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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.
podcast

Podcast: The European Chips Act Is a Political Pipe Dream, Lacks Focus

There are several problems with the European Chips Act. They are characterised by a lack of focus that is manifested in many ways.
Lisa Su, AMD CEO

Lisa Su: The Making of a Legend

AMD’s president and CEO gained the industry’s attention with her historic rescue of the ailing chipmaker. Observers are wondering where she might turn her talents next.
Edge-AI Processor

Startup’s Quest: Add Power of AI/Imaging Processing to the Endpoint

Architek envisions its SoCs running Raspberry Pi, bringing artificial intelligence to the embedded world
Peter DeFazio

AV Hearing Sparks More Questions than Answers

Congressional panel fumbles crucial follow-up queries on safety, other concerns of self-driving cars.

TSMC Capex Splurge Will Stoke Glut and Other Problems

TSMC’s recent capex strategy is a clear repudiation of the company’s founder Morris Chang’s fab capacity and capital expenditure law.
Metaverse

The Unknowable Metaverse

Not even the technologists hoping to build it know exactly what the metaverse is. But for philosophers, it’s grist for the mill.
Podcast on PA AV Bill

Podcast: Can AV Bill Do Right by People?

Guests: Phil Koopman, associate professor with the Carnegie Mellon University; Computer Engineering (top left)Bill Widen, professor at the University of Miami School of Law (top right) We discuss the autonomous vehicle bill, just voted out of the Pennsylvania Senate’s Transportation Committee last week and is now heading to the Senate floor.  What’s in the bill? What’s not in the bill? What… Read More »Podcast: Can AV Bill Do Right by People?
compliance and policies

Pa. Bill Is a Gift to AV Firms

Legislation before the Pennsylvania State Senate offers a big door prize to industry but few safeguards to the public.
The Boring Company Loop System

The Wizard of Oz Comes to CES

Tesla gets boring in Las Vegas.
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Ojo-Yoshida Report Business of Semiconductor Summit - September 10-11, 2024

Microchip On-Board Charger Solution for EVs

By Microchip

Simplifying the Connected Future: Navigating Complexity in the IoT Landscape with Renesas Wireless Connectivity

Mehmet Aras, Renesas

Microchip Nurtures AZFirst

Webinar: Preventing Impaired Driving

Schneider Electric Stakes a Claim to Sustainability Leadership

Imec Tackles Chip Industry’s Carbon Conundrum

This Month

Infineon Ramps For the Transition to Silicon Carbide

A Certain Semiconductor in Uncertain Times

Onsemi Triangulates Its Silicon Carbide Strategy

SiC Manufacturers Walk a Tightrope

SiC in China: ‘Poster Child of the Decoupling Era’

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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 
Swave Photonics

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
FeibusTech

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
Silicon Labs

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
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.
Argo.ai

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
Velodyne Lidar