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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.
Corporate culture

Corporate Culture? What Corporate Culture?

The power of storytelling comes alive only when companies identify the moment they believe they’ve defined who they are.
Praying Mantis

Microchip: Could This M&A Predator Become Prey?

Buy or be bought. That is the future Microchip must contend with now.
Microcontroller board connects to an electronic project

Microchip Forges Strategies on MCUs, Analog, Power

In Microchip’s definition, the microcontroller provides control functions. But peripherals – analog, memory, and connectivity – that surround it is what differentiate it and define specifications.

Microchip: Preserving Corporate Culture After M&A

Through acquisitions, Microchip has gained not just markets and product lines, but people. “We have a commitment to the people,” says the company’s senior vice president. “We don’t get rid of them.”
Ganesh Moorthy. Microchip CEO

Microchip CEO Pursues ‘Bowling Pin’ Strategy

Ganesh Moorthy discusses Microchip’s plan to pick off the adjacencies of its core products, bulk up capabilities with more peripherals, and create a strong presence in broader embedded markets.
Stuart Pann is senior vice president and general manager of Intel Foundry Services

Intel Pans Inward for Foundry Boss; Is Tower Deal in Trouble?

Intel forges ahead with foundry plans despite delay in regulatory approval for Tower Semiconductor purchase.
Nviida pitches AI and Omniverse to the auto industry.

Robocar No Longer Drives Nvidia GTC

At Nvidia’s GPU Technology Conference (GTC) this week, the shiniest new object was ChatGPT. Autonomous driving is already an old story.
Bryan Reimer, research scientist in the MIT Center for Transportation and Logistics.

Podcast: How to Build a ‘Human-Centered Vehicle’

Do carmakers actually know how their automation features are being used by people who drive?

Get Ready for UX-Defined Vehicles or Not

I crave a car that gets me. It knows not just static information – my in-vehicle entertainment preferences – but can dynamically adjust the level of information I need while driving.
Ultra Cruise will become available when GM launches the Cadillac CELESTIQ.

The Ultra Question for Ultra Cruise

If GM says it’s safe for me to let the wheel go while fussing on my makeup, let’s see the data. 
Jensen Huang, Nvidia CEO

Nvidia: Not ‘Just a Chip Company’ Anymore

Nvidia subtly shifts business model, stakes future on AI.

IoT Chip Suppliers Race for a Better Mousetrap

The battle over development tools to accelerate software/hardware co-design heats up among semiconductor companies

Cellular IoT: Can a Startup Revive a Stagnant Market?

Blues Wireless takes on the challenge of lowering barriers for cellular IoT developers—on both technology and business fronts
Brain and neural networks

Deep Learning, As You Know It, Will Never Be Good Enough to Trust

We’re running into a brick wall.
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Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules

Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs

This Month

Infineon Ramps For the Transition to Silicon Carbide

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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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 
Swave Photonics

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
FeibusTech

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
Silicon Labs

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
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.
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