The Ojo-Yoshida Report

Will we see a vast fleet of #cybercabs (or robotaxis) — with no regulatory approvals — wheeling around public roads in the United States any time soon? This scene could materialize a lot sooner than you expect. In this podcast, Philip Koopman identifies a plausible path for #carmakers and tech companies to follow. Given a strong incentive, “it only takes one company to do this at scale, which will trigger a race to the bottom,” Koopman explains. One of the most provative podcast we've done at The Ojo-Yoshida Report.

Asking the Right Questions & ‘Reading’ People In “#Backbone,” author David M. Schneer, Ph.D./CEO/Author/Speaker takes an unconventional path to make the case for the value of #qualitative #research. As suggested by this book, the application of qualitative research will help industry leaders to ask the right questions about their own business plans and technologies and to better understand not just what people say to them, but how they say it.

By all accounts, the global #automotive industry is headed for catastrophic demise (again). Global vehicle sales have been affected by persisting unfavorable macro-economic conditions, while vehicle production has been hit by post-pandemic high inventory levels and automaker restructuring and production line shutdowns. In the face of the seeming despondent industry dynamic, Chet Babla at indie contends there are good reasons to cheer the long-term outlook for the industry. We share his argument on The Ojo-Yoshida Report as a guest industry executive opinion.

Was Cruise General Motors's Edsel? Its end is hardly a shock, but what's next for #autonomy? And when? Philip Koopman and Bryan Reimer float forecasts in our ‘emergency’ podcast. STMicroelectronics is in the news, rolling out an #MCU integrated with a home-grown #NPU—targeted to lead the embedded #AI market. But remember: an MCU market debacle derailed ST's $20 billion short-term revenue goal. Bolaji Ojo samples ST management thinking, after the company’s Market’s Day in Paris. Peter Clarke explores ‘Processing-in-Memory” (#PIM) technology. Clive (Max) Maxfield has part 2 of “AI Past, Present, and Future.” Kolade David Ojo investigates Infineon Technologies‘s “grid-to-core” strategy. Silicon Labs has advice on accelerating #IoT with pre-certified #WiFi Modules.

General Motors Rips Away the Cruise ‘Band-Aid’ We got Philip Koopman, professor at Carnegie Mellon University, and Bryan Reimer, research scientist, as our podcast guests to discuss how #GM’s decision to end its Cruise experiment affects the future of #ADAS, #robotaxis and personal autonomous vehicles (#PAV). Bryan Reimer tells us: "I don’t see #selfdrivingvehicles as a technology race anymore. I see a #funding #runway #race." @Phil Koopman says: "Companies will continue to level up (#L2, #L2+, #L2++, #L3, #L4...) just like a video game. But they’re going to make the drivers responsible for #safety."

Processing-in-memory (#PIM) has not yet lived up to its potential due to the market strength of incumbent computing architectures and the cost efficiencies of keeping logic and memory manufacturing separate. A number of #startups targeting their #AIprocessors at the “edge” are now using variations on the PIM approach within embedded memory on their system-on-chip processors, but most use #CMOS logic, and they cannot target the densest form of memory, #DRAM. If Samsung Electronics and SK hynix can standardize DRAM components to include PIM then the technique could transform #AI processing, writes Peter Clarke.

The #MCU market debacle derailed STMicroelectronics' $20 billion short-term revenue objective. The executives are regrouping for another run at this goal but they are being a lot more flexible about the dates this time. Bolaji Ojo breaks it down after attending #ST's Capital Market Day in Paris last month, listening to what Jean-Marc Chéry, Remi El-Ouazzane, fabio gualandris, and other top management had to say about the state of the company's business.

Pat Gelsinger’s departure shouldn’t surprise anyone, but the unpreparedness — or the lack of strategic planning —at Intel should be noted. Intel’s reign as an icon of American leadership in the #semiconductor world seems kaput. Bolaji Ojo explores what next. What goes on backstage for an #AI #startup pitching itself to hundreds of investors? Tenstorrent tells Junko Yoshida. In 2024, the #MCU market went haywire as MCU makers lost their guard and added too much production. Let’s analyze. For #EDA, “this is the age of shift-left,” writes Ron Wilson. IC design flow is no longer one-way. Advancing technology means complex interactions, he explains. With Aart de Geus, Synopsys Inc founder, recipient of the Semiconductor Industry Association 2024 Noyce Award, we discussed “the #destination of the chip industry.”

Our chat with Aart de Geus at Synopsys Inc. Aart paints a big picture of where the #semiconductor industry is heading for by comparing "industry age" with "information age." If you wondered about the steller #FinancialResults for Q4 and FY2024 Synopsys Inc delivered yesterday, you know why. Being successful in achieving the goal of building a high performing company starts from the top. And in this case, Aart's unique ability to #communicate. Below is a teaser video. We won't waste your time. Watch the full video here: https://lnkd.in/ev7R8uym

Intel Corporation: It’s Time for the Unthinkable Intel's recently departed CEO Pat Gelsinger should have walked in with a scalpel in hand four years ago. The urgency is more intense today, which means all options must be considered for the semiconductor icon.