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 course of a vision-challenged company that has lost its way. Velodyne went public in September 2020 through the dubious mechanism of a special-purpose acquisition company (SPAC) merger with blank-check company Graph Industrial. Since then, as the corporate board and its largest shareholder have relentlessly exchanged accusations, Velodyne has become best known for its dysfunction. Read more… Farm Drones Going Hog Wild By Junko Yoshida Drones are coming to the farm, hot above the heels of… Read More »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 solutions to chronic and possibly unsolvable problems, OEM and semiconductor executives are convulsed with figuring out a fix for the supply shortages that have shuttered some automotive manufacturing plants and crimped sales as global economies struggle to recover from the pandemic. Read more… Open Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an Oxymoron By Girish Mhatre Dear Zuck, You can hide behind a rebranding, but you can’t run from your… Read More »This Week

‌ ‌‌What’s the Big Deal with EUV? ASML 2025: Beautiful with a Sprinkling of Risks Sci-Fi Implications of the Metaverse When Teslas Crash, ‘Uh-Oh’ Is Not Enough What’s the Big Deal with EUV? By Ron Wilson What’s at stake?‌‌Extreme ultraviolet lithography has become critical to the capacity and resilience of the supply chain for advanced semiconductors. Tomorrow EUV may determine the very future of the industry. Read more…‌ ASML 2025: Beautiful with a Sprinkling of Risks By Bolaji Ojo Few companies are as well-positioned as ASML Holding NV to benefit from the growing infusion of semiconductors in the global economy. It does not itself sell chips, but its lithography equipment makes the wands that let semiconductor companies perform their magic in automotive systems; medical equipment; PCs, smartphones; and the fledgling… Read More »This Week

Engineering at the Edge of KnowledgeWith HD Radar, Arbe Robotics Pits Price vs. PrideIntel, Chipmakers, and the Fear Card Engineering at the Edge of Knowledge By Girish Mhatre What’s at stake?The future of the driverless car: Are we attempting the impossible? Read more… With HD Radar, Arbe Robotics Pits Price vs. Pride By Junko Yoshida (additional reporting by Jenn Baljko) What’s at stake?Arbe Robotics, a 2015 Israeli startup that went public this month through a SPAC (special-purpose acquisition team), seemed to have a lot going for it in recent years. Today, it might be at a crossroads. Read more… Intel, Chipmakers, and the Fear Card By Bolaji Ojo Intel Corp. CEO Pat Gelsinger wants the EU to “take control of its destiny” by securing access to critical semiconductor supplies. He… Read More »This Week

‌U.S. Lawyers Perpetuate Regulation Myths at The AutonomousSneak Preview: Debunking Industry Narrative on AV RegulationThat Name is More than a GamePodcast: Testing Does Not Equal Safety U.S. Lawyers Perpetuate Regulation Myths at The Autonomous By Junko Yoshida What’s at stake?‌‌Germany’s recently passed autonomous-vehicle regulations earned the country bragging rights as the first in the world to bring legal certainty to Level 4 AVs, in which automated driving features do not require human intervention.‌‌Lawyers working for the U.S. AV industry, and those looking to score political points, maintain that delayed regulations in America could hamstring automakers in the global AV race. What’s really at stake, however, is public safety. Will AV rules under development in the United States come with enough muscle to help AV manufacturers raise public confidence in the… Read More »This Week

‌ ‌‌Can Machine Drivers Guess Right About Us Human Drivers?Politicize the Semiconductor Supply Chain and We All LoseThe Romance of the JalopyPodcast: Plastic and Beyond ‌‌ ‌ Can Machine Drivers Guess Right About Us Human Drivers? By Junko Yoshida What’s at stake?‌‌For both human and machine drivers, perception is hard. Even harder is prediction. The driver must make reasonable assumptions — guesses — about what other vehicles or pedestrians will do next, in order to forge a safe path through traffic. The question becomes: How can machine drivers guess right, based on what criteria? Read more…‌ ‌‌ ‌‌ ‌ Politicize the Semiconductor Supply Chain and We All Lose Oct. 6, 2021‌‌By Bolaji Ojo Technology — specifically semiconductors and software — will drive and power societal evolution and economic growth for… Read More »This Week