Joanne Itow

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Joanne Itow is managing director of manufacturing at Semico Research.

Author's Latest Posts

Programming The Future
By Joanne Itow - 21 Mar, 2013 - Comments: 0

By Joanne Itow After Achronix and Altera made significant announcements involving FPGA products and Intel’s advanced manufacturing technology, I decided to take a closer look at some of the market numbers involved. Just to recap, in February, Achronix announced the company began shipping the first FPGA device manufactured on Intel’s 22nm, Tri-Gate process technology. One week later, Altera... » read more

The Best Foundry Strategy
By Joanne Itow - 21 Feb, 2013 - Comments: 0

By Joanne Itow Today, foundries supply more than 20% of the silicon used to produce all the semiconductor products sold. The foundry impact has grown from only 10% in 1997 to 24% today. The significance of foundries is even more evident when focused on logic wafers alone. Figure 1. Foundry Wafers as a Percent of Total, IC’s, and IC’s Minus Memory [caption id="attachment_7339" align="... » read more

MEMS Innovation: A Tipping Point
By Joanne Itow - 15 Nov, 2012 - Comments: 0

By Joanne Itow Two years ago I attended my first MEMS Executive Congress and was impressed with the high level of enthusiasm in new applications and growth prospects for MEMS. This year’s event was just as impressive and the new MEMS products continue to amaze me. The market has been flooded with new gadgets, new suppliers and now, new challenges. All MEMS are not created equal. One of th... » read more

Uneven Growth Ahead
By Joanne Itow - 18 Oct, 2012 - Comments: 0

By Joanne Itow SEMI recently released its silicon shipment forecast for 2012-2014. Total wafer shipments are expected to reach record levels in 2013 and 2014. Semico’s Wafer Demand model concurs with that forecast. Wafer demand is expected to grow at a compound annual rate of 11.7% over the next five years. The wafer demand pie keeps getting bigger but all the pieces are not growing at th... » read more

Winners And Losers
By Joanne Itow - 20 Sep, 2012 - Comments: 0

By Joanne Itow Semiconductor revenues will log in a relatively lackluster growth for 2012, only 3% more than 2011. That is below the 4.8% CAGR (compound annual growth rate) over the past five years and well below the 8.4% CAGR over the past 10 years. On the other hand, semiconductor units continue to show healthy growth, driving up wafer demand. Units will grow slightly faster compared to the ... » read more

The Trouble With FinFETs
By Joanne Itow - 16 Aug, 2012 - Comments: 0

By Joanne Itow The industry’s quest to continue on the semiconductor roadmap defined by Moore’s Law has led to the adoption of a new transistor structure. Whether you call them finFETs, tri-gate or 3D transistors, building these new devices is difficult. But the technology is only half the challenge. In 2002, Chen Ming Hu* spoke at the Semico Summit. The title of his presentation was �... » read more

Manufacturing & MEMS
By Joanne Itow - 26 Jun, 2012 - Comments: 0

By Joanne Itow There’s been a lot of attention focused on MEMS in the past couple of years, and rightfully so. In 2011 when total semiconductor revenues grew by only 1.3%, MEMS revenues grew by more than 34%. MEMS have been activating air bags in our cars and projecting images on DLP screens for years, but it wasn’t until the accelerometer in smartphones when mainstream semiconductor manuf... » read more

Capex Disconnect
By Joanne Itow - 21 Feb, 2012 - Comments: 0

By Joanne Itow Most semiconductor companies have completed their 4th quarter 2011 earnings calls and announced their capital expenditure budgets for 2012. Current capex plans indicate a weaker spending year for the industry compared to 2011. Based on current announced plans, capex spending would fall 4.5% to $59.8 billion in 2012. Semico believes some companies may be miscalculating the market... » read more

Cold and Rainy Weather at Semicon Japan Doesn’t Dampen Industry Enthusiasm
By Joanne Itow - 22 Dec, 2011 - Comments: 0

By Joanne Itow Last week I attended my first Semicon Japan. This is typically one of the largest Semicon events, but considering the lull in equipment sales since this summer combined with the Japan earthquake in March, I was uncertain what to expect. Seating at the opening keynote and welcome presentations were standing room only, but the foot traffic on the show floor was far from overwh... » read more

Smart Money in Analog
By Joanne Itow - 16 Nov, 2011 - Comments: 0

By Joanne Itow Recently Semico released a report touting the above average growth rates in the analog market as well as the healthy revenue per wafer for analog products.  Smart money is moving into power management and other analog applications which have gained in popularity in our mobile electronic world. Over the next five years, semiconductor units will grow at a CAGR of 9.6%.  The... » read more

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