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What Caught Our Eye This Week

NHTSA’s crash data, Canada’s new cyber attack disclosure law, MCU rankings
Internet of Things IoT connected devices Arm

Ian Drew: On IoT and Life After Arm

Writing his own obituary has helped him clarify the goals that he had yet to fulfill. Arm’s former CMO discusses why he started Foundries.io.
semiconductor supply chain subsidies

Subsidies Are No Panacea for Fixing the Semiconductor Supply Chain

A growing chorus calls for a coordinated Western strategy for building resilient technology supply chains. It’s a marathon, not a sprint.
encryption data security fully homomoprhic encryption

Wally Rhines Places All His Chips on a Crypto Startup

The electronics industry veteran is betting fully homomorphic encryption is ready for prime time.
Closeup of kid's helmet and bike on a pedestrian lines after danger incident with a car

Startup’s Automotive Radar Sees People in the Dark

Uhnder looks to improve safety of ADAS systems with a one-chip digital radar device.
tire pressure safety using existng auto sensors

Rubber Meets Road for Tire Safety Startup

Tactile Mobility seeks to pump up tire safety monitoring using existing auto sensor networks.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

TSMC fab woes, Fraunhofer’s photovoltaic advance, EU charging port standard
Pixelworks logo X7 processor

Pixel Magic From Pixelworks

The X7 mobile visual processor does for smartphone gaming what Pixelworks previously did for big-screen video processing.
Sustainable transsportation EV and rail climate change and infrastructure

Fewer Planes, More Trains and Electric Automobiles

U.S. demand for EVs is growing, and the nation’s first high-speed passenger rail service is within reach.
The El-Ouazzane Leap: Intel to STMicroelectronics

The El-Ouazzane Leap: Intel to STMicroelectronics

Five months into the job, ST’s new chief of the microcontrollers and digital ICs group talks about what has surprised him the most.
Arm ecosystem

Will Arm Risk RISC-V?

Andes Technology fully embraced the open-source ISA as part of its IPO strategy. Arm now faces the same choice.
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What Caught Our Eye This Week

Tesla’s door lock problem, Intel meets Samsung, Gravity Batteries
Renesas Kofu fab

Renesas Looks to Resurrect Chip Production in Japan

Shuttered fab will reopen to manufacture power electronics devices on 300mm wafers.
Podcast with Bola and Junko, Mike Feibus as a guest

Podcast: Why Buy a Stake in Arm?

Qualcomm’s CEO wants to keep Arm neutral. Can he get buy-in from other chip makers?
EU chips plan supply chains

EU Chips Act: What to Chase, What to Ignore?

A completely independent European semiconductor industry that can guarantee supply security is a pipe dream. No one country or region can disengage from the ecosystem.

Chips Act: Europe’s Ambitious R&D Agenda

Continent’s premier research organizations will jointly oversee four pilot lines as part of the EU’s semiconductor initiative.
FD-SOI fully depleted silicon on insulator

What’s FD-SOI, and Why Does Europe Want a New One?

The EU is betting big on the technology’s ability to meld low-power or RF circuitry with advanced digital chips.
EU Chips Act strategy

The EU Has a Chip Plan. Can it Execute?

Yole analyst Jean-Christophe Eloy offers an inside look at Europe’s semiconductor strategy.
homophobic encryption developed by Cornami

Startup Aims to Build the First ‘Unhackable’ Encryption System

Cornami promises homomorphic solution based on a chip and software within two years.
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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
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Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs

Smarter, Safer, More Responsive: The Future of IoT Is Here

Daniel Cooley, CTO, Silicon Labs

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