The Ojo Yoshida Report
JIC Is a Poor Replacement for JIT
Open Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an Oxymoron
EV Battery Cost/Performance Race: Place Your Bets
Vision 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 solutions to chronic and possibly unsolvable problems, OEM and semiconductor executives are convulsed with figuring out a fix for the supply shortages that have shuttered some automotive manufacturing plants and crimped sales as global economies struggle to recover from the pandemic.
Open Letter to Zuck: Prove to Us That ‘Ethics in Tech’ Is Not an Oxymoron
Dear Zuck,
You can hide behind a rebranding, but you can’t run from your most egregious accomplishment: You’ve delivered, in a most terrifying way, on that infamous slogan of yours, “Move fast and break things.” You’ve broken people, societies and dented American democracy. What you’ve built is nothing less than “a toxic propaganda guidebook for the ages,” according to New York Times columnist Kara Swisher.
EV Battery Cost/Performance Race: Place Your Bets
By Jennifer Baljko (additional reporting by Junko Yoshida)
What’s at stake?
Because EV market success hinges on the cost/performance of the battery, everybody wants in on the evolving EV battery ecosystem. Nanoramic is one of the companies trying to crack the battery supply chain while the myriad factors determining optimal battery cost/performance — chemistries, binders, production equipment — remain in flux. Nanoramic argues that the lingering uncertainty about what the optimal EV battery will look like gives its chemistry-agnostic binder technology an edge. But for now, the only sure thing is that whoever picks the winning battery formula wins the EV race.
Vision Plus Radar: Where Should Fusion Take Place?
What’s at stake?
Ambarella’s acquisition of Oculii brings the vision processor company a suite of radar perception algorithms. If Ambarella succeeds in executing vision-plus-radar sensor fusion in a single system-on-chip (SoC), it could raise the bar — and industry expectations — on what a vision chip can do. That, in turn, raises questions about where in the vehicle sensor fusion should take place and who ultimately “owns” the sensor fusion stack.
Copyright permission/reprint service of a full Ojo-Yoshida Report story is available for promotional use on your website, marketing materials and social media promotions. Please send us an email at talktous@ojoyoshidareport.com for details.