BRN Discussion Ongoing

Zedjack33

Regular
Nice numbers dropping.
 

Attachments

  • 83A9A141-CCFD-406F-A327-0E7B12AF6FD5.jpeg
    83A9A141-CCFD-406F-A327-0E7B12AF6FD5.jpeg
    270.3 KB · Views: 150
  • Like
  • Fire
  • Love
Reactions: 14 users

DJM263

LTH - 2015
There was a sale of 800,000 shares at $1.170 just got gobbled... 👾👾👾👾
 
  • Like
  • Fire
Reactions: 17 users
after seeing ARM as a partner on Brainchip website, your imagination can go many places.... a small snippet from ARM website. - 215 BILLION DEVICES :cool:
View attachment 5984
If someone was entitled to a royalty of 20 cents a device that would be 43 billion dollars. That seems to be a lot of money. I think @Yak52 is right to be scared but only for a moment. Just think of the tax bill.

No opinion just maths DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Haha
  • Fire
Reactions: 26 users
Arm stepping it up around restructure, positioning in the mkt for success outside it's prev / current client agreements.




Arm takes back control of its Chinese biz ahead of IPO​

arm-uk-china-chip-semiconductor-ai-artificial-intelligence-hardware.jpg

Arm takes back control of its Chinese biz ahead of IPO

By Ryan Daws | April 29, 2022| TechForge Media
Categories: Companies,
Ryan is a senior editor at TechForge Media with over a decade of experience covering the latest technology and interviewing leading industry figures. He can often be sighted at tech conferences with a strong coffee in one hand and a laptop in the other. If it's geeky, he’s probably into it. Find him on Twitter: @Gadget_Ry



Arm has reportedly taken back control of its “rogue” Chinese business ahead of an expected IPO.
The Chinese venture of the British semiconductor icon began operating as an independent company and conducted its own in-house R&D to create new IP. Dylan Patel, Chief Analyst at SemiAnalysis, even penned a piece titled: ‘The Semiconductor Heist Of The Century – Arm China Has Gone Completely Rogue’.
Arm-owner SoftBank sold 51 percent of its stake in the Chinese venture, Arm Limited, to a consortium of Chinese investors for $775 million. With its remaining stake, SoftBank no longer had a majority to make any major decisions.
Arm China fired its CEO, Allen Wu, in June 2020 after he was accused of offering discounts to customers if they invested in his side hustle, Alphatecture. However, Wu refused to leave arguing that: “Arm China did not convene any valid board meeting”.
What followed was lawsuits to oust Wu from his post. In the meantime, Wu reportedly got rid of staff loyal to Arm from Arm China and even employed security guards in a bid to keep out unwanted guests to retain his position.
However, Nikkei and Reuters have reported that Wu has now been removed.
SoftBank will be pleased with the news as the certainty it provides will make it easier for the company to launch an IPO of Arm.
Arm is set to launch an IPO after the collapse of a $40 billion acquisition offer from Nvidia. The deal collapsed following scrutiny from numerous global regulators that were concerned Nvidia could limit rivals’ access to Arm’s chip designs or shift resources towards areas that benefit its new owner.
SoftBank considered and subsequently rejected the idea of pursuing an IPO (Initial Public Offering) of the company in 2019 and again in early 2020.
“We contemplated an IPO but determined that the pressure to deliver short-term revenue growth and profitability would suffocate our ability to invest, expand, move fast, and innovate,” explained Simon Segars, CEO of Arm, in January.
The company’s hand is now being somewhat forced through a lack of alternative options.
Arm has struggled from relatively flat revenues and rising costs despite the huge success of the company’s licensees such as Apple, Qualcomm, and Amazon. However, SoftBank has been keen to hype the company’s future prospects.
“Arm is becoming a centre of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things, and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman, and CEO of SoftBank Group.
In March, Arm announced that it was cutting up to 1,000 jobs from its global workforce. The move was seen as a bid to show potential investors that it’s running a leaner operation.
“To stay competitive, we need to remove duplication of work now that we are one Arm; stop work that is no longer critical to our future success; and think about how we get work done,” wrote Arm CEO Rene Haas in an email to staff.
Haas, the former head of Arm’s intellectual property unit, recently took over as the company’s chief executive as part of its internal strategy shakeup to help navigate it through these choppy waters.
 
  • Like
  • Fire
Reactions: 19 users
Where is Elon?
He must be somewhere working with Brainchip
He is always in front of new developments.
He must be working on something.
That will be the next news
He might be under a CNN stack fast asleep.🐑🐑🐑 😞 🎺At least his toes will be kept warm. FF
 
  • Haha
  • Like
  • Fire
Reactions: 14 users

davidfitz

Regular
The CEO's address at the upcoming AGM is likely to be full of exciting revelations so even if we do not get an announcement before then it should be very interesting. It's only 2 more weeks so hold onto your shares everyone ;)
 
  • Like
  • Fire
  • Love
Reactions: 38 users

AARONASX

Holding onto what I've got
Following the comments from this morning throughout the day about the newly refreshed website...IMO, ultimately the new website is bringing Brainchips appearance or how it wants to be seen moving forward to a more aggressive professional stance before major announcements come out (not that any can be held).

