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Lip-Bu Tan must split up Intel

Lip-Bu Tan must split up Intel 

The best course of action for Lip-Bu Tan, Intel’s incoming CEO, is to set the foundry unit free as an independent company. Will he?
Hot Stuff from EW 2025: STM32U3 MCU for Ultra-low Power Devices

Hot Stuff EW2025: STM32U3 MCU for Ultra-low Power Devices

STMicroelectronics’ “Hot Stuff’ at the Embedded World 2025 Show was the STM32U3 MCU targeted at applications requiring IoT connectivity and ultra low-power consumption.
Hot Stuff: Renesas 64-bit RZ/V2N Line for Vision AI

Hot Stuff: Renesas 64-bit RZ/V2N Line for Vision AI

Our ‘Hot Stuff’ reports from Embedded World 2025 showcase products announced by chipmakers at the exhibition. This report is on Renesas’ RZ/V2N MPU for robotics applications requiring vision AI and real-time remote control.
Memo to Intel’s Incoming CEO: Fill the Fabs

Memo to Intel’s Incoming CEO: Fill the Fabs

To assure Intel’s success, incoming CEO Lip-Bu Tan should prioritize its process technology development and optimize production and capacity utilization rates at existing and planned fabs. We have put together a list of suggestions for the new Intel CEO.
TSMC adds Diplomacy to its Chip Strategy, but at What Cost?

TSMC adds Diplomacy to its Chip Strategy, but at What Cost?

TSMC may get Donald Trump off its back by promising to increase US capex, but the reprieve will be transient. Trump will demand more and the total financial and operational costs will be much higher.
Reimagining AI Chip Design and Verification

Reimagining AI Chip Design and Verification

Given the escalating complexity of current AI (and other) chips, are we finally witnessing the emergence of “Design for Verification” as a critical engineering imperative for semiconductor companies?
Chipmakers Face Baffling Geopolitical Changes

Chipmakers Face Baffling Geopolitical Changes

Electronics makers have entered a baffling Twilight Zone where deep structural changes to the old rules by Donald Trump will scuttle many of their investment decisions and plans.
What’s Cooking at OYR (and at my house)

What’s Cooking at OYR (and at my house): A Growing Trust Deficit

Electronics manufacturers are struggling with unanticipated and forced changes in their environment, unable to determine who can be trusted to comply with agreements.

Embracing Artificial Intelligence: Electronics engineers explore abundant opportunities in design and development with AI

A survey conducted by Avnet Insights shows artificial intelligence has penetrated almost every aspect of the design process and functionality of electronic products

Can Smart Home Technology Make Housing More Affordable?

Working with the non-profit Habitat for Humanity, I’ve confirmed that smart home technology can transform affordable housing while promoting self-reliance and community development.
In Intel’s Crisis, a Glimpse of TSMC’s Quandary

In Intel’s Crisis, a Glimpse of TSMC’s Quandary

Intel may need saving but its salvation should not be at the expense of TSMC and its customers

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

Stories on AI, ST results and, separately, its sustainability, expansion into a new market for Vicor, and the last in the series examining the heritage of the US Space Program with some amazing granola, as a snack!

Mercury and SpaceShipOne: Very Different Launch Systems

NASA used a human-rated derivative of a ballistic missile to launch a man into orbit. SpaceShipOne used a less-expense approach. In both cases, piloting badassery was vital to the missions’ successes.
Vicor Puts Pedal to Metal for 48V EV Power Systems

Vicor Puts Pedal to Metal for 48V EV Power Systems

Vicor is on track with plans to help automakers and tier-1 suppliers switch power systems in EVs to 48V from 12V. David Krakauer, VP marketing and channel, narrates the background and the strategy.

ST and the Persistence of a Green Legacy

Can ST continue to honor the commitment to sustainability it says is baked into its DNA through good times and bad? A recent agreement shows it is still moving forward.
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.
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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 

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

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.

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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

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Colin Barnden, principal analyst at Semicast Research

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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