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AV Technology Is Not s Bowl of Cherries.

AV Technology Is Not a Bowl of Cherries

Cruise’s problem is now everyone’s problem. To restore trust in automation, every AV company must develop transparency playbook, before running any plays.
Arm Up, RISC-V Down, But The Real Loser Is x86

Arm Up, RISC-V Down, But The Real Loser Is x86

Arm and RISC-V are locked in a struggle for market share that will also impact Intel and its x86 architecture
Intel Stakes Out a Sustainable Future

Intel Stakes Out a Sustainable Future

Intel’s Todd Brady is implementing the chip maker’s sustainability agenda. Will other manufacturers follow its lead?
Bryan Reimer, research scientist in the MIT Center for Transportation and Logistics.

Cruise’s Survival Hangs in The Balance

Cruise should reassess, improve safety, transparency and trust in the system. But what if there’s not enough money to pay for all those good deeds?
G.M. in S.F.: Cruise in for a Bruisin

G.M. in S.F.: Cruise in for a Bruisin’

Uber Killed a pedestrian in 2018. Cruise, this month, mauled a woman hit by another vehicle and dragged her for 20ft. How’s that for AV progress?
Nvidia-Arm: Where is this Relationship Headed?

Nvidia-Arm: Where is this Relationship Headed?

Nvidia has a 20-year Arm license and it is being used in ways that will be disruptive to the PC market and in other ways yet to be revealed.
Olofsson’s Dream: A Plug & Play Chiplet

Olofsson’s Dream: A Plug & Play Chiplet

‘Lego block’ is the favored metaphor in chiplet discussions. Zero ASIC claims that it’s the first in the industry to reach ‘Lego-Land.’
Apple CEO Tim Cook in conversation with Mother Nature.

Can TSMC Meet Apple’s 2030 Net-Zero Pledge?

This is a story about Tim Cook, Mother Nature and the TSMC Dragon. To build a sustainable future, something must give.
PROPHESEE Event-Based Metavision GenX320 ZinnLabs Eye Tracking

Prophesee Emboldens Its Mass Consumer Outreach

Prophesee is searching for customers for its neuromorphic vision systems. Success could result in it becoming a $1 billion enterprise. Will that day come soon?

Pet Robots vs Robotaxis

The basic philosophy of pet robots helps to explain the potential benefits of a future partnership model between a human and a machine.

Applied Materials’ Gary Dickerson: Sustainable Chip Production Evangelist

The chip supplier’s CEO has emerged as an evangelist for sustainable semiconductor manufacturing. We discuss how the booming industry must evolve to thrive on a warming planet.
Tension Builds As The Industry Awaits Reborn ADAS Specs

Tension Builds As Auto Industry Awaits Reborn ADAS Specs

A deeper look at NHTSA’s new safety mandate: what it entails and how it will transform the auto industry’s supplier ecosystem.
Goodbye, Intel

Goodbye, Intel

How CEO Gelsinger’s asset-stripping of Intel leads to an end game.
Dr. Mousumi Bhat

Dig Deeper Podcast: SEMI’s Mousumi Bhat

As climate concerns mount, the semiconductor industry group’s sustainability chief discusses its roadmap to a greener chip manufacturing sector.
Planet Earth, Blue Marble

Dig Deeper Podcast: Chip Makers Map a Sustainable Future

The energy-intensive semiconductor industry aims to achieve Net Zero carbon emissions by 2050. It must first transform aspirational goals into climate action.
It’s the Chiplet Derby…Without Enough Horses

It’s the Chiplet Derby … Without Enough Horses

Leading foundries’ constrained capacity and their insistence on a vertical business model could delay the arrival of chiplets in a form originally promised as a “Lego block-like,” mix-and-match design approach.
Welcome Back, Intel

Welcome Back, Intel

Intel is fighting hard to reclaim semiconductor process technology leadership. It is making some headway but challenges abound.
A (Very) Brief History of Consciousness

A (Very) Brief History of Consciousness

If we understand the mechanism of subjective experience, we could choose, or not, to put it into AI.
Nobody Puts Beijing in a Corner

Nobody Puts Beijing in a Corner

There is potential risk in pushing China into developing its own proprietary technologies/standards, which they might or might not share with the rest of the world.
Kodiak Self-Driving Truck

AV Trucking: Bigger Robots, Bigger Problems?

The AV industry’s early flirtation with robo-trucks is over. What should be AV trucks’ next move?

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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


I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO

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

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