BRN 8.51% 25.5¢ brainchip holdings ltd

Dare to anyone to justify $1bn valuation with numbers, page-47

  1. 73 Posts.
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    you have made a very decent point, the CAPEX required in a chip manufacturer is huge and very regular as technology updates.

    I am no expert in semiconductor industry, but I thought BRN is only intending to use TSM as an OEM for the chip... don't think they will be stupid enough to build a plant itself
 
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