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Nio Battery Swapping

China Is About to Redefine EVs

Technology advancements are redefining how people use EVs and how EVs must be designed, and China is leading the charge.
China lithium-ion battery manufacrturing

China Owns EV Battery Manufacturing — For Now

Laser-like focus, perseverance and plenty of cash have enabled Chinese manufacturers to dominate the electric-vehicle battery sector.
automotive supply chain process

Shackled By the Automotive Supply Chain Crisis

Structural weaknesses and flawed practices inside the automotive industry have played a part in the pandemic-induced semiconductor shortage.
Pat Gelsinger executive team at Intel Corp.

Remaking Intel

Pat Gelsinger has taken ‘hands on’ management to extremes, executing sweeping changes to restore Intel’s lost glory and gird it for new battles. Will the shakeup work?
Uniphy Canvya optics techology for smart surfaces

Beyond Touch: Uniphy Looks to Light Up the User Interface

Focusing initially on auto interiors, the U.K. startup aims to flip the script, conforming its optical technology to a myriad of surfaces.
Western exports controls on technology shipments to Russia in response to Ukraine invasion

Western Tech Sanctions on Russia Begin to Bite

A multilateral approach to export controls is squeezing Russia’s supply chains, hampering its ability to resupply its military.
red tape while entering Japan during pandemic Covid-19

A Harrowing Journey, A Last Goodbye

My long trip ‘home’ was a fraught but ultimately fruitful reminder that borders are for crossing.

Leti Answers Europe’s Call for Digital Sovereignty with FD-SOI

New CEO Sebastian Dauvé sees much promise in Leti’s More-than-Moore approach.
China startups reined in by common prosperity initiative Xi Jinping

China’s ‘Common Prosperity’ Campaign Backfires

Beijing’s crackdown on opaque ‘variable interest’ startups has led to layoffs, bankruptcies and middle-class discontent.
capital spending by Intel, TSMC, Samsung, Micron for fab construction capex

Chipmakers Must Be Held to Their Capex Promises

Companies need to regularly detail the progress of their spending plans, especially if they have received any kind of government support.
Japan Visa

The Tortuous Road to My Mother’s Funeral

In the Covid era, navigating Japan’s bureaucratic maze to prove I was born in Japan but no longer a Japanese citizen requires patience, diligence and reliance on the kindness of strangers.
land mines in Ukraine artificial ignorance and AI Putin

Putin’s Brainstorm: Artificial Ignorance

Our resident humorist’s decidedly different take on technology and the weapons of war.
decision time for congressional negotiators on CHIPS Act

‘Labs vs. Fabs’: It’s Decision Time for CHIPS Act Negotiators

“Creating Helpful Incentives to Produce Semiconductors for America” earmarks billions for manufacturing and research. As lawmakers square off on how to spend the funds, the supply chain hangs in the balance.
infrastructure funding for ports supply chain

Infrastructure Funds Target Supply Chain Rebuild

With programs awash in funding, the big test for coordinators is ensuring state and local governments execute on infrastructure projects needed to rebuild supply chains.

Is Haviv Ilan Set to Succeed Templeton as TI’s CEO?

Richard Templeton’s successor must decide between maintaining the status quo or expanding TI’s portfolio.
highway driving

L3 Cars: Unsafe at Any Speed?

Conditional automated driving is a technical breakthrough that carmakers are proud of. But is it safe?
Mercedes-Benz Drive Pilot

Let Go of the Wheel, But Watch Your Back

Hands-free driving efforts expose the paradoxes of automation.
Western chip alliance patterned after NATO

In Praise of a NATO-Like Semiconductor Alliance

Coordinating the capabilities and investments of an East Asian-European-American triumvirate is touted as a way to fix a disjointed global semiconductor supply chain.
African entrepreneurship redefined to include investors, female entrepreneurs, tech ecosystems

Fostering Digital Entrepreneurship in Africa

African entrepreneurship is being redefined to include investors, female entrepreneurs and tech ecosystems.
Everyone who can afford it is signing extended pay-to-play commitments with draconian terms

Semiconductor Purchase Obligations Surge in Length, Cost, Complexity, and Risk

Everyone who can afford it is signing extended pay-to-play commitments with draconian terms, widening the sourcing gap and evoking the specter of past shortages and gluts.

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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.

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Founder, Edge AI and Vision Alliance / President, BDTI


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Clément Nouvel, LiDAR CTO

Understand and influence the tech trajectory

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Daniel Cooley, CTO

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Colin Barnden, principal analyst at Semicast Research

How do you get started in autonomous vehicles?

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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