Worker122
Regular
Just got my Email
BRN Discussion Ongoing
- Thread starter TechGirl
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HopalongPetrovski
I'm Spartacus!
MDhere
Top 20
Ok yeah
, got it too just now just not received my smsf oneThe amount of Shareholders posting on here or the Crapper probably amount to approx. 1 maybe 2% of all Shareholders. The majority of those Shareholders posting have strong beliefs and ideas, which are not necessarily the same views held by other Shareholders . So when you say that 'The hardened admirers are turning against the decision to put Hehir in charge, it should be noted that only a small number of Shareholders have publicly stated this view.
I will go on record as supporting Hehir's appointment. Reason - although few monetary deals made, Hehir and Co have built a large ecosystem, which I believe in time will bear fruit, (and not lemons)
As someone else mentioned - any disgruntlement is mainly due to the low share price which is being manipulated.
If the share price was 60cents for example, a lot of these conversations would not even be taking place.
Just need to look at things from more than 1 angle.
Have a nice days boys and girls or whatever you choose to identify as.
Baron
As someone else mentioned - any disgruntlement is mainly due to the low share price which is being manipulated.
Manipulated????
Manipulated by Sean, Peter and Antonio as they don't care. Manipulated by their total ineptitude.
Because as they say... the share price will do what the share price will do.
Over 4 years at the helm and look where we are at.
So many just either don't understand our technology, our commanding position within this space or don't understand how much time and effort goes into changing companies perception of the future, we have been battling to change (convince) potential clients of how they can be leading the world into the next revolution, benchmarking has improved, why change is the typical response in early engagements, but as the years have pasted, we don't all focus on ironing Brainchip display table cloths, we actually focus on how our company has actually risen up to the challenge and delivered first class demo's of truly science fiction technology, please don't ever under sell our advancements, you are truly under selling your investment.
My dream, like Peter's, Anil's and the entire Brainchip teams worldwide are very much alive, forget the noise, Akida has so many partners and yes a smaller amount of customers at present, but we are punching way above our weight for a small fry, so the real question is why would major, and I mean major companies even entertain a small fry like Brainchip, because we have always had the secret sauce, and that includes our patents.
Happy fishing...love Akida
Tech.
Do you actually believe your own bullshit???
Bravo
If ARM was an arm, BRN would be its biceps💪!
The funds are intended "primarily to support the ongoing commercialisation of Akida 2.0 technology and the development, productization and commercialization of the TENNs product".
Additionally, it goes on to clarify that other uses of the funds raised includes"continue the development of an Akida 2.0 IP and RLT necessary for potential deployment in silicon;"
So much for holding off so as not to compete against our customers.
Is there something I'm missing?
Additionally, it goes on to clarify that other uses of the funds raised includes"continue the development of an Akida 2.0 IP and RLT necessary for potential deployment in silicon;"
So much for holding off so as not to compete against our customers.
Is there something I'm missing?
HopalongPetrovski
I'm Spartacus!
And then there were three.
LongTermInvestor
Regular
yes, Brainchip has emailed us the paperwork at 9:54AM this morning. Check your Email.
smoothsailing18
Regular
China have just developed a nuclear coin size battery that lasts for 50 years for power restraint products.
China's
Betavolt BV100 is a coin-sized nuclear battery that uses radioactive Nickel-63 to generate electricity for up to 50 years without recharging. It works by converting the energy from beta particles into an electrical current using diamond semiconductor layers. While the current version outputs 100 microwatts, future versions aim for higher power, potentially for devices like medical implants, aerospace systems, and sensors.
China's
Betavolt BV100 is a coin-sized nuclear battery that uses radioactive Nickel-63 to generate electricity for up to 50 years without recharging. It works by converting the energy from beta particles into an electrical current using diamond semiconductor layers. While the current version outputs 100 microwatts, future versions aim for higher power, potentially for devices like medical implants, aerospace systems, and sensors.
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Is this Akida?
Have a read of the link.
I think you fit into that 'sceptics' group quite nicely.
15 Game-Changing Inventions That Faced Ridicule - Housely
Early Office Museum/Wikipedia Throughout history, many brilliant ideas have faced ridicule and skepticism. It's hard to believe, but some of the most
housely.com
Pom down under
Top 20
Managed to buy back your shorts then
Labsy
Regular
Here hereThe amount of Shareholders posting on here or the Crapper probably amount to approx. 1 maybe 2% of all Shareholders. The majority of those Shareholders posting have strong beliefs and ideas, which are not necessarily the same views held by other Shareholders . So when you say that 'The hardened admirers are turning against the decision to put Hehir in charge, it should be noted that only a small number of Shareholders have publicly stated this view.
