We had also a great week and looking forward for the next one Go Brainchip
BRN Discussion Ongoing
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Pom down under
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Confidence starting to build with the company.
stocksdownunder.com
The first stream is direct product sales, where BrainChip sells its Akida neuromorphic chips such as the existing AKD1000 and the upcoming AKD1500 to manufacturers and system integrators. In the first half of FY25, product sales contributed around USD 19,000, but with the transition to full-scale chip production, this segment can potentially become the primary driver of revenue over the next five years.
The second stream is development services, which currently forms the bulk of revenue. This includes custom engineering projects and collaboration agreements that integrate BrainChip’s IP into partner systems. Notable partnerships include Frontgrade Gaisler for space-grade chips, Onsor Technologies for epileptic seizure prediction, HaiLa Technologies for low-power IoT solutions, and Chelpis Quantum for robotic security applications.
The third stream is licensing, where BrainChip generates income by licensing its intellectual property to semiconductor companies and manufacturers. This model provides an additional pathway to scale, offering recurring, high-margin revenue opportunities as adoption of neuromorphic technology expands globally.
BrainChip Advances to Chip Manufacturing Stage with AKD1500 Tape-Out
BrainChip (ASX: BRN) has just taken a major step forward, announcing it is moving from development and prototyping to actual chip production.
stocksdownunder.com
BrainChip’s Three-Pillar Revenue Model Positions It for Scalable Growth
According to its most recent half-year report, BrainChip generated approximately USD 1 million in revenue during the first half of FY25. The company’s revenue model is built around three core streams that support both near-term growth and long-term scalability.The first stream is direct product sales, where BrainChip sells its Akida neuromorphic chips such as the existing AKD1000 and the upcoming AKD1500 to manufacturers and system integrators. In the first half of FY25, product sales contributed around USD 19,000, but with the transition to full-scale chip production, this segment can potentially become the primary driver of revenue over the next five years.
The second stream is development services, which currently forms the bulk of revenue. This includes custom engineering projects and collaboration agreements that integrate BrainChip’s IP into partner systems. Notable partnerships include Frontgrade Gaisler for space-grade chips, Onsor Technologies for epileptic seizure prediction, HaiLa Technologies for low-power IoT solutions, and Chelpis Quantum for robotic security applications.
The third stream is licensing, where BrainChip generates income by licensing its intellectual property to semiconductor companies and manufacturers. This model provides an additional pathway to scale, offering recurring, high-margin revenue opportunities as adoption of neuromorphic technology expands globally.
The Investor’s Takeaway For BrainChip
With the company now starting up chip production, through a foundry, we expect to see a sharp revenue ramp up from chip sales starting late in 2026. Of course, the IP license model will still be available for customers that want to integrate the IP into their products themselves and maybe customise it somewhat. In any case, we believe this tape-out news is a very good sign for BRN shareholders!
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Pom down under
Top 20
12 minute mark
And another but not sure if it’s ai generated.
And something completely not related to BRN but AI in general
And another but not sure if it’s ai generated.
And something completely not related to BRN but AI in general
My take on the raise…This isn’t survival money … it’s production ramp capital (masks, foundry deposits, test/packaging, initial (1500 chips).
The constant “collapse” narrative is just noise to sow doubt. Look at the news flow and positioning… this feels like a final strategic turn. Whether it takes a day, two months, or a year …the noose is tightening. Just my opinion.
Edit yes of course I’m pissed because it was not a big deal trading halt.. but it is how it is.. and this is to position ourselves in this huge market
The constant “collapse” narrative is just noise to sow doubt. Look at the news flow and positioning… this feels like a final strategic turn. Whether it takes a day, two months, or a year …the noose is tightening. Just my opinion.
Edit yes of course I’m pissed because it was not a big deal trading halt.. but it is how it is.. and this is to position ourselves in this huge market
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Pom down under
Top 20
Not only will BRN will survive the AI bubble, we will change the world for ever.
Because they will realise there is a difference between real AI and meme AI
Tothemoon24
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Found this to be a great read , Brainchip being prominent
www.factmr.com
Neuromorphic Edge Analytics Market Insights 2025 to 2035
Hardware Segment Is Projected To Grow At A CAGR Of 20.7%, Whereas Another Segment Software Segment Is Likely To Grow At 20.1%. In Terms Of Countries USA Is Projected To Grow At 22.0%, Follow
Big call there pommie boy. May be you should lead the team with that big statement. Might earn you a CEO position for 8 years
Pom down under
Top 20
I’ll be happy with that job as it seems like I’ll be taking a step back from working in Macdonalds
Food4 thought
Regular
The million dollar question isCount me in too
Will you be celebrating or commiserating
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