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Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

Technology: Featured Articles

Latest Technology News

Apple iPhone made in China

Apple Created a Brilliant But Now Nightmarish Supply Chain

The question isn’t whether Apple should slash its massive sourcing and third-party manufacturing presence in China. It’s how much of a reduction is needed and how fast Apple CEO Tim Cook can do it.
zero Covid protest

China’s Zero-Covid Conundrum

With dissent mounting, there are few good outcomes for China and the global economy.
Omnitron Sensors’ test structure for process verification of its step-scanning MEMS actuator

Claiming a New MEMS Topology, Startup Promises ‘Disruption’

Omnitron Sensors is refining its manufacturing process technology by developing reliable, affordable optical subsystems for MEMS-based lidars.
decision time for congressional negotiators on CHIPS Act

Tech M&A Conundrum: Lessons from Nvidia’s Arm Gamble

Getting a tech deal approved in today’s fraught geopolitical environment has become extremely difficult as East-West tensions grow.
AMD/Xilinx-based systems In a vehicle

No Frills, No Hype: AMD’s ‘Pragmatic’ Plan for a New Car Architecture

While the automotive world is going gaga over GPU/CPU-based unified platforms, why does AMD hang back?
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What Caught Our Eye This Week

Ex-TSMC exec to Foxconn, back story on Biden-Xi meeting.
Mike Noonen

Podcast: What’s Next With Mike Noonen

The startup guru’s latest venture seeks to develop extended reality technology based on holography.

Intel: Why Gelsinger Should Become CEO of Foundry Business

Intel Foundry Services needs Patrick Gelsinger as CEO and business-case champion.
Mike Noonen

Mike Noonen: The Startup Launching Maestro

The nascent AR/VR market is the serial entrepreneur’s next target.
electric vehicle software

Automakers Accelerate Shift Toward EV, Software Prowess

The changing profile of carmakers is reshaping the strategies of automotive chip suppliers.
5G satellite communications

Can Your 5G Handset Talk via Satellites?

The technical challenges around nonterrestrial networks appear to be manageable. Questions of business models, regulation and security are another matter.
Arm vs. Qualcomm

Arm’s Qualcomm Lawsuit Is Just About Money, Right?

After a couple months of head-scratching speculation over what motivated Arm to sue one of its best customers, Mike Feibus has a theory.
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What Caught Our Eye This Week

U.S. supply chain agency proposed, Taiwanese chip engineers abandon China.
CEO Roundtable at Electronica

Semiconductor CEOs Embrace New Geopolitical ‘Normal’

Mixed responses during an industry forum to the impact of growing technology competition with China.
Chips for lives, a keynote speech by Frans Van Houten, a former CEO of Philips

‘Ugly Truth’ About the Medical Chip Shortage

A lack of chips, especially at older process nodes, continue to have real-life consequences for the medical community.
Chris Miller

Podcast: The Geopolitics of Semiconductors

Scholar Chris Miller discusses his new book, “Chip War,” and how semiconductor technology has become a strategic asset.
Chinese lidar company Hesai's point cloud image

Lidar Market Upheaval: Who’s Next for M&A?

Previously high-flying lidar startups continue to burn cash as total assets dwindle. Lidar suppliers in China are picking up the slack.
Xi Jinping meets Joe Biden

Dire Straits: China Moves Hastening TSMC’s Geo-Diversification

“Semiconductors have defined the world we live in,” says historian Chris Miller. A key question now is where they will be made.
IBM 2nm process

Dissecting Rapidus, Japan’s Shiny New Chip Project

Beyond advanced process technology, the goals of Japan’s semiconductor initiative are vague. Could it be yet another Japan Inc. boondoggle?
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What Caught Our Eye This Week

Apple’s China problem, Nvidia’s GPU workaround, lidar industry consolidation begins.
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This Month

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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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Mike Noonen, CEO 
Swave Photonics

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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

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Founder, Edge AI and Vision Alliance / President, BDTI

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Valeo

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Silicon Labs

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Semicast Research

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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