It does appear that the whimsical mascot has gone with while might be unfortunate for some investors here but we need to shed some of it and appear as professional as possible. once we have more and more announcements come out Brainchips.com will see a lot more traffic, at this point, you will want to make a VERY good first impression as we move onwards and upwards
 
  • Like
  • Fire
  • Love
Reactions: 38 users

Diogenese

Top 20
If someone was entitled to a royalty of 20 cents a device that would be 43 billion dollars. That seems to be a lot of money. I think @Yak52 is right to be scared but only for a moment. Just think of the tax bill.

No opinion just maths DYOR
FF

AKIDA BALLISTA
We could buy the Tax Office.
 
  • Haha
  • Like
Reactions: 21 users

MDhere

Top 20
VSORA. has this company been mentioned before. Vsora Tyr3. Our Alvaro Moran (Brainchip software engineer) seems to like them a lot.
 
  • Like
  • Fire
Reactions: 4 users

Yak52

Regular
If someone was entitled to a royalty of 20 cents a device that would be 43 billion dollars. That seems to be a lot of money. I think @Yak52 is right to be scared but only for a moment. Just think of the tax bill.

No opinion just maths DYOR
FF

AKIDA BALLISTA
I am starting to think that it may be possible that in 7-10 yrs or sooner we may see a SP similar to that of Googles - Alphabet A share price...........$2,314. :eek:

That equates to $3.9 Bil Market cap BRN.

Yak52
 
  • Like
  • Fire
  • Wow
Reactions: 17 users

Diogenese

Top 20
He might be under a CNN stack fast asleep.🐑🐑🐑 😞 🎺At least his toes will be kept warm. FF
Wondered how the cow got in the corn, and those bloody sheep ...
 
  • Haha
Reactions: 3 users

Mugen74

Regular
I am starting to think that it may be possible that in 7-10 yrs or sooner we may see a SP similar to that of Googles - Alphabet A share price...........$2,314. :eek:

That equates to $3.9 Bil Market cap BRN.

Yak52
Please check your addition Yak52🤣 p.s you can aduit my tax return😉
 
  • Haha
  • Like
  • Wow
Reactions: 29 users
View attachment 5983
BrainChip, is just getting too hard to follow 😭

I've got a question for the more learned here..

I understand how many customers, can use AKIDA through the MegaChips IP licence, without any ASX notifications.
But what about all these partnerships?
Nvisio, SiFive, ARM etc..

Where does the avenue to revenue come from?

If BrainChip and SiFive/ARM, develop a chip design together, wouldn't there have to be an IP deal struck?..

Or could that still be done through say MegaChips, as it is quite possible, that they are already their customers?
Hi @DingoBorat
I think the answer you seek is in the original announcements around the partnership with Socionext.

Coming up with compatibility between SynQuacer and AKIDA did not require the sale of an IP licence to Socionext.

If Socionext sell a SynQuacer AKIDA combo to a customer then Brainchip services the AKIDA end and Socionext the SynQuacer end.

As a result I do not think we have enough information to know exactly how this will all work but it may very well be determined on a customer by customer basis so not a one size fits all approach.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
Reactions: 10 users

MDhere

Top 20
Screenshot_20220509-150809_Chrome.jpg
 
  • Like
  • Fire
Reactions: 2 users
 
  • Like
  • Haha
  • Fire
Reactions: 29 users

Yak52

Regular
Please check your addition Yak52🤣 p.s you can aduit my tax return😉
sorry my calc ran out of numbers so did a quick squiggle ! lol

yep were not seeing $2314 sp probably in my life time! ($3.9 Tril !!! MC)
 
  • Like
  • Haha
  • Love
Reactions: 23 users

Mugen74

Regular
sorry my calc ran out of numbers so did a quick squiggle ! lol

yep were not seeing $2314 sp probably in my life time! ($3.9 Tril !!! MC)
All good mate whats a few trillion between friends😉
 
  • Haha
  • Like
  • Fire
Reactions: 21 users

VictorG

Member
I am starting to think that it may be possible that in 7-10 yrs or sooner we may see a SP similar to that of Googles - Alphabet A share price...........$2,314. :eek:

That equates to $3.9 Bil Market cap BRN.

Yak52
Sorry @Yak52 I only work in $Trillions. I trust your $3.9 billion was a typo, what's $3.5 trillion between friends anyway!
 
  • Like
  • Haha
  • Fire
Reactions: 13 users

yogi

Regular
But the partnership can be either way isnt it. Has any one thought of BRN using ARM IP :)
 
  • Like
Reactions: 5 users
OK. I have had some feedback and this is the situation with Socionext they are a supplier and vendor.
Accordingly they are not defined as a partner by Brainchip.

The site was officially put up at the direction of the CMO and it transpired that Mother's Day in the US was not something which the web designer had taken account of when agreeing and so a couple of the staff that Brainchip expected to access were not available when they should have been.

The bottom line is the reference to ARM and Edge Impulse is REAL. The site is real.

They are working furiously on the site now and should have it up to scratch this week.

If you find any errors/typos etc; can you forward a short email to Tony Dawe advising of same with a clear reference to where you found them: tdawe@brainchip.com

They will be corrected and as I said they are trawling through the site as I type for this purpose.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
  • Love
Reactions: 90 users
Top Bottom