Skip to content

Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

Technology: Featured Articles

Latest Technology News

Kurt Sievers, CEO at NXP

NXP Resets, Victim No Longer

Three years after a failed acquisition bid, the Dutch supplier stands poised to become one of the leading players in the global semiconductor market – assuming it can navigate choppy competitive waters.
Just-in-Time Automotive Production Line

JIC is a Poor Replacement for JIT

Just-in-Time and Lean manufacturing management have not failed, despite the severity of the current component shortages. They should not be dumped in favor of a discredited system but should be reinforced in preparation for the next market cycle.
Mark Zuckerberg, CEO of Meta (Facebook)

Open Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an Oxymoron

A rebranding of the company and a move into the metaverse are exactly the wrong things to do at this time. As an alternative, here’s our road map to redemption.
EV Battery Cost/Performance Race

EV Battery Cost/Performance Race: Place Your Bets

EV battery evolution will occur by orchestrating a number of tech elements to optimize electrodes. Nanoramic is one of the companies trying to crack the battery supply chain.
Ojo Yoshida Report Logo

This Week

JIC Is a Poor Replacement for JITOpen Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an OxymoronEV Battery Cost/Performance Race: Place Your BetsVision Plus Radar: Where Should Fusion Take Place? JIC Is a Poor Replacement for JIT By Bolaji Ojo The electronics industry is at it again. Notorious for offering bewildering… Read More »This Week
Ambarella Buys Oculii (Image: Ambarella)

Vision Plus Radar: Where Should Fusion Take Place?

The recent Ambarella-Oculii deal raises questions about where in the vehicle sensor fusion should take place and who ultimately “owns” the sensor fusion stack.
What’s the Big Deal with EUV?

What’s the Big Deal with EUV?

While turning EUV into a viable production technology, ASML and its many partners created one of the most complex and fragile supply chains in history, leaving far too much at stake.
Ojo Yoshida Report Logo

This Week

‌ ‌‌What’s the Big Deal with EUV? ASML 2025: Beautiful with a Sprinkling of Risks Sci-Fi Implications of the Metaverse When Teslas Crash, ‘Uh-Oh’ Is Not Enough What’s the Big Deal with EUV? By Ron Wilson What’s at stake?‌‌Extreme ultraviolet lithography has become critical to the capacity and resilience of the supply chain for advanced… Read More »This Week
Facebook CEO Mark Zuckerberg announces Metaverse. (Image: Facebook)

Sci-Fi Implications of the Metaverse

In Snow Crash, a 1992 novel by sci-fi author Neal Stephenson, his “Metaverse” is a bleak dystopia in which virtual reality both substitutes for real life and mimics it.
ASML 2025: Beautiful with a Sprinkling of Risks

ASML 2025: Beautiful with a Sprinkling of Risks

ASML has a lock on the semiconductor manufacturing equipment market, with a monopoly in the extreme-ultraviolet (EUV) lithography segment and more than a 50% market share in all other sectors.
A Tesla attempts to turn pretty aggressively in front of opposing traffic.

When Teslas Crash, ‘Uh-Oh’ Is Not Enough

Today’s regulatory structure has given Tesla license to peddle the illusion of self-driving and tout its beta software experiments on public roads as a breakthrough in automotive technology.
Ojo Yoshida Report Podcast

Podcast: Nvidia-Arm Deal Blatantly Infringes Antitrust Law

We asked Mike Feibus if those who oppose the Nvidia/Arm merger have a Plan B up their sleeve.
Featured Image

Nvidia and Arm: Perils of Tech Platform Acquisitions

If consummated, Nvidia’s deal to buy Arm will instantly give one competitor great power over a critical technology platform. Do regulators have the tools to recognize the danger?
Jensen Huang, Nvidia CEO

A New Semiconductor World Imagined

The challenge posed by Nvidia – via its planned acquisition of Arm – to Intel’s x86 architecture is real and potentially unstoppable, and should not be casually dismissed.

Rest in Peace: Arm, 1990 – 2022

Draft of a funereal eulogy to be read in the event of Nvidia’s acquisition of Arm Ltd.
Like All Deals in China, Expect Strings Attached to Nvidia/Arm

Like All Deals in China, Expect Strings Attached to Nvidia/Arm

The Nvidia-Arm deal idles at the intersection of U.S. politics, Jensen Huang’s promises and China’s long ambition to become the world’s tech industry leader.
With HD Radar, Arbe Robotics Pits Price vs. Pride

With HD Radar, Arbe Robotics Pits Price vs. Pride

Arbe Robotics, a 2015 Israeli startup that went public this month through a SPAC, seemed to have a lot going for it in recent years. Today, it might be at a crossroads.
Ojo Yoshida Report Logo

This Week

Engineering at the Edge of KnowledgeWith HD Radar, Arbe Robotics Pits Price vs. PrideIntel, Chipmakers, and the Fear Card Engineering at the Edge of Knowledge By Girish Mhatre What’s at stake?The future of the driverless car: Are we attempting the impossible? Read more… With HD Radar, Arbe Robotics Pits Price vs. Pride By Junko Yoshida… Read More »This Week
Engineering at the Edge of Knowledge

Engineering at the Edge of Knowledge

The future of the driverless car: Are we attempting the impossible?
Pat Gelsinger in Munich

Intel, Chipmakers, and the Fear Card

By Bolaji Ojo Intel Corp. CEO Pat Gelsinger wants the EU to “take control of its destiny” by securing access to critical semiconductor supplies. He has similarly embarked upon the same mission for the United States. The effort is admirable but also misleading and fatuous. Intel is a public enterprise, not the right arm of… Read More »Intel, Chipmakers, and the Fear Card
Previous 1…3132333435 Next

Partner Content

View All >>

Simplifying the Connected Future: Navigating Complexity in the IoT Landscape with Renesas Wireless Connectivity

Mehmet Aras, Renesas

Microchip Nurtures AZFirst

Webinar: Preventing Impaired Driving

Schneider Electric Stakes a Claim to Sustainability Leadership

Imec Tackles Chip Industry’s Carbon Conundrum

Intel Stakes Out a Sustainable Future

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’

Testimonials

Timely and provocative

The Ojo-Yoshida Report is timely, insightful and sometimes provocative. I always learn something valuable in each edition, intelligent perspectives about our industry you cannot get anywhere else. Thank you and keep up the great work! 

Mike Noonen, CEO 
Swave Photonics

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
FeibusTech

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.

Jeff Bier
Founder, Edge AI and Vision Alliance / President, BDTI

Uncompromising

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.

Daniel Cooley, CTO
Silicon Labs

What the news means

I don’t need news, I need intelligent insight. That’s why I read Ojo-Yoshida Report. It’s challenging interviews with industry experts, informative podcasts and knowledge-enhancing content. It’s Junko Yoshida and Bolaji Ojo at their finest. It’s the source I use to find out what the news means.

Colin Barnden, principal analyst at Semicast Research
Semicast Research

How do you get started in autonomous vehicles?

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