BRN Discussion Ongoing

[Bravo]

"The AFRL contract award, under the topic number AF242-D015, is titled “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips”. The Small Business Innovation Research (SBIR) contract is a development effort expansion after a successful demonstration of radar processing algorithms running on BrainChip’s Akida™ commercial off-the-shelf (COTS) neuromorphic hardware"
Link: BrainChip Awarded Air Force Research Laboratory Radar Development Contract - BrainChip
Topic | SBIR
The above link provides details from SBIR regarding the contract.
Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips
The above link contains more detail. It describes the secrecy involved, Its skipped phase 1 and straight to phase 2.
From this article its easy to see that this is the start (along with Bascom Hunter and the Navy) of the Defence transition to Neuromorphic Edge AI.
Well worth a read - actually a compulsory read.

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:

1. Collaborate on high-profile government projects,
2. Validate Akida in mission-critical radar and RF platforms,
3. 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)

Bottom line: BrainChip has clearly stepped out of the R&D shadows and into mission-critical defense deployments, with SBIR support validating its entry and likely positioning it ahead of competitors in neuromorphic radar applications.

 

[Flenton]

what the … 19 c??

My uneducated thoughts...
Back on shorters radar, selling for tax happening or underperfomance shares are about to be given out again.

 

[Guzzi62]

My uneducated thoughts...
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.

 

[MrNick]

Neither has any stock truly recovered since the Ukraine invasion.

 

[7für7]

My uneducated thoughts...
Back on shorters radar, selling for tax happening or underperfomance shares are about to be given out again.

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

 

[Slade]

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.

 

[FiveBucks]

It’s the end of the financial year. Have a beer.

I need something harder than beer.

 

[7für7]

The stock market is collapsing, inflation’s rising…..Help me, decentralized XRP-ledger. You’re my only hope.

 

[miaeffect]

HELL-----O????!!
I am stuck down here

 

[Yoda]

Why is our product not selling?

 

[7für7]

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”

 

[Rach2512]

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.

 

[Baneino]

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

This is very positive news:
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.

 

[Space Cadet]

I am surprised that no one has yet come forward to challenge Bravo’s claim that TSMC are currently working on their own concept AR glasses, which - she then speculated - would likely incorporate our technology.

TSMC (Taiwan Semiconductor Manufacturing Company) is the world’s largest semiconductor manufacturer and contract chipmaker. Their business model is that of a “dedicated foundry”, which means they only produce chips for other companies rather than design and manufacture their own chips.

Q1/2025 saw TSMC’s market share of the global pure play wafer foundry business rise to a whopping 67.6%, while its nearest competitor Samsung came in as a distant second with a market share of only 7.7%.(https://focustaiwan.tw/business/202506140017)

Fabless companies (that design chips but lack their own manufacturing facilities) such as Apple, NVIDIA, AMD, Qualcomm, Broadcom, MediaTek etc find TSMC’s advanced and continuously innovative technologies, quality (-> superior yield rates) and reliability unmatched, and use TSMC as their foundry of choice, either exclusively or at least partly. Even select IDMs (Integrated Device Manufacturers that design and produce their own chips) like Intel have outsourced some of their chips to be manufactured by their competitor TSMC.

Incidentally, Google announced recently that they will switch to TSMC for their Tensor G5 chip - after Samsung manufactured the first four Tensor chip generations between 2021 and 2024 - which reportedly came as a total shock to executives at the South Korean foundry.

With TSMC’s strategic 2024 rebranding as Foundry 2.0, TSMC Chairman and CEO C.C. Wei redefined the foundry industry as not merely focussing on chip production but to further include advanced packaging technologies, testing, mask making etc.

However, it struck me as very odd and improbable when I read in Bravo’s posts that TSMC had allegedly ventured into the AR wearables product design business overnight.
So I had a closer look at what she referred to as “recent articles” that “discuss TSMC’s concept glasses”.

Liz Allan, the author of the quoted Semiconductor Engineering article who wrote “In terms of custom products, TSMC recently showed a concept for AR glasses”, appears to have either poorly worded what she wanted to express or misunderstood the content of the TSMC slide she used as Fig. 2 of her article.

I checked out her LinkedIn profile and was astonished to find out that someone with a background in “journalism, copywriting, creative writing, and editing” but no formal technical education or practical work experience in the semiconductor industry could actually land a job as technology editor (!) with Semiconductor Engineering. GenAI to the rescue?! Anyway, not exactly a reliable source, I’d say.

Elizabeth Allan - Semiconductor Engineering | LinkedIn

Leveraging a background in journalism, copywriting, creative writing, and editing to… · Experience: Semiconductor Engineering · Education: Auckland University of Technology · Location: Barrington · 500+ connections on LinkedIn. View Elizabeth Allan’s profile on LinkedIn, a professional community...

www.linkedin.com

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And contrary to what Bravo claimed, neither the article by SemiVision Research nor the Reddit post mention anything about TSMC’s alleged “concept AR glasses”. They simply highlight the important role TSMC will play in manufacturing next-Gen chips for future AR wearables thanks to the innovative and highly advanced silicon technologies the world’s leading foundry is able to offer its clients:

View attachment 87454 View attachment 87455

Anyway, it’s always advisable to check the original source: As referenced, the slide “Seamless, Immersive and Stylish AR - Enabled by Adoption of More Advanced Si Technologies” [Si = Silicon] was part of a TSMC presentation at the 2025 North America Technology Symposium.
You can find the recording here: https://www.tsmc.com/english/node/223

Click on the picture of Kevin Zhang to start his ~17 min “Semiconductor Market Outlook” presentation, which he begins by stating that he has been in the semiconductor industry for three decades, but has never felt more excited about its future. He then goes on to talk about the “market trend” and the impact that AI has had since 2024 by “rapidly shaping the landscape of semiconductor industry [sic]”, showing a slide titled “AI Fuels Exponential Data Center Growth - Strong AI Data Center Demand”.

