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This Week

Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

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What Caught Our Eye This Week • Software Doomed CEO, But It’s China That Will Cripple VW  • Intel Scores Major Win with MediaTek Foundry Agreement • Can Volkswagen Solve Auto Chip Supply Chain? • The Innovation Smokescreen • Podcast: You're a RISC-V Member. Should You Join Open Hardware Group? • Senate Passes CHIPS Act, Final House Vote Looms • Renesas Grows but ‘Unbelievable’ Orders Trigger Concerns • House Approves CHIPS Act • Intel Tripped by ‘Execution’ Challenges; Can it Rise Again?


What Caught Our Eye This Week

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Software Doomed CEO, But It’s China That Will Cripple VW 


By Junko Yoshida

What’s at stake?
Ousting Herbert Diess might win a popularity contest inside the Volkswagen Group, but it hardly fixes the German carmaker’s structural problems. Stakes are high for new CEO Oliver Blume, who must simultaneously restore VW’s software excellence, battle a conservative corporate culture, and reverse significant sales losses in China.

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Intel Scores Major Win with MediaTek Foundry Agreement

MediaTek and Intel Foundry Services
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Can Volkswagen Solve Auto Chip Supply Chain?

Volkswagen flags
(Image: Volkswagen Group)

By Junko Yoshida

What’s at stake?
The automotive industry is scrambling to secure wafers for chips to plug into their vehicles. Volkswagen, hoping to game the system, has partnered with ST and TSMC. The automaker’s turn toward collegiality, however, must be backstopped by real commitments. And although the policy of one chip designer, one product, one foundry sounds clean and efficient, it could trigger unintended consequences.  

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The Innovation Smokescreen

innovation concept

By David Benjamin

“Some Washington politicians support policies that will cause America’s most innovative companies to fall behind. These overreaching bills will strengthen our adversaries at a time when…” —American Edge TV ad

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Podcast: You're a RISC-V Member. Should You Join Open Hardware Group?


By Junko Yoshida

Our podcast guest this week is Rick O’Connor, president of Open Hardware Group. As many readers may remember, O’Connor was founding executive director of the RISC-V Foundation, a predecessor to today’s RISC-V International.

Call us naive, but Bola and I had a fundamental question: What exactly does Open Hardware Group do?

Other basic questions include: How is this Open Hardware Group different from RISC-V International? Why should engineers join the Open Hardware Group when they can just as easily license readily available RISC-V cores from companies like Andes and SiFive?

Last month, Open Hardware Group announced RISC-V-based CORE-V MCU development kit for IoT applications, built with open-source hardware and software. Given that, we asked O’Connor how RISC-V can sort out IoT problems that the industry has yet to solve.

Listen to our podcast…


Senate Passes CHIPS Act, Final House Vote Looms

semconductor manufacturing and research legislation

By George Leopold

Senate passage of semiconductor manufacturing subsidies as part of broader technology innovation legislation finesses fundamental differences on how to revive technology supply chains—the impetus behind the evolving CHIPS Act.

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Renesas Grows but ‘Unbelievable’ Orders Trigger Concerns

semiconductor sales and orders and inventory

By Bolaji Ojo

Renesas Electronics Corp. entered the second half of 2022 significantly stronger than it began the year, but the automotive semiconductor giant is proceeding cautiously with future production and inventory plans and will be closely watching order patterns due to what executives see as substantial mismatches in orders and consumption patterns.

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House Approves CHIPS Act

U.S. Speaker of the House Nancy Pelosi
(via C-SPAN)

By George Leopold

The U.S. House of Representatives voted Thursday (July 28) to approve subsidies designed to kickstart U.S. chip manufacturing. Twenty-four Republicans voted in favor of the measure, which provides $52 billion in industry incentives for chip manufacturing and research.

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Intel Tripped by ‘Execution’ Challenges; Can it Rise Again?


Patrick Gelsinger, Intel CEO

By Bolaji Ojo

Are the best days of Intel Corp. behind the microprocessor giant? This question begs for an honest answer after the company posted what can best be described as dismal second quarter results today with revenue, gross profit margins and operating margins plunging to depths unheard of in the company’s recent history. A small net loss completed the rout.

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