BRN Discussion Ongoing

[equanimous]

Slim pickings I think, but the bit about the lessening of any blurring caught my eye.

channelnews : CES 2023, LG To Reveal New Smartphone Zoom Camera Module

It’s not just finished products that are revealed at CES 2023 LG Innotek a division of LG Electronics is set to take on Samsung and Sony in the camera module market with the release of an advanced ultra-compact optical zoom camera module for smartphones. LG Electronics got out of the mobile...

www.channelnews.com.au

I was thinking of LG earlier and to keep en eye out for CES 2023.

LG

Neuromorphic

thestockexchange.com.au

 

[wilzy123]

I was thinking of LG earlier and to keep en eye out for CES 2023.

LG

Neuromorphic

thestockexchange.com.au

CES 2023

 

[Boab]

CES 2023

View attachment 25369

Me too

 

[Fact Finder]

View attachment 25371

Me too

And why would you not be.

The following is more than enough to get Big Kev going but as we know Socionext is not the only one:

"Advanced AI Solutions for Automotive​

Partnering with BrainChip, Socionext utilizes Brainchip's Akida processor IP for real-time smart sensor data platforms leveraging customizable AI. The Akida provides neuromorphic, result-based computation ending with performance, a minimal silicon footprint, and a lower consumption of energy.

At CES, Socionext is displaying its 7nm and 5nm process technologies delivering automotive compliant SoCs enabling efficient safety as software development and system verification are ensured.

Have a gander at Socionext’s products and services at the CES Vehicle Tech and Advanced Mobility Zone, located in the Las Vegas Convention Center, North Hall, Booth 10654. CES runs from January 5-8, 2023."

I find it worthwhile to reflect on how excited we would have all been 2 years ago if the above announcement had been made as a one off achievement by Brainchip.

Today though it is but one part of a continuing narrative of engagement after engagement with major tech industry players including RENESAS, MEGAGHIPS, ARM and INTEL not to mention the major player in automotive industry for over 100 years MERCEDES BENZ.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

I am not sure if this article has been posted but with so many of Brainchip's recently announced partners pushing AKIDA technology in the automotive space such as RENESAS, ARM, SOCIONEXT, MEGACHIPS, PROPHESEE, MERCEDES BENZ AND NVISO for example in my opinion it has ramifications worth repeating:

"Auto chips seen as biggest revenue producer in ‘23: KPMG survey​

By Matt HamblenDec 15, 2022 12:41pm
kpmgGSAchip shortageAutomotive

A survey of 151 global chip executives put chips for autos at the top of the list of revenue producers in 2023. (Getty Images)
With a shortage of chips during the pandemic hurting the automotive sector especially hard alongside an explosion of investment in electric vehicles and self-driving cars, it might come as no surprise that chip executives are laser focused on chip revenues from the auto sector.


In fact, a new survey of 151 chip executives conducted by KPMG and the Global Semiconductor Alliance found the automotive sector will be the most important revenue driver in 2023, pushing wireless communications into second place from its previous top spot. Wireless chips have long been seen as a top revenue driver in many of the 18 years of the survey.


Other chip categories were further down the list with metaverse ranked last out of 10 in importance for driving chip revenue in 2023. Internet of things, cloud computing and AI ranked third, fourth and firth in terms of importance. More than half of GSA’s survey respondents work at companies with more than $1 billion in annual revenue and about a third were US based.
KPMG predicts auto chip revenues will reach $200 billion by the mid-2030s and surpass $250 billion by 2040. Revenues are now about $50 billion in the auto category, but will see 8% annual growth, according to KPMG.
“The automotive industry has been at the short end of the stick from a supply chain perspective,” said Lincoln Clark, a partner and global semiconductor practice leader at KPMG US in an interview with Fierce Electronics. “How auto learns from that experience going forward [will be interesting] to watch as the need for chips is only going to expand with EV and cars, hybrid and electric.”

