Yoda
Regular
How about some steps for recovery of BRN share price? Would be a lot more relevant to everyone here.
BRN Discussion Ongoing
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Bravo
If ARM was an arm, BRN would be its biceps💪!
I just stumbled upon this article published in April which hints at neuromorphic computing as a possible new frontier for TSMC.
What’s the first name that will come to your mind when I say semiconductor companies? I guess it will be TSMC , Apple Silicon , Qualcomm , Intel, Mediatek, AMD and Nvidia. And what if I tell you that there is a single company which owns stakes in most of these companies? Won’t it be surprising?
Yes , it is. By the way, we are talking about the semiconductor foundry giant “TSMC”. With the latest addition to its bucket, “Intel”, in which TSMC seems to be acquiring a 20% stake in Intel Foundry Services. It is definitely surprising to see TSMC expanding its ownership in the semiconductor industry.
Over the years, TSMC has invested in over 6 companies operating under various businesses in the semiconductor industry (some of which later got merged), strategically positioning itself into the global semiconductor supply chain—from chip packaging to imaging and even processor IP giants like Arm.
TSMC stakes in major countries over the globe: WireUnwired report
Intel Foundry Services
Arm Holdings
Vanguard International Semiconductor
VisEra Technologies
Xintec Inc.
TSMC Solar
It will be really impressive to see what the future holds for TSMC.
Whatever your thoughts are, feel free to pen them down in the comments .
wireunwired.com
TSMC Holds Stakes in Over 6 Major Semiconductor Companies: Intel Just the Latest Addition.
- by Abhinav Kumar
- 8 April 2025
- 4 minutes read
What’s the first name that will come to your mind when I say semiconductor companies? I guess it will be TSMC , Apple Silicon , Qualcomm , Intel, Mediatek, AMD and Nvidia. And what if I tell you that there is a single company which owns stakes in most of these companies? Won’t it be surprising?
Yes , it is. By the way, we are talking about the semiconductor foundry giant “TSMC”. With the latest addition to its bucket, “Intel”, in which TSMC seems to be acquiring a 20% stake in Intel Foundry Services. It is definitely surprising to see TSMC expanding its ownership in the semiconductor industry.
Over the years, TSMC has invested in over 6 companies operating under various businesses in the semiconductor industry (some of which later got merged), strategically positioning itself into the global semiconductor supply chain—from chip packaging to imaging and even processor IP giants like Arm.
In this detailed WireUnwired article , we will try to have a complete list of companies in which TSMC has invested over time.
TSMC’s Most Strategic Investments: A Closer Look
TSMC stakes in major countries over the globe: WireUnwired reportIntel Foundry Services 
- Specialization: Contract chip manufacturing (foundry services for clients)
- TSMC’s Investment Year: 2025 (reportedly acquiring a 20% stake)
- Stake Sale: None yet — newly announced investment
- Strategic Benefit to TSMC: Strengthens its geopolitical influence and provides access to U.S. foundry operations
- Relevance Today: A bold move amidst the U.S.–China chip decoupling and onshoring trend
Arm Holdings 
- Specialization: Chip architecture and IP design — powering everything from smartphones to AI chips
- TSMC’s Investment Year: 2023 (participated in Arm’s IPO)
- Stake Sale: Partial exit reported in 2024
- Strategic Benefit to TSMC: Tightened synergy with key IP vendor, benefiting future chip design collaborations
- Relevance Today: Arm plays a central role in edge computing, smartphones, and data centre architecture
Vanguard International Semiconductor 
- Specialization: Mature-node chip manufacturing (display drivers, power management ICs)
- TSMC’s Investment Year: Mid-1990s; once held a majority stake
- Stake Sale: Gradual divestment, significantly reduced by 2014
- Strategic Benefit to TSMC: Helped shift legacy node production out of TSMC’s core fabs
- Relevance Today: Legacy nodes are still critical for automotive, industrial, and IoT applications
VisEra Technologies
- Specialization: CMOS image sensor backend processing
- TSMC’s Investment Year: 2003 (joint venture with OmniVision)
- Stake Sale: No known divestment — TSMC retains a strong presence
- Strategic Benefit to TSMC: Strengthens control over imaging pipeline in high-growth sectors
- Relevance Today: Image sensors are vital in smartphones, surveillance, and autonomous vehicles
Xintec Inc.
