Brainchip Holdings Ltd. · ASX:BRN

Brainchip — Semiconductor Australia 2025

24 slides from Brainchip's conference presentation, Oct 22, 2025

  1. Slide 1: CEO Sean Hehir to Present at Semiconductor Australia 2025

    ASX Announcement For personal use only BrainChip Holdings Ltd CEO Sean Hehir to Present at Semiconductor Australia 2025 Sydney, Australia – 22 October 2025 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, BCHPY), (BrainChip or Company), the world’s first commercial producer of neuromorphic artifici

  2. Slide 2: Investor Relations Contact

    https://www.brainchipinc.com Investor Relations Contact: IR@brainchip.com Follow BrainChip on Twitter: https://www.twitter.com/BrainChip_inc Follow BrainChip on LinkedIn: https://www.linkedin.com/company/7792006 For personal use only Company contact: Trevor Franz IR@brainchip.com

  3. Slide 3: AI in All Chips: A New Era of Edge Intelligence

    AI in All C h ip s : rsonal use only A New Era of Edge Intelligence Semiconductor Australia – BrainChip Sydne y, Oc tobe r 20 25 10 /15/20 25 Confidential 1

  4. Slide 4: Evolving Macro AI Trends

    Evo lvin g Ma c ro AI Tre n d s P e rva s ive Ra p id Mo d e l N a t u ra l La n g u a g e Importance of rsonal use only Ad o p t io n In n o va t io n Em e rg e n c e Inference (NLP & LLM) 10/15/2025 Confid e ntia l 2

  5. Slide 5: Evolving Macro AI Trends

    Evo lvin g Ma c ro AI Tre n d s Pervasive Rapid Model Natural Language Importance of rsonal use only Adoption Innovation Emergence Inference (NLP & LLM) Embedded AI AI Becomes the New The Power and The Unstoppable Becomes an Invisible Standard for Signal Cost Imperative Shift to the Edge Engine for

  6. Slide 6: AI in All Chips

    AI in All C h ip s rsonal use only FP G A DSP CPU CPU N PU GPU S t a n d a lo n e C P U Standalone Chips AI Em b e d d e d in All Chips 10/15/2025 Confidential 4

  7. Slide 7: AI in All Chips Examples

    AI in All C h ip s Exa m p le s rsonal use only Modern storage platforms now embed on - drive computational units such as FPGAs or ASICs, enabling data- intensive AI workloads — like database searches or image pre- processing — to be performed directly where the data resides. Next - generation autom

  8. Slide 8: Strong Market Growth for Edge AI

    S t ro n g Ma rk e t G ro w t h fo r Ed g e AI O ve ra ll Ed g e AI Ma rk e t rsonal use only 2023 - 2030 Silicon Software $ 8 B – $ 54 B CAGR 17- 3 1% $1.9B – $8B CAGR 23% Neural Models Silicon IP $ 0 .0 7B – $ 0 .3 B CAGR 3 0 % $ 0 .1B – $ 0 .5B CAGR 29 % $ 2 5 B – $ 10 2 B CAGR 21% The SHD Group

  9. Slide 9: Strong Market Growth for Gen AI

    S t ro n g Ma rk e t G ro w t h fo r G e n AI G e n AI (LLM) Ma rk e t rsonal use only 2023-2033 $6B – $84B CAGR 34% C lo u d LLM $6B – $36.1B CAGR 3 3 .2% Mord or Inte llig e nc e 10/15/2025 Confid e ntia l 7

  10. Slide 10: New Market Developing in Edge LLMs

    N e w Ma rk e t De ve lo p in g in Ed g e LLMs O ve ra ll Ed g e AI rsonal use only Ma rk e t 2023 - 2030 $6B – $84B G e n AI (LLM) CAGR 34% Ma rk e t 20 23- 20 30 Silicon $ 8 B – $ 54 B CAGR 17- 3 1% C lo u d LLM Edge LLM Silicon IP CAGR 2 8 .3 % $6B – $36.1B $ 0 .1B – $ 0 .5B Software CAGR 3 3 .2%

  11. Slide 11: BrainChip Solutions

    S o lu t io n s rsonal use only Bra in C h ip S o lu t io n s 10 /15/20 25 Confidential 9