I will go on record as supporting Hehir's appointment. Reason - although few monetary deals made, Hehir and Co have built a large ecosystem, which I believe in time will bear fruit, (and not lemons
As someone else mentioned - any disgruntlement is mainly due to the low share price which is being manipulated.
If the share price was 60cents for example, a lot of these conversations would not even be taking place.
Just need to look at things from more than 1 angle.
Have a nice days boys and girls or whatever you choose to identify as.
Baron
Quite a few have asked the same question years ago.
How many companies can and will design their own chips, have them tapped out and then made?
Not many, only the big heavy players that so far haven't signed any IP deals with BRN have the resources for such an undertaking.
Most posts about Akida on LinkedIn are about AK1000 & 1500, nothing so far on AK2/TENNs.
I really really hope that some of the big chipmakers will sign a deal and then design/make a chip that incorporates AK2 in their own design, but hinting they might deploy AK2 themselves is likely due to slow uptake and there is a market for selling chips to smaller players, just like the 1500.
If they can't sign any IP deals before the next AGM, Sean's business plan has failed. He does seem very confident and upbeat at the last interviews we have seen, so let's hope It's happing very soon!
Agree, i liken it to a meeting in a telephone box.Here here
The Shift to Custom Silicon: Why Companies Are Designing Their Own Chips
May 20, 2025 — 03:38 am EDT
Written by Hedder->
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Xiaomi, the Chinese smartphone giant, recently announced its self-developed mobile chipset, XRING 01, reportedly built on TSMC’s advanced 3nm process and aiming to rival performance levels seen in top-tier chips like Qualcomm’s Snapdragon 8 Gen 2. The move positions Xiaomi as only the fourth global smartphone brand, after Apple, Samsung, and Huawei, to develop its own core mobile processor. This isn’t just news for the smartphone market; it’s the latest example of a growing trend across the tech industry: companies increasingly designing their own custom-tailored silicon rather than relying solely on standardized components.
What is “Custom Silicon” and why are companies pursuing it?
Custom silicon refers to semiconductor chips designed by a company specifically for its own internal use or products, rather than buying standard chips from a general-purpose supplier like Intel, AMD, or Qualcomm. This trend, once limited to a few tech giants like Apple, is now expanding rapidly. Companies are choosing to design their own chips for several key reasons:- Performance and Efficiency: Custom chips can be optimized precisely for a company’s specific software, algorithms (especially for AI workloads), and product needs, often leading to significant gains in performance, power efficiency (performance per watt), and form factor integration compared to general-purpose chips.
- Cost Control: By designing their own chips, companies can potentially reduce per-unit costs over time by cutting out the profit margins of traditional chip vendors, especially for high-volume applications.
- Differentiation and Competitive Advantage: Unique chip capabilities can provide a distinct edge in product features or service delivery, making offerings stand out in crowded markets.
- Supply Chain Security and Control: Designing in-house provides greater control over the chip roadmap, supply chain dynamics, and reduces dependence on external suppliers, mitigating risks of shortages or geopolitical restrictions on specific components.
Who are the major players driving the custom silicon trend?
The trend spans various parts of the tech landscape.- Consumer Device Makers: Apple is a prime example, having successfully transitioned its Macs to Apple Silicon (M-series chips) leveraging its long-standing expertise in designing chips for iPhones (A-series chips) and integrating specialized “Neural Processors” for on-device AI. Samsung designs its own Exynos processors for some of its devices. Xiaomi is now explicitly joining this group with XRING 01, dedicating a 1,000-person team to the effort. Huawei also designs its own Kirin and Ascend chips for its devices and systems, though its ability to manufacture them is now significantly constrained by export controls.
- Cloud and Data Center Operators (Hyperscalers): Some of the largest consumers of chips, including Google (TPUs since 2016), Amazon (Trainium and Inferentia chips), Microsoft, and Meta, are investing billions in developing custom silicon for their vast data center infrastructure. This allows them to optimize chips specifically for the AI training and inference workloads that are driving massive data center expansion. Amazon is reportedly building out data centers featuring billions of dollars of its internal chips, including a cluster for Anthropic.
