BRN Discussion Ongoing

Frangipani

Top 20
Our camera solutions and the Renesas platform work together to serve a wide range of applications in a variety of industries that require an ideal power-to-performance ratio.

These include cutting-edge applications like agriculture robots, self-checkout, intelligent traffic management systems, sports analytics systems, and more.

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Interestingly, I had just come across that very company when googling for ToF sensors… 😉

 
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Quatrojos

Regular
What’s your thoughts as to whether customers are going to wait for the 2.0 hardware development kits to to trial and prototype before signing licenses?
Have they even been tapped out?
Tapped out is how shareholders feel...
 
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Just to show how difficult a complete view can be:

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By the way, that BNP Paribas Clearstream Account with 4,47% belongs to the German Stock Exchange and bundles investments of the German industry.
Still a very interesting question, who's behind that Citicorp nominees account. Could easily add one more percent and install a non-exec director at the company. So maybe this could be the validation of a potential customer.
Citi Corp is Anil, if I recall correctly. Don't take my word for it.
 
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Huge show coming up, the 2023 Japan Mobility Show (26th October to 5th November):


I've also attached a list of the exhibitors, which includes Mercedes Benz and Valeo.


Plenty to look out for.
 

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Boab

I wish I could paint like Vincent
Another little update to the website. Apologies if already posted
EDGx.jpg
 
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Diogenese

Top 20
What’s your thoughts as to whether customers are going to wait for the 2.0 hardware development kits to to trial and prototype before signing licenses?
Have they even been tapped out?
Yes, Some customers reviewing Akida 1 did put their research on hold to wait for Akida 2. I imagine they would have been pretty unhappy if they found out about Akida 2 shortly after they started making Akida 1.

However, there will probably be a number of customers for whom Akida 1 is more than adequate. There will be a pricing differential for the added functionality of Akida 2.

We know Renesas taped out several months ago, and we know that MegaChips was involved in the "back end" design of Akida 1500. The rest is silence.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

 
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Shadow59

Regular
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

Also bad news for SiFive
 
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rgupta

Regular
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

And can be bad news for us as well. As we work closely with Sifive.
 
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rgupta

Regular
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

How they will stop arm either? Arm have a full fledged presence in china.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Also bad news for SiFive
Will be interesting to see how this pans out as some reports suggest that crackdowns and restrictions are doomed to fail.
 
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rgupta

Regular
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

Does it mean that the tussel is going on for quite a time now. That is why LDN openly claimed we will not need Chinese money for brn developments.
I assume brainchip is well aware of those developments and should be benefitted by hiding themselves from Chinese money.
 
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Diogenese

Top 20
An interesting development as U.S. lawmakers are pushing to limit American corporate engagement with open-source chip technology RISC-V, alleging that it aids Beijing’s semiconductor goals and could potentially compromise US national security.

Good news for Arm 💪 but bad news for Qualcomm I guess, considering they're working heavily with RISC-V chips.

But ... but ... but, ARM ha(s/d) a major presence in China ... !!!???
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
But ... but ... but, ARM ha(s/d) a major presence in China ... !!!???
I suppose that's why they beefed up the IPO filing’s 330-page prospectus. Chinese market accounts for about a quarter of Arm's revenue.

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And can be bad news for us as well. As we work closely with Sifive.
Would need to check but I'm not sure SiFive architecture etc is open source.

Some of their software, tools, specs etc might be.

So, could be ok for them and us if they tied into the US and allies plus have the difference of being more secure in some aspects?
 
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Tothemoon24

Top 20

A day later, there was another signal that Big Tech is ready to build devices around generative AI. Several publications reported that OpenAI, the company behind ChatGPT, is engaged in talks with LoveFrom, the industrial design firm founded by former Apple Inc. hardware wizard Jony Ive, about creating a venture to build “the iPhone of artificial intelligence.” There were few details, other than that Masayoshi Son, the chairman and chief executive officer of SoftBank Group Corp., is ready to invest $1 billion into the venture and that Ive is demoralized by the addictive elements of smartphones and wants to use AI to find an alternative.
 
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equanimous

Norse clairvoyant shapeshifter goddess
Rise of Edge AI: The Future of Real-Time AI Solutions at the Source





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Interesting this last slide notes that partnerships remain key due to rising complexity.
 

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Dhm

Regular
Yes, Some customers reviewing Akida 1 did put their research on hold to wait for Akida 2. I imagine they would have been pretty unhappy if they found out about Akida 2 shortly after they started making Akida 1.

However, there will probably be a number of customers for whom Akida 1 is more than adequate. There will be a pricing differential for the added functionality of Akida 2.

We know Renesas taped out several months ago, and we know that MegaChips was involved in the "back end" design of Akida 1500. The rest is silence.
I would imagine there are many companies who's products only need Akida 1. Like Fridge companies using the olfactory sensors (the meat/milk/last weeks dinner is off) and doorbell companies, non high tech drones, facial recognition, fatigue recognition, less sophisticated robotic situations, cost and wattage effective CCTV, smoke alarms and hundreds of similar functions that are in need of vast improvement compared to current standards.
 
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Mws

Regular
No worries Papa. Hope Mama is doing well. 🤣
I take your point, which is why I included that rousing clip which puts a lump in my throat and brings a tear to my eye still, after all these many years and even though I know its from a movie and is engineered to manipulate my emotions...............🤣
We are merely human and have buttons that can be pushed.
I get that.
I just think that even if Sean or Antonio or even PVDM got on the horn and delivered as effective a speech as that, without any credible corroborating news of substance to back it up, then, the next day or the next week when the share price slips another couple of cents we are in an even worse position because managements authority will have been further eroded.

If they had anything of substance beyond what has already been released, they would have done so already.

The situation has not actually fundamentally changed.
It still looks promising from their end.
More and more potential customers are evaluating our offering.
More and more partners, associates and colleagues are joining our, or inviting us to join their, eco-systems.
Stuff is happening.
It's just taking longer than any of us, including our board and management, would like, to tick over that point where it becomes visible to those outside the deal room.

We here are luckier than most in that we get to see hints of just what may be around the corner and have the support of other like minded BRNiacs.

But we certainly are being tested and it is not surprising that some are reaching their limit.

I don't picture Sean or any of the crew cowering in any ivory tower.
Having met some of them, my impression is of driven professionals executing a plan, writ with the benefit of previous successful experience, guiding our company in uncertain and definitely choppy waters.
But, like any of us, subject to the whims of others and operating in a competitive environment where not everything is within their ultimate control.
And also like us, without the benefit of hindsight, beforehand. 🤣

It just takes as long as it takes.
And we just have to suck it up.
Like people have had to, all throughout history. 🤣


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