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Dave Doherty, president and COO of Digi-Key Corp.

Digi-Key Plays the Darwin Card

Digi-Key demonstrates how to successfully navigate the vicissitudes of the rapidly evolving electronic component distribution market.
Intel Pathfinder

A Reborn Intel Enters the RISC-V Ecosystem

Aspiring to become a facilitator in the open source RISC-V community, Intel is decidedly humble in its approach to enabling SoC designers who use RISC-V cores.
BMW iX hands-free driving

Undefined, Unregulated Hands-Free Driving Means Unsafe Roads

Calling their vehicles “Level 2” gives automakers a free pass to blame drivers for crashes since Level 2, by definition, means human drivers are responsible for all driving — with or without hands. A recent crash raises concerns that BMW might be practicing unsafe testing of a iX test vehicle, using Level 2 designation as a security blanket.
alternate reality glasses

Startups Seek to Crash the Metaverse Party

Entrepreneurs are focusing on smart eyeglasses, audio, touch and the wireless connections needed to create an alternate reality.
hands free driving

Look, Kids! No Hands!

What the hands-free driving ads miss is the primordial urge to grab the steering wheel.
metaverse logo

Metaverse, Omniverse–How Versed Can We Get?

The promise of Infinite communications in 3D worlds.
foreign tech investment

Proposed ‘Reverse CFIUS’ Would Curb China Investments

If enacted, outbound investments by U.S. companies could be scrutinized by a proposed interagency review panel.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Huawei sends shivers, Ford cuts workforce
fab investment partnership

Intel Seeks to Lessen Cash Squeeze With Brookfield Deal

Intel’s new funding partnership highlights capex pressures facing the chipmaker as it seeks to expand fab capacity.
Untether AI's new accelerator

Untether AI Aims to Become Nvidia of AI Inference

Startup goes after a fragmented inference AI market where there are no general-purpose inference accelerators capable of processing AI workloads across different applications.
BMW iX

BMW iX Crash: Getting at the Cause

Many reporters covering the crash glommed onto one issue: Was BMW’s iX ‘test car’ a self-driving vehicle? That question misses the point.
Intel chiplet system of chips

Chiplets Are a Second Path to Higher Integration

An emerging infrastructure supporting multiple dies in a package could reorder the global semiconductor industry.

Unanswered Questions in the Aftermath of Fatal BMW Crash

The Aug. 15 iX ‘test vehicle’ crash raises more questions about the advisability of AV’s traversing public roads.
FinFET-on-GaN wafer from Finwave Semiconductor

Finwave Looks to Disrupt RF Markets With First FinFETs on GaN

Startup is developing key devices aimed at breaking through 5G millimeter-wave challenges.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Philips shakeup, China’s CATL to make EV batteries in Hungary.
foundry semiconductor manufacturing

Intel Foundry Future Explained

Will Intel have to divide itself to conquer the foundry business?
follow the money CHIPS Act

Following the Money: How CHIPS Act Subsidies Will Be Spent

The Commerce Department is scrambling to develop a framework for determining eligibility, investments and oversight.

What Can U.S. Learn From China’s ‘Big Fund’ Fiasco?

Don’t assume things that happened in China would never happen in the United States. Big funding attracts many players scheming to leverage it.
children crossing the street

Road Test Using ‘Live’ Kids Exposes AV Absurdity

Silicon Valley’s tech culture, Detroit’s insistence on vehicle self-certification, and regulatory inaction have created a trifecta that places safety testing in the hands of amateurs.
Podcast with Dan Breznitz

Podcast: Technology Innovation and Our Manufacturing Future

Dan Breznitz offers a blueprint for fixing our fragile supply chains by addressing head-on the realities of globalization.
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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

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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