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Podcast: Chip Industry’s Twists and Turns in 2023

Guest: Jean-Christophe Eloy, president and CEO, Yole Group.
U.S. China chips

Chipmakers Face Another Year of Geopolitical Rifts

Industry watcher Jean-Christophe Eloy says western sanctions will accelerate China’s drive for technology self-sufficiency.

The ‘Smart’ Home: If It Only Had a Brain

The ultimate question of ‘will it work?’ still haunts consumers looking to connect ‘smart’ devices.
Expert panel on 'The Spinning Wheel of Technology – On the Road to Trusted Mobility,' hosted by Veoneer

CES Robocar Panel: ‘Humans Are in the Loop’

CES Panel discusses the reset for the future of automated driving.
virtual reality at CES

Research Chief Touts ‘Metaverse of Things’ at CES

Virtual reality promotions at the Consumer Electronics Show stopped short of comparisons to 1960s ‘Smell-O-Vision’.
electric vehicle developmenbt

Foxconn’s Automotive Ambitions Meet Nvidia’s Platform

Foxconn gets an AV development platform, Nvidia gains a tier-one EMS vendor to extend its reach among EV startups.
TSMC fab under construction in Phoenix, AZ

TSMC’s ‘Local’ Momentum Blunts Intel’s Foundry Moves

Intel and TSMC are undergoing fundamental changes. The steps they take this year will endure for decades and reshape the global semiconductor industry.
Ford Motor's Blue Cruise hands-free highway driving

Mind the Gap: ADAS Pitfalls in 2023

Automakers should not assume ADAS will be easier to pull off than self-driving cars. Designed to work with human drivers, ADAS could ultimately prove tougher to implement than autonomy.

IoT Is Broken: It Won’t Scale

Fragmentation is hindering the IoT industry’s ability to achieve economies of scale. It’s time to shift from vertical to horizontal.
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What Caught Our Eye This Week

Acquisitive Infineon, continuing Tesla drama in 2023.
Phil Koopman

Podcast: 2023 Predictions for AV and Driver Assist

Phil Koopman, safety expert and associate professor at Carnegie Mellon University, breaks down AV developments in 2022, and what’s in store next year for driver assist technology.
Technology transition

Infineon Ramps For the Transition to Silicon Carbide

As silicon carbide emerges, the German chipmaker joins a growing list of manufacturers taking a modular approach to power electronics.
Crystal Ball 2023

Phil Koopman’s 2023 AV Predictions

The past year proved that the automotive industry is still far from solving its autonomous driving quandary. Carmakers who believe ADAS will ease their woes in 2023 should think again.
bit coins

Cryptocurrencies in Africa: Wary Regulators Struggle to Control Eager Adopters

Enthusiasm for cryptocurrencies in Africa is huge but overshadowed by regulatory concerns
Elon Musk twitter page

Open Letter to Musk: ‘Just Shut Up and Build Cars and Rockets’

We were ready to anoint you the Leonardo Da Vinci of our age.  And then you blew it. How could it go so wrong?
Crystalline Structure of Silicon Carbide

A Certain Semiconductor in Uncertain Times

Wolfspeed, Infineon, STMicroelectronics, Onsemi and Rohm announced huge capex plans for SiC in recent months. Who will lead the market?

TSMC Founder Morris Chang Is Wrong, Globalization (Only) Needs a Reset

Globalization is alive and well but requires a reality check–and fine tuning.
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What Caught Our Eye This Week

Arm’s China sales blocked, Microsoft grabs a struggling storage processor startup.
Radar point cloud

Ambarella vs. NXP: On Each Other’s Radar

Vision processor specialist Ambarella wants auto manufacturers to “Forget ‘smart’ radars.” Is that what carmakers want?
IoT as China Go

Synaptics Plays ‘Go’ to Win IoT Market

Synaptics has been on an IoT shopping spree for specialized IP. Has it chosen wisely? Can it cover a range of use cases?

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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