2024 BrainChip Discussion, page-7045

With Sean and Antonio essentially staying in black and white we’re going after those customers that are going to make a semiconductor chip with a defined timeline and a set date for tape out…

I thought I’d share some random thoughts that may or may not excite or disappointed you.

the semiconductor business is broken into essentially 3 areas;
1. Foundry (where the chip is made) eg. global foundaries, tsmc
2. the semiconductor chip company, eg nvidia, Qualcomm, on semi… etc
3. ASIC designers, those that help design chips for non semiconductor companies. (Essentially a middle man)

now BRN are going after all 3 of these potential customers… but I thought I’d list out a few differences that the market will or won’t get excited about.

for example the market didn’t get that excited about renesas, probably because it’s not a household name, yet when Mercedes dropped a bombshell they were using a single akida chip in a car the share price went from 60 cents to $2.34..

so here’s a list of shiny household semiconductor companies the share price will go wild for.
nvidia
apple
google
amazon
samsung
LG
SONY
intel
etc etc

and here’s a list of far more likely companies with massive market caps but the share price will not go ballistic for because they are not household names
qualcomm
broadcomm
on semi
stmicro
microchip
synopsis
nxp
renesas
AMD
Texas instruments
etc etc


it’s my opinion any sign from the list of household names… see you later $10 billion market cap…

if we get multiple from the non household names AMAZING… but it will be sloooow growing…

don’t forget the SP is lower then it was when renesas signed and megachips signed… surely it’s only up when deals finally come in