- Specialization: Wafer-level chip scale packaging (WLCSP)
- TSMC’s Investment Year: Early 2000s
- Stake Sale: Merged with Vanguard in 2017
- Strategic Benefit to TSMC: Expanded capabilities in advanced packaging — essential for 3D chips and AI hardware
- Relevance Today: Packaging innovations drive the next wave of performance scaling post-Moore’s Law
TSMC Solar
- Specialization: Photovoltaic solar module manufacturing
- TSMC’s Investment Year: 2009 (in-house renewable energy initiative)
- Stake Sale / Exit: Business shuttered in 2015 due to mounting losses
- Strategic Benefit to TSMC: Gave early insights into green tech and sustainability commitments
- Relevance Today: Although the venture failed, TSMC doubled down on clean energy with new net-zero goals
All the Companies TSMC Holds a Stake In (2025)
| Company | Country | Specialization | Investment Year | Stake Sale? | Strategic Benefit |
|---|---|---|---|---|---|
| Intel Foundry Services | USA | Foundry Operations | 2025 | No | U.S. presence & influence |
| Arm Holdings | UK | Chip IP Design | 2023 | Partial (2024) | IP synergy & design |
| Vanguard Semiconductor | Taiwan | Legacy Node Chips | 1990s | Yes (2014) | Offloaded legacy fab load |
| VisEra Technologies | Taiwan | Image Sensor Processing | 2003 | No | Image sensor edge |
| Xintec Inc. | Taiwan | WLCSP Packaging | 2000s | Merged (2017) | Advanced packaging |
| TSMC Solar | Taiwan | Solar Modules | 2009 | Exited (2015) | Green energy insights |
What’s Next for TSMC?
With the coming trends of neuromorphic computing, AI accelerators, etc., here’s what might be on TSMC’s radar next:
European foundries like GlobalFoundries or STMicro?
AI chip startups for low-power neuromorphic computing?
Design firms that create specialised chip IP?
Conclusion:
TSMC has tried to expand itself over various businesses within the semiconductor industry to make sure it remains competitive and diversified. With the latest acquisition of a 20% stake in Intel’s foundry business , it is strategically expanding itself into the US semiconductor industry.It will be really impressive to see what the future holds for TSMC.
Whatever your thoughts are, feel free to pen them down in the comments .
TSMC Holds Stakes In Over 6 Major Semiconductor Companies: Intel Just The Latest Addition. - WireUnwired
TSMC now owns shares in over [X] companies—including Intel’s foundry unit. Discover how the chipmaking giant is expanding its influence far beyond Taiwan.
wireunwired.com
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Bravo
If ARM was an arm, BRN would be its biceps💪!
Great find Manny!
ChatGPT said:
Here are the key implications of this SBIR topic on “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips” for BrainChip:
1. Defense & Government Relevance
- The US Department of the Air Force is actively funding efforts to map RF and radar signal processing algorithms—including MIMO, beamforming, STAP, and SAR—onto neuromorphic hardware.
- This indicates serious institutional interest in neuromorphic computing beyond academic or startup circles.
- For BrainChip, this helps validate Akida’s potential role in high-impact, defense-grade signal processing applications—expanding its target markets far beyond IoT or wearables.
2. Technical Fit & Capability
- The SBIR calls for converting Matlab/Python-developed RF and radar algorithms into on-chip neuromorphic models.
- BrainChip’s Akida supports spiking neural networks, temporal models, incremental learning, and has been demonstrated in edge signal tasks (e.g., seizure detection, cybersecurity, VOC sensing).
