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The chiplet revolution: where we stand today

The Chiplet Revolution: Where We Stand Today

We look at all aspects of chiplets: partitioning, interfaces, substrates, analysis & test, and ecosystems.

NXP Nudges OEMs Toward Software-First Design

Virtual ECUs in a virtual development environment have already changed the way semiconductor companies such as NXP design their chips. Now NXP brings that virtual environment concept to OEMs and tier ones.
Are Tsetlin machines about to reframe AI?

Are Tsetlin Machines About to Reframe AI?

Literal Labs does machine learning in a different way to the mainstream. By avoiding the use of neural networks and enabling lower energy consumption, Tsetlin machines might be just what the industry requires.
Where Jensen Went Wrong on Thomas Edison vs. AI

Where Nvidia’s Huang Went Wrong on Thomas Edison vs. AI

The tech industry’s self-congratulatory analogy of AI with electricity “is not absurd, but it’s too flawed to be useful,” says historian Peter Norton.
What Will Nvidia Do for an Encore?

What Will Nvidia Do for an Encore?

What could life possibly look like for Nvidia once (if?) its dominance of the artificial intelligence market comes to a halt or is it destined to rule forever?

Oculi’s ‘Software-Defined’ Vision Sensor Is Fresh and Foreign

Oculi claims to offer computer vision sensors featuring real-time vision intelligence, programmability and being sensor-agnostic – none of which has been done before.

The Unfulfilled Promise of Silicon Carbide

Despite its advantages, the power semiconductor technology continues to be plagued by false starts.
Tech Vision: Synopsys 'Evolves' to Thrive

Tech Vision: Synopsys ‘Evolves’ to Thrive

Synopsys sets its sights on expanding from silicon to system design
MicroLED displays can survive the Apple blow

MicroLED Displays Can Survive the Apple Blow

Apple’s reported exit dealt microLED a near-fatal blow but the technology remains appealing. Suppliers can buy time for it by reshaping microLED’s market appeal and target the product to specific applications.
Silicon Box Expands to Italy

Silicon Box Brings Advanced Packaging to Europe

For an emerging startup, Silicon Box’s European expansion is a bold move. Can it pull it off?
The Electronics Supply Chain Is (Still) a Hot Mess

The Electronics Supply Chain Is (Still) a Hot Mess

The good news of a recovery is cheering for semiconductor makers. But this cannot hide the fact that the industry must confront and resolve its numerous supply chain issues.
How Could Software-Defined Vehicles Go Wrong?

How Could Software-Defined Vehicles Go Wrong?

Carmakers are already wrestling with myriad software problems. Can Software-Defined Vehicles help?
Two Paths Diverged: Tale of High-NA EUV Lithography

Tale of High-NA EUV Lithography: Two Paths Diverged

One branch of the fork, supported by TSMC, relies on double patterning to solve the resolution problem. The other branch of the fork, now pursued by Intel, relies on a new generation of EUV lithography systems with higher resolution.

Why Fintech Companies Are Closing Shop in Nigeria

Tech investors in Africa’s No. 1 economy are doing a reset following the failure of many start-ups they thought would help open up opportunities in the continent.
China lithium-ion battery manufacrturing

China’s EV Battery Lead Appears Unassailable

Demand may be plateauing, but China’s electric vehicle sector isn’t hitting the brakes.
Microchip Nurtures AZFirst

Microchip Nurtures AZFirst

Raising local talent is a critical business practice for every tech company in need of engineering resources.

1.6T Ethernet IP Poses Options for Hyperscalers

With the new 1.6T Ethernet IP, Synopsys joins Marvell and Broadcom in pursuit of a red-hot datacenter market.
Dig Deeper on Chiplets, Season 1: What Have We Learned?

SEASON 1, Dig Deeper on Chiplets: What Have We Learned?

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?

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?

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?
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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.

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Founder, Edge AI and Vision Alliance / President, BDTI

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I find The Ojo-Yoshida Report one of the most uncompromising and worth reading reports in the ADAS / AV industry.
Clément Nouvel, LiDAR CTO
Valeo

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 ojoyoshidareport.com.

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What the news means

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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