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Latest Technology News

AMD/Xilinx-based systems In a vehicle

No Frills, No Hype: AMD’s ‘Pragmatic’ Plan for a New Car Architecture

While the automotive world is going gaga over GPU/CPU-based unified platforms, why does AMD hang back?
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What Caught Our Eye This Week

Ex-TSMC exec to Foxconn, back story on Biden-Xi meeting.
Mike Noonen

Podcast: What’s Next With Mike Noonen

The startup guru’s latest venture seeks to develop extended reality technology based on holography.

Intel: Why Gelsinger Should Become CEO of Foundry Business

Intel Foundry Services needs Patrick Gelsinger as CEO and business-case champion.
Mike Noonen

Mike Noonen: The Startup Launching Maestro

The nascent AR/VR market is the serial entrepreneur’s next target.
electric vehicle software

Automakers Accelerate Shift Toward EV, Software Prowess

The changing profile of carmakers is reshaping the strategies of automotive chip suppliers.
5G satellite communications

Can Your 5G Handset Talk via Satellites?

The technical challenges around nonterrestrial networks appear to be manageable. Questions of business models, regulation and security are another matter.
Arm vs. Qualcomm

Arm’s Qualcomm Lawsuit Is Just About Money, Right?

After a couple months of head-scratching speculation over what motivated Arm to sue one of its best customers, Mike Feibus has a theory.
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What Caught Our Eye This Week

U.S. supply chain agency proposed, Taiwanese chip engineers abandon China.
CEO Roundtable at Electronica

Semiconductor CEOs Embrace New Geopolitical ‘Normal’

Mixed responses during an industry forum to the impact of growing technology competition with China.
Chips for lives, a keynote speech by Frans Van Houten, a former CEO of Philips

‘Ugly Truth’ About the Medical Chip Shortage

A lack of chips, especially at older process nodes, continue to have real-life consequences for the medical community.
Chris Miller

Podcast: The Geopolitics of Semiconductors

Scholar Chris Miller discusses his new book, “Chip War,” and how semiconductor technology has become a strategic asset.
Chinese lidar company Hesai's point cloud image

Lidar Market Upheaval: Who’s Next for M&A?

Previously high-flying lidar startups continue to burn cash as total assets dwindle. Lidar suppliers in China are picking up the slack.
Xi Jinping meets Joe Biden

Dire Straits: China Moves Hastening TSMC’s Geo-Diversification

“Semiconductors have defined the world we live in,” says historian Chris Miller. A key question now is where they will be made.
IBM 2nm process

Dissecting Rapidus, Japan’s Shiny New Chip Project

Beyond advanced process technology, the goals of Japan’s semiconductor initiative are vague. Could it be yet another Japan Inc. boondoggle?
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What Caught Our Eye This Week

Apple’s China problem, Nvidia’s GPU workaround, lidar industry consolidation begins.
diplomacy

Failure to Communicate: Backing Away From China’s ‘Overreach’

To forestall decoupling, the U.S. and China must maintain their lines of communications.
Eliyan founders (from left): Syrus Ziai, Ramin Farjadrad, Patrick Soheili

Eliyan Goes Do-or-Die with Die-to-Die Interface Technology

Startup Eliyan claims its technology addresses the need for commercially viable die-to-die interconnects in standard organic packaging, targeting high-performance computing requirements.
autonomous highway driving

Ford’s Lane Change Signals a Shift Away From AV Development

As others follow Ford’s lead, the emphasis now will be greater automation of highway driving with heavy reliance on driver monitoring.
India flag

India Renews Its Push for Homegrown Fabs

The promise of government subsidies is causing international players to give the subcontinent another look, but infrastructure and other problems are an impediment to foundry launches.

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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

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Colin Barnden, principal analyst at Semicast Research

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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