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Girding for War, Taiwan Must Also Invest In Its Economic Future
Feb 1, 2023

A survival strategy includes nurturing a new generation of leaders focused on more than defying China’s intentions to subjugate the island.

Taiwan Semiconductor Pioneers
Taiwan’s Illustrious But Aging Semiconductor Pioneers
Jan 31, 2023

Who’s who in Taiwan’s booming semiconductor industry–and who’s next.

Liang-Gee Chen, Taiwan's former Minister of Science and Technology.
Taiwan’s Semiconductor Industry Must Look Outward
Jan 31, 2023

Former technology minister says overseas expansion also addresses the island’s resource and talent constraints.

Apple CEO Tim Cook at the opening ceremony of TSMC's Arizona fabs. (Source: Apple)
The Tangled Triangle of Biden, Apple and TSMC
Jan 30, 2023

Why is Apple willing to pay as much as 50 percent more to have TSMC manufacture its chips in Arizona? One possibility is a corporate tax break.

Back to the Future movie
HU’s in Charge Here?
Jan 26, 2023

“Roads? Where we’re going, we don’t need roads.”
—Doc Brown, Back to the Future 2

graceful exit from TI
Time for Templeton of TI to Make a Graceful Exit
Jan 25, 2023

Incoming CEO Haviv Ilan must form his own management team as the analog and embedded vendor charts a new course.

Level 3 Cars? ‘No Customer Buys It’
Jan 24, 2023

BMW CEO’s declaration, ‘No customer buys it,” serves as the death knell for the self-driving dream.

Taiwan Strait and TSMC
What’s Plan B if TSMC is Shut Down?
Jan 23, 2023

If China moves on Taiwan, foundry customers could turn to Samsung, Intel or others while considering older manufacturing nodes and design workarounds.

What Tesla claimed in an opener of its promotional video, "Full Self Driving Hardware on All Teslas," released in Oct. 20, 2016
Tesla Deposition Exposes Disregard for Human Drivers
Jan 20, 2023

Tesla and others are enabling abuse of automated features in systems, then blaming users for accidents. They are willfully programming human drivers to fail.

Higher (STEM) Education Diplomacy
Jan 20, 2023

A U.S. foreign assistance program is training the next generation of technologist in the ex-Soviet Republic of Georgia.

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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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Clément Nouvel, LiDAR CTO

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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

Daniel Cooley, CTO

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Colin Barnden, principal analyst at Semicast Research

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

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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

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Rob Stead, Managing Director, Co-Founder
Sense Media Group