BRN 0.98% 25.8¢ brainchip holdings ltd

2021 BRN Discussion, page-971

  1. 5,701 Posts.
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    We also need to consider the COVID factor inhibiting technology requiring Chip fabrication - there is a global shortage of chips.
    • Backlog due to COVID shut-downs.
    • And, a reassessing of supply chains and over reliance on China.
    • And to make things worse, the sword of Damocles hangs over Taiwan - another chip manufacturing global; power house.
    • The USA is reassessing its reliance on Asian Chip Fabrication and likely we will see a trend toward repatriating capability to the USA.

    Not hard to imagine that under these circumstances the focus is on keeping supply of current in-market chips and less so on new ones.
    However, you can be sure in the background many companies are furiously conducting R&D to maximise the application of the Akida technology.
    When the global chip manufacturers clear the backlog and have the capacity to fabricate new devices - a string of announcements will flow in quick succession and BRN will go from a technology minnow to behemoth.

    IMO
 
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