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

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

By embedding AI/ML capabilities directly into IoT devices, we enable real-time data analysis and decision-making at the source.

RISC-V: Epitome of Decoupled World

The Electronica trade fair in Munich has revealed a glimpse of what’s to come in a divided tech world where having a single “global solution” no longer works.
Source: Clive Maxfield

AI Past, Present, and Future (Part 1)

The more powerful AI becomes, the more polarizing it gets. Some people love it, others loathe it, and there are those who are becoming increasingly fearful of what may be coming our way.

Chip Industry’s Talent Drain: Can Apple Buck the Trend?

The workforce shortage is an issue that has nagged the chip industry for decades. Georgia Tech has joined Apple’s New Chip Initiative (NCI) program. A professor explains how the program could help narrow the “skill gap” of his engineering student.
Japan and Tenstorrent Start AI Chip School

Japan and Tenstorrent Plan ‘AI Chip Design School’

The Japanese government-sponsored engineering training program will certainly allow Tenstorrent to establish a solid presence in Japan. But what’s in it for Japan’s Ministry of Economy, Trade, and Industry (METI)?
Who Decides Edge AI Winners in Embedded?

Who Decides Edge AI Winners in Embedded?

In data centers, ML researchers’ vote for Nvidia is what made Nvidia a runaway success in AI training. On the embedded market, who holds the key for edge AI?
Welcome to the Wonderful World of NoCs

Welcome to the Wonderful World of NoCs

Anyone involved in the design of large digital silicon chips is familiar with the term Network-on-Chip (NoC), but relatively few people are cognizant of the underlying concepts.
Getting to the bottom of Backside Power Delivery

Getting to the Bottom of Backside Power Delivery

The expected early adopters of Backside Power Delivery (BPD) are also early users of multi-die advanced packaging and chiplets. But the two technologies — BPD and chiplets — may not play well together. So, what to do?
Intel-Samsung Foundry Union is a Non-Starter

Intel-Samsung Foundry Union is a Non-Starter

Intel and Samsung are iconic enterprises in their respective nations. A union of their foundry operations, just so they can better compete against TSMC, is nonsensical. It will face huge political hurdles and is highly improbable.
Arm vs.Qualcomm Marks the End of an Era

Arm vs. Qualcomm Marks the End of an Era

Throughout its evolution Arm made a point for never competing with its customers. But taking Qualcomm to court – win or lose – is a form of competition, and marks the end of an era for what Arm used to stand up for.
Anatomy of Software in Software-Defined Vehicles

Anatomy of Software in Software-Defined Vehicles

With this “Anatomy of Software” Panel, we zoomed in on the “S” in “SDV”.

TSMC Won the Foundry War. Now the Fallout Begins

The company that won the foundry war finds itself with no close competitor and the opposition in disarray. Will TSMC have to help its rivals become competitive to fend off anti-trust regulators and avoid pressure from Western governments?
Chiplets: 'Kluge' or answer to OEMs' automotive SoC dilemma?

Chiplets: ‘Kluge’ or Answer to OEMs’ Automotive SoC Dilemma?

Chiplets are already a reality for high-performance compute semiconductors in data centers. In contrast, when will carmakers start craving auto-grade chiplets— ? at prices OEMs can afford?
The Future of Chiplets

The Evolution and Future of Chiplets

Everyone is talking about chiplets and making plans to use it in various ways, but questions persist about what it is. We give a breakdown of what came before and what you can expect as chiplets proliferate.

How Will Electronics Industry Fare Under Harris or Trump?

Americans will elect a new president November 5. Their decision will impact the electronics industry. How much will depend upon which of the two leading candidates is declared winner.

A Look Through Technology Time Portal

In this debut column for the Ojo-Yoshida Report, Clive Maxfield saunters through time, reviewing decades-old technological innovations only to realize that today, ‘we are surrounded by technologies that would have blown the mind and boggled the brain of 1970s me.’
War Over Taiwan Is Doubtful, and Unaffordable by China or Anyone

China ‘War Games’ Threaten Fragile Electronics Ecosystem

Taiwan appears to be now in full support of plans by TSMC to open more overseas fabs, responding to aggressive Chinese moves. Will other Taiwanese chipmakers and electronics producers join the exodus and how will this alter the technology landscape?
Tesla's Game Plan From EV to SDV and AV

Tesla’s Game Plan From EV to SDV and AV

Although “cybercabs” with no steering wheel, foot pedals or human drivers are still decades away, Tesla might be able, by touting massive progress in “unsupervised” FSD software, to spin the illusion that its “supervised” FSD is safer than other OEMs’ ADAS vehicles.

Chip Sales: Hang in There, It’s Getting Better

Semiconductor suppliers are getting ready for the industry’s next cyclical upswing. It has started for some companies already. 2025 will see stronger sales across all market sectors.

Tech Leaders Struggle to Mount Opposition to Geopolitics

If there ever was a line separating the business of technology from geopolitics, only its traces are noticeable nowadays. Governments are brazenly dictating the terms of international operations for enterprises based in their territory and even those headquartered elsewhere.

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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 

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