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Eliyan founders (from left): Syrus Ziai, Ramin Farjadrad, Patrick Soheili

Eliyan Goes Do-or-Die with Die-to-Die Interface Technology

Startup Eliyan claims its technology addresses the need for commercially viable die-to-die interconnects in standard organic packaging, targeting high-performance computing requirements.
autonomous highway driving

Ford’s Lane Change Signals a Shift Away From AV Development

As others follow Ford’s lead, the emphasis now will be greater automation of highway driving with heavy reliance on driver monitoring.
India flag

India Renews Its Push for Homegrown Fabs

The promise of government subsidies is causing international players to give the subcontinent another look, but infrastructure and other problems are an impediment to foundry launches.
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What Caught Our Eye This Week

U.S. clarifies technology export controls aimed at China, EV maker Zeekr targets Europe.

Tale of Two Chip Wars: First Japan, Then China

The current U.S.-China chip war is a world apart from an earlier American-Japanese semiconductor conflict.
Intel in China

Will Intel’s Pro-West Advocacy Draw China’s Ire?

Intel is betting on a lead role in the revitalization of U.S. and E.U. chip manufacturing, but it risks alienating a critical customer base.
Taxi, Toaster, Truck

Autonomous Driving: Taxis, Toasters, Trucks and Trillions

If the shuttering of Argo AI marked the end of the beginning, the beginning of the end is the realization that technological development in the automotive industry is always an iterative process.
Chuck Murray

Podcast: How the Lithium-Ion Battery Accelerated Electric Cars

Author Charles Murray unearths the twists and turns in perfecting battery technology powering the shift to electric vehicles.
lithium-ion battery pack

The Lithium-Ion Battery Was a Long Time Coming

Author Charles Murray explains the twists, turns, detours and the emergence of the battery technology that enabled electric cars.
Technology Roadmap

Tech Roadmap for Automakers Disillusioned With Robotaxis

OEMs will likely double down on their Level 2 → 2+ → 3 strategies. But there is a very real risk of a race to the bottom since each option comes with challenges.
Ford with Argo, VW with Argo

Argo AI’s Demise Reveals Automakers’ AV Miscues

Ford and Volkswagen are shifting their AV development goals. Did they really understand what it takes to develop safe AVs at scale?
winners and losers

Winners, Losers in the Fall of Argo AI

Argo’s IP will be dispersed by financial backers Ford and VW, but Qualcomm appears to be the biggest winner.
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What Caught Our Eye This Week

Intel’s Gelsinger weighs in on China sanctions, Great Wall Motor launches chip unit.

Podcast: Breaking Down VW-Horizon Deal in China

We spoke with Tu Le, managing director of Sino Auto Insights, about the winners and losers emerging from Volkswagen’s joint venture with China’s Horizon Robotics.
tech exports to China

China’s Startup Army is Being Disarmed

Beijing’s attempts to create a complete technology ecosystem, including extended supply chains for semiconductor design, production and packaging, are being boxed in on a number of fronts.
China, U.S. tech war

How Will China Retaliate?

China watchers worry Washington’s moves to bar Chinese access to vital chip technologies could quickly go awry.
U.S. trust foundry

Intel Alliance Offers U.S. ‘Trusted’ Design, Foundry Services

The collaboration with chip designers is the latest initiative by Intel Foundry Services to attract DoD and other government customers.
U.S. battery supply chain

U.S. Awards First Battery Supply Chain Grants

Skeptics question heavy emphasis on materials recycling at the expense of battery manufacturing and applications.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Lithium replacement, NXP’s auto-grade wireless connectivity.
China

VW-Horizon Deal: Winners, Risks, and Legacy OEMs’ Future

China tech analyst Tu Le help us break down VW’s agreement with Horizon Robotics. Among Horizon, VW, China, Germany, who gains what?

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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 

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