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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Global
#5670917
United States
#2543520
Computers Electronics and Technology/Computers Electronics and Technology
#31308
Articles
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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.
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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.
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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.
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1 month 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.
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1 month 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.
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