The Ojo Yoshida Report
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 semiconductors. Tomorrow EUV may determine the very future of the industry.
ASML 2025: Beautiful with a Sprinkling of Risks
By Bolaji Ojo
Few companies are as well-positioned as ASML Holding NV to benefit from the growing infusion of semiconductors in the global economy. It does not itself sell chips, but its lithography equipment makes the wands that let semiconductor companies perform their magic in automotive systems; medical equipment; PCs, smartphones; and the fledgling areas of artificial intelligence, IoT, and other connectivity segments.
Sci-Fi Implications of the Metaverse
The recent, earthshaking announcement by Mark Zuckerberg that he was changing Facebook’s name to Meta and plunging his fortunes into the creation of the “metaverse” prompted New York Times technology correspondent Kevin Roose to remind us that this brainstorm was hardly a newborn Minerva sprung from the head of the latest high-tech incarnation of Zeus.
When Teslas Crash, ‘Uh-Oh’ Is Not Enough
What’s at stake?
Tesla’s autonomous-vehicle strategy is about to become a playbook for the broader automotive industry on sidestepping the National Transportation Safety Board’s safety recommendations and bending the prior administration’s toothless AV regulations to its will. But when Tesla’s Full Self-Driving beta software kills a pedestrian, regulators must do more than say, “Uh-oh”; they must get to the bottom of what went wrong. That requires a deep dive into the software — a task for which regulators today are ill-equipped. Ensuring the public safety requires rewriting the rules and arming the regulators to enforce them.