Skip to content

Featured

Corporate culture

Corporate Culture? What Corporate Culture?

By Junko Yoshida

What’s at stake:
Many companies talk up their corporate missions and/or corporate cultures. But these intangible are, well … intangible. It’s hard to judge whether they really mean the corporate slogans printed on posters and tacked up on the wall. But, to veteran observers, there are clues.

Autonomous vehicle companies routinely talk about their “safety first” corporate culture. Companies in every industry spout mottos like “Quality is in our DNA.”

For an outsider, namely me, only one point — beyond platitudes and posters — is clear. They repeat these golden rules because they’re “the right things to say.”

Read More »Corporate Culture? What Corporate Culture?
Praying Mantis

Microchip: Could This M&A Predator Become Prey?

By Bolaji Ojo

What’s at stake:
Microchip actively participated in the consolidation of its industry segment, but its success, rising valuation and stable business make it a target too. Can any rival dare to take it up now that it is so much bigger?

Even after the frenzied mergers and acquisition actions of the last decade, the semiconductor industry still has quite a few juicy targets but not many are as mouth wateringly appealing as Microchip Technology Inc.

The microcontroller supplier is a voracious consolidator that has gobbled up some 25 companies in the last 12 years, but it stands the risks of becoming a victim of its own success.

Read More »Microchip: Could This M&A Predator Become Prey?
Microcontroller board connects to an electronic project

Microchip Forges Strategies on MCUs, Analog, Power

By Junko Yoshida

What’s at stake:
 MCUs are fundamentally different from microprocessors – in product longevity, legacy process nodes and a host of permutations they are expected to offer. But MCU diversity comes with costs. The question is not only how long Microchip can keep up with what it’s doing, but also how it can do better.

The core of Microchip’s business is MCUs, more accurately described as “embedded control,” noted Steve Drehobl, Microchip senior vice president.

Microchip has the full gamut of microcontrollers, ranging from 8- and 16-bit with digital signal controller to 32-bit MCUs and FPGA. But its emphasis is really not so much about the core, Drehobl noted. “It’s all about the peripherals.”

Read More »Microchip Forges Strategies on MCUs, Analog, Power

Microchip: Preserving Corporate Culture After M&A

By Junko Yoshida

What’s at stake:
Microchip has kept what some might consider the lost art of employee-centric management. But how does a company preserve its culture when it keeps acquiring other companies. Microchip has answers.

The human resource management style of Microchip clashes with that of many Silicon Valley companies.

Headquartered in Chandler, Ariz., some 700 miles away from Santa Clara, Calif., Microchip has scrupulously retained, nurtured, and perfected the art of managing a congenial, cohesive, and people-centric company.

Read More »Microchip: Preserving Corporate Culture After M&A
Ganesh Moorthy. Microchip CEO

Microchip CEO Pursues ‘Bowling Pin’ Strategy

By Junko Yoshida

What’s at stake:
Microchip claims it is no longer so easy to pigeonhole it as an 8-bit MCU company. CEO Ganesh Moorthy explains plans to leverage its bread-and-butter semiconductor products, create more permutations and product combinations, as Microchip plots to lead fragmented embedded/IoT markets.

Microchip is already in the “Things” market, CEO Ganesh Moorthy recently told The Ojo-Yoshida Report. That penetration, in his mind, puts the company in a well-timed position to seize the “megatrend” of the Internet of Things (IoT) market.

Here’s why.

Read More »Microchip CEO Pursues ‘Bowling Pin’ Strategy
Stuart Pann is senior vice president and general manager of Intel Foundry Services

Intel Pans Inward for Foundry Boss; Is Tower Deal in Trouble?

By Bolaji Ojo

What’s at stake:
The executive Intel has appointed to head its foundry division has no experience managing a contract chipmaker. Was Intel tired of waiting for regulators to approve its quest for Tower Semiconductor, the contract chipmaker it was expected to tap for a seasoned general manager?  

Tower Semiconductor Ltd. boss Russell Ellwanger will not be heading Intel Corp.’s foundry services business.

Read More »Intel Pans Inward for Foundry Boss; Is Tower Deal in Trouble?
Nviida pitches AI and Omniverse to the auto industry.

Robocar No Longer Drives Nvidia GTC

By Junko Yoshida

What’s at stake:
For years, Nvidia has hung its hat on autonomous driving as the linchpin of its AI technologies. However, that revenue stream is waning, not because AV is a solved problem but because it is just too hard a problem to solve. What’s the next big AI application? 

GTC, put together by Nvidia, is one of the world’s premier conferences dedicated to AI developers. Nvidia has used the venue to showcase its AI prowess built on GPU technology.

For several years, AI-enabled autonomous driving has highlighted every GTC. Nvidia presented its AI solutions — deployed in data centers for AI training and its multi-thousand teraflops SoC inside vehicles’ central brains doing AI inference. 

However, it was evident in a pre-GTC briefing this week that Nvidia has begun singing a markedly different tune on fully automated driving. 

Read More »Robocar No Longer Drives Nvidia GTC

Get Ready for UX-Defined Vehicles or Not

By Junko Yoshida

What’s at stake:
Everyone’s mimicking Tesla, pioneer of the software-defined vehicle. Software will buttress next-generation vehicle architectures. But shouldn’t carmaker imagination reach further, to a vehicle defined by user experience?

The “software-defined vehicle” is a convenient and overused terminology when auto industry types discuss the architecture of future vehicles. The term implies a car whose functions and performance can be patched, fixed, and updated over the air. Such software can alter and improve control, for example, of a vehicle’s firmware and entertainment system.

But c’mon. Can’t we do better than that?

Read More »Get Ready for UX-Defined Vehicles or Not
Ultra Cruise will become available when GM launches the Cadillac CELESTIQ.

The Ultra Question for Ultra Cruise

By Junko Yoshida

What’s at stake:
General Motors is throwing all the sensor technologies they can scrounge at its upcoming Ultra Cruise – the company’s next-generation hands-free driving system. Will that make Ultra Cruise a better “automated vehicle” than a Tesla?

The sensor suite that comes with General Motor’s new Ultra Cruise seems quite impressive. But what jumped out to me in GM’s announcement wasn’t the gadgetry. The grabber was the new claim that GM customers will “over time” be able to “travel truly hands-free with Ultra Cruise across nearly every paved public road in the U.S. and Canada, including city streets, subdivisions and rural roads, in addition to highways.”

Read More »The Ultra Question for Ultra Cruise