BrainChip Holdings Ltd (BRN.AX)
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News Financial
January 18th, 2022 ' 11:30 CET
Taiwan Semiconductor, BrainChip, JinkoSolar - Markup in the chip industry
Taiwan Semiconductor, BrainChip, JinkoSolar - Markup in the chip industry
The chip crisis was one of the most discussed topics of 2021. The shortage of semiconductors led to production stops, short-time work in the automotive industry, and skyrocketing prices. Even for the current year, manufacturers still do not see any relief on the market. In general, the semiconductor industry is in a strong state of flux. With the development of chips based on artificial intelligence, a new generation is now finding its way to the mass market. The best example is the Australian Company BrainChip, for which the doors to commercialization have been opened wide.
news|financial (news.financial)
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Fra Australske Hot Copper forum:
BRN (ASX) 2022 BRN Discussion
You do know that it's no secret that Tata (Tcs) and Brainchip have ties right?Here is a link ftom Brainchip..., page-73.
HotCopper (hotcopper.com.au)
@gastrader Flattery is liked by most and I am no different. (Would not link)
My son who is now out of his gardening period was in a senior position with the Bank of England. He and I argue the question of what is an appropriate present valuation constantly without any agreement. I come at it from a knowledge of Brainchip and he comes at it from a position of having an in depth knowledge of markets and market regulation as he was head hunted from his role with the FCA to the Bank because of his expertise in these areas. He sat me down last week and showed me his spread sheets where he had identified significant algorithmic trading and his view is that the present value cannot be determined and relied upon because Brainchip is the perfect target for manipulators as we have seen today. The manipulation in his opinion is coming from three sources, traders some sophisticated, shorters some sophisticated backed by institutions and institutions accumulating positions for any number of reasons. We are stuck with this for the time being. One thing that is certain German institutional investors are taking positions but who else.
What we both agree on is the medium long term prospects for Brainchip and we are rock solid in our confidence and agreement on this point.
Prior to reaching $1.50 I was of the opinion that it did represent a reasonable valuation based on known facts. Since this valuation of Pitt Street Research though we have had a number of new facts come too light starting with the appointment of the CEO and ending here today with the NASA and VW exposures.
So I would be disingenuous if I did not now have a view that a value higher than $1.50 was reasonable.I have a year end valuation of more than $2.75 which if I had expressed it on last Tuesday it would have made me look like a down ramper. LOL So the question is if $1.50 was a fair value how much should I add to it for the following:
- Appointment of CEO Mr, Sean Hehir,
- MegaChips IP licence,
- The release of the AKD1000 chip & later news it performs better than expected,
- The release of the Module and the Raspberry Pi Module for sale,
- The release of the video showing AKD1000 performing facial and voice recognition etc; in car,
- The further capital call at a time of a very favourable share price securing funding for AKD2000,
- The Mercedes validation of the Akida technology advantage,
- The ISL EAP agreement for a US Airforce Research project,
- The NASA 90nm for space flight reveal by Anil Mankar,
- The EE Times magazine hints at a VW Brainchip relationship on the back of prior statements by the former CEO Mr. DiNardo referencing VW,
- The latest significant patent being granted and announced,
- Rapidly increasing media coverage around the world of a positive nature,
- The release of the latest consumer priced module together with the statement that Brainchip was now fully commercial, and
- All of the statements about explosive sales growth, tip of the iceberg, insatiable demand by KMP at Brainchip, and margin of victory features.
Then as markets add in something for the future we have the promise of commercial deal announcements, 4C information, further patent reveals, AKD2000 coming out of engineering and heading to TSMC, the majority of the EAP's moving to commercial deals predicted by Peter van der Made so lots of expectations to be valued.
Are all these worth another 10 cents, 20 cents, 50 cents or $1.00 on the price of $1.50. I will have to cop out and say I have really no idea but how does the present price of $2.00 sound? To our German investor friends $2.45 sounded about right. To me it does not sound like they have paid over the odds for a piece of the 4th Industrial Revolution particularly given the Mercedes and possible VW stories.
The good thing though is as a long term investor it is all very academic as when I sell the true value of Brainchip will be in play as it will by then be an established company with earnings and all the other stuff that monosyllabic investment advisors understand.
My anonymous opinion only DYOR
FF -
Fra Hot Copper.
BRN (ASX) 2022 BRN Discussion
You do know that it's no secret that Tata (Tcs) and Brainchip have ties right?Here is a link ftom Brainchip..., page-73.
