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In-Vehcle Network

Ethernet Switches: Marvell’s Ticket to Automotive

Next-generation vehicle architecture is creating an unprecedented opportunity for Automotive Ethernet.
Nvidia CEO at Computex 2023

AI Rivalry Heats up, But Catching Nvidia Won’t Be Easy

Nvidia quietly worked on its accelerated computing dream for years and won big with the advent of the AI era. Can Nvidia keep this much coveted crown?
Apple Vision Pro Headset

Apple’s Display Tech Choice in Vision Pro

Its latest Vision Pro display technology reveals that Apple’s quixotic quest for exotic microLED technology remains unfulfilled.
Podcast: What’s Next for Microchip’s Steve Sanghi?

Podcast: What’s Next for Microchip’s Steve Sanghi?

Steve Sanghi, Microchip and the semiconductor market have intertwined stories going back decades. That saga is not ending yet. The chip world can count on seeing more of Sanghi beyond Microchip.
Useful Sensors

From ‘Smart’ to ‘Useful’ Sensors

Can anyone make ‘smart home’ devices useful to consumers? A Calif. startup, Useful Sensors, believes it has the magic potion.

Qualcomm Envy Sparks Nvidia-MediaTek Deal

The partnership is aimed at repositioning Nvidia in a broader spectrum of the automotive SoC market, while allowing MediaTek to loosen Qualcomm’s grip on the entry level of the auto market.
Unversal Chiplet Interconnect Express

Advanced Packaging Holds Key to Chiplet Surge

The emergence of chiplets could restructure the semiconductor industry. But first, the packaging must be in place to support them.
Lokwon Kim, a founder of DeepX

DeepX Founder Aspires to Be ‘Morris Chang of Korea’

AI hardware startups are a dime a dozen. But the founder of DeepX has a loftier goal — to build a company that matters to his home country, South Korea. 
Obsolescence at BMW: Planned or Just Short-Sighted?

Obsolescence at BMW: Planned or Just Short-Sighted?

Go ahead. Trust carmakers who promise lifetime software updates. But verify that car companies can cope with the potential need for the hardware upgrades that often accompany updated software.
Sam Altman

What’s Sam Altman’s Game?

Enough with the handwringing, it’s time to shut down public access to AI
Inventory overhang

Inventory Quagmire: From JIT to JIC and now Just-too-Much

The perfect inventory management solution continues to elude electronics manufacturers and members of the supply chain.
Stalag 17

Regressive AI

Movie maven Benjamin defines ‘Regressive AI’ as the digital art of mimcry, formula and redundancy.
William Widen and Phil Koopman

Podcast: Let’s Talk About AV Liability 

William Widen, a professor of law, and Phil Koopman, an engineering professor, are proposing a new legal framework that rescues automated-vehicle (AV) accidents from the Black Hole of Liability.
Driver is uing her phone, not payint attention to roads

Nauto Driven to Fuse Data from ADAS and DMS

Car OEMs must make their highly automated vehicle intuitive enough to respond to imminent danger with a timely handover from the computer driver to the human.
BYD's new energy vehicle, Yangwang U9, unveiled at Auto Shanghai 2023

China EV Inc. Preps for Global Market as Western Rivals Wilt

China has become the world’s unquestionable leader in EV batteries and EVs. Don’t be surprised when China floods the globe with their “affordably innovative” electric cars, says a China EV industry insider.
Bucking the trend

Infineon and ST Buck Chip Downturn but for How Long?

As competitors swoon, Europe’s Top-2 semiconductor makers soar loftily. Even their fiscal 2023 forecasts defy logic but are they truly recession-proof?
Tu Le, managing director of Sino Auto Insights, a Beijing-based consultancy

Podcast: What’s China EV Inc.’s Next Move?

Tu Le believes that Western automakers, too busy making money hand over fist in China for too long, underestimated Chinese consumers and Chinese automotive market as a whole.
Robot to Human Handover

Robo-Driving Handover Time: Pick a Number

With lingering uncertainties in the law, expect needless courtroom wrangling over the number of seconds allowed a panic stricken Human Driver to take the wheel from a Computer Driver who sounded the alarm to transfer control of the vehicle.
Dale Ford, analyst

Podcast: First the Gorging, Now the Hangover, plus other Problems

Yesterday’s supply chain challenges are becoming history just as new ones are cropping up.
The Imitation Game

Imitation Driver, Imitation Game

Two professors, one a legal expert, the other in computer engineering, have joined forces to apply Turing’s Imitation Game to a “Computer Driver.” A loss by the Computer Driver results in negligence liability.
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Automation in Cars: Promises & Fallacies

Junko Yoshida, Ojo-Yoshida Report

CES Robocar Panel: ‘Humans Are in the Loop’

David Benjamin

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’

Testimonials

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

Uncompromising

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