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China: Irreplaceable Western Supply Chain ‘Frenemy’?

Geopolitical challenges between the West and China are impacting trade relations, worrying semiconductor executives. Will their overtures help get the warring parties talking?
Zero Emission by 2050

Math Quiz: 2X Growth or 4X Carbon?

Has the semiconductor industry honestly embraced ‘sustainability’ to protect its bottom line?
2022 Cruise Impact Report

Lies, Damn Lies, and AV Statistics

Cruise’s rapidly growing tally of driverless miles doesn’t prove that it is safer than a human driver. It proves that driving is safer at slower speeds.
rush to new technologies

Where Are AMD, Intel & Qualcomm in the Chiplet Rush?

Everyone wants chiplets to succeed. What’s still missing?
supply chain

Yes, it is the Supply Chain, Ladies & Gents

Design engineers are waking up to the realization that their involvement is critical to finding better solutions to the electronics industry’s intractable demand-supply imbalances. How long will they stay interested in solving the riddles involved, though?
Renesas and Wolfspeed sign a SiC wafer supply agreement.

Renesas’ $2B Investment Will Keep on Giving

Paying billions of dollars for semiconductor component supplies is not new. Apple does it frequently. But $2 billion downpayment for 10 years of supplies breaks the mold. What is Renesas playing at and why did Wolfspeed say “Yes”?
Street Wars - Attack of the Cones

Street Wars – Attack of the Cones

Why is the state of the robotaxi operation in San Francisco what it is today? There is neither consequence nor accountability when Cruise and Waymo block public transit and first responders.
Moving AI-Driven Data Between Tools and Fabs

Moving AI-Driven Data Between Tools and Fabs

As SEMI works on the Smart Data-AI initiative, Teradyne embraces “Open Architecture,” rolling out a real-time analytics product for testing that can cleanly interface with the rest of the design and manufacturing flow.
Curt Newport

Podcast: OceanGate’s Submersible Design Was Deeply Flawed

Submersible expert and underwater salvage pioneer Curt Newport says OceanGate CEO Stockton Rush ignored safety protocols.
The Future of Chiplets

The Future of Chiplets

They might transform the industry – or they might become a niche. Chiplets will rise or fall on the strength of interconnect, known-good-die and architectural choices.
escalating US vs. China trade war

China-US Technology Cold War: Is Détente Still Possible?

China is striking back at the West for restricting its access to leading-edge semiconductor manufacturing equipment and AI chips. By imposing export license on the semiconductor raw materials it controls, the PRC is widening the battlegrounds of the Tech Cold War.
Jim Keller at Intel (left) and Jim Keller at Tenstorrent

Jim Keller’s Journey from CPUs to CEO

‘Lone wolf’ is the popular image for renowned computer architects. But Keller is no loner, having gone from hands-on engineer to CEO at AI chip startup Tenstorrent.
Pilot vs. Autopilot

Pilot v. Autopilot: Who’s The Boss?

Understanding human-factor science is the key to safety—in designing aircraft or automobiles.
Maud Vinet

The Secret Life of a Quantum Computing CEO

Maud Vinet has uncanny knack for leading the way in new technologies.
Global Forecast

Chips, Politics, High Numbers

Never trust the high numbers put forward by excitable company CEOs and politicians that they say they will be spending in building wafer fabs and on other high capital expenditure projects.
Phil Magney

Podcast: Ground Truth for Highly Automated Vehicles

A number of state departments of transportation want to evaluate the compatibility of their roads with the emerging technologies used in highly automated vehicles.
Jim Keller, CEO at Tenstorrent

Jim Keller Sketches AI Strategy to Bypass Nvidia

The success of Jim Keller, a renowned CPU architect and CEO at AI startup Tenstorrent, is not pre-ordained. His goal to offer an alternative to Nvidia’s AI is clear, though.
Intel Hones Funding Plans for its Mammoth Fab Splurge

Intel Hones Funding Plans for its Mammoth Fab Splurge

Intel needs more money than governments can give for its new fabs, so it is sharing ownership of some fabs with investors in a novel funding strategy
Analog Instrument Cluster to Glass Cockpit

Digital Cockpit: Human Factors Do Matter

As computer drivers enable vehicle autonomy, here’s what carmakers can learn from the aviation industry.
Louise Vrooks

Interfacing in a Faceless Era

We seem to be abrogating the necessity of “reading” people, a skill that requires the study of a thousand faces.

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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.

Jeff Bier
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

What the news means

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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