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Intel in China

Will Intel’s Pro-West Advocacy Draw China’s Ire?

Intel is betting on a lead role in the revitalization of U.S. and E.U. chip manufacturing, but it risks alienating a critical customer base.
Taxi, Toaster, Truck

Autonomous Driving: Taxis, Toasters, Trucks and Trillions

If the shuttering of Argo AI marked the end of the beginning, the beginning of the end is the realization that technological development in the automotive industry is always an iterative process.
Chuck Murray

Podcast: How the Lithium-Ion Battery Accelerated Electric Cars

Author Charles Murray unearths the twists and turns in perfecting battery technology powering the shift to electric vehicles.
lithium-ion battery pack

The Lithium-Ion Battery Was a Long Time Coming

Author Charles Murray explains the twists, turns, detours and the emergence of the battery technology that enabled electric cars.
Technology Roadmap

Tech Roadmap for Automakers Disillusioned With Robotaxis

OEMs will likely double down on their Level 2 → 2+ → 3 strategies. But there is a very real risk of a race to the bottom since each option comes with challenges.
Ford with Argo, VW with Argo

Argo AI’s Demise Reveals Automakers’ AV Miscues

Ford and Volkswagen are shifting their AV development goals. Did they really understand what it takes to develop safe AVs at scale?
winners and losers

Winners, Losers in the Fall of Argo AI

Argo’s IP will be dispersed by financial backers Ford and VW, but Qualcomm appears to be the biggest winner.
OYR logo

What Caught Our Eye This Week

Intel’s Gelsinger weighs in on China sanctions, Great Wall Motor launches chip unit.

Podcast: Breaking Down VW-Horizon Deal in China

We spoke with Tu Le, managing director of Sino Auto Insights, about the winners and losers emerging from Volkswagen’s joint venture with China’s Horizon Robotics.
tech exports to China

China’s Startup Army is Being Disarmed

Beijing’s attempts to create a complete technology ecosystem, including extended supply chains for semiconductor design, production and packaging, are being boxed in on a number of fronts.
China, U.S. tech war

How Will China Retaliate?

China watchers worry Washington’s moves to bar Chinese access to vital chip technologies could quickly go awry.
U.S. trust foundry

Intel Alliance Offers U.S. ‘Trusted’ Design, Foundry Services

The collaboration with chip designers is the latest initiative by Intel Foundry Services to attract DoD and other government customers.
U.S. battery supply chain

U.S. Awards First Battery Supply Chain Grants

Skeptics question heavy emphasis on materials recycling at the expense of battery manufacturing and applications.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Lithium replacement, NXP’s auto-grade wireless connectivity.
China

VW-Horizon Deal: Winners, Risks, and Legacy OEMs’ Future

China tech analyst Tu Le help us break down VW’s agreement with Horizon Robotics. Among Horizon, VW, China, Germany, who gains what?

Mirror Deal Between Magna, Seeing Machines Reflects Regulatory Push

The partners are poised to dominate the driver monitoring market as new rules enter into force.
Fog of War

Ayar Labs, Lockheed Martin Look to Cut ‘Fog of War’

The partners are collaborating to integrate silicon photonics, and their ability to handle huge data volumes, into next-generation battlefield sensors.
Chat with Junko and Bola: Paul McGlone CEO

Podcast: Who Is Seeing Machines?

Seeing Machines CEO Paul McGlone explains his company’s heritage, technology , business and its future.
Volkswagen's ID 3 EV

Volkswagen Outsourcing Software, Hardware Future to China

The German automaker has no way to compete with Tesla save by partnering with China, says one auto industry analyst.
Rearview Mirror embedded with driver monitoring system

Can Seeing Machines Become the ‘Mobileye’ of In-Cabin Vision?

Auto manufacturers are under heavy time pressure to install required driver and occupant monitoring systems. Partners Magna and Seeing Machines view it ‘once-in-a-life time’ opportunity.