BRN Discussion Ongoing

[skutza]

Exactly ... from Tony's response it seems BRN didn't even submit the tape out announcement to the ASX for publication. Just decided amongst themselves it would constitute ramping rather than reporting a very significant technical milestone.

Hi MCM,

You seem disappointed by this? While I can understand that some don't like the companies choices on this, and even comparing them to WBT..... I am happy that the management are treating this company as an ASX 200 company where they don't feel the need to "ramp" it up with fluff and feed the traders and shorters of the markets.
So here is a thought, concern for those comparing WBT with BRN. How long before the shorters and manipulators realize that BRN already have a product and this 4c shows growth. Not just them but also investors that start to see BRN through different googles? Well we know that many of the shorters have already made quite the pretty penny on this "meem " stock and sooner or later they are going to have to buy back many many millions of shares, before their profits disappear in an instant something big appears!
So they cash in and they are cashed up where do they look for their next big short? Well they may just look at another tech stock that does like to throw around ASX announcements like they are free and a marketing tool. WBT? Lets have a quick look how close WBT are coming to BRN in regards to MC, shall we?

In the big picture, there really isn't a huge gap in the 2 companies MC. However we are a Meem stock? We are the company that gets all the MF articles etc etc. Why? Because the ASX is a corrupt wasteland? Hey I'm not saying they are, just posing a question? I know if I shorted stocks, I believe one of these companies would be riper for the picking than the another. One ramps every chance they get, the other has already been shorter to hell. Short term ( 2 years) who are the more likely to deserve a $2-5 billion MC? Will WBT even have sales by then?

So yes we can compare in many ways, but I'm more than happy with the team at BRN. They are calm on the surface but what we don't see is what's happening under the calmness, but we are starting to see. IMO of course. I'm giddy.

disclaimer, I had more than $1.2 Million in my super just in BRN, it's now under $350k, so I know the pain of loss, while I'm still well in the green, it doesn't necessarily hurt less, but I'm still gidddy (sorry to those holding WBT, just an example that others were using as a comparison.)

 

[The Pope]

Thanks for your response @Earlyrelease . Measured and respectful post.

May be a few ''respected, kind'' members could learn from your post on how to make a conversation without being abusive and still put out an opposing view.

Hi bacon,

I agree with your thoughts.
My only question is what is still the difference between the WBT and BRN tape out announcement is that BRN are playing by rules etc, that is fine and I’m sure all TSE agree with that approach being a BRN shareholder
What I would want to know is if WBT received a black mark against their name after posting their tape out news on ASX.
Does ASX management have to check the companies announcement material prior to issuing on ASX? If so, then there is the one inconsistency especially if they are not yellow or red carded for doing so.
All good Wilzy, towny and others just some thoughts. Big hugs and you are forgiven. Lol

 

[The Pope]

There hasn't been much talk about some of the finer points.
One I particularly like,
We expect our next
reference chips (plural) to be delivered in Q2 of this year.

Yep, as I mentioned a few days ago, I suggested the AKIDA 2.0 could line up with the AGM meeting in May 23. Maybe just before the meeting.

 

[White Horse]

Thank you for sharing @BienSuerte

The question still remains.

Why does ASX have 2 different rules for 2 different companies on the same type of news?

Why is it a company such as WBT able to make this news ''price sensitive'' and BRN has to put out a Twitter post/media article?

What is the standard practice? Treating 2 companies differently on the same sort of news - the way I see it is discriminatory from ASX.

Below is the WBT announcement. Once you have read it, please read the BRN media release.



( On that note, GF and CE-Leti are in partnership )



View attachment 28245

Sounds very familiar. Wonder who the FAB is.?

Weebit Nano Limited (ASX:WBT, Weebit or the Company), a leading developer of next-generation memory
technologies for the global semiconductor industry, has taped-out (released to manufacturing) demonstration
chips integrating its embedded Resistive Random-Access Memory (ReRAM) module in an advanced 22nm FD-SOI
(fully depleted silicon on insulator) process technology.

