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Here is an opinion from Germany:
"04/13/2022 | 05:00
INFINEON, BRAINCHIP, NVIDIA – CHIP MARKET BEFORE THE NEXT WAVE
SEMICONDUCTOR
CRISPS
Due to the current events in connection with the Ukraine conflict and the announced sanctions against Russia, certain everyday goods are becoming scarce. Consumers are currently faced with empty supermarket shelves when it comes to sunflower oil, for example. It seems almost forgotten that the supply of semiconductors is still too scarce. This crisis could be exacerbated by the war. The reason is that the noble gas neon required for chip production could run out. Intel boss Gelsinger, on the other hand, assumes that the chip shortage will last until 2023.
Author: Stefan Feulner
ISIN: BRAINCHIP HOLDINGS LTD | AU000000BRN8 , NVIDIA CORP. DL-_001 | US67066G1040 , INFINEON TECH.AG NA ON | EN0006231004
CONTENTS:
1.) BRAINCHIP AT AN ATTRACTIVE LEVEL
2.) "MOST EFFICIENT SOLUTION EVER"
3.) FURTHER SETBACK POTENTIAL
4.) ANALYSTS LOWER THE THUMB
The author
STEPHEN FEULNER
Born in Franconia, he has more than 20 years of stock exchange experience and a broad network. His passion is analyzing a wide variety of business models and examining new trends.
_________________________________________________________________________________________________________________________________________________________
BRAINCHIP AT AN ATTRACTIVE LEVEL
It was without a doubt one of the outperformers in the first month of the current stock market year. The shares of the Australian company BrainChip Holdings, which also operates branches in the USA, India and France, almost quadrupled within a month from AUD 0.71 to AUD 2.25. The announcement that Mercedes wants to develop systems based on BrainChip's Akida hardware and software caused panic buying . Among other things, the technology makes the "Hey, Mercedes" voice control in the EQXX five to ten times more efficient than conventional voice control.
Since the beginning of February, the stock has been in a strong consolidation phase, which is not unusual for such an innovative technology company. The 78.6% correction level would be located at AUD 0.805 , which could offer an interesting entry opportunity in the long term. The stock, which is traded in Australia as well as in Frankfurt and the USA, is currently trading at AUD 0.865, the equivalent of EUR 0.59. The market value has melted to EUR 1.12 billion.
"MOST EFFICIENT SOLUTION EVER"
BrainChip, the world's first commercial manufacturer of neuromorphic AI chips, continues to work fundamentally on optimizing the Akida chip, which according to management represents "the most efficient AI solution ever produced". Ultra-low-power and high-performance, the Akida processor supports the growth of edge AI technology through the use of a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. With every transaction, Akida learns independently. The technology is therefore ideally suited for modern edge devices and is to be used in autonomous driving, IoT devices, in robotics, medical diagnostics or security technology.
A partnership has now been announced with SiFive, the founder and market leader of RISC-V computing. The respective technologies were combined to offer chip designers optimized AI/ML computing power at the edge of the network. For BrainChip, expanding the product portfolio is the opportunity to integrate Akida technology into a market-leading product offering, creating an efficient combination for edge computing.
FURTHER SETBACK POTENTIAL
The share of the largest developer of graphics processors and chipsets for personal computers, servers and game consoles, Nvidia, shows that corrections do not only affect innovative and new technology companies. After highs of USD 347.00, the US stock fell more than 35% to currently USD 219 . The correction does not appear to be over yet. The upward trend that has developed since the Corona low at the beginning of March 2020 is currently at USD 207.00. Should this be broken, prices in the range of USD 150.00 would be quite possible.
The analyst firm Baird caused red courses by downgrading Nvidia to “neutral” from previously “outperform”. In addition, the price target was massively reduced from USD 360.00 to currently USD 225.00.
ANALYSTS LOWER THE THUMB
The British investment house Barclays also lowered the price target for Infineon from EUR 45.00 to currently EUR 30.00 . The classification was left at "equal weight". After the extremely strong growth in the years 2020 to 2022, there are increasing signs of a short-term downturn in the semiconductor industry, analyst Keagan Bryce-Borthwick believes. In the long term, however, he remains optimistic about the entire industry.
On the other hand, the Munich-based company wants to increase the production of chips for the automotive industry. As a result, the plant in Indonesia is to be expanded. The production area was doubled by taking over the factory buildings at the Bantam site. Production should start in 2024, Infineon announced on Tuesday. Car division board member Thomas Kaufmann referred to the increasing demand for semiconductors for automobiles.
In terms of charts, the picture has clearly clouded over. If the price falls below the annual low of EUR 25.69, the next significant resistance would only be found at EUR 22.50.
