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Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

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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
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What Caught Our Eye This Week

Semiconductor inventory hikes, BYD Unseats Tesla, China export controls
silicon photonics ecosystem

Silicon Photonics: Who Should Be on Your Radar and Why

The player roster is as long and diverse as the approaches they’re taking to harness light in the service of data. Here’s our 30,000-foot view of the field.
Ayar Labs' silicon photonics

Ayar Labs Mounts Chip-to-Chip Optical Connectivity Campaign

Ayar Labs raised $130 million during a Series C funding round in April. Can its silicon photonics approach become all things to all of its semiconductor company investors?
silicon photonics

Shedding Light on Silicon Photonics

Light-based technologies appear poised to move beyond data transport to a range of real-world applications.
optical interconnects silicon photonics

Let There Be Light

Photons are powering more components across data centers, wireless networks and, soon, edge AI deployments.
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What Caught Our Eye This Week

Velodyne-Boston Dynamics, Autonomous Trucking, Self-Driving Doubts Grow

Pedestrian Rights Move to the Forefront in Traffic Safety Report

As pedestrian deaths spike, a report from the National Safety Council signals a fundamental shift in focus from passengers to passersby.
semiconductor inventory

Semiconductor Inventory Cut Looming, or Just a Scare?

Samsung’s cutback signals the next inventory reduction cycle in response to inflationary pressures.
pedestrian safety NCAP NHSTA

‘Road Safety for All’ Raises Stakes for Automakers

ADAS features designed to protect pedestrians take on importance in upcoming spin of NHTSA new-car safety rating system.
transportation DC Metro Silver Line

Why Drivers Should Fund Rail

Revenues from road users ought not be committed primarily to roads.
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What Caught Our Eye This Week

Electronics inside Russian weapons, security hole in Mega cloud, China’s space-based solar power station
venture capital for semiconductor manufacturing and resilient supply chains

Investors Lobby Feds to Expand Tech Partnerships

A ‘deep-tech’ investment fund emerges as a key player in the drive to revive U.S. semiconductor manufacturing.
automotive electronics CPU MCU

NXP Drives Automotive Chip Race Without Big Brains

The chip maker hopes to bring together all the software for a next-generation vehicle platform – but without a big, central CPU at the wheel.
Art of herding cats

RISC-V’s CTO on the Art of Herding Cats

Managing a fast-growing open-source community is not for the fainthearted, but Mark Himelstein keeps the new specs coming.
China Great Wall

China’s Achilles’ Heel

The nation’s intractable disunity may offer an opening for Western industrialists.
fabless semiconductor production and IDM

The Fabless Semiconductor Model is Flawed

Here is how to fix it.
Edge AI computing

Truth About Edge AI in MCUs: Is It Worth It?

NXP’s approach seeks to address the mismatch between long-lived embedded chips and evolving AI applications.
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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’

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