Australia's largest stock trading and investment forum Australia's #1 stock forum

BRN

Click for more information

2.38%

20.5¢ brainchip holdings ltd

2022 BRN Discussion, page-6464

First 6464 Last

Share
Profile

Follow
BarrelSitter

6,614 Posts.

2189

04/02/22

12:46

Post #: 59356536
Share

Originally posted by Bravo77: ↑

Hey Brain Fam,

I was thinking about the global chip shortage, which is being discussed as a going concern on the interwebs everywhere at the moment. And I was reminded of something Peter Van Der Made said in the Commsec transcript back on 1 Jun 202 which was:

PETER VAN DER MADE: We have a really good relationship with Socionext. Socionext is the second biggest user of chips in the world. The relationship between Socionext and TSMC in Taiwan is also really excellent. So with these contacts that we have, we have been able to book production slots. And we don't expect that the global chips shortage will have any effect on BrainChip.
https://www.commsec.com.au/market-news/executive-series/2021/brainchip-holdings-brn.html Remember that PVDM also said in a more recent interview that we're expecting an "explosion of sales" this year. If Peter can say this with so much assurance in the midst of a global chip shortage, then Socionext and TSMC must have given him very good reason to feel this way IMO.

Expand

Hi Bravo,

In one company statement, they said that 28 nm was virtually unaffected by the chip shortage. The excess demand was for the smaller chip architectures.

BRN Price at posting: $1.65 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

ITM

Fast-track assaying yields 182 g/t gold for iTech at new NT play

Week 27 Wrap: "Election year" is here as UK Labour win contrasts France; Trump wins immunity & annual report season hushes ASX

Has uranium run out of steam? An update on nuclear markets & developments ahead in FY25

STN

Saturn’s stars have aligned for the gold explorer’s Apollo Project

LLL

Leo Lithium announces major divestment of flagship Goulamina project to Ganfeng

There are more pages in this discussion • 4,459 more messages in this thread...

First 6464 Last

Add BRN (ASX) to my watchlist

(20min delay)
Last 20.5¢		Change -0.005(2.38%)		Mkt cap ! $380.4M

Open	High	Low	Value	Volume
21.0¢	21.3¢	20.5¢	$223.1K	1.064M

Buyers (Bids)

No.	Vol.	Price($)
57	1349905	20.5¢

Sellers (Offers)

Price($)	Vol.	No.
21.0¢	676054	24

View Market Depth

No.	Vol.	Price($)
54	1295779	0.205
79	1715780	0.200
36	1346006	0.195
43	1264374	0.190
27	925719	0.185

Price($)	Vol.	No.
0.210	821504	27
0.215	983603	18
0.220	711629	23
0.225	737354	16
0.230	980741	23

Last trade - 11.09am 08/07/2024 (20 minute delay)

BRN (ASX) Chart