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Amnon Shashua, Mobileye CEO, at CES 2022

Mobileye Consumer AV Push: Facts Behind the Math?

Mobileye insists consumer and industrial AV development must proceed in tandem if both sectors are to succeed.
Prepare for Unknown Unknowns in This Year’s Chip Market

Prepare for Unknown Unknowns in This Year’s Chip Market

Analysts expect moderate growth in 2022, but forecasts are tough to pin down due to the market’s opacity and factors beyond the control of chipmakers and their customers.
The Inscrutability of Black Ice

The Inscrutability of Black Ice

No self-driving vehicle could ever be calibrated to sense a danger as sudden, invisible and terrifying as black ice at 70 miles an hour.
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This Week

Automotive Chip Drought Alters OEM/Supplier Balance of PowerInfineon: The Case for a More Aggressive StrategyIC Aging and Self-Driving CarTOPS Priorities Shift for ‘Datacenter on Wheels’DMS: The Experts’ View Automotive Chip Drought Alters OEM/Supplier Balance of Power By Junko Yoshida The automotive chip shortage has put semiconductor suppliers in the driver’s seat — at least for… Read More »This Week
Automotive Chip Drought Alters OEM/Supplier Balance of Power

Automotive Chip Drought Alters OEM/Supplier Balance of Power

The automotive chip shortage has put semiconductor suppliers in the driver’s seat — at least for now. But automakers are wising up. They are rethinking relationships with semiconductor suppliers, while redrawing their next-generation vehicle architectures.
Jochen Hanebeck will become a new CEO at Infineon Technologies on April 1, 2022

Infineon: The Case for a More Aggressive Strategy

To keep Infineon a strong European brand for generations to come, the company must bulk up with strategic acquisitions. How to do so given a conservative corporate culture will be the main challenge facing its new CEO.
The DMS Embedding Challenge

DMS: The Experts’ View

At CES 2022 this week, driver monitoring systems (DMS) are adding a wrinkle to the escalating ADAS/AV SoC race. Options of embedding DMS are many. The question is where and how DMS will land in a vehicle.
IC Aging and Self-Driving Car

IC Aging and Self-Driving Car

Engineers are scrambling to ensure that autonomous vehicles will remain safe even as the chips used within them succumb to natural deterioration over time.
Datacenter on Wheels

TOPS Priorities Shift for ‘Datacenter on Wheels’

In the ADAS/AV market, the race to a trillion operations per second (TOPS) continues to escalate. At CES 2022. Ambarella, Mobileye and NXP/Hailo shared their diverging approaches to the TOPS race.
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This Week

Intel/Mobileye: Not All Mergers Create EqualsIntel: Time to Break up the MothershipSilicon Labs’ CTO on IoT ‘Catalyst Moments’Podcast: Road to 5-Star DMS RatingThe Letting-Go Dilemma Intel/Mobileye: Not All Mergers Create Equals By Junko Yoshida What’s at stake?Intel acquired Mobileye in 2017 — nearly a year into the two companies’ joint AV development partnership with BMW… Read More »This Week
Daniel Cooley

Silicon Labs’ CTO on IoT ‘Catalyst Moments’

Besides making IoT devices smarter, what’s still missing in this market? Silicon Labs’ CTO is categorically clear. “Making the technology easy to use. Full stop.”
Intel: Time to Break up the Mothership

Intel: Time to Break up the Mothership

Intel CEO Pat Gelsinger may be planning a deeper restructuring of the company than the proposed IPO of its Mobileye unit implies.
Chat with Junko & Bola: Junko Yoshida (left), Colin Barnden (middle), Bolaji Ojo (right)

Podcast: Road to 5-Star DMS Rating

Euro NCAP is using technology to make human drivers into safer drivers. In contrast, the U.S. is pushing to use technology to replace humans as drivers.
The Letting-Go Dilemma

The Letting-Go Dilemma

Americans love the open road. Will drivers ever willingly surrender the wheel and give all our human trust to a machine?
Intel CEO Pat Gelsinger (right) and Professor Amnon Shashua, Intel senior vice president and president and CEO of Mobileye, talk during Gelsinger’s visit to Mobileye headquarters in Israel in 2021. (Credit: Mobileye, an Intel Company)

Intel/Mobileye: Not All Mergers Create Equals

When Intel Corp. CEO Pat Gelsinger recently announced Intel’s plans for a public offering of Mobileye in 2022, it was an implicit admission of a corporate mismatch that was already obvious to many electronics industry observers.
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This Week

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t Immigration Is America’s Superpower Podcast: Nvidia’s Declining Prospects Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’ ‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t By Junko Yoshida What’s at stake?Public trust in the safety of air travel marked a quantum leap in transportation. The planned transition from… Read More »This Week
The Statue of Liberty

Immigration Is America’s Superpower

The United States risks ceding technological leadership to China if it fails to implement policies enabling an international talent pool to flourish.
Gregg Lowe, president and CEO of Wolfspeed

Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’

To get the company to where it is today, Lowe did not just hack off business units but undertook a series of capital investment, R&D, and acquisition actions.
Ojo Yoshida Report Podcast

Podcast: Nvidia’s Declining Prospects

Will a minority stake in Arm be the most Nvidia is allowed? Or will Nvidia be allowed a chance to buy only a small portion of the IP licensor, such as the artificial intelligence part? And will that prompt Nvidia CEO Jensen Huang to throw in the towel?
Trolley in traffic

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t

Given that AVs will make good, bad, and ugly driving decisions without human input or intervention, society’s tolerance for AV machine errors can be expected to be vanishingly small.

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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