- This positions Akida as a technical match for the kinds of workloads the Air Force wants to map onto neuromorphic accelerators.
3. Commercial & Funding Opportunities
- SBIR Phase III emphasizes dual-use applications, meaning research can extend into commercial sectors such as autonomous vehicles, aerospace, remote sensing, and communications.
- BrainChip could either:
- Partner with SBIR awardees to co-develop integrated neuromorphic solutions,
- Or bid directly on upcoming SBIRs with its existing Akida IP.
4. Competitive Landscape & Strategy
- Other competitors are likely targeting neuromorphic defense applications (Intel Loihi, various startups, academic consortia).
- BrainChip’s earlier commercial traction with low-power neuromorphic CPUs gives it execution credibility.
- Participation in SBIR-aligned projects could provide:
- Credible benchmarks,
- Access to defense-grade use cases,
- And potentially accelerated adoption.
5. Implications Summary
| Implication | What It Means for BrainChip |
|---|---|
| Validation | Neuromorphic signal processing is mission-critical |
| Technical alignment | Akida is well-suited for RF and radar use cases |
| Partnership potential | SBIR awardees could be strategic Allies |
| Competitive positioning | Defense market credibility helps outpace rivals |
| Commercial upside | Dual-use projects expand addressable markets |
Final Verdict
This SBIR topic signals a confident strategic direction: neuromorphic computing as a core technology for defense and dual-use signal processing. For BrainChip, this offers a pathway to:- Collaborate on high-profile government projects,
- Validate Akida in mission-critical radar and RF platforms,
- Secure new contracts and enhance its competitive positioning in neuromorphic hardware.
ChatGPT said:
Here’s a detailed breakdown of how the AF242‑D015 SBIR opportunity and recent contract win impact BrainChip: 1. BrainChip is Already an Active Participant
- In December 2024, BrainChip secured a US$1.8 million SBIR contract from the Air Force Research Laboratory under topic AF242‑D015 — “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips” edgeir.com+14brainchip.com+14edge-ai-vision.com+14.
- The award signals a direct match with the topic’s objectives: mapping radar and RF signal processing algorithms onto Akida eenewseurope.com+13brainchip.com+13nasdaq.com+13.
2. Strategic Endorsement from Defense Community
- The award follows earlier, successful demonstrations of radar processing on COTS Akida hardware, and expands into developing TENN-optimized algorithms running on Akida 2.0 edgeir.com+15company-announcements.afr.com+15listcorp.com+15.
- It’s a strong validation from a major defense organization (AFRL), positioning BrainChip as a trusted provider for mission-critical, low-power signal processing.
3. Technical Alignment and Capability
- Use cases include:
- Decoding RF and radar waveforms (I/Q data, MIMO, STAP, SAR, micro-Doppler)
- Embedding these into SWaP‑C (size, weight, power, cost) constrained systems like drones, satellites, and robotics edge-ai-vision.com+14company-announcements.afr.com+14brainchip.com+14sbir.gov+1stocktitan.net+1.
- Akida supports spiking neural networks and real-time temporal processing, making it naturally suited for this type of work us.design-reuse.com+12neural-loop.github.io+12edgeir.com+12.
4. Partnerships Expanding Ecosystem
- BrainChip has partnered with Raytheon and ISL (Information Systems Laboratories) to apply Akida in radar signaling systems under this program arxiv.org+15hardwarebee.com+15eenewseurope.com+15.
- These collaborations enhance credibility by showcasing success in real-world, edge-military systems.
