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Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

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Latest Technology News

Intel Foundry Services

Intel Should Adopt Pure-Play Foundry Model

Economist Dan Breznitz argues Intel must shift its focus from R&D to the emerging geopolitical imperative: manufacturing semiconductors.
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What Caught Our Eye This Week

AMD’s China AV strategy, Taiwan nixes Foxconn’s China investment
technology patents and licensing

Patent Manager Expands Semiconductor Focus with Intel Deal

A deal between Intel and licensing specialist IPValue is the latest centered on offloading patent-management duties.
TuSimple Self-Driving Truck

Their Credibility Shaken, Can AV Companies Recover?

Press releases, blog posts and tweets from CEOs can only carry new technology so far. Lacking in the AV industry is not PR, but a ‘safety case.’
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?
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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.
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Mehmet Aras, Renesas

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Webinar: Preventing Impaired Driving

Schneider Electric Stakes a Claim to Sustainability Leadership

Imec Tackles Chip Industry’s Carbon Conundrum

Intel Stakes Out a Sustainable Future

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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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

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Jeff Bier
Founder, Edge AI and Vision Alliance / President, BDTI

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Clément Nouvel, LiDAR CTO
Valeo

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Daniel Cooley, CTO
Silicon Labs

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Colin Barnden, principal analyst at Semicast Research
Semicast Research

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Alex Roy, Director of Special Operations @ Argo AI. Founder: No Parking Podcast, Autonocast, The Drive, Noho Sound.
Argo.ai

Most original and insightful voice…

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Ted Tewksbury. CEO, Velodyne Lidar
Velodyne Lidar