BRN Discussion Ongoing

[Bravo]

Convince me what the "Price/chip (volume dependent)" is in reference to.

Is it too early to start drinking?

 

[Deleted member 3781]

You’re all drifting away… I’m genuinely shocked I haven’t seen anyone mention what should be the Nr.1 topic in the BrainChip community.

While everyone’s busy playing ping-pong with the usual Q&A game… I’ll just say it….

IT’S TIME, SEAN. WHERE ARE THE $9 MILLION?

Alright — have a nice evening, everyone. Coughcough 13.5 cough…

 

[Diogenese]

Is it too early to start drinking?

View attachment 95229

Reminds me of the Python classic:

"I've got a cost accountant sticking up my nose".

 

[TheDrooben]

Convince me what the "Price/chip (volume dependent)" is in reference to.

 

[Pom down under]

Is it too early to start drinking?

View attachment 95229

Check out his last 98 posts lol

 

[HopalongPetrovski]

Convince me what the "Price/chip (volume dependent)" is in reference to.

I'll play.
Aren't they merely saying that the price they will sell each AKD1500 chip will vary from a minimum of $4 through to a maximum of $50 dependant on the volume ordered? So if you buy in bulk you save. What don't you understand about that?

The variable cost per chip at $2.94 seems strange to me though.
As above I would have thought they would quote a price range for minimum/maximum order quantities rather than this single amount.

 

[Pom down under]

I'll play.
Aren't they merely saying that the price they will sell each AKD1500 chip will vary from a minimum of $4 through to a maximum of $50 dependant on the volume ordered? So if you buy in bulk you save. What don't you understand about that?

The variable cost per chip at $2.94 seems strange to me though.
As above I would have thought they would quote a price range for minimum/maximum order quantities rather than this single amount.

I’ll play along as well

 

[TopCat]

I'll play.

On behalf of those who have tried before you, good luck

 

[HopalongPetrovski]

I’ll play along as well

View attachment 95231

Hi Pom or anyone.
@Bravo old girl take pity on a befuddled pensioner.

Sorry if I am going over old ground but was there an explanation arrived at regarding the variable cost per chip $2.94 amount quoted?

Either the chips cost $2.94 each, flat, regardless of the quantity we order or, given that word "variable", that is a minimum or maximum cost per chip depending on how many we order at a time.

Am I overthinking or under thinking this?

 

[Pom down under]

Hi Pom or anyone.
@Bravo old girl take pity on a befuddled pensioner.

Sorry if I am going over old ground but was there an explanation arrived at regarding the variable cost per chip $2.94 amount quoted?

Either the chips cost $2.94 each, flat, regardless of the quantity we order or, given that word "variable", that is a minimum or maximum cost per chip depending on how many we order at a time.

Am I overthinking or under thinking this?

I’ve sort of been keeping track of this discussion and I’m probably completely wrong like normal, but maybe thats the average cost for production of the chip, so if they make 100 they might cost $4 to produce or if they produce 1000 at a cost $2 so that variable cost $2.94 maybe they should have used average instead of variable

 

[HopalongPetrovski]

I’ve sort of been keeping track of this discussion and I’m probably completely wrong like normal, but maybe thats the average cost for production of the chip, so if they make 100 they might cost $4 to produce or if they produce 1000 at a cost $2 so that variable cost $2.94 maybe they should have used average instead of variable

Yeah, I considered that too, but it's a pretty dumb mistake to have made it into a capital raise presentation.
But the fucker's have got form.

Any other theories out there???

Quickly now. I'm about to open the gin.

 

[Pom down under]

Yeah, I considered that too, but it's a pretty dumb mistake to have made it into a capital raise presentation.
But the fucker's have got form.

Any other theories out there???

Yes we are all about to be adducted by Aliens and it really won’t matter

 

[HopalongPetrovski]

Yes we are all about to be adducted by Aliens and it really won’t matter

View attachment 95234

Well. If they are going to probe me I hope they use a well lubed AKD1500 and not an edge box!

 

[Pom down under]

Well. If they are going to probe me I hope they use a well lubed AKD1500 and not an edge box!