HotCopper (hotcopper.com.au)
En af svarene fra ovenstående post:
Hi FF, as we know BRN is a tricky one to put a valuation on, and if points 1 to 14 mentioned in your excellent post are anything to go by, BRNs fair value could be significantly north of that $2.75 resistance level.
Most analysts want to look at all the well known pricing metrics before they are able or prepared to ascribe a valuation to a company; but in the case of techs which are sitting on valuable IP the analysts start scratching their heads.
However we have been living in a world where in recent times Moore's Law has made clear that we now live in a world where technology has become the dominant paradigm, goodbye Exxon hello Apple. My point being (and it has been spoken to innumerable times on this forum), analysts in this highly technical world really need to get their heads around what IP is actually worth.
As I alluded to above IP can be analysed on a number of metrics which would confer a reasonable market value, in a market like the US where high tech IP has taken up such a predominant economic position analysts are more prepared to take a position, and so does Mr Market
In Australia this week alone we have had some analysts here in Oz question the validity of BRN's IP, this probably speaks to ignorance on the part of some, and a certain agenda with some others, in the meantime BRN has mostly been getting wonderful media coverage globally. Mr Market is beginning to recognize there is something here.
Points 1 to 14 mentioned by you above are going to play into price action moving forward, but then there are the years of building BRN and the groundbreaking technology, the patents and the certitude which they confer, and the framework of connections with global companies, the household names which will come out from behind the curtain.
At some future point when I do sell some of my holding in BRN, after we have had any number of ups and downs, BRN will be a readily recognizable and successful global company. I want to see that, as I'm sure that there are a number of other people in this community who have a similar view. What a ride, what an opportunity.
I think PVDM and AM probably might want to see that too, what a legacy, founders of General AI, in the meantime I'm still excited about this 3rd Wave which has much more to come.
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January 28th, 2022
Infineon, BrainChip, Advanced Micro Devices - Winners of the chip boom!
BrainChip - New entry opportunity!
Forget Silicon Valley and turn your globe upside down. Then you will see where the music is currently playing in the field of artificial intelligence: in the land of kangaroos and koalas. BrainChip, one of the most exciting chip startups in recent history, is based here. With their development of a neuromorphic processor called Akida
, the Australians have certainly made a big splash that is electrifying investors.The share price development has demonstrated this since the beginning of the year. The share price has almost tripled, particularly with the announcement that the Company has succeeded in obtaining another important patent - now already the eighth - for the protection of its processor design at the US Patent Office. The patent covers so-called Spiking Neural Networks (SNN), which mimic the functioning of the human brain by convolution of input information.
Since potential customers are already lining up (including car manufacturer Daimler and the US military), BrainChip is also having no trouble finding financing partners to further develop its processor. For example, earlier this year, the Company agreed on a capital call deal with its major shareholder LDA Capital, which allows them to call loans at short notice to ensure ongoing financing.
The chipmakers have collaborated with NaNose Medical to develop a portable SARS-CoV-2 virus testing device based on the Akida
chip. It can detect viral load at a much earlier stage purely from breath and thus at a much lower viral load - more reliably and rapidly than a PCR test. This development alone could become a blockbuster product if commercialized quickly. Further information on the Company, which is currently valued at around AUD 2.8 billion, and its current developments, is expected at the International Investment Forum (IIF), which will open its virtual doors on February 17, 2022. For more information, visit www.ii-forum.com.
Infineon, BrainChip, Advanced Micro Devices - Winners of the chip boom!
Climate change, mobility change, health technology - none of these megatrends can do without semiconductors. These marvels created from the desert sand are indispensable for every kind of modern technology. If they become scarce, everyone will feel the effects. Car drivers, video gamers and Bitcoin miners have been united in their suffering in recent months: waiting times of several months because chip producers could no longer keep up with production. But one man's sorrow is another man's joy: these stocks will benefit massively from the chip boom.
news|financial (news.financial)
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Own BrainChip (ASX:BRN) shares? Here's some of the institutional investors which have also bought up big
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Brain Chips historie som er ret interessant og værd at læse:
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Everything You Need To Know About Mercedes-Benz's EV Lineup.
Venligst se kapitel 5 som siger:
Neuromorphic Computing
Mercedes-Benz EQXX
Via Mercedes-BenzThe Vision EQXX is probably Mercedes-Benz's biggest project at the moment. As part of the concept car's technology components, the manufacturer applied neuromorphic computing in the EV. Mercedes-Benz used BrainChip's Akida neuromorphic chip to make this possible.
