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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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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!

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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.

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Founder, Edge AI and Vision Alliance / President, BDTI

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Valeo

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Alex Roy, Director of Special Operations @ Argo AI. Founder: No Parking Podcast, Autonocast, The Drive, Noho Sound.

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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