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Wolfspeed Ails but What Exactly Is the Problem?

Wolfspeed Ails but What Exactly Is the Problem?

Wolfspeed is a market leader but investors are discounting its shares. It must find out why and tell a clearer story.
The Beetle: 'Love, love me do!'

The Beetle: ‘Love, love me do!’

As we drive pell-mell into an era of AI and bewildering technology, I have lately harbored the hope that Volkswagen will seize the notion of a “simple car.”
Intel CEO Asks Altman $7 Trillion Question

Intel CEO Asks Altman $7 Trillion Question

Other than “we are gonna need a lot more [AI],” Altman said, “we are not in a place where we have numbers yet.”
Foundry Dreams Spotlighted at Intel-Palooza

Foundry Dreams Spotlighted at Intel-Palooza

Announcing Microsoft as a new customer, the promise to roll out 14A in 2026, touting the company’s expertise in advanced packaging, and the world’s most sustainable fabs: Is all this enough to lure customers to Intel Foundry?
Arm Doubles Down on AI, Chiplets With Neoverse Update

Arm Doubles Down on AI, Chiplets With Neoverse Update

The IP vendor is seeking to plug any gaps in its product portfolio by updating its existing IP offerings to serve a growing list of AI and chiplet customers.
Glazed with AI, Arm Market Value, Soar and Soar

Glazed with AI, Arm Market Value Soars

Arm is tying its future to artificial intelligence. The explosive rise in its market value would seem to justify this strategy.
As AI Challenges Chipmakers, EDA Must Up the Ante

As AI Challenges Chipmakers, EDA Must Up the Ante

The electronic design automation industry sits at an intersection. EDA companies’ tools are expected to turn out a new generation of AI chip designs that test the limits of conventional chip development and production.
Chiplets: If It Happens in China, Will It Stay in China?

Chiplets: If It Happens in China, Will It Stay in China? 

Going beyond trade barriers, what’s driving China to chiplets is financial motivation. They are looking for the reuse of low-cost, low-risk chiplet IP.
Memo to Auto Chipmakers: AVs' Failure is Your Failure, Too

Memo to Auto Chipmakers: AVs’ Failure is Your Failure, Too

Autonomous vehicles are on the path to failure. They may also doom the interests of their suppliers.
Cruise in San Francisco

Cruise Accident Response Focuses on How, Not Why

The AV company’s critics assert its remote controllers in Arizona are unable to ensure safe operations.
Cruise Crash Walkthrough Analysis

Cruise Crash Walkthrough Analysis

Phil Koopman’s stellar one-hour walkthrough of what happened at the Cruise Robotaxi crash on Oct. 2, 2023.
Can AV Understand? The Case of the Vanishing Pedestrian

Can AVs ‘Understand’? The Case of the Vanishing Pedestrian

Please, let’s stop calling Autonomous Vehicles “smart.” A new AV might be equipped with superior sensors and more powerful processors, but none of these can make its perception and predictions any more accurate, unless programmed to do so.
Chiplet Mission: Navigate Interconnect Complexity

Chiplet Mission: Navigate Interconnect Complexity

Blue Cheetah pushes die-to-die interconnect technology that, it claims, is both ‘standards-based’ and ‘customizable.’
Intel Tackles an Old Nemesis with Little Room for Errors

Intel Tackles an Old Nemesis with Little Room for Errors

Intel navigates a complex world where foundry alliances can help it solve the twin problems of falling sales and low capacity utilization. Can it pull this off?
Interconnecting Chiplets: A Many-Layered Challenge

Interconnecting Chiplets: A Many-Layered Challenge

The Ojo-Yoshida Report podcast series Dig Deeper—Chiplets interviews Tony Mastroianni of Siemens.
Amir Panush Writes Ceva's Next Growth Chapter

CEO Panush Writes Ceva’s Next Growth Chapter

Ceva’s new CEO Amir Panush has bold ambitions to expand via M&A. If so, whom should he target?
Waveguide Pixel Architecture Casts CMOS Image Sensors in a New Light

Waveguide Casts CMOS Image Sensors in a New Light

Imec has retained the image plane of conventional CMOS image sensors but replaced the optically inefficient filtering with an optical waveguide layer.
Chiplets: what lies below?

Chiplets: What Lies Below?

Being able to interconnect many chiplets at performance and power levels closer to those of on-die interconnect could allow design of genuinely enormous systems.
If Nvidia Is AI Hardware's Goliath, Where's David?

If Nvidia Is AI Hardware’s Goliath, Where’s David?

How can anyone break into a current AI semiconductor market in which TSMC dominates the foundry business and Nvidia has locked up the AI hardware and software used by developers?
Vegas Falcons Patrol the Sphere

Vegas Falcons Patrol the Sphere

Using ‘nature’ to solve tech problems might be a lesson for the tech industry.
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Can Smart Home Technology Make Housing More Affordable?

What’s the Long-Term Outlook for Auto Chip Industry?

Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules

Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs

Smarter, Safer, More Responsive: The Future of IoT Is Here

Daniel Cooley, CTO, Silicon Labs

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’

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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

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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
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