Mercedes-Benz EQXX
Via Mercedes-BenzSouthWestThough neuromorphic computing is still in its infancy, it can make a massive difference in AI when appropriately harnessed. Mercedes-Benz joined the Intel Neuromorphic Research Community in 2020 to learn more about the technology. The application of neuromorphic computing in the Vision EQXX car enables the EV to save power and extend its range.
Sådan, meget tyder på at Mercedes Benz vil bruge Brain Chip teknologi i deres EV's
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The Wall Street Resource interview med CEO Sean Hehir som lyder meget kompetent og er "tændt" :
Webcasts - The Wall Street Resource
For notifications of upcoming webcasts Kopin Corporation 2026 Update (KOPN) A leading developer and provider of innovative display, Optical Interconnect…
The Wall Street Resource (thewallstreetresource.com)
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February 9th, 2022 ' 13:42 CET
Infineon, BrainChip, AMD - Chip industry holds enormous potential
Infineon, BrainChip, AMD - Chip industry holds enormous potential
The chip industry is not even close to keeping up with production, which will remain the case in 2022. Overall, the industry's revenues increased by about 25%, partly due to manufacturers' price increases. To meet demand, companies are investing in their production facilities. Micron plans to invest USD 150 billion, Intel USD 20 billion. Due to the new developments in electric vehicles, artificial intelligence, cloud computing and the continuously growing data centers, demand will also likely increase further in the coming years. We, therefore, take a look at three chipmakers.
news|financial (news.financial)
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Akida AI chip ideal for hand-held diagnostic testing device.
BrainChip Inc. and NaNose Medical Successfully Detect COVID-19 in Exhaled Breath with Fast High-Accuracy Results
https://brainchipinc.com/brainchip-nanose-successfully-detect-covid19/
Det er helt fantastisk hvad den lille smart chip kan gøre, de har trænet chippen til at lugte sig frem til diverse sygdomme, og den gør det med stor nøjagtighed.
Det bliver stort det her, det er jeg ikke i tvivl om.
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Tog du lidt gevinst tidligere i forløbet.
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Fantastisk video hvor den smukke Anastasi forklarer muglighederne med Brain Chip's Alkida chip og hun snakker med en af de to der startede opfandt chippen og startede firmaet.
Anil (som er en af opfinderne) forklarer forskellen imellem Alkida og konkurrenterne, de store firmaer er langt bagud!! -
For os der kan lidt tysk:
Plus 300% in 3 Monaten - wie geht es weiter? Infineon, BYD, BrainChip
Laut einer Analyse von Goldman Sachs sind 169 Hightech-Branchen vom globalen Chipmangel betroffen. Denn fehlende Mikroprozessoren haben nicht nur der Automobilindustrie heftig zugesetzt. Ob Smartphones, WLAN-Router, Windräder oder medizinische Geräte: Ohne Chips läuft hier nichts. Experten sehen aktuell noch keine Trendwende, denn die Probleme, die zur Krise beitragen, bestehen weiter fort. Welche Tech-Titel sollten jetzt auf die Kaufliste?
www.inv3st.de (www.inv3st.de)
Tyskerne er meget interesseret i Brain Chip og aktien handles ivrigt på Frankfurt.
Ikke nogle her der er interesseret ser det ud til?
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Brain chip der sker noget i branchen, ved ikke om du har set nyheden på forsiden om intens køb af toner. Får ikke lov at smide linket ind via telefonen
VH
Morten -
MM, nej det så jeg ikke.
BrainChip's CEO er på en investor konference senere i dag. Han blev inverteret hvilket siger meget om interessen i firmaet.
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BrainChip Inc. and NaNose Medical Successfully Detect COVID-19 in Exhaled Breath with Fast High-Accuracy Results
Det er helt utroligt hvad der er af mugligheder her, det er jo ikke kun Covid-19 den kan sniffe sig frem til men et hel række sygdomme og mere præcist end (RT-PCR) test.
https://brainchipinc.com/brainchip-nanose-successfully-detect-covid19/
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The features that attracted NaNose Medical to use the BrainChip processor were low power, high performance, low cost and can function as a complete solution removing the need for external CPUs, memory or accelerator chips. Elements that are essential to the further development of this technology into a cost-effective, handheld diagnostic system that is easily deployable worldwide. This innovation points the way to other possible pairings of AI with dissimilar technologies to enter a whole host of different applications and markets where the selection of the right elements and identification of the right use-cases opens up many new areas of improvement through better sensing, testing and analysis of data.
Paa vedhæftningen kan man se hvilke sygdomme der foreløbig kan diagnoses med deres apparat, det er jo helt utroligt!
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