 

[BaconLover]

Hi bacon,

I agree with your thoughts.
My only question is what is still the difference between the WBT and BRN tape out announcement is that BRN are playing by rules etc, that is fine and I’m sure all TSE agree with that approach being a BRN shareholder
What I would want to know is if WBT received a black mark against their name after posting their tape out news on ASX.
Does ASX management have to check the companies announcement material prior to issuing on ASX? If so, then there is the one inconsistency especially if they are not yellow or red carded for doing so.
All good Wilzy, towny and others just some thoughts. Big hugs and you are forgiven. Lol

I think what happened was we have had a huge runs over the last couple of years and retraced well too.
We have had a few Anns like NASA, Ford etc which caused massive runs after BRN was asked to ''please explain''.
We have plenty of organisations such as AFR, Motley Fools etc., their friends, other hedge funds, instos... who all would ask for a ''fair and reasonable'' market by reporting these to ASX (I say this because I know there are reporters on AFR who specialise in this sort of reporting and have listened to their side of story myself).
Unfortunately retails are not in their club so our reports will be in the bin straight away.

I believe WBT isn't having such huge volatility and is possibly flying under the radar already so they wouldn't have an issue. Their SOI is comparatively lower, at around 173 million and out of that around 34 million is with top 20. Not much room for the big guys to play around.

These are only my opinion only, dyor.

Sounds very familiar. Wonder who the FAB is.?

Weebit Nano Limited (ASX:WBT, Weebit or the Company), a leading developer of next-generation memory
technologies for the global semiconductor industry, has taped-out (released to manufacturing) demonstration
chips integrating its embedded Resistive Random-Access Memory (ReRAM) module in an advanced 22nm FD-SOI
(fully depleted silicon on insulator) process technology.

Exactly

 

[JK200SX]

There hasn't been much talk about some of the finer points.
One I particularly like,
We expect our next
reference chips (plural) to be delivered in Q2 of this year.

And this is most likely the reason for the couple of immediate short term vacancies (3-6months) that BRN have advertised for.

 

[wasMADX]

Hi MCM,

You seem disappointed by this? While I can understand that some don't like the companies choices on this, and even comparing them to WBT..... I am happy that the management are treating this company as an ASX 200 company where they don't feel the need to "ramp" it up with fluff and feed the traders and shorters of the markets.
So here is a thought, concern for those comparing WBT with BRN. How long before the shorters and manipulators realize that BRN already have a product and this 4c shows growth. Not just them but also investors that start to see BRN through different googles? Well we know that many of the shorters have already made quite the pretty penny on this "meem " stock and sooner or later they are going to have to buy back many many millions of shares, before their profits disappear in an instant something big appears!
So they cash in and they are cashed up where do they look for their next big short? Well they may just look at another tech stock that does like to throw around ASX announcements like they are free and a marketing tool. WBT? Lets have a quick look how close WBT are coming to BRN in regards to MC, shall we?

View attachment 28254
In the big picture, there really isn't a huge gap in the 2 companies MC. However we are a Meem stock? We are the company that gets all the MF articles etc etc. Why? Because the ASX is a corrupt wasteland? Hey I'm not saying they are, just posing a question? I know if I shorted stocks, I believe one of these companies would be riper for the picking than the another. One ramps every chance they get, the other has already been shorter to hell. Short term ( 2 years) who are the more likely to deserve a $2-5 billion MC? Will WBT even have sales by then?

So yes we can compare in many ways, but I'm more than happy with the team at BRN. They are calm on the surface but what we don't see is what's happening under the calmness, but we are starting to see. IMO of course. I'm giddy.
View attachment 28253



disclaimer, I had more than $1.2 Million in my super just in BRN, it's now under $350k, so I know the pain of loss, while I'm still well in the green, it doesn't necessarily hurt less, but I'm still gidddy (sorry to those holding WBT, just an example that others were using as a comparison.)

WOW. Great presentation. Did you use ChatGPT to assist?

 

[RobjHunt]

Great response. Thanks Tony and thanks @BienSuerte for posting. I do think most of it has been said before but it seems to need to keep repeating. All Tony missed out was......patience grasshopper......

No, just a good old fashioned…
Pantene

 

[Bravo]

Sounds very familiar. Wonder who the FAB is.?

Weebit Nano Limited (ASX:WBT, Weebit or the Company), a leading developer of next-generation memory
technologies for the global semiconductor industry, has taped-out (released to manufacturing) demonstration
chips integrating its embedded Resistive Random-Access Memory (ReRAM) module in an advanced 22nm FD-SOI
(fully depleted silicon on insulator) process technology.

 

[Fullmoonfever]

From a quick skim I couldn't see that TSMC uses FDSOI tech? Happy to be corrected.

Maybe this is part of the GF approach by BRN...additional tech / flexibility options?

Bit about FDSOI.

A Close Look at Major Microelectronics Challenges

To address the shortage of semi-conductors which continues to impact many sectors, including the automotive industry, and meet the growing need for electronic components, its production capacities must significantly increase.

www.leti-cea.com

Excerpt from mid 2022.

