Skip to content

Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

Technology: Featured Articles

Latest Technology News

Cruise in San Francisco

Where Are Robotaxis and Robovans Going?

The rollout of people-carrying AVs will depend on when the AV driver software can meet safety requirements for each use case.
Argo and VW in Munich

Is There a Business Case for Robotaxis and AV Shuttles?

The economics of robotaxis and AV shuttles remain more speculative than analytical.
Futurama, New York World's Fair (1939)

Car Culture Morphs into High-Tech Car Dependency

A new book raises fundamental questions about the headlong rush to deploy driverless vehicles.
AV shuttles, many trials and many interations

What Decades of Roboshuttle Misfires Teach Us

Will robotaxis fare better than roboshuttles? We think the assumption is naïve.
AI Startups

Silicon Catalyst Webinar: What to Know about Investing in Semiconductor Startups

The Ojo-Yoshida Report delivers a keynote at Silicon Catalyst’s webinar.
Ojo Yoshida Report Logo

This Week

Straight From the Heart: Startup Celtro Eyes Self-Powered PacemakersWho Does the Plumbing for IoT?Imaging Radar Gets a Second Look for AVs Straight From the Heart: Startup Celtro Eyes Self-Powered Pacemakers By Adele HarsGerman company’s implantable chip to run on energy harvested from cardiac cells. What’s at stake?The pacemaker envisioned by Celtro is both leadless and… Read More »This Week
Who Does the Plumbing for IoT?

Who Does the Plumbing for IoT?

Matter, the new IoT application layer spec, is coming to save the smart home, with Amazon, Google, Apple and Samsung joining the bandwagon. But really, who are going to do the plumbing for Matter?
Straight From the Heart: Startup Celtro Eyes Self-Powered Pacemakers

Straight From the Heart: Startup Celtro Eyes Self-Powered Pacemakers

German company’s implantable chip to run on energy harvested from cardiac cells.
Mobileye Radar Image

Imaging Radar Gets a Second Look for AVs

As 3D/4D imaging and software-defined radar emerge, radar sensors are becoming much more useful, with higher resolution.
Ojo Yoshida Report logo

This Week

Prepare for Unknown Unknowns in This Year’s Chip MarketMobileye Consumer AV Push: Facts Behind the Math?The Inscrutability of Black IcePodcast: What’s the State of Phase-change Memory? Prepare for Unknown Unknowns in This Year’s Chip Market By Bolaji Ojo Analysts expect moderate growth in 2022, but forecasts are tough to pin down due to the market’s opacity… Read More »This Week

Podcast: What’s the State of Phase-change Memory?

By Peter Clarke I was prompted to record this by the news that Intel has begun the sell-offof its non-volatile memory and solid-state drive businesses to SK Hynix, ina $9 billion deal that includes a wafer fab in Dalian, China, and will takeuntil 2024 to complete. Listen to the podcast…
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.
Ojo Yoshida Report Logo

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.
Previous 1…3132333435…37 Next

Partner Content

View All >>

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’

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 
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