https://unauthorised investment advice/tech/q4-could-be-the-best-time-to-make-a-semiconductor-bet-and-angie-ellis-is-backing-reram-players/
S t o c k h e a d . c o m . a u is the domain
Q4 could be the best time to make a semiconductor bet – and Angie Ellis is backing ReRAM players
Brainchip’s got the AI advantage
Brainchip Holding (ASX:BRN) was another of Ellis’ favourites.
The company develops software and hardware accelerated solutions for advanced artificial intelligence (AI) and machine learning applications with a primary focus on the development of its Akida Neuromorphic Processor to provide a complete ultra-low power and fast AI Edge Network for vision, audio, olfactory and smart transducer applications.
“AI edge computing is predicted to be a $60 billion industry by 2025 and Brainchip is well-placed, combining both software and hardware for easy adoption across a various environments,” Ellis said.
“There is significant competition from niche players all the way up to mainstream computer vendors such as Intel and IBM.
“Volume production of their first platform started in April, NASA was an early adopter and a prominent vehicle manufacturer is evaluating their technology for advanced driver assistance systems and autonomous vehicles.
“They are looking very promising.”
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