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Whither STMicroelectronics after Annus Horibilis?

Whither STMicroelectronics after Annus Horribilis?

A horrid year is behind STMicroelectronics, but 2025 looks tough, too. Can the chipmaker still achieve its $20B sales goal by 2030 in the face of daunting obstacles?
Designing AI Chips is Hard – Can AI help?

Designing AI Chips is Hard – Can AI help?

Designing and verifying AI chips involve complex processes and tools, which EDA companies are racing to develop. Can AI help in the design and verification of AI chips? What new tools are being developed and who is leading this process ?
SpaceShipOne

Mercury and SpaceShipOne: The Spacecraft

Despite very different launch and guidance systems, the Mercury and StarShipOne spacecraft shared many design requirements.
Tech Execs Must Act to Avoid Chip Tariff Trap;

Tech Execs Must Act to Avoid Chip Tariff Trap

In the case of semiconductors, tariffs may be counter-productive, which is why American chipmakers must advocate for less draconian measures
Infineon's Hanebeck Sends a Principled Message

Infineon’s Hanebeck Sends a Principled Message

Jochen Hanebeck of lnfineon is pointing out a dangerous anti-democracy and anti-immigrant tilt in our world. His call for the protection of fundamental human rights globally is critical and earns our full support.
DeepSeek: Stop the Panic

DeepSeek: Stop the Panic

DeepSeek is a precursor of many more disruptors coming in the AI world. Its importance may be overblown compared with what comes next.
Mercury and SpaceShipOne: 40-years of Evolution

Mercury and SpaceShipOne: 40-years of Technical Evolution

The US Space program, prodded by Russia’s surprise first-man-in-space success, highlights how America reacts to challenges.
Georg Steinberger is Gone

Georg Steinberger is Gone

Georg Steinberger, one of the electronics component distribution world’s most astute observers and analysts, died last week. The industry lost a big proponent and critic.
What’s Cooking at OYR (and at my house): AI & Pork Bulgogi

What’s Cooking at OYR (and at my house): AI & Pork Bulgogi

AI, corruption, and the threat to democracy: Why the electronics industry must pay attention
Eloy: The Future of Automotive is being Created in China

Eloy: The Future of Automotive is being Created in China

China is destined to continue playing a bigger role in the semiconductor industry despite Western efforts to constrain it, says Eloy with the Yole Group.
A Lone Voice in Support of America’s Strict AI Rules

A Lone Voice in Support of America’s Strict AI Rules

China’s economic and military ascent is unstoppable, but it is also not a fair player. Why should the West grant such a player unfettered access to its advanced technologies?
Has US Export Control Lurched Towards AI Tyranny?

Has US Export Control Lurched Towards AI Tyranny?

A US political cadre has decided that the diffusion of AI technology around the world is a threat to US interests. The US now runs the risk of moving from precise export controls towards a form of hegemony.
NXP’s Sensing and Edge AI Play is More than Just About SDVs

NXP’s Sensing and Edge AI Play is More than Just About SDVs

Don’t look now but NXP has just given itself a leg up in the market for robotic devices and AI at the Edge by adding 1,100 critical software engineering expertise to its employee roster via its planned acquisition of TTTech Auto. Of course, there’s a software-defined vehicle play also.
Intel: The Market Awaits Bigger News

Intel: The Market Awaits Bigger News

What Intel decides about its future – who will lead the company and the details of its pending reorganization – has become one of the most anticipated news of the year.
Russian Kosmos 2553: Scientific Satellite or Weapon of Mass Destruction?

Russian Kosmos 2553: Scientific Satellite or Weapon of Mass Destruction?

The race is on to weaponize space even if it is being done surreptitiously. Will the global powers agree to having their actions overseen by a common regulator?
Automakers Grab the Spotlight at CES 2025

Automakers Grab the Spotlight at CES 2025

Auto OEMs and chipmakers from the EV world are grabbing attention at the Consumer Electronics Show
This CES is (Almost) All About AI

This CES is (Almost) All About AI

CES opened with a bang as the queue to hear Nvidia CEO Jensen Huang stretched 200 meters long. Our Day 2 podcast concludes, AI is already the star this year at CES.
What’s Cooking at OYR (and at my house)

What’s Cooking at OYR (and at my house)

Mike Markowitz assumes the role of editor-in-chief at the Ojo-Yoshida Report with a mouthwatering introduction.
HED: NXP Heats Up Auto Offerings with TTTech Auto Buy

NXP Heats Up Auto Play with TTTech Auto Buy

NXP Semiconductors is powering up its software-defined vehicles (SDV) offerings by purchasing Austria’s TTTech Auto.
Prefix AI, Nvidia and TSMC will dominate a slow 2025

Prefix AI, Nvidia and TSMC will dominate a slow 2025

Except for the AI-related activities, 2025 looks set to be a low-growth year for semiconductor manufacturers.
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Swave Photonics

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FeibusTech

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Daniel Cooley, CTO
Silicon Labs

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Semicast Research

How do you get started in autonomous vehicles?

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Alex Roy, Director of Special Operations @ Argo AI. Founder: No Parking Podcast, Autonocast, The Drive, Noho Sound.
Argo.ai

Most original and insightful voice…

Thank you, Junko, for another deeply insightful and perceptive article. You’ve got me pegged. I’m attracted to great companies, like Velodyne, that I can lead to the next level of greatness. Velodyne will continue to expand its technology innovation leadership while delivering industry-leading financial results and shareholder value. You are the most original and insightful voice among semiconductor industry writers because you understand both the technology and human factors of success like no one else. Keep up the great work with the Ojo-Yoshida Report!

Ted Tewksbury. CEO, Velodyne Lidar
Velodyne Lidar