  12. Slide 12: Edge AI Leader

    Edge AI Leader Delivering AI IP & Silicon for Ultra Low - Power Edge AI Devices rsonal use only Ak id a IP C o re s • Purpose built neural processing unit • Extremely power-efficient (mW) • Fully scalable, programmable, re-configurable S o ft w a re - Me t a TF • Complete SW development tools and pr

  13. Slide 13: Akida Solutions

    S o lu t io n s Ak id a 1 Ak id a 2 Ak id a G e n AI Ak id a 3 rsonal use only • 1, 4-bit integer • 1, 4, 8-bit integer • 1, 4, 8, 16-bit integer • 16, 32-bit Floating point Ha rd w a re • Neuromorphic • Neuromorphic • Neuromorphic (ISA) • 16, 32-bit Floating point State Machine State Machine • Neur

  14. Slide 14: Predicting Epileptic Seizures

    Predicting Epileptic Seizures O n s o r N e xa Predicting Ep ile p t ic S e izu re s rsonal use only Proactive Health Management Anticipate seizures before they happen. On - Device AI Processing Ultra-low-power, real-time analysis. Freedom & Independence Engage in daily activities with greater confi

  15. Slide 15: First Neuromorphic AI for Space

    Gaisler First Neuromorphic AI for Space G R8 0 1 Firs t N e u ro m o rp h ic AI Solution for Space rsonal use only P io n e e rin g AI fo r Ext re m e S p a c e Exp lo ra t io n Bringing neuromorphic AI to space - grade SoCs with Frontgrade's proven radiation - hardened technology. Unprecedented Pow

  16. Slide 16: Ultra-Low Power Radar Process for Defense Industry

    Ult ra - Lo w P o w e r Ra d a r P ro c e s s fo r De fe n s e In d u s t ry Challenge: Solution: rsonal use only Process raw and noisy radar inputs instantly in size Akida achieves the same high-fidelity imaging as large, power-intensive & power constrained environment. GPU systems but with an ultr

  17. Slide 17: Key Takeaways

    Ke y Ta k e a w a ys AI is Embedded in Every Piece of Silicon rsonal use only AI Shift from Cloud to Edge is under way Dedicated optimized hardware is the enabler Hardware market will consolidate to key leaders 10/15/2025 Confid e ntia l 15

  18. Slide 18: Q&A

    rsonal use only Q &A 10/15/2025 Confid e ntia l 16

  19. Slide 19: Get in Touch With Us

    rsonal use only Get in Touch With W e b s it e Th a n k Yo u www.brainchip.com Email IR@brainchip.com

  20. Slide 20: Strong Market Growth for Edge AI

    S t ro n g Ma rk e t G ro w t h fo r Ed g e AI Ed g e AI Ma rk e t is being driven by key advantages: rsonal use only 10/15/2025 Confid e ntia l 19

  21. Slide 21: BrainChip Introduction

    Bra in C h ip In t ro d u c t io n First commercial neuromorphic IP platform and reference chip P ro d u c t s rsonal use only Ultra-low power AI the Edge with fit-for-market solutions IP Re fe re n c e S o C S o ft w a re To o ls Enabling Scale with cost-effective, hyper-efficient, disruptive Edge

  22. Slide 22: Fundamental AI Chips Constraints

    Fu n d a m e n t a l AI C h ip s C o n s t ra in t s rsonal use only De fin in g c h a lle n g e fo r AI c h ip s to d a y is t h e in te n s e c o m p u tin g p re s s u re b e twe e n : NPU GPU • Power • Performance • Area CPU Edge AI uses combined CPU, GPU, NPU to achieve efficient PPA. CPU DSP G

  23. Slide 23: Enhancing Ocean Safety

    Enhancing Ocean Safety O b je c t ive : Deploy a drone which can detect distressed swimmers and surfers in the ocean , helping lifeguards scale their coverage to large beach areas. rsonal use only Real World View Detecting swimmers and beach goers using Akida event - based computation 10/15/2025 Con

  24. Slide 24: The Edge AI Market

    Th e Ed g e AI Ma rk e t W e a ra b le s t o S a t e llit e s a n d Eve ryt h in g in Be t w e e n TO P S Ak id a Brin g s AI Effic ie n c y O n - De vic e rsonal use only 50 0 10 0 20 1 Po w e r 10 0 m W 1W 20 0 W 10/15/2025 Confidential 23

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