For edge devices (smartphone, PC and IoT), Zhang predicts a mild growth in 2025.

Here are some of the slides from that April 2025 presentation:

View attachment 87458

View attachment 87461
View attachment 87457

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It is in this market outlook context that the slide about the number of/kind of chips required for future AR glasses needs to be viewed.

The slide directly preceding it is that of a person wearing bulky XR Goggles:

View attachment 87460

Kevin Zhang comments (from 14:09 min):

"Can you wear this devices [sic] for 8 hours?

It's bulky, it's heavy. So I think we need [to] achieve a 10x improvement. Literally, we need a 10x improvement, in term of battery life, in term of the weight, in term of all the form factor we need a 10x improvement.

[At this point, the presentation moves to its last slide.]

To achieve that goal, to go really, to drive that device into so-called "seemless, immersive and stylish AR glasses" you need a lot of innovation. Underneath of this innovation powered by [??? logic??? unintelligible to me] from processor, energy-efficient processor to energy-efficient connectivity to all kind of sensor.
So again, this is another example to show we have so many opportunity ahead of us continue to drive the silicon application."


To sum it up:

In this presentation, TSMC let the world know that they are extremely confident the future will continue to be bright for them due to the projected stellar growth of the semiconductor market over the coming years, fuelled by the insatiable demand of advanced silicon technology chips for diverse applications, especially for HPC (high-performance computing).

So basically a foreseeable future’s gold mine for TSMC as the world’s leading dedicated foundry.

It is in this “market trend” context that the slide depicting a pair of generic AR glasses was shown to give the audience a better idea of how many different kind of advanced technology chips will be required to power future "Seamless, Immersive and Stylish AR" glasses that will vastly improve today's SWaP options.

At the same time, that presentation slide signals companies developing such AR wearables that they can continue to count on TSMC’s expertise, innovation and reliability to turn their present and future concepts into reality.

What the slide didn’t do was reveal that TSMC had suddenly ventured into a totally new field of business, namely product design of wearables, and were now working on their own brand of AR glasses.
Besides, we can safely assume THAT unexpected disclosure would have been all over the (semiconductor industry) news and in addition would have been preceded by rumours and relevant job ads…

Maybe she should use her editing skills to change her Top Skills profile of "Creative Writing" to "Very Creative Writing". Just sayin.

SC

 

[Pom down under]

I’ve a sneaky suspicion this week we are going to get.














































.

Happy to join the 0.40 party

did I say 0.40 I meant 0.14

 

[CHIPS]

There is still hope! BrainChip is going to show it to them all!!!

 

[itsol4605]

Nice !!

Thrilled to meet developers, technologists and partners at Andes RISC-V CON Hsinchu to demonstrate BrainChip’s Akida™ AKD1500 on Andes’ QiLai Voyager Board and AndesCore™ AX45MP 64-bit multicore CPU… | Edward Lien, Executive MBA

Thrilled to meet developers, technologists and partners at Andes RISC-V CON Hsinchu to demonstrate BrainChip’s Akida™ AKD1500 on Andes’ QiLai Voyager Board and AndesCore™ AX45MP 64-bit multicore CPU IP. Pleasure to share how Akida accelerates intelligent compute in RISC-V-based designs to drive...

www.linkedin.com

 

[Frangipani]

🎉【2025 Andes RISC-V CON Hsinchu – Successfully Wrapped Up!】 Under the… | Andes Technology

🎉【2025 Andes RISC-V CON Hsinchu – Successfully Wrapped Up!】 Under the theme "RePioneering the Future", this year’s event brought together global RISC-V partners to explore cutting-edge applications in AI, Automotive, AP and Security. ✨We also celebrated Andes’ 20th anniversary with a special...

www.linkedin.com

View attachment 86785

At yesterday’s 2025 Andes RISC-V CON Hsinchu, Edward Lien, our Regional Sales Manager in Taiwan, gave a presentation on “RISC-V and AI Acceleration” and how BrainChip’s IP fits into it:

View attachment 86786

#brainchipakida #andesriscvcon | Edward Lien, Executive MBA

Join us next week at RISC-V CON Hsinchu where I will present on RISC-V and AI Acceleration and share how our Akida NPU IP fits into RISC-V + AI. Register now: https://2vx.co/91eFVF4 #BrainChipAkida #AndesRISCVCON

www.linkedin.com

View attachment 86787

Some more pictures featuring Edward Lien representing BrainChip at the recent 2025 Andes RISC-V CON in Hsinchu, Taiwan:

Thrilled to meet developers, technologists and partners at Andes RISC-V CON Hsinchu to demonstrate BrainChip’s Akida™ AKD1500 on Andes’ QiLai Voyager Board and AndesCore™ AX45MP 64-bit multicore CPU… | Edward Lien, Executive MBA

Thrilled to meet developers, technologists and partners at Andes RISC-V CON Hsinchu to demonstrate BrainChip’s Akida™ AKD1500 on Andes’ QiLai Voyager Board and AndesCore™ AX45MP 64-bit multicore CPU IP. Pleasure to share how Akida accelerates intelligent compute in RISC-V-based designs to drive...

www.linkedin.com