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Nvidia Overshadows The Chip Indusry's Growth Malaise

Nvidia Overshadows The Chip Industry’s Growth Malaise

The chip industry is struggling for growth, but its challenges are hidden by the surge in demand for GPUs, CPUs, and memory semiconductors
SDV: OEMs' Dilemma

OEMs’ SDV Dilemma

NXP believes software-defined vehicles can help OEMs shorten the vehicle design cycle and go beyond upgrades.
Microsoft and Apple’s AI-Mighty Algorithm

Microsoft’s and Apple’s AI-Mighty Algorithm

Apple and Microsoft can tout opt-in features for “ChatGPT” or “Recall,” as though this is proof of their social responsibility. But is that enough to protect us from the tyranny of genAI?
AI Forces 'Interconnects' Outside the Box

AI Forces ‘Interconnects’ Outside the Box

Synopsys says PCIe 7.0 will further compel data center designers to go for the disaggregation of heterogeneous resources.
Microsoft's CoPilot+ puts Intel on a knife-edge

Microsoft’s CoPilot+ Puts Intel on a Knife-Edge

Intel is in a fight for survival everywhere, including in PC processors, its traditionally strongest market. With CoPilot+, Microsoft, one of its oldest alliance partners, is embracing Arm, adding to the pressure on the microprocessor giant. Which way forward, Microsoft?
Phil Koopman: Two Sides of the SDV Coin

Phil Koopman: Two Sides of the SDV Coin

Phil Koopman, professor at Carnegie Mellon Univ., weighs in on the SDV by asking his signature question: #didyouthinkofthat?

ST & Wolfspeed: A Tale of Two SiC Suppliers

The SiC market is moving fast – with changes among key players and a shift in market focus from materials to devices – altering the business prospects of two SiC pioneers.  
AI Sends AMD and Lisa Su Back to the Drawing Board

AI Sends AMD and Lisa Su Back to the Drawing Board

AI has pulled AMD into a ferocious battle for relevance and market share. Can CEO Lisa Su perform her magic again?
The ‘Ideal’ EV: Cheaper with Less SiC?

The ‘Ideal’ EV: Cheaper with Less SiC?

Ideal Power has devised a silicon-based bi-direction power device.  Will automakers already committed to Silicon Carbide listen?

In SDVs, IBM Has Honda’s Back

Data centers pioneered software-defined architecture. Now, Honda hopes to build its Software-Defined Vehicle roadmap by piggybacking on IBM’s data-center software expertise.
Intel Auto: SDV Is a Mindset

Intel Auto’s Jack Weast Woos China

Episode 2 of our SDV podcast series answers two most often asked questions: 1) What’s going on in China? and 2) What’s Intel doing in automotive?
It’s a Multimodal World, After All

It’s a Multimodal World, After All

LLaVA is a fusion of LLM like GPT-4, and vision encoders like CLIP. What does it do, and can it solve today’s AI problems?
Chip Wars: How Far Will America Go to Win?

Chip Wars: How Far Will America Go to Win?

America’s semiconductor war with China is taking a toll on Western chipmakers but they may be asked to pay even higher costs as Uncle Sam digs in.
Dig Deeper on Software-Defined Vehicles Podcast Series

We Launch Weekly SDV Video Podcast Series

Episode 1 opens the series with a comprehensive overview of Software-Defined Vehicles on May 29
Could SoftBank's Son kill ARM with His AI Vision?

Could SoftBank’s Son Kill Arm with His AI Vision?

The talk is that SoftBank Group CEO Masayoshi Son wants to transform his company into an AI processor powerhouse and intends to use Arm as a vehicle to achieve this.
Can Machines Outsmart Human Mischief?

Can Machines Outsmart Human Mischief?

Embedded vision and AI algorithms are in demand as keys to “smart retail” systems. Will Grabango’s check-out system succeed where Amazon’s once-touted “just walk out” service failed?

The Bastard Art of Thinking like a Machine

When confused by technology, it might help — and cost less — to switch back to human-mode
Wait! Wasn’t AEB Already Solved?

Wait! Wasn’t AEB Already Solved?

What’s the difference between Automatic Emergency Braking (AEB) in robotaxis and the AEB newly mandated by U.S. safety regulators?

Microsoft, Data Centers and the AI Paradox

Can generative AI and the acres of servers needed to refine large-language models help solve the very problem it creates?
China EV Road Trip & Beijing Auto Show

China EV Road Trip & Beijing Auto Show

Tu Le, Sino Auto Insights’ founder, assessing Xpeng’s EV on a 1,500 mile road trip, wonders how much Elon Musk can charge for Tesla’s FSD when many Chinese vehicles with similar ADAS systems are already on the road. He shares insights from the recent Beijing Auto Show.
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Ojo-Yoshida Report Business of Semiconductor Summit - September 10-11, 2024

This Month


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 

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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!

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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.

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Founder, Edge AI and Vision Alliance / President, BDTI


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

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

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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.

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