You never know your luck and someone one day might decide to produce a neuromorphic vibrator to probe you

 

[HopalongPetrovski]

You never know your luck and someone one day might decide to produce a neuromorphic vibrator to probe you

View attachment 95235

 

[Pom down under]

Variable production costs in semiconductor chip manufacturing are
directly proportional to the volume of chips produced, encompassing raw materials, labor, and utilities (specifically, electricity and gas used in manufacturing). In 2025–2026, the costs are heavily driven by escalating process complexity, particularly as manufacturers move to advanced, smaller nodes.

Boston Consulting Group +4
Key Aspects of Variable Chip Production Cost

• Wafer-Level Variable Costs: A fully processed semiconductor wafer (e.g., for older nodes) can cost roughly $1,000 to $3,000+. This includes the cost of silicon, photoresist materials, chemicals, and energy required for processing.
• Chip-Level Variable Costs: The cost of an individual chip is derived from the wafer cost divided by the number of working chips ("dies") on that wafer, which is influenced by the die size and, importantly, the yield. Higher yields (fewer defective chips) result in lower variable costs per chip.
• Impact of Node Size: While smaller nodes (e.g., 3nm) require more expensive masks and processing steps, they also allow more chips to fit per wafer. However, the cost of advanced 2nm, 3nm, and 4nm wafers is extremely high, with 2nm wafer costs reportedly reaching $30,000 in 2025.
• Labor and Indirect Costs: Variable costs also include direct labor involved in the manufacturing process, as well as variable overheads.
  
  
  Tortilla Industry Association +5

Factors Influencing Variable Costs

• Die Size: Larger dies mean fewer chips per wafer, increasing the cost per chip.
• Yield Rate: The percentage of functional chips directly impacts the variable cost, as broken chips still cost money to produce.
• Material Prices: Silicon, GaAs (Gallium Arsenide), and other materials can vary in price.
• Packaging and Testing: After the wafer is processed, individual chips must be tested, cut, and packaged, which adds to the per-unit cost.
  
  
  LinkedIn +4

Cost Differences by Type

• ASICs (Application-Specific Integrated Circuits): These have higher non-recurring engineering (NRE) costs but lower per-unit variable costs, especially at high volumes.
• FPGAs (Field-Programmable Gate Arrays): These have lower up-front, non-recurring costs, but higher variable costs per unit.
  
  
  LinkedIn

In 2026, manufacturing costs for 4nm and 2nm chips are expected to continue to rise due to extreme complexity, including the adoption of High-NA EUV lithography

 

[Diogenese]

Hi Pom or anyone.
@Bravo old girl take pity on a befuddled pensioner.

Sorry if I am going over old ground but was there an explanation arrived at regarding the variable cost per chip $2.94 amount quoted?

Either the chips cost $2.94 each, flat, regardless of the quantity we order or, given that word "variable", that is a minimum or maximum cost per chip depending on how many we order at a time.

Am I overthinking or under thinking this?

In addition to silicon, you need X atoms of phosphorous and Y atoms on boron per transistor, so for N transistors you need N*X phosphorous atoms and N*Y boron atoms.

 

[Pom down under]

In addition to silicon, you need X atoms of phosphorous and Y atoms on boron per transistor, so for N transistors you need N*X phosphorous atoms and N*Y boron atoms.

 

[TheDrooben]

I'll play.
Aren't they merely saying that the price they will sell each AKD1500 chip will vary from a minimum of $4 through to a maximum of $50 dependant on the volume ordered? So if you buy in bulk you save. What don't you understand about that?

The variable cost per chip at $2.94 seems strange to me though.
As above I would have thought they would quote a price range for minimum/maximum order quantities rather than this single amount.

Variable cost per chip I am assuming is also based on FX currency rates.......who knows what the exchange rates will be when they produce or sell? It was probably based on FX rates at the time. Dementatron is just a shorter looking to sow doubt as usual and pissing all over the place

Happy as Larry

 

[HopalongPetrovski]

View attachment 95241

I'm pretty sure he's saying your from the Bosphorus and I'm a moron.