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lithium-ion battery pack

The Lithium-Ion Battery Was a Long Time Coming

Author Charles Murray explains the twists, turns, detours and the emergence of the battery technology that enabled electric cars.
Technology Roadmap

Tech Roadmap for Automakers Disillusioned With Robotaxis

OEMs will likely double down on their Level 2 → 2+ → 3 strategies. But there is a very real risk of a race to the bottom since each option comes with challenges.
Ford with Argo, VW with Argo

Argo AI’s Demise Reveals Automakers’ AV Miscues

Ford and Volkswagen are shifting their AV development goals. Did they really understand what it takes to develop safe AVs at scale?
winners and losers

Winners, Losers in the Fall of Argo AI

Argo’s IP will be dispersed by financial backers Ford and VW, but Qualcomm appears to be the biggest winner.
OYR logo

What Caught Our Eye This Week

Intel’s Gelsinger weighs in on China sanctions, Great Wall Motor launches chip unit.

Podcast: Breaking Down VW-Horizon Deal in China

We spoke with Tu Le, managing director of Sino Auto Insights, about the winners and losers emerging from Volkswagen’s joint venture with China’s Horizon Robotics.
tech exports to China

China’s Startup Army is Being Disarmed

Beijing’s attempts to create a complete technology ecosystem, including extended supply chains for semiconductor design, production and packaging, are being boxed in on a number of fronts.
China, U.S. tech war

How Will China Retaliate?

China watchers worry Washington’s moves to bar Chinese access to vital chip technologies could quickly go awry.
U.S. trust foundry

Intel Alliance Offers U.S. ‘Trusted’ Design, Foundry Services

The collaboration with chip designers is the latest initiative by Intel Foundry Services to attract DoD and other government customers.
U.S. battery supply chain

U.S. Awards First Battery Supply Chain Grants

Skeptics question heavy emphasis on materials recycling at the expense of battery manufacturing and applications.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Lithium replacement, NXP’s auto-grade wireless connectivity.
China

VW-Horizon Deal: Winners, Risks, and Legacy OEMs’ Future

China tech analyst Tu Le help us break down VW’s agreement with Horizon Robotics. Among Horizon, VW, China, Germany, who gains what?

Mirror Deal Between Magna, Seeing Machines Reflects Regulatory Push

The partners are poised to dominate the driver monitoring market as new rules enter into force.
Fog of War

Ayar Labs, Lockheed Martin Look to Cut ‘Fog of War’

The partners are collaborating to integrate silicon photonics, and their ability to handle huge data volumes, into next-generation battlefield sensors.
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?
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Can Smart Home Technology Make Housing More Affordable?

What’s the Long-Term Outlook for Auto Chip Industry?

Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules

Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs

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