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Latest Technology News

TSMC Founder Morris Chang Is Wrong, Globalization (Only) Needs a Reset

Globalization is alive and well but requires a reality check–and fine tuning.
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What Caught Our Eye This Week

Arm’s China sales blocked, Microsoft grabs a struggling storage processor startup.
Radar point cloud

Ambarella vs. NXP: On Each Other’s Radar

Vision processor specialist Ambarella wants auto manufacturers to “Forget ‘smart’ radars.” Is that what carmakers want?
IoT as China Go

Synaptics Plays ‘Go’ to Win IoT Market

Synaptics has been on an IoT shopping spree for specialized IP. Has it chosen wisely? Can it cover a range of use cases?
screen junkie

Smoke on the Brain

Our parents were addicted to nicotine. We’re addicted to our screens.
triangulate vertically integrated

Onsemi Triangulates Its Silicon Carbide Strategy

The manager of the chipmaker’s power electronics unit emphasizes materials, devices and packaging.
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What Caught Our Eye This Week

TSMC Founder Morris Chang eulogizes globalization, FCC puts the screws to Huawei.
Silicon carbide boule substrate material

SiC Manufacturers Walk a Tightrope

Many are shifting to a vertical business model in hopes of capturing demand and driving down device costs.
6-inch N-type SiC substrates by SICC in China

SiC in China: ‘Poster Child of the Decoupling Era’

How long before China catches up with Western silicon carbide suppliers in wafer production and device manufacturing?
China and EU

European Chip Startups Top China’s Shopping List

None of the current deals presents a significant technology transfer problem. But in the longer term, China’s buying spree could give rise to competitiveness issues and a loss of homegrown know-how.
Aerial view container ship in port at container terminal port

The Supply-Chain Decoupling Quandary

The global tech industry is supposed to re-imagine its supply-chain models in pursuit of “decoupling” the economy. How, exactly, does this represent an improvement?
Apple iPhone made in China

Apple Created a Brilliant But Now Nightmarish Supply Chain

The question isn’t whether Apple should slash its massive sourcing and third-party manufacturing presence in China. It’s how much of a reduction is needed and how fast Apple CEO Tim Cook can do it.
zero Covid protest

China’s Zero-Covid Conundrum

With dissent mounting, there are few good outcomes for China and the global economy.
Omnitron Sensors’ test structure for process verification of its step-scanning MEMS actuator

Claiming a New MEMS Topology, Startup Promises ‘Disruption’

Omnitron Sensors is refining its manufacturing process technology by developing reliable, affordable optical subsystems for MEMS-based lidars.
decision time for congressional negotiators on CHIPS Act

Tech M&A Conundrum: Lessons from Nvidia’s Arm Gamble

Getting a tech deal approved in today’s fraught geopolitical environment has become extremely difficult as East-West tensions grow.
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.

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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