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What Caught Our Eye This Week

Intel MIA at Computex, NXP Driving Foxconn, China Maintains Solar Stranglehold, GM Stacks Battery Modules
EU chips

Targeted Chips Act Puts Europe Back in the Race

Europe’s semiconductor initiative would fund domestic projects while courting international partners.
semiconductor industry forecasts

$1 Trillion by 2030 but First … A Downturn?

Chip industry analysts foresee a slump, possibly severe, in 2023, throwing capex planning into disarray.
speech recognition device

AON: ‘Edge AI’ Done Right 

Startup’s processor leverages artificial intelligence to solve application-specific problems of voice and sound.
AI singularity isn't happening consciousness

Why Our Machines Will Never Be as Smart as We Are

Consciousness is an ineffable, primal awareness of our internal states. Computers will never have it.
TSMC investment in EU under European Chips Act

TSMC in the Running for European Chips Act Funding

Proposed fabs are seen as a way of reviving the EU’s chip manufacturing ecosystem.
China R&D spending

China Seen Outspending U.S. in R&D by 2025

U.S. still leads thanks to corporate investment, but China is poised to become the world’s top funder of science and technology research.
Inside ST's Fab

ST Doubles Down on Internal Chip Production

A strong IDM model is seen as key to explosive revenue growth in an era of industrywide component shortages.
Two cars accident

PreAct Going Close-Up to Cut Lidar Cost

Startup eyes $45 bill of materials for near-field devices that foretell collisions.
MEMS microspeaker for hearables, wearables Bosch Asioso

MEMS Microspeakers Target ‘Smart’ Hearables

Bosch’s acquisition of Arioso Systems signals the next round of MEMS technology innovation.
George, Junko, Bola talk to Tu Le

Podcast: China’s EV/AV Sectors on a Roll

Tu Le of Sino Auto Insights steers us through the nascent mobility sectors and considers potential potholes like future overcapacity.
Caista Redmond

RISC-V Beyond Embedded: How Many Cores Will It Take?

Engineers are using the RISC-V core to add functions to their SoCs – but not as a full-fledged processor.
in-vehicle software updates GM Red Hat Linux OS for GM Ultifi

GM, Red Hat Join Forces on Auto OS

The Linux-based operating system facilitates vehicle software updates and ‘functional safety.’
AutoX, Robotaxi in China

Nvidia Accelerates China’s Transition From EVs to AVs

Chinese ADAS/autonomous-vehicle development is riding the wave of EV momentum. The question is how soon and to what degere Chinese OEMs plan to go autonomous with their EVs.

Nigeria Targets Robotics to Boost Hardware Skills

A group of ‘revolutionaries’ led by a committed educator are attempting to lift Nigeria out of its technology malaise.
Nio premium EVs China Tesla battery swapping

Nio: The Anti-Detroit Hits the Accelerator

China’s answer to Tesla has leveraged government support to position itself as the next disruptor of the global auto industry.
Baidu Apollo Robotaxi

Robotaxis Get Real in China

Driverless tests are on deck in several Chinese cities as vendors of AV ride-hailing software pursue their programs. But actual services are still years away.
Nio Battery Swapping

China Is About to Redefine EVs

Technology advancements are redefining how people use EVs and how EVs must be designed, and China is leading the charge.
China lithium-ion battery manufacrturing

China Owns EV Battery Manufacturing — For Now

Laser-like focus, perseverance and plenty of cash have enabled Chinese manufacturers to dominate the electric-vehicle battery sector.
automotive supply chain process

Shackled By the Automotive Supply Chain Crisis

Structural weaknesses and flawed practices inside the automotive industry have played a part in the pandemic-induced semiconductor shortage.
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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

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Clément Nouvel, LiDAR CTO
Valeo

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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

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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

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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