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20.3¢ brainchip holdings ltd

2022 BRN Discussion, page-6464

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BarrelSitter

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04/02/22

12:46

Post #: 59356536
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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.

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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
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