BRN 3.70% 28.0¢ brainchip holdings ltd

Two must read posts @rayz.Hopefully with the statement in you...

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    Two must read posts @rayz.

    Hopefully with the statement in you have highlighted that "although IBM’s TrueNorth chip and Intel’s Loihi processor promise to resolve this issue, it is Brainchip’s Akida that has been the first to do so." together with the following analyst conclusion we will no longer see the need to consider Intel as any sought of threat to either AKIDA or Brainchip. Intel is a spent force in neuromorphic and has taken another direction and needs all of its resources directed towards that end if it has any chance of being successful.
    My opinion only DYOR
    FF

    AKIDA BALLISTA

    Conclusion

    Intel's margins have declined for several years, and the company's inability to keep up with cutting-edge competitors does not bode well for the future. Intel appears likely to continue to lose market share to both AMD and NVIDA. Analyst estimates must be revised to consider the ramifications of declining market share and reduced pricing power upon Intel's profit margins.

    Intel is finally starting to develop a new fabrication plant. This will be an expensive enterprise that will eat up much of Intel's free cash flow. Further, there appears some risk that the industry is ramping up excessive levels of chip capacity that would all hit the market in about 2-3 years.

    Intel is facing greater competition than ever before, and it appears to now be entering a race to develop fabrication capacity with highly competent competing manufacturers. The future looks riskier than ever for Intel. For these reasons, it appears Intel is likely to remain in the mid to high $40s in the near term.

 
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