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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.
aerial view new cars

Wanted: A New Order in the Auto Supply Chain

Players in the automotive supply chains — now increasingly divided, not united — no longer know where they stand in relation to each other.
SiC laser cut boules

Laser-Cutting the Cost of Silicon Carbide Wafers

Startup Halo Industries is among a growing list of companies seeking to boost SiC wafer yields with laser tools.
Valeo Lidar's production

Valeo Sits Atop Lidar Market – So Far

Startups tout whizzy technologies, but they lack the ability that automotive OEMs demand to industrialize, verify and validate their products.
China Eastern crash 737-800 Boeing

China Crash Shrouded in Mystery

Airline crash investigations are laborious and detailed. The latest could be even more so.
AMD Xilinx FPGA

AMD/Xilinx: Chipmakers Bulk Up as AIoT Cycle Heats Up 

AMD’s acquisition of Xilinx ushers in a new era of technology integration and stiffer competition among chip vendors.
Nvidia AV Hyperion Ominiverse

Nvidia’s Automotive Playbook: Hyperion 9, Drive Map, Omniverse

A new sensor suite, more computing horsepower and mapping software are among the key components of an expanding AV ecosystem.
Xinlix automotive semiconductors

AMD/Xilinx Automotive Chips Must Go Beyond FPGAs

AMD needs an auto semiconductor road map that tightly integrates Xilinx’s FPGAs with its own embedded expertise.
FPGA primer

Just What is an FPGA, Anyway?

Neither programmable nor an array of gates, FPGAs can sometimes go where ASICs fear to tread.

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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 

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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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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

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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.

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