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China sanctions Russia

Wary China Clings to Neutrality Over Ukraine Invasion

Beijing’s fence-sitting appears to be a case of keeping its friends close and its enemies closer.
semiconductor supply chain

Surviving the Semiconductor Supply Chain Crisis

Companies with deep pockets are stockpiling components as a hedge against future shortages, in essence hoarding devices.
Who is the Driver?

Who’s Driving — and Crashing — My Robocar?

The question of driver accountability is muddied in the age of autonomous vehicles.
semiconductor supply chain

Semiconductor Inventories Surge Despite Shortages

Two years of supply chain disruptions have shifted the balance of power from buyers to sellers.
Alan Turing machine intelligence

The Turing Dilemma in Machine Learning

The machine brain can’t deviate from its program or think up new stuff. If it is a mind, it’s a mind that can’t wander.
Russia Tech ICs

Silicon Screen Descends on Russia

The West’s technology blockade of Russia is also aimed at Chinese chipmakers skirting technology restrictions.
AlphaICs AI accelerator

AlphaICs: How to Stand Out in the AI Startup Crowd

A growing list of AI startups must identify underserved markets, then stick to their knitting.
AV legislation

Avalanche of AV Bills Slams U.S. State Legislatures

State-by-state approach brings laws favoring AV companies to life with little oversight and scant attention to safety, legal and regulatory issues.
Mobileye Road Experience Management

If HD Maps Make Driving Safer, They May Make Walking More Dangerous  

Technology that improves car safety for drivers can introduce new hazards for pedestrians and cyclists. High-definition maps offer one example of potential unintended consequences.
Intel CEO Pat Gelsinger

CHIPS Act: Feeding Frenzy Begins

Intel and its rivals are dispatching legions of lobbyists to DC, all circling a $52-billion honey pot authorized by Congress for semiconductor R&D.
Russia, Ukraine, USA, Canada, Germany political war conflict

That Semiconductor Forecast? Toss It!

Vladimir Putin’s invasion of Ukraine and the scourge of war in Europe adds another layer of uncertainty as chip makers enter a twilight zone.
what autonomous vehicles see

A Blurred Line: AV Capability and Human Responsibility

Drivers left holding the bag as autonomous vehicles fail to live up to automakers’ hype. Trade secrets are in, transparency is out.

Startups Lead Hot Power-GaN Market…for Now

Fast chargers for power-hungry mobile phones are among the applications creating opportunities for GaN entrants.
Data Center Alley in Virginia

The Data Center Boom is Unsustainable

As big-data applications scale workloads, cloud service providers and other hyperscalers can barely keep up with pandemic-driven demand for computing, storage and analytics.
Server racks in data centers

Data Center Energy Puzzle

Data centers consume enormous amounts of power, much of which goes into activities other than actual computing. But clawing back energy from data centers with technology advances is a profound challenge.
Podcast: History’s Lessons for High-Tech Hubris

Podcast: History’s Lessons for High-Tech Hubris

What can engineer, investor, business executive, and public learn from history?
Rupert Baines

As RISC-V Catches Tailwinds, Codasip Refreshes Ambition

Refreshed by its new senior executive team, Codasip, touting itself as “one of the top three, credible RISC-V companies,” is reintroducing itself.
GF legacy node

Mystery Behind GlobalFoundries’ ‘Feature-Rich Node’ 

Everything old is new again as GF tweaks venerable process technologies for fresh automotive uses.
Ford Semiconductors

Will Ford Build Ford Semiconductors?

The pandemic and resulting chip shortage have put semiconductors front and center for virtually every automaker.
Jensen Huang in Omniverse

Nvidia Bid for Arm: Was It Just a Lark?

In the wake of the deal’s breakdown, some thoughts on what may – or may not – have given rise to this unlikely acquisition bid.

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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.

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Founder, Edge AI and Vision Alliance / President, BDTI


I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO

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

Daniel Cooley, CTO

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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