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Source: NASA

Artemis Missions Rekindle the Crew Safety Debate

Returning to the moon will be risky. NASA must acknowledge those risks and work tirelessly to reduce them.

Intel ‘Internal’ vs. Pure-Play Foundry Quandary Deepens

Breaking into the contract chip manufacturing business and gaining the trust of the world’s biggest fabless semiconductor suppliers will remain difficult goals for Intel Foundry Services as long as it remains an outpost of the microprocessor vendor.
Used Cars

Why Send Software Updates to Used Cars?

Strengthened automotive cybersecurity laws have convinced automakers to go all in with software updatable vehicles. How long before a used car is too old for an update?
Bosch plans to acquire US chip company TSI Semiconductors in Calif.

Bosch: Why Produce SiC in the U.S.?

Bosch’s move to buy TSI Semiconductors in Calif. reflects the pivotal changes emerging in legislation affecting both automotive and semiconductor industries.
semiconductor wafers

Will this Semiconductor Cycle Be Deep or Shallow?

Electronics and semiconductor executives base critical capex and other management actions involving billions of dollars on how accurately they can predict the industry’s sales cycles. They mucked up the last time. Here’s how a repeat can be avoided.
Startup funding

Charting China’s Dominance of Global Chip Startup Activity

A Berlin-based think tank offers a graphical and analytical overview on “Who is funding the chips of the future?”
Marvell Data Center Cloud Solutions

Everyone Hates ASIC, But Hyperscalers Want Them

Hyperscalers want customized chips for their data centers. But that’s a tricky proposition for chip vendors looking for volume market opportunities.
Custom ASICs

Marvell Bets Big on Compute and Custom Strategy

Marvell’s custom ASIC expertise has proven effective in network infrastructure. Can the company repeat the success in hyperscalers’ data center chips?
Colin Duggan

Podcast: No More Passing the Buck on IoT Cybersecurity

It’s time for a grownup conversation about cybersecurity on IoT and embedded devices.
Bought caught in a rough water

Chip Leaders Are Responsible for Capex Disarray

Semiconductor executives are directly liable for the flawed forecasts and capital expenditure misses that trigger the industry’s boom and bust cycles. They cannot keep deflecting the blames.
IoT vulnerability

IoT: Welcome Mat to Insecurity

No IoT device has lifetime security. Its vulnerability must be tracked. Here’s why.
Who’s in the zoo: a brief taxonomy of AI systems

Who’s in the Zoo: A Brief Taxonomy of AI Systems

The ubiquity of AI begs for a good definition. But there is no simple definition—a myriad of different technologies huddle under the AI umbrella.
IBM unveils the world's first 2nm chip technology

Japan’s 2nm Ambition Needs a Solid Foundation

Rapidus lacks real-world yield experience at 10nm, 7nm, 5nm, 3nm. And that’s something process provider IBM cannot supply, because Big Blue, in recent years, has not been involved in bringing a real circuit to commercial yield on its own process.
Industrial IoT

Sony Buys Its Way into IoT/Industrial Market via Raspberry Pi

Sony has become the first semiconductor company to invest in Raspberry Pi. What’s behind the move?
Contrarian View

The Contrarian View: Infineon Should Try Again to Buy Wolfspeed

Wolfspeed is the most attractive acquisition target in the power semiconductor market today and Infineon owes itself another attempt to acquire the silicon carbide supplier.
GM Super Cruise Instrument Cluster

Does Your Car Know Jack? Or Jill? Or Anyone?

If you think fully autonomous vehicles are hard, don’t expect partially automated vehicles to prove any easier.
a small company is ro be merged with a bigger company

Analysts: Onsemi Is Natural Candidate to Buy Wolfspeed

Wolfspeed, compared to other suppliers, has taken a clear, if tenuous, lead with its improved yield for silicon carbide (SiC) wafer manufacturing, an advantage that might well peg Wolfspeed as an acquisition target.
Last Kid Picked Book Cover

The Artificial Me

I just wish ChatGPT (and its advocates) were as aware of its ignorance and as humble about its fallibility.
Infineon is building the 300mm Smart Power Fab in Dresden

Infineon Flourishes on ‘Good Times’ for Power Semiconductors

As some reel, Infineon invests and gets energized on power chips.
Don't Drive and Drive

Your Next Car Will Know How Drunk You Are

Among measures contained in the Biden infrastructure bill is a drunk-driving technology provision with the potential to save lives.

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Timely and provocative

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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


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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

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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