningful data:
- Sparse Data: While traditional CNNs process all input data, Akida filters inputs at the hardware level, responding only to new or relevant information
- Sparse Weights: While existing models have millions of weights, Akida removes weights with low impact during training, reducing memory and computational requirements
- Sparse Activation: While most CNNs forward all activations, Akida activates only when output exceeds thresholds, preventing unnecessary computations
Event-based Learning
One of Akida's unique features is on-chip learning capability. Devices can personalize and adapt without cloud connectivity, reducing latency and improving privacy and data security.
Fully Digital Design
Akida is a fully digital design that is scalable, portable, and already running on production hardware. This is an important differentiator from analog-based neuromorphic chips.
Revolutionary Growth Trajectory and Financial Status
BrainChip recorded 72% growth year-over-year with total revenue of $398,000 in 2024. In the first half of 2025, net loss was $9.36 million, a 19% reduction in loss compared to the same period last year.
From a data analysis software developer perspective, what's particularly impressive is that despite BrainChip being in early commercialization stages, average annual growth of 58% is expected over the next three years. This significantly exceeds the Australian software industry average growth rate of 17%.
The company's R&D investment continues to increase, particularly focusing on second-generation Akida platform and Akida Pico development. Through the IP licensing model, revenue diversification is being pursued, and rapid revenue growth is expected when contracts with semiconductor partners materialize.
Strategic Partnerships and Expansion
BrainChip is a member of Intel Foundry Services and ARM AI partnerships, expanding its ecosystem through various strategic alliances. Key partnerships:
Semiconductor Partnerships
- Intel Foundry Services: Access to advanced manufacturing processes
- MegaChips: Japan market entry and ASIC solution development
- GlobalFoundries: AKD1500 tape-out completed on 22nm FD-SOI technology
Software Ecosystem
- Edge Impulse: Integration with edge ML platform holding over 85,000 projects
- ARM Cortex-M85: Integration with processor cores to enhance smart edge device performance
Application-specific Partnerships
- Prophesee: Event-based vision system development
- MYWAI: Industrial robotics and AIoT solution development
- AI Labs: Predictive maintenance and system health monitoring
Commercial Opportunities and Strategic Collaboration Prospects in Korean Market
Note: The following analysis explores strategic opportunities and business possibilities rather than existing partnerships or confirmed relationships.
Korea represents a highly strategic market for BrainChip's expansion. Partnership with Korea, which possesses world-class semiconductor technology and automotive electronics AI ecosystem, could play a crucial role in BrainChip's Asian growth and technology advancement.
While Korea joined AI advanced nations relatively late, it has the opportunity to seek market breakthrough through AI application leveraging overwhelming market dominance in semiconductors and displays. Particularly, with
Samsung Electronics and
SK
Hynix occupying over 70% of the global memory semiconductor market, and
Samsung Display and
LG Display leading the OLED market, integration with BrainChip's neuromorphic technology could create new market opportunities in next-generation smart displays and AI semiconductor convergence solutions.
1. Memory and System Semiconductor Collaboration
Partnership opportunities with
Samsung Electronics are particularly noteworthy. Should technical and business alignment occur, integrating Akida IP into
Samsung's Exynos mobile processors could provide revolutionary always-on AI experiences in smartphones and wearable devices. Manufacturing Akida neuromorphic chips using
Samsung Foundry's advanced processes (3nm, 4nm GAA) would maximize power efficiency and performance.
SK Hynix, as a global leader in HBM (High Bandwidth Memory) and CXL memory technologies, could become an important partner for optimizing Akida processor memory architecture. Integration scenarios combining
SK Hynix's PIM (Processing-in-Memory) technology with Akida's event-based processing might implement next-generation edge AI computing solutions.