The auto industry needs a variety of chips and plenty of them. Most modern cars need more than 1,000 chips, a number expected to double as more self-driving features are introduced. Modern chips serve needs for electrical connections and power management, connectivity to wireless (including logic and memory chips) and ADAS (sensors, MCUs and GPUs).
“Auto OEMs and tier one suppliers have changed the way they think about semiconductors,” said Irene Signorino, KPMG managing director. “Before, chips were not a priority, but with the shortage they are thinking strategically.”
Clark also noted an emerging trend in the industry with carmakers bringing chip design and development in-house.
Other findings

Labor: Finding engineers and other talent is the number one issue of chip executives, according to the survey.
“Demand for talent is very difficult and [chip companies} are competing with big tech,” Clark noted.
Despite the ongoing spate of high tech layoffs in late December, the survey—conducted in the fourth quarter—found 71% of respondents anticipate increasing their global workforce in 2023.
Chip shortage: 65% said the chip supply shortage will ease in 2023, while 20% think it will last into 2024 or later. 15% see supply and demand in balance for most products.
Russia-Ukraine war: 29% see the war materially impacting the supply chain in 2023, down from 39% in a shorter survey done in May 2022."

Can this constant positioning of Brainchip and AKIDA technology in the right place at the right time simply be occurring as a result of dumb luck or do those in charge at a Board and Key Management level actually deserve credit.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Rise from the ashes]

And why would you not be.

The following is more than enough to get Big Kev going but as we know Socionext is not the only one:

"Advanced AI Solutions for Automotive​

Partnering with BrainChip, Socionext utilizes Brainchip's Akida processor IP for real-time smart sensor data platforms leveraging customizable AI. The Akida provides neuromorphic, result-based computation ending with performance, a minimal silicon footprint, and a lower consumption of energy.

At CES, Socionext is displaying its 7nm and 5nm process technologies delivering automotive compliant SoCs enabling efficient safety as software development and system verification are ensured.

Have a gander at Socionext’s products and services at the CES Vehicle Tech and Advanced Mobility Zone, located in the Las Vegas Convention Center, North Hall, Booth 10654. CES runs from January 5-8, 2023."

I find it worthwhile to reflect on how excited we would have all been 2 years ago if the above announcement had been made as a one off achievement by Brainchip.

Today though it is but one part of a continuing narrative of engagement after engagement with major tech industry players including RENESAS, MEGAGHIPS, ARM and INTEL not to mention the major player in automotive industry for over 100 years MERCEDES BENZ.

My opinion only DYOR
FF

AKIDA BALLISTA

Yet when I show my family links regarding the above information all I get is the sound of cricket's . .. I then proceed to take their pulse just to check if they are still alive.

 

[scanspeak]

Apologies if already posted.

 

[Schnitzel lover]

"hope of a decent turn over the coming months.."

Keen to know the signs you're seeing because this can be said by anyone without looking a chart too.

And there are no guarantees on the market. Market could side trend for years or go down before turning so everything is a possibility. The second paragraph sounds a bit confident, but market has a funny way of humbling the best of traders and investors.

The Macro I have cited the resources to follow up on if interested..

The charts are done from a trading point of view.. And I know how much people on public forums love traders .

However, if interested these were done from the point of view of long entries and some supply and demand technical analysis points of view..

Some people may benefit from seeing where there are good buying inflection points and when moves are likely to work better..

As is the case, earnings increasing qtr on qtr and year on year from a companies early stages of revenue growth is where the large gains can be made..

In any event, I hope some may find some value in these below charts tracing back from listing as BRN after the Aziana Takeover..

View attachment 25373

View attachment 25374

View attachment 25375
No text here. However highlighting that moves of over 50% retracements from a peak often mean lower prices are coming.
Three big waves down over 2 years and notice how it really flattens into Q1 2020

Correction**silicon on chip

**Fractal meaning to me is that short term time frame under 4-5 weeks where the price forms a descending wedge type of shape

**RHS “Right hand side” basically meaning consolidation.

**V moves or spike up moves which often fail unless they come after a constructive base..

Hope you can read the print here. There’s a lot of valuable information in this chart. Namely trendline with the use of the 20EMA moving average as a reliable inflection point.
Then the chart breaks out of its 1yr base, or two if you count from the Sep 2020 move.. I kind of feel that this eventual move to $2.30+ would have held if BRN was at royalty revenue stage which is what makes the next big move all the more important

This takes us to the present. We have signs of price flattening out and volume retraction again. The move from late November to present is the first sign for a turn back up, which is a low base fractal. Now we want to see it push above its 20EMA.. We know the buying and selling is reacting to quarterly and half year reports.. The chart is telling me we may get some sort of a move shortly in anticipation of more licensing agreements or news relating to tape outs and or progress toward revenue increases.. I would expect a price rise before it is in the news and reports.. As per those trend lines if the price is under those 20EMAs (blue line), then I draw another trend-line and start again..
**************

We have nearly 12 months of consolidation here.. It took 14-15 months to get some decent moves previously pre earnings, so any moves like we had into Sep 2020 and Jan 2022 are a chance to push a lot higher with what we hope is increasing earnings assisting…

Something to absorb for those who are interested in buying inflections and or timing factors..

