Member Info for Tracylied

Sergi I suspect that it's due to exactly what they need. One component unavailable and it's a showstopper. Ethernity has several options for FPGA and several sources it seems. Those quad core ARM processors are very common and I suspect very available.

Sergi I am not sure where that comes from. I certainly didn't say that shortages were any different for ASICs.
FPGA shortages don't seem to be challenging at the moment. It seems to be specific chips many of which are Common in cars.

The limitation of ASICs is that the numbers required to make a product commercial are large. Although the product may be available immediately once in production it only completes a very specific standard role.
Ethernity work from the other end designing the perfect solution based on the required specs. Previously that was a lengthy process but now the core product is market ready it's just a matter of adapting to the clients needs.

Sergi it's very well known that from concept to sales takes a minimum of 18 months for ASICs.
As David said recently adaption of an existing product is a rapid process. Ethernity are built on several core products that are adaptable for specific applications. This takes weeks or months as the core product is evolved and tested.

ASICs has a role to play and indeed many of the Ethernity products will become ASICs like as there are several opportunities for them to be de facto system products that really are complete and common solutions. These will become ASICs like to drive down the unit costs. These are only really going to work where Ethernity solutions are unique and functionality is complete.
This is ASICs complex not like the typical NIC with vanilla function.

As I have said before I don't follow Silicom and I have no interest in their products. I know that ASICs suppliers are very easily wrong footed with products that actually don't meet the market need because of the long lead times and singular nature of the function.
It will be seen that as an example a network card with no flexibility will just have its function taken elsewhere in the design of the system. You need to remember that design and method are very fluid in the open designed network. ASICs cards are certainly required but as networks develope the role will be ever reduced.

It makes no sense to sell 35p placing at 52p to buy at 60p. The trigger is 80p but they can trigger early, obviously above 60p. So accepting that it will exceed 60p at some stage in the next 18 months at that point they will pay out or when triggered at 80p. If you don't think that it will ever exceed 60p then the warrants are worthless so the whole conversation is pointless.
Clearly after seeing the huge interest from the market and the contracts start to flow there is absolutely no doubt that 80p will just be a blip on the way to £5+ in the mid to long term.

We'll see people swapping out from about 70p when they start to buy the warrants.

Yes dumping at 52p to buy at 60p makes a lot of sense......

So it will open red on the UT. Been a super week.

These devices will end up being ASICs like as in they will be mass produced in shell then adapted after installation. At this point the business will split neatly into two areas which will progress at different speeds.

To understand why Ethernity will thrive you need to look at how they deliver super high performance on a FPGA. They have patent protected tech that allows much higher performance from a standard low cost FPGA. This results in huge savings over other FPGA based devices. The savings come from the reduction in the requirement for CPU cores and hardware/software like routers. This is a virtual application that can be adjusted and repurposed through cascade.
Much of the Ethernity portfolio is adaptable for multiple markets.
Satellite from LEO to tower or node will be a major market. This can be for home, mobile or private networks market.

Massive slowdown in ASICs products for sure
I think that we all saw that coming.

Olderandwiser. Much of the current IP is extremely likely to be 6g ready. The protocols for 6g will be very fluid for several years but I suspect that it will be based on size, scalability, flexibility and agility. I suspect that there will like 5g be no standard installation so the flexibility of a configure remotely on the fly tech will be standard.
It's important to understand that 5g is not about speed. In fact 4gLTE can in certain scenario deliver 5g speed. 5g is much more challenging than just making it fast. In China they achieved fast long ago now they face the reality of density and latency with demands changing 100's of times each second.
6g will be more of the 5g challenge but will also be about the devices which will become much more integrated.

Ethernity are positioning for 6g and 6g will be mainly Open from the core to the tower.

01234 the rise is inevitable, doesn't matter if we look in to this board or swim with dolphins the result will be exactly the same. We are closing in on previous highs and once through the chart just gains reasons to continue.
We have almost matched the preplacing momentum now. If you don't have enough don't wait too long or you will be paying 75p.

https://www.lse.co.uk/rns/ENET/ethernity-receives-2m-orders-from-tarana-k3a368im5717s26.html

Here future generations is mentioned but also in a article somewhere it stated G2

Yes I believe that Ethernity has disclosed

Ethernity are working on G2 with Tarana in India to provide the base node chipset. G2 will be perfect for remote industrial applications and will be a huge seller.
Ethernity provide more than a convenient switch.

I can't see as they need the cash and it's a relatively small amount. 5g IF are clearly connected to Tarana and I don't think that they will want anyone sniffing around the detail.

Yes it didn't take long. Needless to say I didn't take the job just the free lunch and a full exploration update.