2. Automotive Electronics Enhancement
Korea's automotive electronics ecosystem represents a core target market for BrainChip:
Hyundai Motor is developing premium autonomous driving technology centered on the Genesis brand, and Akida's real-time sensor fusion and ultra-low power characteristics would be ideal for automotive AI systems. Integration of Akida-based edge AI controllers into
Hyundai's E-GMP platform might significantly improve battery efficiency.
Hyundai Mobis could leverage Akida's neuromorphic processing capabilities in autonomous driving sensor modules and ADAS (Advanced Driver Assistance Systems). Akida's event-based architecture would minimize latency and maximize safety in real-time data processing from cameras, lidar, and radar sensors.
Partnership with Tier 1 suppliers like
Mando,
HL Klemove,
Hyundai Kefico,
Hanon Systems (formerly Halla Visteon),
Myungshin Industrial,
Central Motek,
Ajin Industrial,
Wooshin Systems,
Hwashin, and
Sewon to integrate Akida IP into automotive MCUs (Micro Controller Units) and ECUs (Electronic Control Units) could build next-generation smart car platforms.
3. Synergy with Korean AI Semiconductor Ecosystem
Partnerships between Korean AI semiconductor startups and BrainChip could form mutually complementary relationships:
FuriosaAI specializes in high-performance AI chips for data centers, creating a perfect complementary ecosystem rather than competitive overlap with BrainChip's edge-focused neuromorphic technology. This partnership could establish a complete AI processing continuum—from cloud-scale inference with FuriosaAI's Warboy series to ultra-efficient edge processing with Akida—enabling seamless AI workload distribution across the entire computing spectrum.
Rebellions, fresh from Samsung's strategic investment and targeting a $200M funding round ahead of IPO, brings cutting-edge NPU technology through their RBLN architecture. The fusion of Rebellions' quad-core Rebel chips with Akida's spiking neural networks could pioneer a new category of hybrid AI accelerators that dynamically switch between high-performance parallel processing and event-driven neuromorphic computation based on workload characteristics.
Sapeon Korea could work with BrainChip in autonomous driving AI chips, particularly leveraging Akida's advantages in real-time inference and sensor fusion.
DeepX combines DFU (Deep learning Fusion Unit) technology with potential integration of Akida's event-based processing to implement enhanced AI performance in mobile and edge devices.
FADU Technology, Korea's first fabless semiconductor unicorn with enterprise value exceeding $1 billion, specializes in SSD controller architecture. Their flash storage expertise could complement Akida's neuromorphic processing in next-generation intelligent storage systems requiring pattern recognition for wear leveling, predictive maintenance, and adaptive data management.
MakinaRocks, a leading industrial AI solutions provider with over 5,000 deployed models serving global manufacturers including Samsung, LG, Hyundai, and SK, could integrate Akida's on-chip learning capabilities into its proprietary Runway AI platform for autonomous factory operations and real-time manufacturing optimization without cloud dependency.
Telechips (KOSDAQ: 054450), an established automotive semiconductor company, recently unveiled Korea's first automotive AI accelerator with 200 TOPS NPU performance. Integration with Akida's neuromorphic architecture could create hybrid solutions for autonomous driving that combine high-performance inference with ultra-low power always-on processing for critical safety functions.
Mobilint has achieved global recognition with its NPU implementation taking first place in MLPerf benchmarks for two consecutive years (2020-2021). Their Aries chip delivering 80 TOPS could be enhanced with Akida's event-based processing for edge AI applications requiring both high computational performance and exceptional power efficiency.
HyperAccel, focusing on LLM Processing Units (LPUs) optimized for transformer architectures, recently secured ₩55 billion ($42M) in Series A funding. Their innovative LPDDR-based approach combined with Akida's neuromorphic processing could create revolutionary hybrid architectures for efficient LLM inference at the edge, potentially disrupting GPU-dominated data center markets.
OpenEdge Technology develops low-power, high-performance NPU IP with optimized memory systems. Their Enlight AI accelerator IP, which minimizes DRAM traffic through advanced compiler optimization, could be synergistically combined with Akida's Processing-in-Memory architecture for ultra-efficient edge computing solutions.
