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In 2024; AI here, there and everywhere

In 2024, AI Here, There and Everywhere

As AI applications and software proliferate, we expect leisure, creative and work-place behavior to start changing. Hardware, then, must evolve to meet those varied needs in an energy efficient manner.
How Tesla’s Plea Deal Foiled Autopilot Remedy

How Tesla’s Plea Deal Foiled Autopilot Remedy

A dissection of Tesla’s voluntary recall: What Tesla agreed to as remedy for its vehicles’ Autopilot defect, and what they are getting away with.
TSMC Quagmire: No Holy Lands for Chip Production

TSMC Cannot Justify Taiwan-Centric Chip Production

TSMC, as constituted today, is a potential danger to the electronics supply chain. By now, it should have aced that part about cloning its famed Taiwan manufacturing efficiency everywhere. It has not.
Sameer Wasson’s Vision for MIPS/RISC-V

Sameer Wasson’s Vision for MIPS/RISC-V

MIPS today is RISC-V. Unique to MIPS is that it has figured out a recipe, protecting the strengths of MIPS ISA while leveraging RISC-V to extend and differentiate their cores.
Phil Koopman

2024: Still Waiting for ‘Something Really Bad’

The failures of some AV makers were obvious. But haven’t regulators also failed us as much, or more?
Can Anyone Catch up with Nvidia?

Can Anyone Catch up with Nvidia?

Are there any playbooks AI processor companies can use to catch up with Nvidia? A lot of people are asking that question.
Chiplets: What Lies Below?

Dig Deeper: Why Carmakers Want Chiplets

Bart Plackle, vice president for automotive at Imec, sees chiplets as the only hope for the automotive industry to get the massive computing performance it needs into cars. We ask him why.
Three 'Transparency' Questions for GM/Cruise

Three ‘Transparency’ Questions for GM/Cruise

GM/Cruise want to impress us that they are good citizens working to rebuild public trust. But could the hiring of Exponent Inc., a go-to engineering firm for big corporations with liability problems, be an early sign of insincerity?
Earth to Chip Industry: Love Your Mother!

Earth to Chip Industry: Love Your Mother!

Our series on sustainable semiconductor manufacturing underscores the urgent need to act — sooner rather than later on climate change.
It's time to regulate the AV industry

It’s Time to Regulate the AV Industry

Apply lessons from the aviation industry and get the government involved in the development and use of autonomous vehicles. Safety is paramount. It is that simple.
How Will Nvidia Change -- and Change the Chip Industry?

How Will Nvidia Change — and Change the Chip Industry?

Nvidia’s rise is disruptive to more than just the ranks of semiconductor market leaders. Expect more changes at established chip vendors and startups.
Infineon: Europe’s Overachieving, yet ‘Undervalued’ Chip Gem

Infineon: Europe’s Overachieving, yet ‘Undervalued’ Chip Gem

Infineon has built a fortified products fortress, ensuring it can withstand the industry’s buffeting winds. But challenges are rising in China even as investors undervalue the German chip supplier.
What's the story with 2nm?

What’s the Story with 2nm?

The schedule for 2nm is a little fuzzy. To begin with, there isn’t just one 2nm process. Intel has discussed two, as has TSMC.
Turmoil at OpenAI and Cruise focus AI’s dilemma

Turmoil at OpenAI and Cruise Focus AI’s Dilemma

OpenAI vs. Cruise. The two are different, and yet the chaos at both companies has some common roots.
Does Nvidia Want to Remake the Foundry Business?

Does Nvidia Want to Remake the Foundry Business?

Nvidia is describing itself now as an “AI Foundry.” How does this differentiate the AI chips and platform vendor from its traditional foundry services suppliers?
Cruise: ‘Safety Is Our North Star.’ Really?

Cruise: ‘Safety Is Our North Star.’ Really?

Kamikaze Kyle crashed Cruise credo. Kyle ignored all the signs and went faster still. Why didn’t he stop? Why didn’t anyone stop him? Why didn’t GM fire him?
AI's 'Functional' Imperative

AI’s ‘Functional’ Imperative

What would Frank Capra’s characters say about OpenAI?
What's a Chiplet, Why Now?

What’s a Chiplet? Why Now?

Is the idea of creating mix-and-match “Lego block” chiplets just a mirage or a practical aspiration for the semiconductor industry? The Ojo-Yoshida Report launches a must-watch Dig Deeper Video Podcast Series on Chiplets on Nov. 29 .
What's Next in Computing Part 2

Jim Keller on AI, RISC-V, Open Source, Innovation

Tenstorrent CEO discusses “What’s Next in Computing,” This is the Part 2 of our conversation.
Lufthansa, an Upset Passenger, and a Bungled Information System

Lufthansa, an Upset Passenger, and a Bungled Information System

Lufthansa and the German police are entangled in a botched information and self-reporting system, highlighting the vulnerabilities of a system meant to protect travelers in the aviation industry.
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A Certain Semiconductor in Uncertain Times

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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