BRN Discussion Ongoing

[ForrestofHope]

Hi DAD,

Yes, as you correctly point out, Samsung have been interested in developing neuromorphic chips for a while. They make no secret of it. This is from an article dated Feb 2020.

Taken from the article:
Both Samsung Electronics and SK hynix are pouring huge amounts of money into computer chips processing information in the way human brains do….For what it called “on-device artificial intelligence,” Samsung Electronics said in July of last year that it was spurring its research institutes to develop NPUs that were optimized for deep-learning algorithms.

“It said it was investing heavily in the development of NPUs and other system semiconductors, aiming at positioning itself in the No. 1 slot by 2030 when it came the manufacture of system semiconductors. In this regard, it said the number of personnel working on NPUs will increase 10-fold to 2,000 by 2030.

But the ultimate goal of Samsung Electronics, SK hynix and other chip makers is to develop neuromorphic chips. SK hynix says, “By imitating the human brain’s structure, neuromorphic chips can recognize more diverse information such as atypical text, images, sounds and videos, as patterns.”

Samsung Electronics and SK hynix, as well as the Korean government, believe they are viable as global efforts to develop neuromorphic chips are in an initial stage.

The Ultimate Goal Is to Develop Neuromorphic Chips

It will not be Homo sapiens alone that will determine what their future will be like. Artificial intelligence will have a fair share of influence on shaping the future for Homo sapiens as well.That is the belief held by the Electronics and Telecommunications Research Institute (ETRI), which says art

www.wired.kr

 

[DerAktienDude]

Hi DAD,

Yes, as you correctly point out, Samsung have been interested in developing neuromorphic chips for a while. They make no secret of it. This is from an article dated Feb 2020.

Taken from the article:
Both Samsung Electronics and SK hynix are pouring huge amounts of money into computer chips processing information in the way human brains do….For what it called “on-device artificial intelligence,” Samsung Electronics said in July of last year that it was spurring its research institutes to develop NPUs that were optimized for deep-learning algorithms.

“It said it was investing heavily in the development of NPUs and other system semiconductors, aiming at positioning itself in the No. 1 slot by 2030 when it came the manufacture of system semiconductors. In this regard, it said the number of personnel working on NPUs will increase 10-fold to 2,000 by 2030.

But the ultimate goal of Samsung Electronics, SK hynix and other chip makers is to develop neuromorphic chips. SK hynix says, “By imitating the human brain’s structure, neuromorphic chips can recognize more diverse information such as atypical text, images, sounds and videos, as patterns.”

Samsung Electronics and SK hynix, as well as the Korean government, believe they are viable as global efforts to develop neuromorphic chips are in an initial stage.

The Ultimate Goal Is to Develop Neuromorphic Chips

It will not be Homo sapiens alone that will determine what their future will be like. Artificial intelligence will have a fair share of influence on shaping the future for Homo sapiens as well.That is the belief held by the Electronics and Telecommunications Research Institute (ETRI), which says art

www.wired.kr

And that’s us showcasing Akida at Samsung Strategy & Innovation Center in San Jose, California, in 2020

BrainChip showcases Akida neural processing capabilities, opens developer environment | Biometric Update

Akida is a licensable IP technology that can be embedded into ASIC devices and will be applicable as an integrated SoC for neural processing on the edge.

www.biometricupdate.com

 

[Kachoo]

Samsung announced two major things. The first is the roadmap for 2024 with ultra low power NPUs included for the first time.
Samsung was even earlier into neuromorphic that in that link I made a mistake the last time posting it.

BrainChip showcases Akida neural processing capabilities, opens developer environment | Biometric Update

Akida is a licensable IP technology that can be embedded into ASIC devices and will be applicable as an integrated SoC for neural processing on the edge.

www.biometricupdate.com

From the Samsung roadmap for 2024:

- The company plans to empower its home appliances with generative AI capabilities, ensuring more intuitive interactions between users and their devices. Consequently, Samsung plans to equip its home appliances with an ultra-low-power Neural Processing Unit (NPU) chipset. This chipset will play a vital role in facilitating the efficient functioning of generative AI, ensuring a harmonious and user-friendly experience.