According to industry experts, the semiconductor crisis is likely to keep us busy until at least 2023 . BrainChip is working on a real innovation with its Akida technology and is largely past its correction. In the case of Nvidia and Infineon , on the other hand, the technical picture is not yet sending any signs of relaxation ."
https://www.kapitalerhoehungen.de/kommentare/infineon-brainchip-nvidia-chipmarkt-vor-nachster-welle
"04/13/2022 | 05:00
INFINEON, BRAINCHIP, NVIDIA – CHIP MARKET BEFORE THE NEXT WAVE
SEMICONDUCTOR
CRISPS
Due to the current events in connection with the Ukraine conflict and the announced sanctions against Russia, certain everyday goods are becoming scarce. Consumers are currently faced with empty supermarket shelves when it comes to sunflower oil, for example. It seems almost forgotten that the supply of semiconductors is still too scarce. This crisis could be exacerbated by the war. The reason is that the noble gas neon required for chip production could run out. Intel boss Gelsinger, on the other hand, assumes that the chip shortage will last until 2023.
Author: Stefan Feulner
ISIN: BRAINCHIP HOLDINGS LTD | AU000000BRN8 , NVIDIA CORP. DL-_001 | US67066G1040 , INFINEON TECH.AG NA ON | EN0006231004
CONTENTS:
1.) BRAINCHIP AT AN ATTRACTIVE LEVEL
2.) "MOST EFFICIENT SOLUTION EVER"
3.) FURTHER SETBACK POTENTIAL
4.) ANALYSTS LOWER THE THUMB
STEPHEN FEULNER
Born in Franconia, he has more than 20 years of stock exchange experience and a broad network. His passion is analyzing a wide variety of business models and examining new trends.
_________________________________________________________________________________________________________________________________________________________
BRAINCHIP AT AN ATTRACTIVE LEVEL
It was without a doubt one of the outperformers in the first month of the current stock market year. The shares of the Australian company BrainChip Holdings, which also operates branches in the USA, India and France, almost quadrupled within a month from AUD 0.71 to AUD 2.25. The announcement that Mercedes wants to develop systems based on BrainChip's Akida hardware and software caused panic buying . Among other things, the technology makes the "Hey, Mercedes" voice control in the EQXX five to ten times more efficient than conventional voice control.
Since the beginning of February, the stock has been in a strong consolidation phase, which is not unusual for such an innovative technology company. The 78.6% correction level would be located at AUD 0.805 , which could offer an interesting entry opportunity in the long term. The stock, which is traded in Australia as well as in Frankfurt and the USA, is currently trading at AUD 0.865, the equivalent of EUR 0.59. The market value has melted to EUR 1.12 billion.
"MOST EFFICIENT SOLUTION EVER"
BrainChip, the world's first commercial manufacturer of neuromorphic AI chips, continues to work fundamentally on optimizing the Akida chip, which according to management represents "the most efficient AI solution ever produced". Ultra-low-power and high-performance, the Akida processor supports the growth of edge AI technology through the use of a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. With every transaction, Akida learns independently. The technology is therefore ideally suited for modern edge devices and is to be used in autonomous driving, IoT devices, in robotics, medical diagnostics or security technology.
A partnership has now been announced with SiFive, the founder and market leader of RISC-V computing. The respective technologies were combined to offer chip designers optimized AI/ML computing power at the edge of the network. For BrainChip, expanding the product portfolio is the opportunity to integrate Akida technology into a market-leading product offering, creating an efficient combination for edge computing.
FURTHER SETBACK POTENTIAL
The share of the largest developer of graphics processors and chipsets for personal computers, servers and game consoles, Nvidia, shows that corrections do not only affect innovative and new technology companies. After highs of USD 347.00, the US stock fell more than 35% to currently USD 219 . The correction does not appear to be over yet. The upward trend that has developed since the Corona low at the beginning of March 2020 is currently at USD 207.00. Should this be broken, prices in the range of USD 150.00 would be quite possible.
The analyst firm Baird caused red courses by downgrading Nvidia to “neutral” from previously “outperform”. In addition, the price target was massively reduced from USD 360.00 to currently USD 225.00.
ANALYSTS LOWER THE THUMB
The British investment house Barclays also lowered the price target for Infineon from EUR 45.00 to currently EUR 30.00 . The classification was left at "equal weight". After the extremely strong growth in the years 2020 to 2022, there are increasing signs of a short-term downturn in the semiconductor industry, analyst Keagan Bryce-Borthwick believes. In the long term, however, he remains optimistic about the entire industry.
On the other hand, the Munich-based company wants to increase the production of chips for the automotive industry. As a result, the plant in Indonesia is to be expanded. The production area was doubled by taking over the factory buildings at the Bantam site. Production should start in 2024, Infineon announced on Tuesday. Car division board member Thomas Kaufmann referred to the increasing demand for semiconductors for automobiles.
In terms of charts, the picture has clearly clouded over. If the price falls below the annual low of EUR 25.69, the next significant resistance would only be found at EUR 22.50.
FF
