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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.
Mitsubishi Deal Boosts Seeing Machines in SDV Market

Mitsubishi Deal Boosts Seeing Machines in SDV Market

Mitsubishi’s new investment in Seeing Machines highlights the importance of driver monitoring systems in the development of software-defined vehicles
The Heat is on for Multi-die Design

The Heat is on for Multi-die Design

Heat has always been a major design issue for chipmakers, but its role has become amplified and proven more challenging in the multi-die design era.
Google and Synaptics Kick off 2025 Edge AI Race

Google and Synaptics Jointly Kick off 2025 Edge AI Race

Semiconductor supplier Synaptics and hyperscaler Google are teaming up to accelerate the deployment of Edge AI
Intel Needs an Active, Competent Board, not a ‘Savior’ CEO

Intel Needs an Active, Competent Board, not a ‘Savior’ CEO

Intel has reached a breaking point, and the board of directors should take decisions about its future now and not wait until the appointment of the next CEO.
AI Past, Present, and Future (Part 3)

AI Past, Present, and Future (Part 3)

In addition to myriad roles “behind the scenes,” people are finding artificial intelligence to be increasingly helpful and useful on a personal level. Let’s hope things stay this way.
The 'Wild West' of Cybercabs in Five Easy Steps

The ‘Wild West’ of Cybercabs in Five Easy Steps

Phil Koopman’s playbook identifies a plausible path for carmakers and tech companies to follow. Given a strong incentive, “it only takes one company to do this at scale, which will trigger a race to the bottom,” he says.
Asking the Right Questions & ‘Reading’ People

Asking the Right Questions & ‘Reading’ People

In “Backbone,” author David Schneer takes an unconventional path to make the case for the value of qualitative research.
China isn’t for Everyone, maybe not Even Nvidia

China Isn’t for Everyone, Maybe Not Even Nvidia

Nvidia may not want to, but it should exit the Chinese market. Geopolitical powers are warring, and technology firms will be mangled. Being able to walk away from the nastiness is a step that Nvidia should not hesitate to take.
What's The Long-Term Outlook for Automotive Chip Industry?

What’s the Long-Term Outlook for Auto Chip Industry?

In the face of the seeming despondent industry dynamic, here’s why I contend there are good reasons to cheer the long-term outlook for the industry
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What’s the Long-Term Outlook for Auto Chip Industry?

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Microchip On-Board Charger Solution for EVs

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This Month

Infineon Ramps For the Transition to Silicon Carbide

A Certain Semiconductor in Uncertain Times

Onsemi Triangulates Its Silicon Carbide Strategy

SiC Manufacturers Walk a Tightrope

SiC in China: ‘Poster Child of the Decoupling Era’

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Timely and provocative

The Ojo-Yoshida Report is timely, insightful and sometimes provocative. I always learn something valuable in each edition, intelligent perspectives about our industry you cannot get anywhere else. Thank you and keep up the great work! 

Mike Noonen, CEO 
Swave Photonics

Renaissance in semiconductor insight

Junko and Bolaji are kickstarting a renaissance in semiconductor insight! It’s so rare these days to find such a wealth of timely, thoughtful coverage. But OYR manages to produce, every week. Well done!

Mike Feibus, Principal Analyst
FeibusTech

Knowledgeable and insightful

When I heard that Junko and Bolaji were launching The Ojo Yoshida Report, I instantly got out my credit card and became their first paid subscriber.  Junko and Bolaji are uniquely knowledgeable and insightful about our industry, and are constantly asking important questions.  I never fail to learn from their reporting.

Jeff Bier
Founder, Edge AI and Vision Alliance / President, BDTI

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I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO
Valeo

Understand and influence the tech trajectory

The tech industry is vibrant, complex, and important. High-quality analysis & reporting is crucial to understand & influence the trajectory and impact of tech. Junko Yoshida and Bolaji Ojo are the voice.  I highly recommend checking out the ojoyoshidareport.com.

Daniel Cooley, CTO
Silicon Labs

What the news means

I don’t need news, I need intelligent insight. That’s why I read Ojo-Yoshida Report. It’s challenging interviews with industry experts, informative podcasts and knowledge-enhancing content. It’s Junko Yoshida and Bolaji Ojo at their finest. It’s the source I use to find out what the news means.

Colin Barnden, principal analyst at Semicast Research
Semicast Research

How do you get started in autonomous vehicles?

A lot of people ask me how to get started in autonomous vehicles. I started by reading what few great blogs/newsletters exist in the space. One of them is the Ojo-Yoshida Report, from Junko Yoshida & Bolaji Ojo. Paid sub, but quality is worth it.

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