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Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

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Latest Technology News

Renesas Kofu fab

Renesas Looks to Resurrect Chip Production in Japan

Shuttered fab will reopen to manufacture power electronics devices on 300mm wafers.
Podcast with Bola and Junko, Mike Feibus as a guest

Podcast: Why Buy a Stake in Arm?

Qualcomm’s CEO wants to keep Arm neutral. Can he get buy-in from other chip makers?
EU chips plan supply chains

EU Chips Act: What to Chase, What to Ignore?

A completely independent European semiconductor industry that can guarantee supply security is a pipe dream. No one country or region can disengage from the ecosystem.

Chips Act: Europe’s Ambitious R&D Agenda

Continent’s premier research organizations will jointly oversee four pilot lines as part of the EU’s semiconductor initiative.
FD-SOI fully depleted silicon on insulator

What’s FD-SOI, and Why Does Europe Want a New One?

The EU is betting big on the technology’s ability to meld low-power or RF circuitry with advanced digital chips.
EU Chips Act strategy

The EU Has a Chip Plan. Can it Execute?

Yole analyst Jean-Christophe Eloy offers an inside look at Europe’s semiconductor strategy.
homophobic encryption developed by Cornami

Startup Aims to Build the First ‘Unhackable’ Encryption System

Cornami promises homomorphic solution based on a chip and software within two years.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Intel MIA at Computex, NXP Driving Foxconn, China Maintains Solar Stranglehold, GM Stacks Battery Modules
EU chips

Targeted Chips Act Puts Europe Back in the Race

Europe’s semiconductor initiative would fund domestic projects while courting international partners.
semiconductor industry forecasts

$1 Trillion by 2030 but First … A Downturn?

Chip industry analysts foresee a slump, possibly severe, in 2023, throwing capex planning into disarray.
speech recognition device

AON: ‘Edge AI’ Done Right 

Startup’s processor leverages artificial intelligence to solve application-specific problems of voice and sound.
AI singularity isn't happening consciousness

Why Our Machines Will Never Be as Smart as We Are

Consciousness is an ineffable, primal awareness of our internal states. Computers will never have it.
TSMC investment in EU under European Chips Act

TSMC in the Running for European Chips Act Funding

Proposed fabs are seen as a way of reviving the EU’s chip manufacturing ecosystem.
China R&D spending

China Seen Outspending U.S. in R&D by 2025

U.S. still leads thanks to corporate investment, but China is poised to become the world’s top funder of science and technology research.
Inside ST's Fab

ST Doubles Down on Internal Chip Production

A strong IDM model is seen as key to explosive revenue growth in an era of industrywide component shortages.
Two cars accident

PreAct Going Close-Up to Cut Lidar Cost

Startup eyes $45 bill of materials for near-field devices that foretell collisions.
MEMS microspeaker for hearables, wearables Bosch Asioso

MEMS Microspeakers Target ‘Smart’ Hearables

Bosch’s acquisition of Arioso Systems signals the next round of MEMS technology innovation.
George, Junko, Bola talk to Tu Le

Podcast: China’s EV/AV Sectors on a Roll

Tu Le of Sino Auto Insights steers us through the nascent mobility sectors and considers potential potholes like future overcapacity.
Caista Redmond

RISC-V Beyond Embedded: How Many Cores Will It Take?

Engineers are using the RISC-V core to add functions to their SoCs – but not as a full-fledged processor.
in-vehicle software updates GM Red Hat Linux OS for GM Ultifi

GM, Red Hat Join Forces on Auto OS

The Linux-based operating system facilitates vehicle software updates and ‘functional safety.’
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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

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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

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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

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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.
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