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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.
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.

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Ojo-Yoshida Report Business of Semiconductor Summit - September 10-11, 2024

This Month

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 

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.

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

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

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