The Ojo Yoshida Report
Intel Foundry: A Spinoff is Necessary (and Inevitable)
by Bolaji Ojo
Intel Corp. and GlobalFoundries do not belong together. If there is any truth to the recent Wall Street Journal report that Intel is considering purchasing the contract chipmaker, the board of directors should snuff the life out of that bizarre idea. That’s because Intel’s long-term success lies in the opposite direction.Rather than lead the consolidation of the foundry market, Intel should take the bolder step of spinning off Intel Foundry within the next year, freeing the foundry business to service customers across the globe and evolve to become a more competitive rival to market leader Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC).
Can ADAS Aid Us on a Dark and Stormy Night?
It’s one thing to ridicule Elon Musk for realizing, belatedly, that real-world AI is easier preached than done. Last week, in a tweet, Musk wrote: “Generalized self-driving is a hard problem, as it requires solving a large part of real-world AI. Didn’t expect it to be so hard, but the difficulty is obvious in retrospect. Nothing has more degrees of freedom than reality.”
Will Aurora ‘Do the Right Thing’?
Debates over the safety of autonomous vehicles boil down to one simple question: Is a machine driver safer than a human being?
Beliefs and convictions abound among both experts and lay people on the topic of robocars. Yet, today, no regulators, no carmakers, no AV startups, and no industry organizations appear ready to answer the $64 billion question with certainty.
The Ojo-Yoshida Report navigates the labyrinth of actions and reactions affecting technology and its stakeholders.