- Emerging Hardware Innovators: While not designing chips for their own products in the traditional sense, companies like Cerebras (wafer-scale chips) and Groq (TPU architecture) also represent a form of custom silicon designed specifically for AI workloads, offering alternative architectures to traditional GPUs and targeting performance/efficiency advantages.
How does this trend impact traditional chip suppliers?
The rise of custom silicon directly challenges traditional chip suppliers, particularly those who primarily sell standardized components or designs. Fabless companies like Qualcomm, historically a dominant player in mobile SoCs, face competition from customers like Apple, Samsung, and now Xiaomi designing their own chips that might otherwise use Snapdragon processors. NVIDIA, while still dominant in the overall AI chip market, faces potential headwinds from hyperscalers replacing some of its high-margin GPUs with their own custom AI accelerators optimized for their specific data center needs. While this doesn’t mean the end for these companies, it forces them to adapt, focus on segments less targeted by custom designs, or offer their IP/services in new ways.What role do foundries like TSMC and Arm play in enabling custom silicon?
The success of the custom silicon trend is heavily reliant on the capabilities of third-party manufacturers, particularly advanced foundries and intellectual property (IP) providers. The “pure-play” foundry model, pioneered by TSMC, allows companies to focus entirely on chip design without the prohibitively high cost and complexity of building and operating their own fabrication plants. Companies like Apple, the hyperscalers, and now Xiaomi can leverage TSMC’s cutting-edge process nodes (like 3nm and the upcoming 2nm) to turn their complex designs into physical chips.IP providers like Arm are also critical. Many custom chips, including Xiaomi’s XRING 01, are based on licensed core architectures (like Arm’s Cortex-X925 CPU and Immortalis-G925 GPU). This allows companies to build sophisticated custom chips without having to design every component from scratch, dramatically accelerating development. Thus, while custom silicon shifts power dynamics away from traditional chip vendors, it often strengthens the position of cutting-edge foundries like TSMC and key IP providers like Arm by increasing demand for their fundamental services.
Are there export control issues for companies designing chips in China?
The Xiaomi development clarifies a key point regarding US export controls: current restrictions primarily target advanced chips and equipment critical for AI and military modernization, not generally consumer-grade chips. This is why a Chinese company like Xiaomi can reportedly design a high-end mobile SoC (XRING 01) and have it manufactured by TSMC on a 3nm process, even though TSMC is based in Taiwan and uses US technology in its fabs. While companies like Huawei have faced severe restrictions limiting their access to advanced manufacturing for any of their chip designs, including mobile ones, the XRING 01 case demonstrates that for other Chinese companies focused on the consumer market, access to global foundries for advanced nodes remains possible within the current regulatory framework. This illustrates the nuanced nature of the export controls, which are targeted at specific technologies and end-uses rather than a blanket ban on all advanced chip production for China.What’s next for the custom silicon trend?
The trend is likely to continue as AI permeates more products and services, and as companies seek competitive advantages through hardware optimization. More companies across various sectors — from automotive to industrial equipment — may explore designing specialized chips.While building in-house design teams and navigating manufacturing relationships remains challenging, the proven benefits in performance, efficiency, and strategic control suggest that custom silicon will play an increasingly important role in the technology landscape. This will in turn challenge traditional business models and further solidify the critical position of advanced foundries.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Bravo
If ARM was an arm, BRN would be its biceps💪!
I can’t help feeling a bit disenchanted.
The fact that the company is now allocating SPP funds to continue Akida 2 development and prepare for potential silicon deployment suggests they’re no longer concerned about “competing with customers,” which was the original reason Sean gave for not taping it out themselves.
I realise this doesn’t necessarily mean there’s zero interest - the neuromorphic market is still nascent, and many OEMs prefer to see actual silicon before committing. But it does seem to imply that no customer has taken up a licence strong enough to move Akida 2 into production.
It makes me wonder whether this was a significant misstep, and whether the path to Akida 2 commercialisation has now become unnecessarily protracted as a result.
I genuinely hope you’re right and that there is a solid basis for Sean’s upbeat comments about expected revenue in his recent interview.
But as far as I can tell, revenue can only come from new licences being signed. There are no royalties yet (at least none that we’re aware of), and the first revenue from Akida 1500 won’t arrive until the initial batch of 73,000 chips hits the market in 2027, unless I'm either mistaken or missing something.
Don't mean to be a Debbie Downer, but my optimism appears to be on annual leave at the moment...
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