Someone posted this on another thread but its such a great article written today,I thought it deserved its own thread, sorry can't remember who posted it.


www.kapitalerhoehungen.de/kommentare/taiwan-semiconductor-brainchip-jinkosolar-aufschlag-in-der-chip-branche

2022-01-18 05:10:00

TAIWAN SEMICONDUCTOR, BRAINCHIP, JINKOSOLAR – CHIP INDUSTRY PREMIUM

The chip crisis was one of the most discussed topics of the past year. The lack of semiconductors led to production stops, short-time working in the automotive industry and skyrocketing prices. Even for the current year, the manufacturers do not yet see any relaxation in the market. In general, the semiconductor industry is on the move. With the development of chips based on artificial intelligence, a new generation is now gaining access to the mass market. The best example is the Australian company BrainChip, which has had its doors wide opened to commercialization.

TABLE OF CONTENTS:

• READY FOR COMMERCIALIZATION
• HEY, MERCEDES!
• GROWTH SPURT DUE TO STRONG DEMAND
• PROMISING AFTER ANNOUNCEMENT

READY FOR COMMERCIALIZATION

The start of the new year could not have gone better for the Australian company BrainChip Holdings, which also has branches in the USA. Two pieces of news in particular caused a stir at the leading provider of ultra-low-power high-performance technology for artificial intelligence and the world's first commercial manufacturer of neuromorphic AI chips and IP. As a result of the good news, the share price has risen since the first trading day of the new year in Frankfurt from EUR 0.45 to over EUR 1.05 in the meantime. The company is currently quoted at EUR 0.92, which equates to a market value of EUR 1.62 billion.

Developed by Brainchip Holdings, the Akida chip, which management says is "the most efficient AI solution ever produced," has the potential to conquer the mass market. The Akida processor is extremely low-power, high-performance, and supports the growth of edge AI technology through the use of a neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain. With every transaction, Akida learns independently. This makes the technology ideally suited for modern edge devices and is intended to be used in autonomous driving, IoT devices, robotics, medical diagnostics or safety technology.

HEY, MERCEDES!

Information Systems Laboratories, a technology company specializing in advanced signal processing, space exploration, underwater technologies, surveillance and tracking, cybersecurity, advanced radar systems and energy independence, announced that it is developing an AI-based radar research solution for the Air Force Research Laboratory (AFRL) based on the Akida™ processor for neural networks.

Even more attention was paid to the announcement from Mercedes that the Stuttgart engineers want to use brainchip to develop systems based on the company's Akida hardware andsoftware. Among other things, the technology makes the"Hey, Mercedes" voice control in the EQXX five to ten times more efficient than conventional voice control. Neuromorphic computing is still in its infancy, but according to Mercedes, similar systems could be available in a variety of consumer products within a few years. And when used on a large scale in an electric vehicle, neuromorphic computing has the potential to significantly reduce the energy required to operate the latest artificial intelligence technologies. BrainChip should get a bigger piece of this cake.

Further information is expected from the Company at the International Investment Forum (IIF)on 17.02.2022. Seats for the event are still available free of charge.

GROWTH SPURT DUE TO STRONG DEMAND

Taiwan Semiconductor, the world's leading producer of semiconductors, also ended the fourth quarter with double-digit sales and profit growth. Earnings per share were $1.15 on revenue of $15.74 billion, an increase of 24% year over year. Analyst estimates assumed earnings of $1.11 per share on revenue of $15.77 billion.

For the first quarter, Taiwan Semiconductor expects sales of between $16.6 billion and $17.2 billion and a gross margin of between 53 and 55%,while the operating profit margin should be between 42 and 44%.

Discussing the findings, TSM CEO C.C. Wei said the company will spend between $40 billion and $44 billion on investments to alleviate global chip shortages and capitalize on demand. TSM shares were able to mark a new all-time high after a gain of almost 2%. Invested investors should successively follow the stop.

PROMISING AFTER ANNOUNCEMENT

The chart picture of the solar module manufacturer JinkoSolar is more positive. The bottoming at $42.50 could be concluded by a breakout above the $49.80 mark and generate a fresh buy signal.

disallowed community received the approaching IPO of the subsidiary Jiangxi Jinko positively. Jiangxi Jinko is to be listed on the STAR market of the Shanghai Stock Exchange. In the first step, the issuance of 2 billion shares is planned, with 600 million securities already earmarked for institutional investors such as the China Insurance Investment Fund and China Energy Investment Corporation.

The issue price per share is expected to be 5 yuan, bringing gross proceeds to a total of $1.57 billion. After the IPO, JinkoSolar still remains the majority shareholder with a quota of just under 60%.

The semiconductor crisis is likely to continue in the current year. With the new generation of chips based on artificial intelligence, BrainChip Holdings is a leader and has great development potential through the cooperation with Mercedes. Taiwan Semiconductor is still in demand, jinkoSolar could soon generate a buy signal.