Pretty sure this isn't good news for us.

This Memorandum of Understanding signed between Nota AI and DEEPX at Computex Taipei 2025 is poised to intensify competition in the on-device AI market and will likely have a direct impact on players like BrainChip.
Nota AI specializes in AI model optimization and on-device generative AI and DEEPX is renowned for its ultra-low-power AI semiconductors. Nota AI maintains strategic collaborations with global semiconductor leaders and Fortune 100 corporations such as NVIDIA, ARM, Qualcomm, Sony, and Samsung Electronics. Their collaboration aims to integrate DEEPX's hardware with Nota AI's software, creating a comprehensive solution for edge AI applications. This partnership is expected to enhance the performance and efficiency of on-device AI systems, potentially setting new industry standards.
I think it would be fair to assume this development will challenge BrainChip's market share, especially if the partnership leads to more efficient and cost-effective on-device AI solutions.
I suppose the key differentiator is that Akida supports on-chip incremental learning, so hopefully we can still remain competitive in real-time adaptive systems and privacy-sensitive environments like autonomous vehicles, defense and health monitoring.
– Merging ultra-low-power AI semiconductors with lightweight AI technology to target global expansion – TAIPEI, May 21, 2025 /PRNewswire/ -- Nota AI (CEO Myungsu Chae), an expert in AI model optimization and on-device generative AI, and DEEPX (CEO Lokwon Kim), a leading developer of...
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Nota AI and DEEPX Sign MOU at Computex Taipei to Lead the On-Device AI Market
Published : Wednesday, May 21, 2025, 8:00 am
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– Merging ultra-low-power AI semiconductors with lightweight AI technology to target global expansion –
TAIPEI, May 21, 2025 /PRNewswire/ -- Nota AI (CEO Myungsu Chae), an expert in AI model optimization and on-device generative AI, and DEEPX (CEO Lokwon Kim), a leading developer of
ultra-low-power on-device AI semiconductors have signed a strategic Memorandum of Understanding (MOU) at Computex Taipei 2025, the world's largest ICT exhibition. This partnership aims to strengthen their global position in the rapidly growing on-device AI market.
Nota AI CEO Myungsu Chae and DEEPX CEO Lokwon Kim signing the partnership agreement.
Under the agreement, the two companies will co-develop AI solutions that combine DEEPX's advanced Neural Processing Units (NPUs) with Nota AI's lightweight AI models, enabling high-performance AI functionality even in ultra-compact, power-constrained devices. These joint solutions will serve as proof-of-concept models for applications in industrial robotics, smart appliances, security systems, mobility platforms, and more—accelerating market penetration both in Korea and globally.
As part of the collaboration, DEEPX will provide its NPU SDKs and development kits to support optimized integration of lightweight AI models. Nota AI will design and fine-tune application-specific models to meet diverse industry requirements. The partnership also includes co-marketing efforts, joint participation in global trade shows, and active engagement with B2B customers worldwide through proof-of-concept deployments.
"Our strategic partnership with DEEPX combines Nota AI's proprietary AI optimization technologies with DEEPX's world-class AI hardware innovation, positioning us as leaders in the global on-device AI market," said Nota AI CEO Myungsu Chae. "Together, we will accelerate the deployment of optimized AI across a range of industrial applications."
"This agreement will be an important collaboration to expand the on-device AI ecosystem," said Lokwon Kim, CEO of DEEPX. "By combining the strengths of both on-device AI hardware and software, we will strive to bring competitive AI solutions to the global market."
This MOU highlights the growing global recognition of Korean innovation in on-device AI technology, signaling a new phase of international expansion for domestically developed AI solutions.