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Designing AI Chips is Hard – Can AI help?
Designing and verifying AI chips involve complex processes and tools, which EDA companies are racing to develop. Can AI help in the design and verification of AI chips? What new tools are being developed and who is leading this process ?

Mercury and SpaceShipOne: The Spacecraft
Despite very different launch and guidance systems, the Mercury and StarShipOne spacecraft shared many design requirements.

Tech Execs Must Act to Avoid Chip Tariff Trap
In the case of semiconductors, tariffs may be counter-productive, which is why American chipmakers must advocate for less draconian measures

Infineon’s Hanebeck Sends a Principled Message
Jochen Hanebeck of lnfineon is pointing out a dangerous anti-democracy and anti-immigrant tilt in our world. His call for the protection of fundamental human rights globally is critical and earns our full support.

DeepSeek: Stop the Panic
DeepSeek is a precursor of many more disruptors coming in the AI world. Its importance may be overblown compared with what comes next.

Mercury and SpaceShipOne: 40-years of Technical Evolution
The US Space program, prodded by Russia’s surprise first-man-in-space success, highlights how America reacts to challenges.

Georg Steinberger is Gone
Georg Steinberger, one of the electronics component distribution world’s most astute observers and analysts, died last week. The industry lost a big proponent and critic.

What’s Cooking at OYR (and at my house): AI & Pork Bulgogi
AI, corruption, and the threat to democracy: Why the electronics industry must pay attention

Eloy: The Future of Automotive is being Created in China
China is destined to continue playing a bigger role in the semiconductor industry despite Western efforts to constrain it, says Eloy with the Yole Group.

A Lone Voice in Support of America’s Strict AI Rules
China’s economic and military ascent is unstoppable, but it is also not a fair player. Why should the West grant such a player unfettered access to its advanced technologies?

Has US Export Control Lurched Towards AI Tyranny?
A US political cadre has decided that the diffusion of AI technology around the world is a threat to US interests. The US now runs the risk of moving from precise export controls towards a form of hegemony.

NXP’s Sensing and Edge AI Play is More than Just About SDVs
Don’t look now but NXP has just given itself a leg up in the market for robotic devices and AI at the Edge by adding 1,100 critical software engineering expertise to its employee roster via its planned acquisition of TTTech Auto. Of course, there’s a software-defined vehicle play also.

Intel: The Market Awaits Bigger News
What Intel decides about its future – who will lead the company and the details of its pending reorganization – has become one of the most anticipated news of the year.

Russian Kosmos 2553: Scientific Satellite or Weapon of Mass Destruction?
The race is on to weaponize space even if it is being done surreptitiously. Will the global powers agree to having their actions overseen by a common regulator?

Automakers Grab the Spotlight at CES 2025
Auto OEMs and chipmakers from the EV world are grabbing attention at the Consumer Electronics Show

This CES is (Almost) All About AI
CES opened with a bang as the queue to hear Nvidia CEO Jensen Huang stretched 200 meters long. Our Day 2 podcast concludes, AI is already the star this year at CES.

What’s Cooking at OYR (and at my house)
Mike Markowitz assumes the role of editor-in-chief at the Ojo-Yoshida Report with a mouthwatering introduction.

NXP Heats Up Auto Play with TTTech Auto Buy
NXP Semiconductors is powering up its software-defined vehicles (SDV) offerings by purchasing Austria’s TTTech Auto.

Prefix AI, Nvidia and TSMC will dominate a slow 2025
Except for the AI-related activities, 2025 looks set to be a low-growth year for semiconductor manufacturers.

Mitsubishi Deal Boosts Seeing Machines in SDV Market
Mitsubishi’s new investment in Seeing Machines highlights the importance of driver monitoring systems in the development of software-defined vehicles
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Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules
Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs