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China EV Road Trip & Beijing Auto Show

China EV Road Trip & Beijing Auto Show

Tu Le, Sino Auto Insights’ founder, assessing Xpeng’s EV on a 1,500 mile road trip, wonders how much Elon Musk can charge for Tesla’s FSD when many Chinese vehicles with similar ADAS systems are already on the road. He shares insights from the recent Beijing Auto Show.
Western Car OEMs’ New Motto: ‘Copy China’

Western Car OEMs’ New Motto: ‘Copy China’

Not too long ago, the Chinese came West to learn, and possibly copy, how companies develop technologies. In today’s global automotive industry, the tables have turned.

This Semiconductor Market ‘Recovery’ Is Uneven and Crash Prone

The broad semiconductor market direction indicators are sending conflicting signals. When is a recovery not really one and how should suppliers respond?

Dig Deeper on Sustainable Manufacturing: Actions, Not Words

Junko Yoshida and George Leopold, host The Ojo-Yoshida Report’s Dig Deeper series on sustainable semiconductor manufacturing, assessing the prospects for reducing the chip industry’s carbon footprint.
We Dig Deeper in Software-Defined Vehicles

We Dig Deep into Software-Defined Vehicles

What exactly is Software-Defined Vehicles (SDV)? Who wants it? Do we need it?
Is It Ground Hog Day for Memory Chip Suppliers?

Is It Groundhog Day for Memory Chip Suppliers?

Memory suppliers rushing to build new fabs appear destined to reignite the destructive flames of pricing and inventory instability they have just succeeded in putting out.
Who Will Rule Software-Defined Vehicle Architecture?

Who Will Rule Software-Defined Vehicle Architecture?

Knowing Advanced Driver Assistance Systems and In-Vehicle Infotainment Systems might not be enough to win the SDV design derby.
Can TSMC Turn Arizona into Taiwan?

Can TSMC Turn Arizona into Taiwan?

Is Taiwan Semiconductor Manufacturing Co. prepared—financially, and culturally—to transfer chip production to Arizona?
Generative AI: the bloom is off the rose

Generative AI: The Bloom Is Off the Rose

Artificial Intelligence is not living up to the hype. Hallucinations are an intractable part of the problem.
Is TSMC Price Hike Threat Even Enforceable?

Is TSMC Price Hike Threat Even Enforceable?

TSMC’s costs are surging and this is impacting margins. Business is growing but fending off rising costs has also become a major objective.
Connecting Smartphone to Smart Home Systems

Simplifying the Connected Future: Navigating Complexity in the IoT Landscape with Renesas Wireless Connectivity

Whatever device you can think of that makes our lives more convenient, safer and more enjoyable, in today’s world it’s likely to be connected, often wirelessly. Almost everywhere, connectivity is no longer an extra, it’s expected.
AI: Should I Be Faithful or Agnostic?

AI: Should I Be Faithful or Agnostic?

I feel as though everyone has been cornered into making a consequential choice — to either place our trust in AI or to escalate our AI paranoia.
Georgia Tech Aims for AI for All

Georgia Tech Aims for AI for All

Georgia Tech is bringing AI to undergraduates in a classroom setting.
Intel and ASML sprint toward a high-NA future

Intel and ASML Sprint Toward a High-NA Future

Intel is committed to a monumental struggle to catch TSMC in process technology. Will their efforts pay off?
Embedded Quest at Nuremberg

Embedded Quest at Nuremberg

We cornered engineers and executives at various companies at Embedded World, and asked their perception of the state of the embedded market and what they see must be solved.
Who Wants Rapidus in Silicon Valley?

Who Wants Rapidus in Silicon Valley?

Japan’s startup foundry Rapidus has just opened its office in Santa Clara, Calif. Why? For its survival, it needs customers, and those who need AI processors on 2-nm process node are not in Japan but in Silicon Valley.
US Semiconductor Hegemony is Real and Unassailable

US Semiconductor Hegemony is Real and Unassailable

Reports of America’s waning influence over the chip industry ignore a reality that has now been resurrected by the CHIPS Act: America never lost its grip on the market. That hold will become even stronger as America welcomes its first set of new and advanced fab in decades.
smart vs useful

Smart vs. Useful

It’s way too easy to call your product “smart” as long as nobody asks whether its smartness translates into usefulness. 
Acute Shiny Object Syndrome Can Ruin You

Acute Shiny Object Syndrome Can Ruin You

All that glitters is not gold. Companies must use caution in chasing targets they can’t capture or objects that are less valuable than imagined.
The Audacity of Tenstorrent

The Audacity of Tenstorrent

“AI is still new,” says Tenstorrent COO Keith Witek. The startup is plotting to find an opening by listening to customers, instead of following the playbook of successful AI incumbents like Nvidia. 

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Ojo-Yoshida Report Business of Semiconductor Summit - September 10-11, 2024

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