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The V-model from ISO 26262, Road vehicles — Functional safety

Is ISO’s New AI Functional Safety Standard Road-Ready? Hardly.

A lot of hopes are riding on PAS 8800, a new ISO standard specifically designed for “Road Vehicles –Safety and Artificial Intelligence.” The jury is still out.

Intel Drops Tower Deal as China Withholds Approval

The $5.4 billion Intel offer for Tower Semiconductor died after China delayed a decision on the transaction
Arijit Raychowdhury

Podcast: India’s Chips Journey Starts with Assembly, Test, Packaging

To establish a solid presence in the semiconductor market, India must forgo fabs and instead focus on another critical sector like assembly, test and packaging
Scotland's Forth Bridge

The Turing Test Is Dead, Long Live the Turing Test!

How could we tell zombies from humans?
Cruise robotaxi crashes into San Francisco Muni Bus

CPUC Votes: Lobbyists 1, Firefighters, Cops & Engineers 0

California Public Utilities Commissions’ affirmative action will further accelerate unchecked deployment of robotaxis.

Europe’s RISC-V JV: The Anti-Monopoly Gang

Instead of the typical cookie-cutter partnerships that often spring up in Europe, the RISC-V joint venture has potential to shift the balance of power on the global MCU, MPU, CPU market.
Together Europe

‘Together’ Europe: Is Collaboration the Best Chip Sourcing Strategy?

The European Union is encouraging local chipmakers to put aside their rivalry and team up in pursuit of their manufacturing, sourcing and technology innovation goals.
Supply Chain has Become the Electronics Industry’s Defining Topic

ESMC, RISC-V: Supply Chain has Become the Electronics Industry’s Defining Topic

With funds and partnerships, the electronics industry wants to say “never again” to supply disruptions and insecurity in the supply chain. If they fail, it won’t be for lack of trying this time around.
Automakers' Chip Agenda

Automakers’ Chip Agenda: RISC-V, AI, Chiplets

Carmakers have not picked an AI hardware processor for their next generation vehicles. Nor have they developed their own automotive SoCs. But, still, they’re insisting upon what they want.
RISC-V logo

Big Names in Automotive Go All in on RISC-V 

The automotive sector has flipped, head over heels, from Arm to RISC-V.
Ojo-Yoshida Report - To Meet the STEM Crisis, We Need Less STEM

Sustainable Chip Production, Affordability, Reliable Supply: Are All Three Doable?

We can reduce the environmental impact of semiconductor manufacturing and avoid the next chip shortage.
AI Hardware Startups Spoil for a Brawl

AI Hardware Startups Spoil for a Brawl

Why are we not seeing more consolidations or M&As among AI processor startups?
demand and supply balance

Automakers & Chipmakers March Towards a New Clash of Interests

The end of the recent auto semiconductor supply shortages will test the durability of partnerships and alliances built over the last years by OEMs and their chip suppliers.
Silicon Box Build

MeetKai Eyes on AI-Driven Digital Twin for Industrial Market

MeetKai, who claims an R&D head start in the new generation of AI models, well before ChatGPT has become so popular, now plans to converge AI and the metaverse focused on the industrial sector.
India's semiconductor policy reset

India’s Chip Policy Reset Will Alter Its Future

Can high levels of subsidy and a change of tack by government attract big names in the semiconductor industry to set up fabs in India?
Stellantis

Adjusting to New Normal in Auto Supply Chain

Stellantis has announced a new strategy to ensure supply-chain security. Here are details of what exactly it’s promising.
Journalist Adele Hars with her husband Emery Davis

Adieu to Adele Hars (August 22, 1960 – July 23, 2023)

Journalist focused on microelectronics Adele Hars, contributor to The Ojo-Yoshida Report, passed away peacefully last Sunday in Paris.
Silicon Box, a chiplet foundry, based in Sigapore

Defying Doubters, Silicon Box Plans Chiplet Foundry

Silicon Box is a story of redemption, chutzpah, and conviction. For 30 years, Sehat Sutardja, his wife Weili Dai, along with Byung Joon (BJ) Han, have persevered in their dream of designing and producing the chip of tomorrow.
Lisa Su, AMD CEO

The Only Substitute for TSMC Right Now is TSMC

The so far futile search for a second foundry source for advanced semiconductor components is intensifying as chipmakers try to avoid future procurement challenges.

China: Irreplaceable Western Supply Chain ‘Frenemy’?

Geopolitical challenges between the West and China are impacting trade relations, worrying semiconductor executives. Will their overtures help get the warring parties talking?

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This Month

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 

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

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

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.

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