Where does CEA-Leti stand with regard to the European Chips Act?​

CEA-Leti supports the idea of creating three major drivers. One of the major drivers we have proposed would involve working on a technology that emerged in Europe, in our institute, FD-SOI. It is used to produce transistors, small switches that are indispensable to integrated electronic circuits and constituting the smallest processor value unit. Because it provides optimized energy consumption (with an energy saving of 30% compared to other technologies), FD-SOI is extremely interesting for 'embedded' markets, meaning electronics found in connected objects, autonomous cars, nomadic electronics, etc. Millions of connected loudspeakers or GPS microchips are now fitted with it. FD-SOI is also fueling smartphones, such as Google's latest pixel 6 Pro. Industrialized by STMicroelectronics, it is also sold by big companies such as Samsung and GlobalFoundries. FD-SOI is currently produced in 28 nm and 22 nm and will soon be available in 18 nm. To further improve the performance and energy efficiency of FD-SOI, the goal is now to move toward new electronic engineering technology, with ever-smaller 10-nanometer nodes that will meet low consumption market needs in 5 to 7 years. This miniaturization involves a major technological leap. Secondly (by 2026–2030), we will be focusing on GAA technology (Gate-All-Around, including a gate around the conduction channel) with nodes typically around 5 nm. One could say we've invented this technology (first publications in 2006 and first patent filed by CEA-Leti), which will constitute a breakthrough. The second major driver, supported by Imec, the Flemish Interuniversity Microelectronics Center, will be devoted to advanced generation FinFET chips — with nodes equal or less than 2 nm — which use the most advanced lithography techniques (Extreme UV) with equipment that will later be produced by Dutch world leader ASML. The third major driver, generated by the Fraunhofer Institute, in Germany, involves assembly and packaging, which will bring challenges in years to come.

Naturally, we will all need to work together, and we are in regular contact with both Imec and the Fraunhofer.


Also worth a skim through from a few years back.

FD-SOI Adoption Expands

FD-SOI Adoption Expands Technology shifts direction after years of competing directly with CMOS at advanced nodes.

semiengineering.com

 

[BaconLover]

Brainchippers after every 4 C




Take it easy guys. Have a great evening.

 

[FJ-215]

Hi all,

Happy enough with the numbers in the 4C. Without any new deals being announced, it was never going to be Earth shattering.

As for the rest, not so much. Yes, I did read Tony's response and I thank him for it. 10 out of 10 for style. Guess we will just have to agree to disagree.

We had a market sensitive announcement for the call on LDA to raise at least $15M with some of the proceeds to go towards taping out our next chip. Surely not a crime to inform the market that you have done just that. If the BoD are scared of up-ramping then just use the same wording from the 4C. That just bored the pants off the market.

Maybe we need Tony to write the next one, the man knows how to use words.

And only because we are raising capital, yes, the SP matters

 

[Townyj]

From a quick skim I couldn't see that TSMC uses FDSOI tech? Happy to be corrected.

Maybe this is part of the GF approach by BRN...additional tech / flexibility options?

Bit about FDSOI.

A Close Look at Major Microelectronics Challenges

To address the shortage of semi-conductors which continues to impact many sectors, including the automotive industry, and meet the growing need for electronic components, its production capacities must significantly increase.

www.leti-cea.com

Excerpt from mid 2022.

Where does CEA-Leti stand with regard to the European Chips Act?​

CEA-Leti supports the idea of creating three major drivers. One of the major drivers we have proposed would involve working on a technology that emerged in Europe, in our institute, FD-SOI. It is used to produce transistors, small switches that are indispensable to integrated electronic circuits and constituting the smallest processor value unit. Because it provides optimized energy consumption (with an energy saving of 30% compared to other technologies), FD-SOI is extremely interesting for 'embedded' markets, meaning electronics found in connected objects, autonomous cars, nomadic electronics, etc. Millions of connected loudspeakers or GPS microchips are now fitted with it. FD-SOI is also fueling smartphones, such as Google's latest pixel 6 Pro. Industrialized by STMicroelectronics, it is also sold by big companies such as Samsung and GlobalFoundries. FD-SOI is currently produced in 28 nm and 22 nm and will soon be available in 18 nm. To further improve the performance and energy efficiency of FD-SOI, the goal is now to move toward new electronic engineering technology, with ever-smaller 10-nanometer nodes that will meet low consumption market needs in 5 to 7 years. This miniaturization involves a major technological leap. Secondly (by 2026–2030), we will be focusing on GAA technology (Gate-All-Around, including a gate around the conduction channel) with nodes typically around 5 nm. One could say we've invented this technology (first publications in 2006 and first patent filed by CEA-Leti), which will constitute a breakthrough. The second major driver, supported by Imec, the Flemish Interuniversity Microelectronics Center, will be devoted to advanced generation FinFET chips — with nodes equal or less than 2 nm — which use the most advanced lithography techniques (Extreme UV) with equipment that will later be produced by Dutch world leader ASML. The third major driver, generated by the Fraunhofer Institute, in Germany, involves assembly and packaging, which will bring challenges in years to come.

