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TSMC Shifts West, Dodging Geopolitical Headwinds
TSMC Shifts West, Dodging Geopolitical Headwinds
Sep 19, 2021

Rising economic nationalism is causing fissures in the global semiconductor supply chain. The rifts are threatening the IC market at a time of rapid growth, when it most needs to retain the collaborative and unified structure that has driven its expansion over several decades.

Chipmakers Created Mayhem; Now They Want a Bailout
Sep 18, 2021

Look in the mirror, semiconductor executives. The culprit behind the nightmarish shortages and supply insecurities jeopardizing the market expansion is staring right back at you. Do not blame China, Japan, the E.U., or the United States.

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TSMC Adds ‘Intellectual Supply Chain’ With U.S. Fab
Sep 8, 2021

Does a premier U.S. engineering school like Georgia Tech need a TSMC chip fab in Arizona? Absolutely. Not for strengthening the physical supply chain but for creating an “intellectual supply chain,” says Arijit Raychowdhury, a Georgia Tech EE professor.

TSMC’s Geopolitical Balancing Act
Sep 1, 2021

Leaders of some of the world’s largest economies want TSMC to diversify its production locations. The only problem: They all think the Taiwanese semiconductor foundry should open shop in their own countries.

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This Week
Aug 26, 2021

Intel Foundry: A Spinoff is Necessary (and Inevitable)Can ADAS Aid Us on a Dark and Stormy Night?Will Aurora ‘Do the… Read More »This Week

Will Aurora Do the Right Thing?
Will Aurora ‘Do the Right Thing’?
Aug 25, 2021

Debates over the safety of autonomous vehicles boil down to one simple question: Is a machine driver safer than a human being?

Intel Foundry: A Spinoff is Necessary (and Inevitable)
Intel Foundry: A Spinoff is Necessary (and Inevitable)
Aug 22, 2021

Intel Corp. and GlobalFoundries do not belong together. If there is any truth to the recent Wall Street Journal report that Intel is considering purchasing the contract chipmaker, the board of directors should snuff the life out of that bizarre idea.

Can ADAS Aid Us on a Dark and Stormy Night?
Can ADAS Aid Us on a Dark and Stormy Night?
Aug 20, 2021

It’s one thing to ridicule Elon Musk for realizing, belatedly, that real-world AI is easier preached than done. Last week, in a tweet, Musk wrote: “Generalized self-driving is a hard problem, as it requires solving a large part of real-world AI.

Born-Again NHTSA Forces Auto Industry Choices
Aug 20, 2021

The National Highway Traffic Safety Administration’s (NHTSA) order this week requiring carmakers and tech companies to submit crash reports involving vehicles equipped with highly automated features — including both Automated Driving Systems (ADS)and Advanced Driver Assistance Systems (ADAS)

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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

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Colin Barnden, principal analyst at Semicast Research

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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

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I’m really enjoying, and moreover getting valuable insights from The OjoYoshida Report, this open letter from Junko Yoshida to the new Velodyne CEO is gold dust.

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