- The generative AI technology will not be confined to a single facet but will encompass voice recognition, visual processing, and display functionality. “Generative AI technologies will be applied to voice, vision and display,”

-Samsung’s vision is to have home appliances that deeply understand user behaviour and preferences, resulting in context-aware and intelligent responses

- The AI-driven enhancements won’t be confined to a select range of devices; they will be widespread across Samsung’s appliance lineup, covering premium and entry-level products. The same can be seen in Samsung’s operating system, ‘Tizen,’ which will receive substantial upgrades. Tizen, optimized for voice recognition and video processing, will be strengthened with AI capabilities.

- Further, Samsung is engineering an energy-efficient chipset, addressing smart homedevices’ growing complexity and data intensity. The aim is to keep power consumption to a minimum, targeting an impressive goal of less than 0.1 watts of energy utilization over 24 hours for AI-enabled appliances.

Second major thing was their announcement for the new Galaxy.

Samsung Galaxy S24: Unser Live-Ticker zum Nachlesen

Heute findet die Vorstellung der Samsung Galaxy S24-Reihe statt. Hier könnt ihr das Galaxy AI-Event live mitverfolgen.

www.gamestar.de

It’s in German so write “lokal” for the good stuff. Npu was mentioned too along with some other interesting stuff. Just translate into English.

- The issue is. If Samsung is not using us through ARM or whoever else it might be we compete against a company with its own foundries. Then the whole so and so much years lead is gone and partnering with Edge impulse and other start ups isn’t worth anything anymore. It has to be use or we’re into enormous trouble. The lead is gone and we’re competing against one of the biggest chip producers worldwide.

- Some other posts with Mercedes came as a reply. There’s nothing confirmed so far. Edge impulse is nice but a start up founded 5 years ago is 3 steps back from licensing with Renesas and megachips but nice to have nevertheless. Valeo publicly stated that they have orders around the 1 billion €/£/$ mark im not sure which currency. We have not received a penny of preliminary payments so we’re out. We’d at least have seen 10-15% of our share in preliminary payments and they’re surely not around the range of what a kebap store ran by two people make in a month. Let’s hope it’s us that Samsung uses, watch the financials and actually experience a pleasant surprise for once.

DaD

The part on Valeo they have pre orders correct. But in business they likely have not been paid until the unit is shipped or delivered. There could have been a pre payment likely covering production costs and later on when they get paid if we are in Scala 3 we will then get paid does that make sense?

So example at my work I get an order from a customer then I order through my vendor. They deliver to me I pay vendor.

Then I deliver the product to my customer and then invoice them and after that I get paid.

So if I had a small partner they would be paid last as they did not do the work or any risk in buying product building cost and shipping it then hoping they get all the money from the customer.

 

[Tothemoon24]

 

[Makeme 2020]

For god sake grow up.

Sorry Bin Boys DADDY

 

[CrabmansFriend]

View attachment 54610

No real point or obvious connection, I just think InstaDeep is a very interesting company (AI software & solutions, research).
They got aquired by BioNTech at the beginning of 2023. Areas of InstaDeep's focus and solutions are biology (e.g. drug discovery etc.), logistics, electronic design and energy.

They are not working exclusivly for BioNTech but do also work for other customers (e.g. Deutsche Bahn). But given BioNTech's focus on cancer treatments and an anticipated shift to more individualization as well in tech/AI as in medical treatments/devices (remember Nandan's examples about his wife or pacemakers) I expect more and more growth in early diagnosis of illnesses/cancer and more regular health monitoring. This could mean we will see a lot of new devices in the future (or feature enhancements in future iterations of devices we are already using) used for these puposes. What will waerable devices like smartwatches, ear buds, hearing aids, glasses, rings, fitness trackers etc. be able to monitor and recognize in 5 to 10 years from now?

But you're right, I am not joining a dot here. As I wrote before - I just think it's "nice" (it = an interesting company like InstaDeep at the same event as Brainchip).

And just another example for portable, medical diagnosis devices (still in it's early stages, but we are pros in waiting, aren't we? )

FDA approves AI-powered skin cancer-screening device

Testing for this can can involve taking a chunk out of your flesh, making this a case of AI tech being kinder to humans

www.theregister.com

 

[Dr E Brown]

It's just not BRN. Every lithium and graphite stock is being over run with trolls. Look at the SP price not the fundamentals lol

This might end HC. It's going to be left with trolls fighting each other. Investors are leaving in droves. They're sick of wasting time filtering through the crap

And biotechs

 

[Easytiger]

Just a few comments:

1. A second strike, a spill and election of Directors does not touch the position of CEO. His/Her position is unaffected.

2. It has been stated more than once and in some detail by the Chair at the last AGM that as Brainchip cannot afford to match market salaries dollar for dollar to attract the right people they provide shares as part of the salary package.

3. Work is such a ‘sh-t’ you have to pay people to do it.

4. I cannot name anyone from my life experience who refused to take their pay on pay day.

My opinion only DYOR
Fact Finder

The only point I would add to the above is that a second strike gives a clear message to the board that shareholders want change, do you think that the board will hold the line.

 

[Dr E Brown]

I suspect there might be a reluctance to provide an investor update currently, possibly due to a shift in the business model, which could be a sensible decision.

The following is my interpretation based on recent partnership details and CES content. I'm not a tech industry expert, but this is my attempt to read between the lines. If you prefer to avoid speculation, you may want to skip the rest.

Plan A was to sell IP licenses, allowing the license owner to independently develop products. However, this plan did not unfold as expected, not going down that rabbit hole.

Plan B has emerged as a necessary pivot, directing us towards product development and application-specific solutions in collaboration with multiple partners.

This strategy offers a risk-free scenario for the companies we collaborate with as "partners." They gain access to the IP and receive support either at no cost or through hourly consulting fees. This allows them to develop and market a product to an end-user customer or OEM with the potential for success. If the product doesn't sell, they face no financial loss, avoiding the risk of investing millions in a license for IP they might struggle to deploy, while we invest possible years in development without a return. This arrangement is not favorable for us.

However, these corporations, i.e Microchip and Onsemi, boast multi-billion-dollar revenues and extensive resources. The reality is that we have encountered challenges in independently penetrating the market. The most efficient path to bringing our products to market now and mainstreaming SNNs, paving the way to return to plan A, involves riding the coattails of these major players as they compete in the currently hyped edge AI space. The commercial details surrounding the IP in all these partnerships are still unclear.

Even though it represents a tangible step forward with actual signs of progress, this doesn't result in an inspiring update or an outcome from their own efforts that management is likely to emphasise.

Again, this is my current interpretation and could be entirely off the mark.

I don’t think the business model has changed, more the path to the promised land of IP sales has become more apparent.

 

[AI_Inquirer]

Found a Brainchip dot and 1500 reference! There is a lot of leads to delve into with this one.

https://www.linkedin.com/feed/update/urn:li:activity:7153439471911190528/

 

[DerAktienDude]

DaD

The part on Valeo they have pre orders correct. But in business they likely have not been paid until the unit is shipped or delivered. There could have been a pre payment likely covering production costs and later on when they get paid if we are in Scala 3 we will then get paid does that make sense?

So example at my work I get an order from a customer then I order through my vendor. They deliver to me I pay vendor.

Then I deliver the product to my customer and then invoice them and after that I get paid.

So if I had a small partner they would be paid last as they did not do the work or any risk in buying product building cost and shipping it then hoping they get all the money from the customer.

When we’re talking about sums that could be in the range of 100 million USD per customer you want some kind of security/ bond in form of preliminary payments in case the customer falls out. (Insolvency, other product whatever might be the case)

Correct these payments are mostly made to at least cover production costs, costs that went into the development of the product or even for wages if you’re that risky. Highly unlikely though.

And you’re most likely correct that we’d receive a fraction of these payments because we’re at the end of the food chain at this point. We’re even receiving them fairly late I guess.

So if we’re calculating the lowest amount, of 10% preliminary payments of the 1bn USD there will be 100 million USD left. Let’s say Valeo keeps half of it because other vendors who participated want a security as well as and calculate that we’d receive 1% of the rest. 50 million USD would be left so 500k for us.
That’d be the absolute bottom of the barrel that I’m able to come up with. It’s most likely much higher than that though.

 

[DingoBorat]

When we’re talking about sums that could be in the range of 100 million USD per customer you want some kind of security/ bond in form of preliminary payments in case the customer falls out. (Insolvency, other product whatever might be the case)

Correct these payments are mostly made to at least cover production costs, costs that went into the development of the product or even for wages if you’re that risky. Highly unlikely though.

And you’re most likely correct that we’d receive a fraction of these payments because we’re at the end of the food chain at this point. We’re even receiving them fairly late I guess.

So if we’re calculating the lowest amount, of 10% preliminary payments of the 1bn USD there will be 100 million USD left. Let’s say Valeo keeps half of it because other vendors who participated want a security as well as and calculate that we’d receive 1% of the rest. 50 million USD would be left so 500k for us.
That’d be the absolute bottom of the barrel that I’m able to come up with. It’s most likely much higher than that though.

"so 500k for us"

Now we're talking more "Barnacle Bill's" if that comes through

 

[Pom down under]

No real point or obvious connection, I just think InstaDeep is a very interesting company (AI software & solutions, research).
They got aquired by BioNTech at the beginning of 2023. Areas of InstaDeep's focus and solutions are biology (e.g. drug discovery etc.), logistics, electronic design and energy.

They are not working exclusivly for BioNTech but do also work for other customers (e.g. Deutsche Bahn). But given BioNTech's focus on cancer treatments and an anticipated shift to more individualization as well in tech/AI as in medical treatments/devices (remember Nandan's examples about his wife or pacemakers) I expect more and more growth in early diagnosis of illnesses/cancer and more regular health monitoring. This could mean we will see a lot of new devices in the future (or feature enhancements in future iterations of devices we are already using) used for these puposes. What will waerable devices like smartwatches, ear buds, hearing aids, glasses, rings, fitness trackers etc. be able to monitor and recognize in 5 to 10 years from now?

But you're right, I am not joining a dot here. As I wrote before - I just think it's "nice" (it = an interesting company like InstaDeep at the same event as Brainchip).

And just another example for portable, medical diagnosis devices (still in it's early stages, but we are pros in waiting, aren't we? )

FDA approves AI-powered skin cancer-screening device

Testing for this can can involve taking a chunk out of your flesh, making this a case of AI tech being kinder to humans

www.theregister.com

Why post it then and now

 

[Pom down under]

Not looked at the sp, so did we end up green after a few shocking years?

 

[wilzy123]

BIN BOY

How did you regain permission to use the internet?

 

[Labsy]

Interesting observation. My order was triggered at 15.5c and only partially filled at close of market. Subsequent nearly over 1 million shares traded after market @15.5 c and my order remains at top of the heap partially filled....
Instos trading to themselves confirmed as fact!...

 

[Getupthere]

A $35bn mega-merger strengthens a quiet chip duopoly — The Economist

The purchase of Ansys by Synopsys is a bet on the ubiquity of semiconductors

apple.news

Business


Big by design


A $35bn mega-merger strengthens a quiet chip duopoly


The purchase of Ansys by Synopsys is a bet on the ubiquity of semiconductors


From the print edition | Jan 17, 2024


Tech dealmakers had a quiet 2023. S&P Global, a financial-data firm, reckons that total spending on technology mergers and acquisitions reached its lowest level in a decade. Big tech mostly sat on the sidelines, as it fended off trustbusters. This year began on a louder note. On January 10th Hewlett Packard Enterprise, a business-software giant, snapped up Juniper Networks, a maker of telecoms gear, for $14bn. Less than a week later Synopsys, an American maker of programs for chip designers, splurged $35bn on Ansys, a computer-simulation company.


The megadeal shines a spotlight on an obscure but critical link in the semiconductor supply chain. Like many other of its links, this one, too, is highly concentrated. Yearly sales of chip-design software have grown by 12% since 2018, twice as fast as the chip industry as a whole, to around $15bn. Synopsys and its smaller American rival, Cadence, each capture around a third of this, reckons IDC, a research firm. Siemens, a German engineering giant with 15% of the market, is a distant third. The two American firms’ market values have almost sextupled in the past five years (see chart). They are worth nearly $80bn apiece.


This growth looks likely to continue. Chipmakers such as Nvidia and AMD are racing to design better graphics-processing units (GPUs), which technology firms are hoovering up in order to train artificial-intelligence models. Big tech’s model-builders are themselves getting into the chip-design business, creating custom-made blueprints optimised for training their AIs and outsourcing manufacture to contract “foundries” like TSMC of Taiwan. This GPU race is shortening the time between releases of new chips—and more designs mean more licensing fees for the software firms. It has also reduced Synopsys’s and Cadence’s reliance on a few big chipmaking customers.


This reliance is diminished further by another trend. Although chip demand has lately been driven primarily by computers, smartphones and data centres, semiconductors increasingly pervade the economy, powering everything from cars to toasters. These products require silicon tailored to their needs. Ansys’s software, which simulates how electronic systems behave in the real world, can help with that. It enables system designers to craft the packaging of “chiplets”, as stacks of chips in modern processors are known. Sassine Ghazi, Synopsys’s boss, expects that Ansys’s broad customer base across industries, from carmaking to health care, will open up new markets for his company’s tools. The merged company will be able to offer them a complete service: Synopsys designs the chips and Ansys simulates the behaviour of systems that contain them.


The deal still needs the blessing of regulators. Mr Ghazi points out that there is not much overlap between what Synopsys and Ansys do, so their merger would not increase concentration in his firm’s core market. Even though trustbusters have grown warier of such “vertical” mergers in tech, he remains confident.


A bigger worry is China. Nearly 15% of Synopsys’s revenue comes from the country and growth there has outpaced that in any other region. Chinese chip firms buy nearly 90% of their design software from American companies, including Cadence and Synopsys. Security hawks in Washington increasingly want to keep American tech out of Chinese hands, lest it give China a boost in a bigger race: the geopolitical one for technological supremacy. ■


To stay on top of the biggest stories in business and technology, sign up to the Bottom Line, our weekly subscriber-only newsletter.


Thank you for reading
The Economist on Apple News.


To enjoy more from The Economist download our app.

 

[wilzy123]

do you work for the deflection team at IR?………give them a call if not…..you will get a start on Monday!

Go to bed like the rest of the goons that emerged today, you're only making sense in your own head.

 

[Boab]

Interesting observation. My order was triggered at 15.5c and only partially filled at close of market. Subsequent nearly over 1 million shares traded after market @15.5 c and my order remains at top of the heap partially filled....
Instos trading to themselves confirmed as fact!...

I weakened and adjusted mine to 16c 20 minutes before close. Shit.......

 

[IloveLamp]

Interesting observation. My order was triggered at 15.5c and only partially filled at close of market. Subsequent nearly over 1 million shares traded after market @15.5 c and my order remains at top of the heap partially filled....
Instos trading to themselves confirmed as fact!...

This is why we are 15c

Be assured folks, the big end of town want your shares, CHEAP, and will stop at nothing to take them from you as we witness here daily.

If you've done your research, there are no doubts left, just time.

If you haven't, and you are questioning your investment, start here again

BRN Discussion Ongoing

Hello Fellow Chippers, Thanks to ZeeBot for creating this amazing new forum so we can all have civilized thoughtful BrainChip discussions. I'll get us started, 2022 has already exceeded my expectations & we are only in the first few days of February. Can't wait to see what the year brings...

thestockexchange.com.au

The only question i can see that is left to answer is wen?

But something tells me i will get my answer this year.

GLTAH DYOR opinion only