SEMIFIVE, Korea's leading AI chip design platform with annual revenue of $90M, has collaborated with multiple Korean AI companies including FuriosaAI, Rebellions, HyperAccel, and Mobilint. As a comprehensive SoC platform provider working with global foundries like TSMC, Samsung, and Intel, SEMIFIVE could serve as the critical integration layer for incorporating Akida IP into various Korean AI accelerator designs, potentially becoming BrainChip's key strategic partner for Korean market penetration and ecosystem development.
4. Additional Strategic Partnerships
Partnership opportunities with AI platform companies like
Naver Cloud Platform and
Kakao Brain could develop cloud-edge integrated AI service models. Particularly, using Akida for edge inference of large language models like HyperCLOVA X might significantly reduce latency and power consumption.
Strategic alliances with telecom carriers for data center optimization present interesting opportunities.
KT,
SKT, and
LG Uplus operate independent data center businesses while maintaining close cooperation with global providers like AWS, Microsoft Azure, and Oracle Cloud. Their urgent priority is DC optimization for services, specifically hyperscale services through ultra-low power consumption.
BrainChip's Akida technology could revolutionize power efficiency in data center AI inference workloads. Introduction of Akida-based edge AI accelerators to
KT's Super Center,
SKT's AI data center, and
LG Uplus's cloud infrastructure might significantly reduce power consumption compared to existing GPUs while improving real-time inference performance. This would align with telecom carriers' 5G/6G-based ultra-low latency AI services.
Strategic alliances with
LG Electronics could integrate Akida-based on-device AI into smart appliances and IoT devices, while working with
LG Innotek might apply neuromorphic AI to automotive camera modules and sensors.
Partnership with defense companies like
Hanwha Systems and
LIG Nex1 could provide ultra-low power AI solutions for military AI systems and unmanned platforms.
Expansion of defense industry partnerships also presents interesting possibilities. Korean defense companies currently rank among the world's top in tanks, self-propelled artillery, fighter aircraft, and weapon systems, suggesting significant synergy with BrainChip:
Hyundai Rotem has gained worldwide recognition with K2 Black Panther tanks and K9 self-propelled artillery, and could utilize Akida's real-time processing capabilities for AI-based fire control systems and autonomous navigation in next-generation tanks. Battery efficiency and EMI (electromagnetic interference) resistance are particularly important in battlefield environments, making Akida's ultra-low power characteristics ideal.
Hanwha Aerospace could implement real-time target identification and threat analysis through Akida-based edge AI in KF-21 Boramae fighter avionics and missile systems.
Hanwha Techwin's surveillance reconnaissance equipment and unmanned systems could also enhance long-duration unmanned operational capabilities through neuromorphic AI application.
KAI (Korea Aerospace Industries) development of next-generation fighters, helicopters, and UAVs could benefit from Akida's on-chip learning capabilities for adaptive flight control and autonomous mission execution. Particularly for UCAV and swarm operations systems under development, distributed AI processing is essential, and Akida's event-based communication could provide optimal solutions.
5. Korean Market Entry Strategy
The following strategies would be necessary for BrainChip's success in the Korean market:
Alignment with government policies would be particularly important. The newly launched government has a very clear stance on AI, with the Deputy Prime Minister for Science and Technology serving as the AI control tower, expected to be a significant industry catalyst. This government's strong AI drive policy could lead to policy support and increased investment in innovative neuromorphic technologies like BrainChip's.
Strategic Initiatives:
- Korean R&D Center Establishment: Establishing local development centers in Pangyo Techno Valley or Daedeok Research Complex to build close cooperation systems with Korean partners
- Korean Semiconductor Standard Compliance: Developing Akida IP compliant with Korean AI semiconductor standards in connection with K-Semiconductor Belt policy
- University Research Programs: Neuromorphic computing research with KAIST, Seoul National University, Yonsei University, POSTECH for talent development and technology advancement
- Government R&D Participation: Participating in government-led R&D projects like K-Semiconductor New Deal and Next-generation Intelligent Semiconductor Technology Development
While these opportunities present significant advantages, actual partnerships would require extensive technical validation, business negotiations, and alignment of strategic objectives between BrainChip and Korean companies.
