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Nvidia and Arm: Perils of Tech Platform Acquisitions

If consummated, Nvidia’s deal to buy Arm will instantly give one competitor great power over a critical technology platform. Do regulators have the tools to recognize the danger?
Jensen Huang, Nvidia CEO

A New Semiconductor World Imagined

The challenge posed by Nvidia – via its planned acquisition of Arm – to Intel’s x86 architecture is real and potentially unstoppable, and should not be casually dismissed.

Rest in Peace: Arm, 1990 – 2022

Draft of a funereal eulogy to be read in the event of Nvidia’s acquisition of Arm Ltd.
Like All Deals in China, Expect Strings Attached to Nvidia/Arm

Like All Deals in China, Expect Strings Attached to Nvidia/Arm

The Nvidia-Arm deal idles at the intersection of U.S. politics, Jensen Huang’s promises and China’s long ambition to become the world’s tech industry leader.
With HD Radar, Arbe Robotics Pits Price vs. Pride

With HD Radar, Arbe Robotics Pits Price vs. Pride

Arbe Robotics, a 2015 Israeli startup that went public this month through a SPAC, seemed to have a lot going for it in recent years. Today, it might be at a crossroads.
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This Week

Engineering at the Edge of KnowledgeWith HD Radar, Arbe Robotics Pits Price vs. PrideIntel, Chipmakers, and the Fear Card Engineering at the Edge of Knowledge By Girish Mhatre What’s at stake?The future of the driverless car: Are we attempting the impossible? Read more… With HD Radar, Arbe Robotics Pits Price vs. Pride By Junko Yoshida… Read More »This Week
Engineering at the Edge of Knowledge

Engineering at the Edge of Knowledge

The future of the driverless car: Are we attempting the impossible?
Pat Gelsinger in Munich

Intel, Chipmakers, and the Fear Card

By Bolaji Ojo Intel Corp. CEO Pat Gelsinger wants the EU to “take control of its destiny” by securing access to critical semiconductor supplies. He has similarly embarked upon the same mission for the United States. The effort is admirable but also misleading and fatuous. Intel is a public enterprise, not the right arm of… Read More »Intel, Chipmakers, and the Fear Card
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This Week

‌U.S. Lawyers Perpetuate Regulation Myths at The AutonomousSneak Preview: Debunking Industry Narrative on AV RegulationThat Name is More than a GamePodcast: Testing Does Not Equal Safety U.S. Lawyers Perpetuate Regulation Myths at The Autonomous By Junko Yoshida What’s at stake?‌‌Germany’s recently passed autonomous-vehicle regulations earned the country bragging rights as the first in the world… Read More »This Week
Chat with Junko and Bola. Phil Koopman is our guest this week.

Podcast: Testing Does Not Equal Safety

Guest: Phil Koopman, associate professor at Carnegie Mellon University We asked Phil: How do you prove safety for computer-based vehicles that depend on software? Phil responds: Testing doesn’t make you safe, it never has, and it never will. Not for software…The way you get safe is not by testing. You get there with safety engineering,… Read More »Podcast: Testing Does Not Equal Safety
U.S. Lawyers Perpetuate Regulation Myths at The Autonomous

U.S. Lawyers Perpetuate Regulation Myths at The Autonomous

In the realm of AV safety and regulation, a stark contrast exists between the approaches advocated in North America and Europe. The disparity was clear in two events that successively took place recently.
Sneak Preview: Debunking Industry Narrative on AV Regulation

Sneak Preview: Debunking Industry Narrative on AV Regulation

The current autonomous vehicle industry strategy seems to boil down to “Trust us, we know what’s best,” “Don’t stifle innovation,” and “Humans are bad drivers, so computers will be better.”
Intel - That Name is More than a Game

That Name is More than a Game

Intel unveiled a wholesale renaming of its future process nodes in July. This might have seemed an obvious marketing trick to mitigate painful comparisons against TSMC or Samsung. But beneath the surface, the renaming reflects both a decades-old struggle and a global financial reality.
Ojo Yoshida Report Podcast

Podcast: Plastic and Beyond

By Peter Clarke In 2021 flexible IC activity crossed an interesting threshold with a circuit characterized by a 29kHz clock frequency. With leading-edge processors clocked at gigahertz frequencies you might ask, “so what?” Well the so-what is low-cost and – maybe – something more significant in the long-term. Listen to Podcast…
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This Week

‌ ‌‌Can Machine Drivers Guess Right About Us Human Drivers?Politicize the Semiconductor Supply Chain and We All LoseThe Romance of the JalopyPodcast: Plastic and Beyond ‌‌ ‌ Can Machine Drivers Guess Right About Us Human Drivers? By Junko Yoshida What’s at stake?‌‌For both human and machine drivers, perception is hard. Even harder is prediction. The… Read More »This Week
The Romance of the Jalopy - Woody

The Romance of the Jalopy

A nagging issue noted at the AutoSens conference is the gap between technology people and car guys. Even more confusing – perhaps even to people creating devices that might usher in a utopia of self-driving vehicles – is that some of the AutoSens crowd occupy both sides of the gulf.
Can Machine Drivers Guess Right About Us Human Drivers?

Can Machine Drivers Guess Right About Us Human Drivers?

By Junko Yoshida What’s at stake?For both human and machine drivers, perception is hard. Even harder is prediction. The driver must make reasonable assumptions — guesses — about what other vehicles or pedestrians will do next, in order to forge a safe path through traffic. The question becomes: How can machine drivers guess right, based… Read More »Can Machine Drivers Guess Right About Us Human Drivers?
Politicize the Semiconductor Supply Chain and We All Lose

Politicize the Semiconductor Supply Chain and We All Lose

Semiconductors and software will drive and power societal evolution and economic growth for the foreseeable future. Therefore, the domination of access to the semiconductor supply chain by any country or regional bloc should be anathema to everyone.
Ojo Yoshida Report Podcast

Apple Car Hurry-Up Targets Apps & Service Developers

Guest: Colin Barnden, principal analyst at Semicast Research
Apple Car: Makers & Sensors

Apple Car: Makers & Sensors

Since launching Project Titan in 2014, Apple has focused on finding “the right suppliers to set up a supply chain,” said Yole Développement CEO Jean-Christophe Eloy. Who are the likely suppliers?

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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