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Dig Deeper on Chiplets, Season 1: What Have We Learned?
SEASON 1, Dig Deeper on Chiplets: What Have We Learned?
Feb 29, 2024

Junko and Bola join Ron Wilson, our technology editor and the host of The Ojo-Yoshida Report’s Dig Deeper on Chiplets series, to compare notes.

Infineon Builds Fortress SiC: Foresight or Overreach?
Infineon Builds Fortress SiC: Foresight or Overreach?
Feb 29, 2024

Infineon is changing but don’t expect it to be more timid. For a peak at its future, examine closely its SiC and overall power semiconductor strategy.

Japan's Bet on Jim Keller: Why?
Japan Bets on Jim Keller: Why?
Feb 28, 2024

Japan has developed its own “edge” AI accelerator. But it needs CPUs and chiplet expertise to turn it into commercial products. Who ya gonna call?

Did Apple Just Cancel the Future of AVs?
Feb 28, 2024

In Star Trek parlance, the AV industry has been confronted with a Kobayashi Maru, or a no-win situation, since its inception.

Wolfspeed Ails but What Exactly Is the Problem?
Wolfspeed Ails but What Exactly Is the Problem?
Feb 27, 2024

Wolfspeed is a market leader but investors are discounting its shares. It must find out why and tell a clearer story.

The Beetle: 'Love, love me do!'
The Beetle: ‘Love, love me do!’
Feb 27, 2024

As we drive pell-mell into an era of AI and bewildering technology, I have lately harbored the hope that Volkswagen will seize the notion of a “simple car.”

Intel CEO Asks Altman $7 Trillion Question
Intel CEO Asks Altman $7 Trillion Question
Feb 23, 2024

Other than “we are gonna need a lot more [AI],” Altman said, “we are not in a place where we have numbers yet.”

Foundry Dreams Spotlighted at Intel-Palooza
Foundry Dreams Spotlighted at Intel-Palooza
Feb 21, 2024

Announcing Microsoft as a new customer, the promise to roll out 14A in 2026, touting the company’s expertise in advanced packaging, and the world’s most sustainable fabs: Is all this enough to lure customers to Intel Foundry?

Arm Doubles Down on AI, Chiplets With Neoverse Update
Arm Doubles Down on AI, Chiplets With Neoverse Update
Feb 21, 2024

The IP vendor is seeking to plug any gaps in its product portfolio by updating its existing IP offerings to serve a growing list of AI and chiplet customers.

Glazed with AI, Arm Market Value, Soar and Soar
Glazed with AI, Arm Market Value Soars
Feb 21, 2024

Arm is tying its future to artificial intelligence. The explosive rise in its market value would seem to justify this strategy.

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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 

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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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

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.

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