Strategic cooperation with Korea could play a decisive role in BrainChip's preemption of Asian markets and leap to global neuromorphic computing leadership.
Challenges and Outlook
Market Challenges
Neuromorphic computing is still in early market stages, making customer education and market adoption major challenges. Performance comparisons with traditional AI accelerators still show limitations in certain workloads.
Technical Challenges
- Model Conversion Complexity: Complexity in converting existing TensorFlow/PyTorch models to Akida-optimized models
- Developer Ecosystem: Learning curve of MetaTF framework and building developer community
- Hardware Availability: Commercialization delays of next-generation chips like AKD1500, AKD2000
Market Outlook
Average annual growth of 58% is expected over the next three years, with rapid growth particularly expected in:
- Wearables and IoT: Always-on AI leveraging Akida Pico's sub-1mW ultra-low power characteristics
- Autonomous Driving: Automotive AI chips for real-time sensor fusion and edge inference
- Industrial Automation: Smart sensors for predictive maintenance and quality control
- Medical Devices: Wearable healthcare devices where battery efficiency is crucial
Developer Perspective
From a data analysis software developer standpoint, BrainChip's approach is very intriguing. MetaTF demonstrates how to bridge standard deep learning workflows to neuromorphic hardware, and particularly at this point where edge AI emerges as a new data consumer, event-based architecture provides many insights.
Akida's spiking neural network implementation shows superior performance in spatiotemporal tasks compared to traditional CNNs and RNNs. Particularly, TENN (Temporal Event-Based Neural Networks) provides better results than transformers with less memory and computation in motion tracking, object detection, and audio processing.
BrainChip's software products are analysis tools that combine big data into integrated visualizations. These tools are based on event-based architecture that structures and integrates relationships between various sensor sources. BrainChip leads the neuromorphic technology competition compared to competitors.
In this era where AI and data analysis are transforming all industries, BrainChip has the opportunity to build a platform that goes beyond being a simple technology provider to revolutionize organizations' edge AI capabilities themselves. Through event-based frameworks that mimic human brain neural cell structures, systematic analysis capable of responding to unpredictable changes could become possible, and BrainChip could lead the way in realizing the true value of data at the edge.
ⓒ 2025 Intellectual property rights for this information belong to Sung-il Oh (author) and the respective companies.
Profile
About
Paul Sungil Oh
Applied AI Strategist | Appropriate technology | Industry Research Blogger
I am passionate about the evolving intersection of technology and business.
With experience in AI-powered data integrity, cloud-native solutions,
and digital innovation, I enjoy exploring future trends and sharing practical insights.
Beyond research and analysis, I actively interview founders, CTOs, and developers across industries to understand the motivations behind their solutions, their market strategies, and innovation journeys.
Through this space, I share exclusive insights, real-world reviews, and in-depth observations on AI, Cloud, ML Ops, and the future of digital transformation.
Professional Focus
- AI/ML with Appropriate technology
- Cloud Native Architecture & Hybrid Cloud Management
- Generative AI and LLM Integration
- Global Business Strategy & Partner Alliance Management
Work Experiences
- IDBS (Danaher) : Regional Manager, Korea
- Sangfor Technologies Korea : Country Manager
- AIfrica : Head of AI Division
- BT Global Services Korea : Enterprise Account Manager
- Thomson Reuters Korea : Enterprise Solutions Manager
- Moody’s Analytics Korea : Business Development Manager
- Altibase Southeast Asia : Channel Sales Manager
- Dassault Systèmes Singapore : Field Marketing Specialist