5. Broader Implications
| Area | Implication for BrainChip |
|---|---|
| Revenue & Funding | Direct government contract (US$1.8M) underlines new revenue streams |
| Tech Validation | Strong technical fit for radar/edge computing, timed with Akida 2.0 |
| Competitive Position | Early-mover advantage in defense-grade neuromorphic applications |
| Market Expansion | Opens doors to dual-use (military + commercial) radar/IoT systems |
| Ecosystem Partnerships | Raytheon & ISL involvement boosts deployment credibility |
Final Takeaway
This SBIR contract confirms BrainChip is not only a contender but a trusted supplier in defense-grade, low-power radar signal processing using neuromorphic hardware. It signals:- Commercial and strategic traction
- Technological maturity of Akida 2.0 in real-world signal processing
- Partnerships with leading defense integrators (Raytheon, ISL, subcontractors)
My uneducated thoughts...what the … 19 c??
Back on shorters radar, selling for tax happening or underperfomance shares are about to be given out again.
US bombing of Iran's nuclear sites is creating uncertainty on the markets.
Oil and gold are going up currently.
Oil supply might be getting tight and gold is still considered safe haven.
Speculative stocks like BRN are not popular during uncertain times.
So not really surprising that we drop today.
It’s not or, it’s and. We’ve long become a target of every possible negative force … an easy victim exposed to endless attacks. Honestly, what’s happened to the share price is just ridiculous.
And don’t come at me with the ‘war in Iran’ excuse. There’s war everywhere. First it was Iraq that was going to spark WW3, then Afghanistan, then Syria, then scattered conflicts in Africa, then tensions between Greece and Turkey, then China and Taiwan… and then came Ukraine.
Oh, and now it’s Iran. Of course… I forgot… they control the strait all the global shipping passes through, right? Yeah, there’s always a reason why things could escalate.
Maybe it’s finally time for things to change over there. I mean, the U.S. has plenty of experience with regime changes. That always goes well, doesn’t it? Sounds like a win already…
BUY THE F…IN DIPP …..WOHOOoo
It’s the end of the financial year. Have a beer.It’s not or, it’s and. We’ve long become a target of every possible negative force … an easy victim exposed to endless attacks. Honestly, what’s happened to the share price is just ridiculous.
And don’t come at me with the ‘war in Iran’ excuse. There’s war everywhere. First it was Iraq that was going to spark WW3, then Afghanistan, then Syria, then scattered conflicts in Africa, then tensions between Greece and Turkey, then China and Taiwan… and then came Ukraine.
Oh, and now it’s Iran. Of course… I forgot… they control the strait all the global shipping passes through, right? Yeah, there’s always a reason why things could escalate.
Maybe it’s finally time for things to change over there. I mean, the U.S. has plenty of experience with regime changes. That always goes well, doesn’t it? Sounds like a win already…
BUY THE F…IN DIPP …..WOHOOoo
FiveBucks
Regular
I need something harder than beer.
Why is our product not selling?
Are you not this guy which ist like
with obi ? Just saying man…Ps.. probably because they all know they can use it for free … “partnering is the key”
BrainChip is making it easier than ever for developers to build intelligent, low-power applications at the edge with the launch of its all-new Developer Hub—a dedicated portal designed to accelerate… | BrainChip
BrainChip is making it easier than ever for developers to build intelligent, low-power applications at the edge with the launch of its all-new Developer Hub—a dedicated portal designed to accelerate innovation on the Akida™ platform. Central to the hub is MetaTF, a toolkit that enables...
In the comments section, sorry if already posted.
Baneino
Regular
This is very positive news:
BrainChip is making it easier than ever for developers to build intelligent, low-power applications at the edge with the launch of its all-new Developer Hub—a dedicated portal designed to accelerate… | BrainChip
BrainChip is making it easier than ever for developers to build intelligent, low-power applications at the edge with the launch of its all-new Developer Hub—a dedicated portal designed to accelerate innovation on the Akida™ platform. Central to the hub is MetaTF, a toolkit that enables...www.linkedin.com
In the comments section, sorry if already posted.
View attachment 87485
Akida 2 will be practically usable even before it is installed in series devices.
It is a signal to the industry: "Start developing with Akida 2!"
Could lead to partnerships or pilot tests in the next few weeks.
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