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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.
Microchip Puts Pedal to the Auto Design Metal

Microchip Puts Pedal to the Auto Design Metal

Microchip is taking lessons learned during the recent auto semiconductor shortages to heart by moving even closer to its automotive OEM customers.
Who Wants Rapidus in Silicon Valley?

Tenstorrent-Rapidus Handshake, and What It Means

Why Japan’s startup foundry needs Tenstorrent so badly
Synaptics AI Platform

Synaptics’ Wedge in Edge AI is ‘Astra’

Synaptics wants to incorporate AI in a host of easy, ubiquitous, and everyday IoT devices.
Chris Van Dan Elzen, vice president, radar at Magna (left) and Tom Herbert, director, product strategy at Magna

Magna: ‘Let’s Start Saving Lives … Today’

Vehicle safety isn’t just about the performance of individual sensors. It’s all about the whole vehicle. Magna, which acquired Veoneer this year, believes it has a leg up.
Lars-Åke Ragnarsson, Imec program director

Imec Tackles Chip Industry’s Carbon Conundrum

The semiconductor R&D hub aims to reduce the biggest source of carbon emissions: high-volume chip manufacturing.
Can Chinese Chiplets Dodge Export Controls?

Can Chinese Chiplets Dodge Export Controls?

Updated U.S. export controls include new language restricting certain approaches to implementing emerging chiplet technology.
Renesas’ Automotive Future: Go Big on Chiplets

Renesas’ Automotive Future: Go Big on Chiplets

Renesas’ automotive plans now include high-performance SoCs, Arm-based MCUs and chiplets

At Cruise, What’s Said Internally Counts a Lot

Crisis management 101. What should Cruise be doing right now? We talk to communications expert Jackie Erickson.
Behind His Illustrious Career, Who's Jim Keller?

Behind His Illustrious Career, Who’s Jim Keller?

Jim Keller Part 1: Early Days in Computing
Can Chiplets Make SoC Design into Child’s Play?

Can Chiplets Make SoC Design a Child’s Play?

Some constraints must still be resolved if chiplets are to achieve the initial vision behind them. Innovations will eliminate the challenges but can a business case be made?
Apple is leaning hard on its suppliers to help achieve the iPhone giant’s 2030 net zero goal.

Ask Not What Apple Net Zero Can Do For You …

Apple is leaning hard on its suppliers to help achieve the iPhone giant’s 2030 net zero goal. How’s that going?
AV Altruism

Autonomous Altruism

AV developers are driven by goals that aren’t exactly the same as what the rest of society want. It’s time to acknowledge that difference.
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Partner Content

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Simplifying the Connected Future: Navigating Complexity in the IoT Landscape with Renesas Wireless Connectivity

Mehmet Aras, Renesas

Microchip Nurtures AZFirst

Webinar: Preventing Impaired Driving

Schneider Electric Stakes a Claim to Sustainability Leadership

Imec Tackles Chip Industry’s Carbon Conundrum

Intel Stakes Out a Sustainable Future

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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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

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Valeo

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Daniel Cooley, CTO
Silicon Labs

What the news means

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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