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U.S. President Joe Biden

Signing CHIPS Act, Biden Touts Semiconductor Investments

Partners GlobalFoundries and Qualcomm along with memory maker Micron time announcements to coincide with signing ceremony.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

China’s YMTC in the crosshairs, Pelosi meets with TSMC, greener AI training.
Intel campus in Chandler, Ariz.

Tough Questions for Intel CEO and Its Board

A U.S. semiconductor revival may hinge on the fortunes of a reeling semiconductor pioneer.
CHIPS Act: How to Spend $52B

Podcast: The CHIPS Act and How Best to Spend $52B

Arijit Raychowdhury, Georgia Tech engineering professor, discusses investments in U.S. semiconductor manufacturing and bridging the skills gap.
recruitiung fab talent and skills

Enlisting the Semiconductor Army

Chip manufacturers are increasingly turning to military veterans to help run a batch of new U.S. fabs.
bullwhip effect on the chip market

Beware the Semiconductor ‘Bullwhip Effect’

With IC demand softening, vendors of semiconductor manufacturing equipment are bracing for a slowdown in 2023.
electrical and electronics engineering as a career

CHIPS Act: Opening a Pipeline for New Engineers

A Georgia Tech EE professor shares his views on how to spend the $52 billion earmarked for domestic manufacturing support.
Volvo XC40

Volvo Needs to Radically Rethink Ride Pilot

In 2017 Volvo promised self-driving cars for sale by 2021. Here’s what happened.
semiconductor fab factory floor

So You Want to Build a Fab

With global technology supply chains suddenly one miscalculation away from seizing up, is building a foundry the answer?
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Euro batteries, chip stocks, declining smartphone demand.

Intel Tripped by ‘Execution’ Challenges; Can it Rise Again?

Intel’s second quarter results were the worst in years, triggering questions about its future
U.S. Speaker of the House Nancy Pelosi

House Approves CHIPS Act

President Biden lauds passage, expects to sign semiconductor legislation in coming days.
semiconductor sales and orders and inventory

Renesas Grows but ‘Unbelievable’ Orders Trigger Concerns

Renesas grew strongly in the second quarter but the Japanese chip maker said market uncertainties and unusual orders cloud its outlook.

Podcast: You’re a RISC-V Member. Should You Join Open Hardware Group?

We asked Rick O’Connor what motivated him to launch Open Hardware Group, and why the world needs it?
semconductor manufacturing and research legislation

Senate Passes CHIPS Act, Final House Vote Looms

Geopolitical competition with China forged bipartisan support for U.S. subsidies targeting semiconductor manufacturing and R&D.
innovation concept

The Innovation Smokescreen

Innovation has devolved from a term that means ‘making something new from something old’ into a sort of rhetorical furniture polish.
Volkswagen flags

Can Volkswagen Solve Auto Chip Supply Chain?

Volkswagen’s Cariad software unit has struck a deal with STMicroelectronics and TSMC. The partnership presents advantages and pitfalls for all parties
MediaTek and Intel Foundry Services

Intel Scores Major Win with MediaTek Foundry Agreement

Intel Foundry Services gets a significant boost by signing MediaTek as a foundry customer.

Software Doomed CEO, But It’s China That Will Cripple VW 

The biggest challenges facing a new VW CEO include penetrating the China market, software development, and overcoming the automaker’s hidebound corporate culture.
Intel Optane 3X memory in data cemnter

Intel Optane Dominates Emerging-Memory Market

The only commercially available phase-change memory still faces hurdles competing against DRAM, NAND.

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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 

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