 

[Schnitzel lover]

The Macro I have cited the resources to follow up on if interested..

The charts are done from a trading point of view.. And I know how much people on public forums love traders .

However, if interested these were done from the point of view of long entries and some supply and demand technical analysis points of view..

Some people may benefit from seeing where there are good buying inflection points and when moves are likely to work better..

As is the case, earnings increasing qtr on qtr and year on year from a companies early stages of revenue growth is where the large gains can be made..

In any event, I hope some may find some value in these below charts tracing back from listing as BRN after the Aziana Takeover..

View attachment 25373

View attachment 25374

View attachment 25375
No text here. However highlighting that moves of over 50% retracements from a peak often mean lower prices are coming.
Three big waves down over 2 years and notice how it really flattens into Q1 2020

View attachment 25376

Correction**silicon on chip

View attachment 25377
**Fractal meaning to me is that short term time frame under 4-5 weeks where the price forms a descending wedge type of shape
View attachment 25379
**RHS “Right hand side” basically meaning consolidation.

View attachment 25380
**V moves or spike up moves which often fail unless they come after a constructive base..

View attachment 25381

Hope you can read the print here. There’s a lot of valuable information in this chart. Namely trendline with the use of the 20EMA moving average as a reliable inflection point.
Then the chart breaks out of its 1yr base, or two if you count from the Sep 2020 move.. I kind of feel that this eventual move to $2.30+ would have held if BRN was at royalty revenue stage which is what makes the next big move all the more important

View attachment 25382

This takes us to the present. We have signs of price flattening out and volume retraction again. The move from late November to present is the first sign for a turn back up, which is a low base fractal. Now we want to see it push above its 20EMA.. We know the buying and selling is reacting to quarterly and half year reports.. The chart is telling me we may get some sort of a move shortly in anticipation of more licensing agreements or news relating to tape outs and or progress toward revenue increases.. I would expect a price rise before it is in the news and reports.. As per those trend lines if the price is under those 20EMAs (blue line), then I draw another trend-line and start again..
**************

We have nearly 12 months of consolidation here.. It took 14-15 months to get some decent moves previously pre earnings, so any moves like we had into Sep 2020 and Jan 2022 are a chance to push a lot higher with what we hope is increasing earnings assisting…

Something to absorb for those who are interested in buying inflections and or timing factors..

Start with these.. I think the 2015 to 2020 charts were cut.. So below three are the intended first three charts. They are important for context.

 

[scanspeak]

Learn how to get some hands on real-world experience with A.I.

 

[Schnitzel lover]

Start with these.. I think the 2015 to 2020 charts were cut.. So below three are the intended first three charts. They are important for context.

View attachment 25383

View attachment 25384

View attachment 25385

The Undercut is generally the first move before a low base fractal but how long is a piece of string and they’re often hard to catch, so I left that out.

 

[chapman89]

Long term mindset always wins!

 

[Deadpool]

Yet when I show my family links regarding the above information all I get is the sound of cricket's . .. I then proceed to take their pulse just to check if they are still alive.

Don't worry mate, they will probably resemble this in the not too distant future, and be calling you the messiah.


.

 

[Rise from the ashes]

Don't worry mate, they will probably resemble this in the not too distant future, and be calling you the messiah.


.

Same peeps I was telling it was a screaming buy at 3c-10c eventually they caved and bought @ 17.5 -18 c
All of them including friends only concentrate on the share price and have basically zero regard how it got there.
LoL I'm a sucker for punishment. One day they might open their eyes.

 

[equanimous]

A Christmas thought bubble.

Assume you are head of the foundry arm of a major technology company.

Assume you are considering the inclusion of a revolutionary one of a kind neuromorphic technology IP from a small Australian based technology company into your portfolio.

Would you simply accept the small Aussie company’s assurances as to what it does or would you require it to be internally tested and validated?

If as seems logical you would require it to be tested and validated internally would you:

a) Ask your Von Neumann compute experts to undertake the test and validation; or

b) Ask your Neuromorphic research arm under the control of a world renowned neuromorphic technology thought leader to undertake the test and validation.

Having most likely chosen option b). would you not also ask the Australian company to provide it’s claimed performance figures so that the testing and validation can be undertaken in some sort of context.

