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CrowdStrike’s Update Downfall: Who Dropped the Ball?

CrowdStrike’s Update Downfall: Who Dropped the Ball?

Why didn’t CrowdStrike’s clients ask for software updates in staggered rollouts?
Edge AI Comes to PCs

Synaptics Plots Plan for AI PC ‘Edge’

Synaptics wants to “infuse AI” into everything it does: smart homes, smartphones, smart factories or AI PCs. 
Chip Vendors Boost SDV Software. Is It Enough?

Chip Vendors Boost SDV Software. Is It Enough?

Leading automotive semiconductor suppliers say that their mission is to offer more software than hardware. But how far can they go?
How does Graphcore fit into SoftBank's AI play?

How Does Graphcore Fit into SoftBank’s AI Play?

SoftBank-Graphcore: A reboot deal, a seed crystal, and a deniable “front” for ARM?
The SDV and Its Unintended Challenges

The SDV and Its Unintended Challenges

SDV development, the trending topic among automakers, is ironically exposing fundamental issues with organizations, vehicle architecture, education and society –with no accompanying easy fixes.
Can AI pave the way for multi-die systems?

Can AI Pave the Way for Multi-die Systems?

How exactly will AI — demonstrably excellent at pattern recognition, but with fundamental limitations when it comes to accuracy and predictability — make the EDA industry more productive?
Maelstrom of Change Hitting Automotive Industry

A Central-Compute SoC for SDVs? Really?

The idea of a central SoC that rules all of a car’s computing is not now — and maybe never — viable in mass-market vehicles.
Maelstrom of Change Hitting Auto Industry

Maelstrom of Change Hitting Auto Industry

What has triggered an avalanche of change among carmakers? Indie Semiconductor’s Chet Babla breaks it down.

How a Small MEMS Foundry Crashed the CHIPS Act

How did a little outfit with only twenty employees qualify for federal CHIPS and Science Act grants?

VW’s Software Crisis isn’t VW’s Alone

Volkswagen’s latest announcement of a joint venture with California startup Rivian once again exposes VW’s widely known software problems. But this also reflects every incumbent automaker’s software dilemma.
Silicon Shield Gives Way to Silicon Alliance

Can Silicon Alliance Survive What Broke Taiwan’s Silicon Shield?

Chipmakers want to protect the global collaboration that drove the industry’s growth, but geopolitics threaten their silicon alliance concept much as it has punched holes in Taiwan’s silicon shield.
How Many OSs Make an SDV Run?

How Many OSs Make an SDV Run?

Green Hills discusses the layers of software inside SDVs, and how they enforce “freedom from interference” between software.
Can Ceva Ignite Yet-To-Explode TinyML Market?

Can Ceva Ignite Yet-To-Explode TinyML Market?

The IoT market is yet to see an “explosive growth” in TinyML. Is that due to inadequate hardware, ever-shifting software or not enough ML skills in the embedded community?
Industry Pivots from Self-Driving to Software-Defined

Industry Pivots from Self-Driving to Software-Defined

Technical challenges have put L3/L4 autonomous vehicles (AV) on the back burner. Automakers’ best hope in the meantime is SDVs — fundamental E/E architecture redesign — but the going is likely to be even tougher.
Sonatus discusses Software Foundation of SDV

Sonatus Discusses Software Foundation for SDVs

We ask Sonatus CEO: “What’s the ‘proper’ software foundation for SDVs?”
First, Software-Defined Sensors, Then SDVs

First, Software-Defined Sensors, Then SDVs

The driving force behind software-defined sensors is the federal safety agency’s Automatic Emergency Braking (AEB) mandate. Can carmakers offer nighttime Pedestrian AEB without hardware changes?
FIGURE 1: Standard EV Charger Connects to an EV’s On-Board Charger

Microchip On-Board Charger Solution for EVs

The adoption of electric vehicles worldwide necessitates effective charging solutions. This white paper examines the fusion of Microchip’s dsPIC33 Digital Signal Controllers (DSC) with Silicon Carbide (SiC) technology, which offers a comprehensive system solution and systemic design approach to develop an on-board charger (OBC).
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?
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Ojo-Yoshida Report Business of Semiconductor Summit - September 10-11, 2024

This Month

Testimonials

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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.

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

What the news means

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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