BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
smoothsailing18
Regular
Price sensitive wtf
TheDrooben
Pretty Pretty Pretty Pretty Good
Material overtime…well f… me dead!
Is this the one?
No fluff here, we always knew IP would be the longer route, but more profitable.
Would be interested on people’s thoughts on turnaround for when revenue kicks in. I’m thinking 18 months- we are taking a cut from sales. So we have a fair way to go, but my god it’s a licence. Long time between drinks since the Renasas and Megachips announcements!
Good luck to all and hopefully we are on an upward trajectory from now on!! Less shorts to get burnt these days.
Let’s go!!
buena suerte :-)
BOB Bank of Brainchip
Pom down under
Top 20
FJ-215
Regular
So we finally have a price sensitive announcement that contains no financial information.
How much are we spending on this collaboration?
How much are we going to earn for reaching any of the "milestones"?
What percentage will the royalties be?
Call me cynical but this reads like an example of the type of ramping announcement that the BoD claim they won't release due to ASX rules.
How much are we spending on this collaboration?
How much are we going to earn for reaching any of the "milestones"?
What percentage will the royalties be?
Call me cynical but this reads like an example of the type of ramping announcement that the BoD claim they won't release due to ASX rules.
perceptron
Regular
Great news. Great to see the various iterations of Akida used/implemented by different companies. First mover with ADK2000. Interested to see what product EDGEAI develops. A great milestone and well done to the team at Brainchip.
smoothsailing18
Regular
Fkin clown.
Bravo
Meow Meow 🐾
Hi FJ,
The agreement includes something that is pretty unusual for large semiconductor IP deals which is that terminable by EDGEAI without cause on one month’s written notice.
This indicates to me that EDGEAI may still be evaluating Akida or may be early in their design process. So the deal is real, but not necessarily guaranteed to reach production, whihc might also explain why no financial figures have been disclosed at this stage??
It states "The license is global and non-exclusive. The term will be for so long as EDGEAI continues to use the Akida IP, unless otherwise terminated. The agreement is terminable by EDGEAI without cause on one month’s written notice."
Re royalties, it says they will be tied to EDGEAI’s sales of products incorporating the licensed Akida technology. so, BrainChip would earn a percentage of the chips that include Akida, payable quarterly once commercial shipments begin.
Naturally, the value of those royalties will depend entirely on the eventual sales volumes of EDGEAI’s chips, which at this point remain unknown.
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Bravo
Meow Meow 🐾
EDGEAI already has an existing NPU, the EGAI-001S, which I noticed referenced on their website.
The EGAI-001S AI accelerator chip reportedly delivers around 4 TOPS of compute while consuming less than 1.5 W, placing it squarely in the low-power edge inference category.
Given that the announcement refers to integration into EDGEAI’s forthcoming SoC product line, it may be that they are planning to incorporate Akida 2 into a future generation of their products.
The EGAI-001S AI accelerator chip reportedly delivers around 4 TOPS of compute while consuming less than 1.5 W, placing it squarely in the low-power edge inference category.
Given that the announcement refers to integration into EDGEAI’s forthcoming SoC product line, it may be that they are planning to incorporate Akida 2 into a future generation of their products.
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