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Driver is uing her phone, not payint attention to roads

Nauto Driven to Fuse Data from ADAS and DMS

Car OEMs must make their highly automated vehicle intuitive enough to respond to imminent danger with a timely handover from the computer driver to the human.
BYD's new energy vehicle, Yangwang U9, unveiled at Auto Shanghai 2023

China EV Inc. Preps for Global Market as Western Rivals Wilt

China has become the world’s unquestionable leader in EV batteries and EVs. Don’t be surprised when China floods the globe with their “affordably innovative” electric cars, says a China EV industry insider.
Bucking the trend

Infineon and ST Buck Chip Downturn but for How Long?

As competitors swoon, Europe’s Top-2 semiconductor makers soar loftily. Even their fiscal 2023 forecasts defy logic but are they truly recession-proof?
Tu Le, managing director of Sino Auto Insights, a Beijing-based consultancy

Podcast: What’s China EV Inc.’s Next Move?

Tu Le believes that Western automakers, too busy making money hand over fist in China for too long, underestimated Chinese consumers and Chinese automotive market as a whole.
Robot to Human Handover

Robo-Driving Handover Time: Pick a Number

With lingering uncertainties in the law, expect needless courtroom wrangling over the number of seconds allowed a panic stricken Human Driver to take the wheel from a Computer Driver who sounded the alarm to transfer control of the vehicle.
Dale Ford, analyst

Podcast: First the Gorging, Now the Hangover, plus other Problems

Yesterday’s supply chain challenges are becoming history just as new ones are cropping up.
The Imitation Game

Imitation Driver, Imitation Game

Two professors, one a legal expert, the other in computer engineering, have joined forces to apply Turing’s Imitation Game to a “Computer Driver.” A loss by the Computer Driver results in negligence liability.
Source: NASA

Artemis Missions Rekindle the Crew Safety Debate

Returning to the moon will be risky. NASA must acknowledge those risks and work tirelessly to reduce them.

Intel ‘Internal’ vs. Pure-Play Foundry Quandary Deepens

Breaking into the contract chip manufacturing business and gaining the trust of the world’s biggest fabless semiconductor suppliers will remain difficult goals for Intel Foundry Services as long as it remains an outpost of the microprocessor vendor.
Used Cars

Why Send Software Updates to Used Cars?

Strengthened automotive cybersecurity laws have convinced automakers to go all in with software updatable vehicles. How long before a used car is too old for an update?
Bosch plans to acquire US chip company TSI Semiconductors in Calif.

Bosch: Why Produce SiC in the U.S.?

Bosch’s move to buy TSI Semiconductors in Calif. reflects the pivotal changes emerging in legislation affecting both automotive and semiconductor industries.
semiconductor wafers

Will this Semiconductor Cycle Be Deep or Shallow?

Electronics and semiconductor executives base critical capex and other management actions involving billions of dollars on how accurately they can predict the industry’s sales cycles. They mucked up the last time. Here’s how a repeat can be avoided.
Startup funding

Charting China’s Dominance of Global Chip Startup Activity

A Berlin-based think tank offers a graphical and analytical overview on “Who is funding the chips of the future?”
Marvell Data Center Cloud Solutions

Everyone Hates ASIC, But Hyperscalers Want Them

Hyperscalers want customized chips for their data centers. But that’s a tricky proposition for chip vendors looking for volume market opportunities.
Custom ASICs

Marvell Bets Big on Compute and Custom Strategy

Marvell’s custom ASIC expertise has proven effective in network infrastructure. Can the company repeat the success in hyperscalers’ data center chips?
Colin Duggan

Podcast: No More Passing the Buck on IoT Cybersecurity

It’s time for a grownup conversation about cybersecurity on IoT and embedded devices.
Bought caught in a rough water

Chip Leaders Are Responsible for Capex Disarray

Semiconductor executives are directly liable for the flawed forecasts and capital expenditure misses that trigger the industry’s boom and bust cycles. They cannot keep deflecting the blames.
IoT vulnerability

IoT: Welcome Mat to Insecurity

No IoT device has lifetime security. Its vulnerability must be tracked. Here’s why.
Who’s in the zoo: a brief taxonomy of AI systems

Who’s in the Zoo: A Brief Taxonomy of AI Systems

The ubiquity of AI begs for a good definition. But there is no simple definition—a myriad of different technologies huddle under the AI umbrella.
IBM unveils the world's first 2nm chip technology

Japan’s 2nm Ambition Needs a Solid Foundation

Rapidus lacks real-world yield experience at 10nm, 7nm, 5nm, 3nm. And that’s something process provider IBM cannot supply, because Big Blue, in recent years, has not been involved in bringing a real circuit to commercial yield on its own process.

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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


I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO

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

Daniel Cooley, CTO

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Colin Barnden, principal analyst at Semicast Research

How do you get started in autonomous vehicles?

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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