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What Caught Our Eye This Week

ST-VW deal, China investment scheme, Pelosi likes Nvidia
congressional legislation

First, Semiconductors. Then, an Innovation Road Map

Legislative maneuvering is frittering away the best chance to jump-start American technology innovation.
ADAS Webinar

Is ADAS a Solved Problem?

It’s widely understood that vehicle autonomy is hard. Conversely, it is widely accepted that ADAS is safe. But is it?  
TSMC fab

TSMC: The Foundry Fortress Built on Advanced Technologies

The Taiwanese juggernaut is posed to dominate the global foundry business for the foreseeable future.

ASML Results Show Asia Will Retain Chip Production Dominance

ASML’s Asian buyers overshadow others in demand for chip manufacturing equipment.
autonomous driving button

SAE’s Driving Automation Standard Is Not a Road Map

Level 5 is a fantasy destination for now, and consumers don’t even want to go there. Luckily there’s an alternative route to demonstrable automation competency.
What’s the Big Deal with EUV?

China and the Turn of the Deep-UV Screw

A ban on exporting advanced lithography gear could ultimately fuel a Chinese domestic capability in a way that subsidies have failed to do.
Advanced Driver Assistance System safety

How Safe Are We With ADAS?

A Munich district court found Tesla’s autopilot assistance system unreliable, terming it a “massive hazard” in city traffic.

U.S. CHIPS Act: Here’s Why and What Congress Should Swiftly Approve

The U.S. CHIPS Act must be about keeping America’s IC leadership.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Bosch seeks EU Funds, Samsung packaging, Israeli startup woes
ZiGGY charging station from EV Safe Charge

EV Charging Stations Go Mobile

Startup EV Safe Charge is addressing rcharging anxiety with a robotic charging station.
Emmanuel Macron, President of France (in the center) listens to Jean-Marc Chery, STMicroelectronics CEO talks. Thierry Breton, EU Commissioner for Internal Market stands next to Macron.

CHIPS Act: Europe Moving Fast, With Intel Along for the Ride

E.U. planners have gotten their act together on reviving semiconductor supply chains. Can they execute on a well-laid plan?
Our Podcast Guest: Calista Redmond, RISC-V International CEO

Podcast: What Does the Future Hold For RISC-V?

Calista Redmond insists the future for RISC-V is “incredibly bright.” But what milestones are being established for the future?
what autonomous vehicles see

Qualcomm is Eating Mobileye’s Lunch

A string of design wins in key areas like driver monitoring has Qualcomm leading and Mobileye sputtering.
CHIPS Act subsidies

Without CHIPS Act, Intel’s Gelsinger Would Delay Ohio Fabs

If U.S. semiconductor legislation fails, the Western chip manufacturing revival will instead be centered in Europe.
Mobileye CEO Amnon Shashua with Intel CEO Pat Gelsinger

Delayed Mobileye IPO May Mean Delayed Intel IDM 2.0

Intel has been banking on the Mobileye spinoff to fund its manufacturing expansion, but ‘market conditions’ and Mobileye’s strained ADAS alliances could blow a hole in those plans.
Cruise robotaxi at night

Robotaxi Priorities: Avoid Crashes or Avoid Blame?

AV companies’ collision reports seldom if ever find the robotaxi at fault. How could that be true?
bad investment next Silicon Valley

Intel, Ohio, and the Fool’s Errand

Less flashy forms of incremental and process innovation provide a better return on economic development investments.

ST and GlobalFoundries Plan New 300mm Europe Chip Plant

By Bolaji Ojo STMicroelectronics NV and U.S.-based contract chipmaker GlobalFoundries Inc. said they have agreed to establish a new 300mm semiconductor manufacturing fab in France with “significant financial support” from the French government. They expect the new fab to start production in 2024 and become fully operational by 2026 when it should start producing up… Read More »ST and GlobalFoundries Plan New 300mm Europe Chip Plant
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Semiconductor inventory hikes, BYD Unseats Tesla, China export controls

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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


I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO

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

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