Naturally, we will all need to work together, and we are in regular contact with both Imec and the Fraunhofer.


Also worth a skim through from a few years back.

FD-SOI Adoption Expands

FD-SOI Adoption Expands Technology shifts direction after years of competing directly with CMOS at advanced nodes.

semiengineering.com

I reaaaaally like this part..

 

[FJ-215]

There hasn't been much talk about some of the finer points.
One I particularly like,
We expect our next
reference chips (plural) to be delivered in Q2 of this year.

I had to read that a couple of times too. I believe they meant.......

BRN have released the design to Global Foundries and expect they will have the chips manufactured and returned to BRN in the 2nd quarter.

 

[Fullmoonfever]

I reaaaaally like this part..

View attachment 28258

Yep.

It does spark the question of whether the FDSOI choice was in part driven by potential / existing clients requesting same?

 

[Townyj]

Yep.

It does spark the question of whether the FDSOI choice was in part driven by potential / existing clients requesting same?

Exactly my thoughts.. Curious to see and hear more about it. Seems like more tetris blocks are falling into place. Slowly but Surely.

 

[Fullmoonfever]

Exactly my thoughts.. Curious to see and hear more about it. Seems like more tetris blocks are falling into place. Slowly but Surely.

Definitely prefer it to be like Tetris and not Jenga

 

[wilzy123]

Yep.

It does spark the question of whether the FDSOI choice was in part driven by potential / existing clients requesting same?

Exactly my thoughts.. Curious to see and hear more about it. Seems like more tetris blocks are falling into place. Slowly but Surely.

Thank you, for not posting cooked diatribe. Forum has really gone downhill last few days.

 

[Fullmoonfever]

Thank you, for not posting cooked diatribe. Forum has really gone downhill last few days.

Haha

I got plenty of that but figured not worth the fallout

 

[Dozzaman1977]

Hi MCM,

You seem disappointed by this? While I can understand that some don't like the companies choices on this, and even comparing them to WBT..... I am happy that the management are treating this company as an ASX 200 company where they don't feel the need to "ramp" it up with fluff and feed the traders and shorters of the markets.
So here is a thought, concern for those comparing WBT with BRN. How long before the shorters and manipulators realize that BRN already have a product and this 4c shows growth. Not just them but also investors that start to see BRN through different googles? Well we know that many of the shorters have already made quite the pretty penny on this "meem " stock and sooner or later they are going to have to buy back many many millions of shares, before their profits disappear in an instant something big appears!
So they cash in and they are cashed up where do they look for their next big short? Well they may just look at another tech stock that does like to throw around ASX announcements like they are free and a marketing tool. WBT? Lets have a quick look how close WBT are coming to BRN in regards to MC, shall we?

View attachment 28254
In the big picture, there really isn't a huge gap in the 2 companies MC. However we are a Meem stock? We are the company that gets all the MF articles etc etc. Why? Because the ASX is a corrupt wasteland? Hey I'm not saying they are, just posing a question? I know if I shorted stocks, I believe one of these companies would be riper for the picking than the another. One ramps every chance they get, the other has already been shorter to hell. Short term ( 2 years) who are the more likely to deserve a $2-5 billion MC? Will WBT even have sales by then?

So yes we can compare in many ways, but I'm more than happy with the team at BRN. They are calm on the surface but what we don't see is what's happening under the calmness, but we are starting to see. IMO of course. I'm giddy.
View attachment 28253



disclaimer, I had more than $1.2 Million in my super just in BRN, it's now under $350k, so I know the pain of loss, while I'm still well in the green, it doesn't necessarily hurt less, but I'm still gidddy (sorry to those holding WBT, just an example that others were using as a comparison.)

I'd vote this message as one of the best I've seen in a while.
It's interesting that a certain tool is writing articles about brainchip being a meme stock........ Isn't TESLA the biggest meme stock in the world, how have they performed in the last 5 years as a company and share price , let's us (BRN) be the next Tesla (successful Tech giant)