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This Week

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t Immigration Is America’s Superpower Podcast: Nvidia’s Declining Prospects Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’ ‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t By Junko Yoshida What’s at stake?Public trust in the safety of air travel marked a quantum leap in transportation. The planned transition from… Read More »This Week
The Statue of Liberty

Immigration Is America’s Superpower

The United States risks ceding technological leadership to China if it fails to implement policies enabling an international talent pool to flourish.
Gregg Lowe, president and CEO of Wolfspeed

Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’

To get the company to where it is today, Lowe did not just hack off business units but undertook a series of capital investment, R&D, and acquisition actions.
Ojo Yoshida Report Podcast

Podcast: Nvidia’s Declining Prospects

Will a minority stake in Arm be the most Nvidia is allowed? Or will Nvidia be allowed a chance to buy only a small portion of the IP licensor, such as the artificial intelligence part? And will that prompt Nvidia CEO Jensen Huang to throw in the towel?
Trolley in traffic

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t

Given that AVs will make good, bad, and ugly driving decisions without human input or intervention, society’s tolerance for AV machine errors can be expected to be vanishingly small.
Wideband Gap Semiconductor Applications.

Silicon Carbide Gets Ready for Prime Time

Riding hot applications in electric vehicles, silicon carbide is on the rise. Multiple players are positioning themselves to grasp what many see as an exponentially growing sector.
Unprocessed SiC wafers are transparent, complicating many of the manufacturing steps.

Early Laps of Silicon Carbide Race Go to ST

Is SiC a story with a happy ending that everybody loves? No, this is [a race] far from over, says ST, who isn’t ready to take a victory lap.
Soitec Develops 6-inch Engineered SiC Substrates for Bid EV Win

Soitec Aims for Big EV Win with Smart Cut SiC Wafers

Cost and yield continue to constrain the supply of high-quality SiC wafers. Soitec and Leti are putting forth a new idea: decoupling the top and bottom parts of SiC wafers.
Crystalline Structure of Silicon Carbide

SiC Power Devices: A Breed Apart

To understand why SiC is suddenly so important to matters green involves taking a deep dive into some electronics questions, a touch of physics and some manufacturing technology.
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This Week

Open Letter to Ted Tewksbury, Velodyne’s New CEOFarm Drones Going Hog WildIndia’s Recurring DreamNXP Resets, Victim No Longer Open Letter to Ted Tewksbury, Velodyne’s New CEO By Junko Yoshida Dear Ted, Velodyne’s recent announcement introducing you as its new CEO didn’t surprise me. You’re the right executive arriving at the right time to correct the… Read More »This Week
Ted Tewksbury, Velodyne’s New CEO

Open Letter to Ted Tewksbury, Velodyne’s New CEO

At several companies you led, you achieved transformative change. Business management books might label you a turnaround specialist. But I regard that cubby-hole as neither apt nor accurate in your case, because it overlooks a range of human-factor intangibles.
Farm Drones Going Hog Wild

Farm Drones Going Hog Wild

Wild boars running amok in farmlands will soon meet autonomous drones – almost as sophisticated as robocars – developed by Flox Robotics. Flox’s drone can tell a pig from a Peter Rabbit and knows how to scare it off.
Podcast: Peter Clarke's Semiconductor Observer

Podcast: India’s Recurring Dream

India has a recurring dream of a volume semiconductor manufacturer, but they have been unable to fulfil that dream. What or who is to blame? Is it the lack of basic utility infrastructure? Is it the politicians? Or is it the lack of domestic industries that consume semiconductors?
Kurt Sievers, CEO at NXP

NXP Resets, Victim No Longer

Three years after a failed acquisition bid, the Dutch supplier stands poised to become one of the leading players in the global semiconductor market – assuming it can navigate choppy competitive waters.
Just-in-Time Automotive Production Line

JIC is a Poor Replacement for JIT

Just-in-Time and Lean manufacturing management have not failed, despite the severity of the current component shortages. They should not be dumped in favor of a discredited system but should be reinforced in preparation for the next market cycle.
Mark Zuckerberg, CEO of Meta (Facebook)

Open Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an Oxymoron

A rebranding of the company and a move into the metaverse are exactly the wrong things to do at this time. As an alternative, here’s our road map to redemption.
EV Battery Cost/Performance Race

EV Battery Cost/Performance Race: Place Your Bets

EV battery evolution will occur by orchestrating a number of tech elements to optimize electrodes. Nanoramic is one of the companies trying to crack the battery supply chain.
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This Week

JIC Is a Poor Replacement for JITOpen Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an OxymoronEV Battery Cost/Performance Race: Place Your BetsVision Plus Radar: Where Should Fusion Take Place? JIC Is a Poor Replacement for JIT By Bolaji Ojo The electronics industry is at it again. Notorious for offering bewildering… Read More »This Week
Ambarella Buys Oculii (Image: Ambarella)

Vision Plus Radar: Where Should Fusion Take Place?

The recent Ambarella-Oculii deal raises questions about where in the vehicle sensor fusion should take place and who ultimately “owns” the sensor fusion stack.
What’s the Big Deal with EUV?

What’s the Big Deal with EUV?

While turning EUV into a viable production technology, ASML and its many partners created one of the most complex and fragile supply chains in history, leaving far too much at stake.
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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’

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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

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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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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