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Chip World ‘24: Prospects to Embrace, Details to Sweat

Chip World ‘24: Prospects to Embrace, Details to Sweat

By Junko Yoshida

What’s at stake?
The headlines of 2023 have heralded the march of generative AI, geopolitical tussles over trade and technology and a bubble of government funding to private companies for local chip production. As a result, the semiconductor industry has more political power, economic force and self-importance than ever before. The question in 2024 is how responsibly and effectively chip suppliers will end up flexing all this muscle.

Unquestionably, the chip industry has become a star on the political and economic stages, as the Wall Street Journal aptly noted.  The trend will continue in 2024, potentially altering the whos, hows and whats of the semiconductor landscape.

Yole Group CEO
Jean-Christophe Eloy

While technological progress has created a fiercely competitive market among leading chip suppliers, 2023 also solidified the semiconductor market around single winners – with no comparable rivals – in the critical areas of lithography (ASML) and foundries (TSMC). That gap between champions and also-rans could eventually recoil on the chip sector, with the industry’s strength limited by the weakest link in the supply chain.

The Ojo-Yoshida Report sat down with Jean-Christophe Eloy, president and CEO of Yole Group (Lyon, France), to hear his assessment of 2023. He told us what stood out (events, companies, technology and business/market trends), what concerns him most (boobytraps awaiting the chip industry), and big shifts he sees in China’s semiconductor plans (and their impact on the West).  

Read More »Chip World ‘24: Prospects to Embrace, Details to Sweat
Tech is Redefining How Africa Works

Tech is Redefining How Africa Works

By Fred Ohwahwa

What’s at stake?
Africa’s economy was playing catch-up on the technology front before Covid-19 hit, forcing a change in how enterprises engage with employees and further accelerating digitalization efforts by governments and institutions. Now, ordinary Africans are taking over and leveraging technology innovations to launch start-ups or secure international employments or contracts they can do anywhere.

Technology is changing everything in Africa.

Even the nature of how many people work throughout the continent is evolving. Technology innovators, enterprises and investors should be closely monitoring the new generation that never experienced the dynamics of the workplace that prevailed on the continent even as recently as 10 years ago.

To Westerners, some of the changes may have a whiff of catch-up. But that’s where the investment opportunities are springing up. In Africa, leapfrogging technology nodes has become the norm, so much so that young entrepreneurs on the continent are setting the pace for the rest of the world in finance, banking and communications.

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ADAS in 2024: Don’t Expect Clarity on Autonomy & Safety

ADAS in 2024: Don’t Expect Clarity on Autonomy & Safety

By Junko Yoshida

What’s at stake:
If 2023 marked the public’s disillusionment with robotaxis, 2024 augurs a big shift toward advanced driver assistance systems (ADAS) crammed with automated features. Expect the auto industry to play high-stakes games on the safety of highly automated driving, the accelerated use of embedded artificial intelligence, and a fresh emphasis on in-vehicle comfort and convenience.

The $64,000 question in 2024 boils down to this: what sort of future – vehicle platforms and applications – is envisioned by carmakers not named Tesla? Are these carmakers with Tesla, or prepared to chart their own destiny?

Read More »ADAS in 2024: Don’t Expect Clarity on Autonomy & Safety
In 2024; AI here, there and everywhere

In 2024, AI Here, There and Everywhere

By Peter Clarke

What’s at stake?
With the arrival of Generative AI in the mainstream, in platforms such as ChatGPT in Microsoft’s Bing and Bard within Google, and with billions of dollars of AI processor chip sales, AI was seen to have enjoyed a breakout year in 2023. Well, it’s going to be even bigger in 2024.

What has been a showcasing of Generative AI – as a somewhat whimsical extension of the tools at the disposal of artists and creative professionals – is going to become much more focused and about following the money saved and the profits generated.

Read More »In 2024, AI Here, There and Everywhere
How Tesla’s Plea Deal Foiled Autopilot Remedy

How Tesla’s Plea Deal Foiled Autopilot Remedy

By Junko Yoshida

What’s at stake:
After the national safety regulator’s multi-year investigation into nearly 1,000 crashes involving Tesla’s Autopilot, Tesla agreed to a “voluntary recall” of two million cars — almost all its vehicles sold in the United States since 2021. A big question, however, is what exactly Tesla is prepared to do to fix the safety defect.

This was a historic, hard-won victory for the National Highway Traffic Safety Administration.

But Tesla scored an even bigger win.

Read More »How Tesla’s Plea Deal Foiled Autopilot Remedy