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Datacenter on Wheels

TOPS Priorities Shift for ‘Datacenter on Wheels’

In the ADAS/AV market, the race to a trillion operations per second (TOPS) continues to escalate. At CES 2022. Ambarella, Mobileye and NXP/Hailo shared their diverging approaches to the TOPS race.
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This Week

Intel/Mobileye: Not All Mergers Create EqualsIntel: Time to Break up the MothershipSilicon Labs’ CTO on IoT ‘Catalyst Moments’Podcast: Road to 5-Star DMS RatingThe Letting-Go Dilemma Intel/Mobileye: Not All Mergers Create Equals By Junko Yoshida What’s at stake?Intel acquired Mobileye in 2017 — nearly a year into the two companies’ joint AV development partnership with BMW… Read More »This Week
Daniel Cooley

Silicon Labs’ CTO on IoT ‘Catalyst Moments’

Besides making IoT devices smarter, what’s still missing in this market? Silicon Labs’ CTO is categorically clear. “Making the technology easy to use. Full stop.”
Intel: Time to Break up the Mothership

Intel: Time to Break up the Mothership

Intel CEO Pat Gelsinger may be planning a deeper restructuring of the company than the proposed IPO of its Mobileye unit implies.
Chat with Junko & Bola: Junko Yoshida (left), Colin Barnden (middle), Bolaji Ojo (right)

Podcast: Road to 5-Star DMS Rating

Euro NCAP is using technology to make human drivers into safer drivers. In contrast, the U.S. is pushing to use technology to replace humans as drivers.
The Letting-Go Dilemma

The Letting-Go Dilemma

Americans love the open road. Will drivers ever willingly surrender the wheel and give all our human trust to a machine?
Intel CEO Pat Gelsinger (right) and Professor Amnon Shashua, Intel senior vice president and president and CEO of Mobileye, talk during Gelsinger’s visit to Mobileye headquarters in Israel in 2021. (Credit: Mobileye, an Intel Company)

Intel/Mobileye: Not All Mergers Create Equals

When Intel Corp. CEO Pat Gelsinger recently announced Intel’s plans for a public offering of Mobileye in 2022, it was an implicit admission of a corporate mismatch that was already obvious to many electronics industry observers.
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This Week

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t Immigration Is America’s Superpower Podcast: Nvidia’s Declining Prospects Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’ ‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t By Junko Yoshida What’s at stake?Public trust in the safety of air travel marked a quantum leap in transportation. The planned transition from… Read More »This Week
The Statue of Liberty

Immigration Is America’s Superpower

The United States risks ceding technological leadership to China if it fails to implement policies enabling an international talent pool to flourish.
Gregg Lowe, president and CEO of Wolfspeed

Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’

To get the company to where it is today, Lowe did not just hack off business units but undertook a series of capital investment, R&D, and acquisition actions.
Ojo Yoshida Report Podcast

Podcast: Nvidia’s Declining Prospects

Will a minority stake in Arm be the most Nvidia is allowed? Or will Nvidia be allowed a chance to buy only a small portion of the IP licensor, such as the artificial intelligence part? And will that prompt Nvidia CEO Jensen Huang to throw in the towel?
Trolley in traffic

‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t

Given that AVs will make good, bad, and ugly driving decisions without human input or intervention, society’s tolerance for AV machine errors can be expected to be vanishingly small.
Wideband Gap Semiconductor Applications.

Silicon Carbide Gets Ready for Prime Time

Riding hot applications in electric vehicles, silicon carbide is on the rise. Multiple players are positioning themselves to grasp what many see as an exponentially growing sector.
Unprocessed SiC wafers are transparent, complicating many of the manufacturing steps.

Early Laps of Silicon Carbide Race Go to ST

Is SiC a story with a happy ending that everybody loves? No, this is [a race] far from over, says ST, who isn’t ready to take a victory lap.
Crystalline Structure of Silicon Carbide

SiC Power Devices: A Breed Apart

To understand why SiC is suddenly so important to matters green involves taking a deep dive into some electronics questions, a touch of physics and some manufacturing technology.
Soitec Develops 6-inch Engineered SiC Substrates for Bid EV Win

Soitec Aims for Big EV Win with Smart Cut SiC Wafers

Cost and yield continue to constrain the supply of high-quality SiC wafers. Soitec and Leti are putting forth a new idea: decoupling the top and bottom parts of SiC wafers.
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This Week

Open Letter to Ted Tewksbury, Velodyne’s New CEOFarm Drones Going Hog WildIndia’s Recurring DreamNXP Resets, Victim No Longer Open Letter to Ted Tewksbury, Velodyne’s New CEO By Junko Yoshida Dear Ted, Velodyne’s recent announcement introducing you as its new CEO didn’t surprise me. You’re the right executive arriving at the right time to correct the… Read More »This Week
Ted Tewksbury, Velodyne’s New CEO

Open Letter to Ted Tewksbury, Velodyne’s New CEO

At several companies you led, you achieved transformative change. Business management books might label you a turnaround specialist. But I regard that cubby-hole as neither apt nor accurate in your case, because it overlooks a range of human-factor intangibles.
Farm Drones Going Hog Wild

Farm Drones Going Hog Wild

Wild boars running amok in farmlands will soon meet autonomous drones – almost as sophisticated as robocars – developed by Flox Robotics. Flox’s drone can tell a pig from a Peter Rabbit and knows how to scare it off.
Podcast: Peter Clarke's Semiconductor Observer

Podcast: India’s Recurring Dream

India has a recurring dream of a volume semiconductor manufacturer, but they have been unable to fulfil that dream. What or who is to blame? Is it the lack of basic utility infrastructure? Is it the politicians? Or is it the lack of domestic industries that consume semiconductors?
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This Month

Infineon Ramps For the Transition to Silicon Carbide

A Certain Semiconductor in Uncertain Times

Onsemi Triangulates Its Silicon Carbide Strategy

SiC Manufacturers Walk a Tightrope

SiC in China: ‘Poster Child of the Decoupling Era’

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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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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.
Argo.ai

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
Velodyne Lidar