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Chat with Junko and Bola: Paul McGlone CEO

Podcast: Who Is Seeing Machines?

Seeing Machines CEO Paul McGlone explains his company’s heritage, technology , business and its future.
Volkswagen's ID 3 EV

Volkswagen Outsourcing Software, Hardware Future to China

The German automaker has no way to compete with Tesla save by partnering with China, says one auto industry analyst.
Rearview Mirror embedded with driver monitoring system

Can Seeing Machines Become the ‘Mobileye’ of In-Cabin Vision?

Auto manufacturers are under heavy time pressure to install required driver and occupant monitoring systems. Partners Magna and Seeing Machines view it ‘once-in-a-life time’ opportunity.
nanoelectronics and materials research

Modeling the Semiconductor Devices of the Future

Among the emerging chip-modeling tools is a proposed ‘virtual fab’ scheme promoted by TSMC.
Dragon ink brush painting

TSMC Blooms But Tech Cold War Looms

The fab leader blows through analysts’ forecasts, but dodges questions about China.

Playing the Long Game on Semiconductor Manufacturing

Micron joins a growing list of U.S. chipmakers expanding fab capacity. How much is enough?
TSMC investment in EU under European Chips Act

TSMC Contemplates a European Fab

Courted by E.U. officials, it remains unclear what foundry services TSMC could provide.

7 Reasons Why Mobileye Must Go Public—Now

Now is not the time for investors to pooh-pooh Mobileye’s contributions to ADAS and AV development. It is however a good time for Intel to grab a short-term gain by spinning out Mobileye.
Aerial view of the STMicroelectronics plant in Catania, Italy.

ST Joins SiC Vertical Integration Race

Every SiC device supplier wants to control everything from SiC substrate to device manufacturing. Who’s doing what and where?
Cartie-Bresson's first Leica

Attack of the Feature Creep

Digital devices offer choices so numerous that the user is helpless to choose.
brittle AI

Moving Beyond ‘Brittle’ AI

Current machine learning models are unsuited for risky applications like autonomous driving.

Samsung Won’t Provide SoftBank With Arm Closure

Softbank will only prolong its Arm problem if Samsung Electronics gets involved.
pruning AI startups

AI Hardware Startups Ready for Pruning

Our survey reveals a crowded sector more ripe for M&As than IPOs.
AI technology startup

Who’s Who in AI Hardware Startups

About 90 startups are focused on various segments of the AI hardware market.
semconductor manufacturing and research legislation

U.S. Taps Semiconductor Execs to Map R&D

Ex-Applied Materials, Analog Devices officials will head an advisory panel for disbursing CHIPS Act research funding.
Nakul Duggal on stage at The Autonomous

Qualcomm’s Automotive Gambit: Doubling Down on Smartphones

Many automotive experts doubted Qualcomm’s ability to make inroads into the automotive market. Not anymore. How did Qualcomm gain respect?
in-memory computing and AI

Inside In-Memory Computing, and Why It’s Back

Accelerator chips tailored for deep learning place scads of computing elements near, or in, memory to parallelize the massive computational load.
Like All Deals in China, Expect Strings Attached to Nvidia/Arm

Push Comes to Shove in China Tech Competition

China’s huge market potential once blinded foreign governments and investors to the dangers inherent in its Communist system. No longer.
vehicle electronic control

Can AI in AVs Go Beyond ‘Perception’?

Infineon believes there is a way to apply machine-learning algorithms to reduce the cost and power consumption of highly automated vehicles.
virtual reality goggles

Measuring the Metaverse Against Reality

Our upcoming webinar will sort the hype from the reality of leveraging virtual worlds.

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This Month

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 

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