The Ojo-Yoshida Report

Bolaji Ojo is an experienced journalist specializing in business, finance, and technology. Known as "Bola," he is not only a versatile media professional but also an entrepreneur. With a background as a reporter for Bloomberg News, he has dedicated his career to media innovation. Over the years, he has held various roles, including publisher, media executive, business owner, and consultant, focusing on the intersection of politics, technology, and the global supply chain.

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Capex Malaise and ‘MisCapex’ Pains

1 month ago | ojoyoshidareport.com | Bolaji Ojo

It's been only a few years since many chipmakers agreed to fund multiple new fabs but those promises are now being ignored. The industry must still deal with the implications for demand-supply planning, however. Share This Post: By What’s at stake:Semiconductor makers perform better when production capacity utilization rates and the number of plants closely match customer demands. Those periods are getting fewer, however.
In Hindsight, the Future is Notoriously Incorrect

1 month ago | ojoyoshidareport.com | Bolaji Ojo

Most business forecasts often turn out wrong, but analysts and companies keep churning them out. Are forecasts doing more damages than good in the electronics market? This is great stuff. Let’s get started. Register FREE Today Already have an account? Sign in.
Intel: Will Lip-Bu Tan Build Gelsinger’s Promised Fabs?

1 month ago | ojoyoshidareport.com | Bolaji Ojo

Chip equipment makers can forget about a capex splurge from Intel as it is unlikely to build many of the fabs promised under former CEO Patrick Gelsinger. This has implications for supply chain planning throughout the industry. Lip-Bu Tan at Intel Foundry Direct Connect. Source: Intel Share This Post: By Bolaji OjoWhat’s at stake:Lip-Bu Tan’s predecessor as Intel CEO wanted to build multiple new fabs in Europe and US.
Renesas 365: Activating a Digitalization Vision for Design Engineers and Developers

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Renesas 365 is the next step in the digital transformation of electronics, bridging the gap between silicon and system development. Share This Post: By D.K. SinghWe live in the Digital Age. But when it comes to enabling the future through semiconductor engineering, how often do we really examine what that means? At Renesas, we have embarked on a journey of digital transformation – for ourselves and for the benefit of our customers.
Nvidia’s China Nightmare Has Only Just Begun

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Nvidia had for years known that it has a massive and growing China problem, yet it persisted in developing products for the country, ignoring America’s apprehensions and warnings. The solution is to exit the country before it is driven out both by China itself and the United States. Share This Post: By Bolaji Ojo“Nvidia stands at a crossroads.
ST Heats up SDV Market with Expandable Memory MCUs

2 months ago | ojoyoshidareport.com | Bolaji Ojo

STMicroelectronics’ new automotive Stellar MCU with xMemory feature extends product capabilities without increasing costs, enabling incremental updates and faster time-to-market, the company said. Source: STMicroelectronics Share This Post: By What’s at stake:Microcontrollers are the workhorses advancing automakers’ transition to the software-defined vehicle era.
Embedded Quest 2025: MCU Vendors Step up Edge AI Play

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Edge AI was the primary focus of microcontroller vendors at the 2025 Embedded World Exhibition. We caught up with some industry executives for our annual Embedded Quest program, asking them about their take on Edge AI. Share This Post: By Bolaji OjoAs usual, the Embedded World Exhibition in Nuremberg, Germany, drew a large crowd of companies in the computing processor space. What was different at the March event this year was their focus.
Intel Sells 51% of Altera to Silver Lake

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Altera and Intel are officially terminating their 10-years long attachment as Silver Lake takes a majority stake in the FPGA supplier. Share This Post: By Bolaji OjoIntel Corp. said it has agreed to sell 51 percent of Altera to venture capital firm Silver Lake, divesting majority ownership in the programmable IC vendor and gaining approximately $$4.5 billion to fund operations. The company simultaneously announced the appointment of Raghib Hussain as CEO of Altera.
US-China Tariff War: Prepare for a Wild Ride

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Who will back down first in the tariff war? Both China and America have pushed themselves into a corner with neither ready to yield. Electronics makers can't escape the adverse effects. Share This Post: By What’s at stake:Even if Donald Trump were to cancel all the tariffs he has imposed on nations exporting goods to America today, the effects of his actions will remain for years to come.
Infineon Bulks Up with $2.5B Marvell Ethernet Deal. Expect More

2 months ago | ojoyoshidareport.com | Bolaji Ojo

Infineon's $2.5 billion offer for Marvell's ethernet business could be the first of more, possibly larger, deals under CEO Jochen Hanebeck. Share This Post: By What’s at stake:Defying market turmoil, Infineon is proceeding with its growth plan.