Skip to content

Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

Technology: Featured Articles

Latest Technology News

Higher (STEM) Education Diplomacy

A U.S. foreign assistance program is training the next generation of technologist in the ex-Soviet Republic of Georgia.
Faulty economic forecast.

$1 Trillion Chip Market By 2030? Think Again

Bearish projections for the coming year make the milestone forecast unlikely, prompting capital spending cuts that could slow Western foundry expansion plans.
Apple Watches

Apple’s MicroLED Gambit: Up, Up and Away or ‘Crash and Burn’?

Apple is lining up key partners to build its microLED supply chain. Still unclear is who is going to assemble and manufacture its displays.
Airborne car in San Francisco

The Automated Streets of San Francisco

Cruise and Waymo are having serious problems deploying their vehicles on city streets. Consumers are watching.
Tower Semiconductor

What Happens If China Blocks Intel’s Tower Deal?

A corporate breakup is not impossible if the chipmaker’s foundry goals are thwarted.

OEMs, Tier Ones, Chip Vendors Scramble for ADAS Edge

The conversation at the CES shifted from TOPS to scalable CPUs. Many chip suppliers are therefore keen on defending their own turf.
Ag technology

Feeding a Hungry World With Precision Farming

A data-driven, connected approach can help farmers grow more food for less, says agricultural equipment manufacturer John Deere.
Road sign in snow on a country road

BMW Fiasco: Failed Testing, Verification, Validation of AI-Driven ADAS

Consumers should question the callousness of automakers using a human driver as a “component” of their safeguards.
BMW Concept Car Dee's Head-Up Display

Optimzing HUD for My Buddy, the Car

The human-machine interface in any device is the hardest part. With safety on the line, carmakers must get the interface right to communicate vehicle automated features to occupants.

Robotic Vehicle Proponents Have Hit the Skids

What machines lack is the necessary ability to successfully interact with humans on public roads.

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.
OYR logo

What Caught Our Eye This Week

Acquisitive Infineon, continuing Tesla drama in 2023.
Previous 1…2223242526…43 Next

Partner Content

View All >>

Embracing Artificial Intelligence: Electronics engineers explore abundant opportunities in design and development with AI

Can Smart Home Technology Make Housing More Affordable?

What’s the Long-Term Outlook for Auto Chip Industry?

Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules

Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs

Smarter, Safer, More Responsive: The Future of IoT Is Here

Daniel Cooley, CTO, Silicon Labs

Future-Proof Your Embedded Career

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’

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 
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

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
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