Assuming the end result is that the decision is favourable to the Australian company and its IP is to be included in your foundry IP portfolio would you not also require as part of the technical details you will make available to customers interested in the IP the results of benchmarking so you can allow customers to weigh up the relative advantage and disadvantage of adopting any particular IP.

Once again would you simply accept the benchmarking results from the Australian company or would you ask your internal experts to verify that these performance comparisons are accurate.

Again I think it likely you would be reluctant to simply accept the word of the Australian company and would ask for confirmation of the benchmarks by your own internal experts.

So taking the above train of thought and applying it to a known fact, being that, the Australian company Brainchip has told shareholders it is working on benchmarking AKIDA. Would it not seem likely that the results have been provided to Intel Foundry and that Intel have also verified the results prior to announcing the inclusion of the AKIDA IP.

This being so then could it not be that one part of the Rob Telson ‘more to come’ at CES 2023 might be the public release of the AKIDA technology benchmarking as verified by Intel???

My speculation only so DYOR
FF

AKIDA BALLISTA

Something like this.

First they ignore you, then they laugh at you, then they fight you, then you win.

Mahatma Gandhi

 

[wilzy123]

The Macro I have cited the resources to follow up on if interested..

The charts are done from a trading point of view.. And I know how much people on public forums love traders .

However, if interested these were done from the point of view of long entries and some supply and demand technical analysis points of view..

Some people may benefit from seeing where there are good buying inflection points and when moves are likely to work better..

As is the case, earnings increasing qtr on qtr and year on year from a companies early stages of revenue growth is where the large gains can be made..

In any event, I hope some may find some value in these below charts tracing back from listing as BRN after the Aziana Takeover..

View attachment 25373

View attachment 25374

View attachment 25375
No text here. However highlighting that moves of over 50% retracements from a peak often mean lower prices are coming.
Three big waves down over 2 years and notice how it really flattens into Q1 2020

View attachment 25376

Correction**silicon on chip

View attachment 25377
**Fractal meaning to me is that short term time frame under 4-5 weeks where the price forms a descending wedge type of shape
View attachment 25379
**RHS “Right hand side” basically meaning consolidation.

View attachment 25380
**V moves or spike up moves which often fail unless they come after a constructive base..

View attachment 25381

Hope you can read the print here. There’s a lot of valuable information in this chart. Namely trendline with the use of the 20EMA moving average as a reliable inflection point.
Then the chart breaks out of its 1yr base, or two if you count from the Sep 2020 move.. I kind of feel that this eventual move to $2.30+ would have held if BRN was at royalty revenue stage which is what makes the next big move all the more important

View attachment 25382

This takes us to the present. We have signs of price flattening out and volume retraction again. The move from late November to present is the first sign for a turn back up, which is a low base fractal. Now we want to see it push above its 20EMA.. We know the buying and selling is reacting to quarterly and half year reports.. The chart is telling me we may get some sort of a move shortly in anticipation of more licensing agreements or news relating to tape outs and or progress toward revenue increases.. I would expect a price rise before it is in the news and reports.. As per those trend lines if the price is under those 20EMAs (blue line), then I draw another trend-line and start again..
**************

We have nearly 12 months of consolidation here.. It took 14-15 months to get some decent moves previously pre earnings, so any moves like we had into Sep 2020 and Jan 2022 are a chance to push a lot higher with what we hope is increasing earnings assisting…

Something to absorb for those who are interested in buying inflections and or timing factors..

If only any of that had any relevance to company progress.... if only...

 

[miaeffect]

IS ASX OPEN YET??!!!!

 

[Dhm]

CES coming up soon.

CES - The Most Powerful Tech Event in the World

CES® is the most powerful tech event in the world — the proving ground for breakthrough technologies and global innovators. Owned and produced by the Consumer Technology Association (CTA)®, CES is the only trade show that showcases the entire tech landscape at one event.

www.ces.tech

I might have missed some categories but there are plenty we could have major impact in.

 

[thelittleshort]

Long term mindset always wins! View attachment 25390

Footage of me timing my foray into the sharemarket in January 2022 to perfection lol fml

 

[equanimous]

CES coming up soon.

CES - The Most Powerful Tech Event in the World

CES® is the most powerful tech event in the world — the proving ground for breakthrough technologies and global innovators. Owned and produced by the Consumer Technology Association (CTA)®, CES is the only trade show that showcases the entire tech landscape at one event.

www.ces.tech

I might have missed some categories but there are plenty we could have major impact in.

View attachment 25402

Hi DHM, you missed a couple.

Regards EQ.