BRN 2.94% 17.5¢ brainchip holdings ltd

2020 BRN Discussion, page-27347

  1. 9,896 Posts.
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    Well until the company tells me to worry I am totally and completely relaxed about the mass production of AKD1000 proceeding on schedule as announced.

    I can understand people having personal concerns but not one has raised anything other than their own personal concerns.

    As uiux states there is no known technical reason to support such concerns.

    Playing the devils advocate for one moment.
    As a matter of commonsense with world wide chip shortages and delays thanks to Covid-19 and changed consumer habits if there was a delay this would be the perfect time for it to occur as from customer perspectives it would go hardly noticed because they are already experiencing delays across the semiconductor industry.

    Finally I go back to what the CEO said about potential IP customers. Put simply it was they wanted to see AKIDA working in silicon before finally committing. Well the engineering samples on the Boards have proven the silicon works to Renesas a major semiconductor supplier a pretty sophisticated judge of silicon and they have signed on the dotted line.

    The IP sales are the big ticket item for Brainchip and that has no risk attached anymore so if the chip production is delayed from the businesses perspective it’s almost a so what now they have the IP nailed.

    My opinion only.

 
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