Joanne Itow

  (all posts)
Joanne Itow is managing director of manufacturing at Semico Research.

Author's Latest Posts

45nm and Below Grabs 24% of Wafer Demand in 2011
By Joanne Itow - 11 Oct, 2011 - Comments: 0

By Joanne Itow The economic malaise in Europe and the U.S., along with the natural disasters around the world, have put a damper on 2011 semiconductor sales. Heading into the holiday buying season, consumer confidence is low and inventories are higher than preferred. OEMs are, at best, cautious and in most cases, pessimistic about their markets. Semico expected a shakeout in the tablet mark... » read more

A Semiconductor Industry Stimulus Plan
By Joanne Itow - 01 Sep, 2011 - Comments: 0

By Joanne Itow Last week Semico released its industry forecast outlook for the balance of 2011 and 2012. Unfortunately, all the indicators have moved 2011 into the negative territory. Semiconductor sales will end the year 1.6% lower than 2010. That should not be too surprising as the Semico IPI began moving down in May of 2010, warning us of a sluggish second half 2011. The economic malais... » read more

A Solution to the 450mm Equipment Problem?
By Joanne Itow - 19 Jul, 2011 - Comments: 0

By Joanne Itow Another SEMICON West has come and gone. This was a good year. Although there are signs that things have slowed a bit, the general outlook was positive. In addition to the need for more semiconductor capacity due to continued growth in tablets, cell phones and a host of other electronic applications, the increased complexity of advanced processes has created a positive outlook... » read more

Wafer Demand Outpaces Semiconductor Unit Growth in 2011
By Joanne Itow - 28 Jun, 2011 - Comments: 0

By Joanne Itow Semiconductor unit sales remain strong and are expected to reach 718 billion in 2011, an 8.6% growth over 2010. Unit sales are driving wafer demand at both advanced and mature fabs. Total silicon demand is expected to grow by 10% in 2011. In the first quarter of 2011, semiconductor unit sales increased 1.3% over Q4 2010, reflecting an unusually healthy growth compared to the ... » read more

More Than Trees Growing in Luther Forest
By Joanne Itow - 07 Jun, 2011 - Comments: 0

By Joanne Itow Last week Semico visited the GLOBALFOUNDRIES’ Fab 8 construction site and was impressed for several reasons. Not only is the infrastructure significant but the people and surrounding community have welcomed GLOBALFOUDNRIES, embraced the project as well as the invasion of businesses and people that go along with the project. This made our visit extremely pleasant and trouble... » read more

The Economics of Innovation …Daunting
By Joanne Itow - 13 May, 2011 - Comments: 0

By Joanne Itow The convergence of mobility, communication and computing has produced multifunctional end applications that are placing huge demands on semiconductor manufacturers. These new devices require low power, high performance, and a lot of advanced manufacturing capacity at a low cost. At the 2011 Semico Summit, Gregg Bartlett, Senior Vice President of Technology and Research a... » read more

Wafer Demand: Good to Grow in 2011
By Joanne Itow - 25 Apr, 2011 - Comments: 0

By Joanne Itow The foundries are ramping 32nm/28nm production but that’s only one of the reasons wafer demand is forecast to grow at above average rates this year.  MEMS and sensors will help to grow wafer demand at the ≥1000nm technology nodes.  Wafers processed at ≥1000nm technology will grow by 10.2% in 2011.  That’s on top of the 25% growth experienced in 2010. Microcontrolle... » read more

Finally! Solid Data For The Semiconductor Secondary Equipment Market
By Joanne Itow - 12 Apr, 2011 - Comments: 0

By Joanne Itow The semiconductor industry grabs headlines as companies such as Intel announce the construction of multi-billion-dollar state-of-the-art research and manufacturing facilities. High performance servers, PCs and most of our electronic devices would not exist today if it weren’t for the continual advancements made in semiconductor manufacturing technology. While the most advanced... » read more

Forecasting Wafer Demand: Technology Migration, Bottlenecks and Confetti
By Joanne Itow - 09 Apr, 2011 - Comments: 0

By Joanne Itow If you cover a long enough time period, the small ups and downs of a graphed line can look very smooth. Semico’s semiconductor wafer demand data goes back to 1991. When wafer demand is graphed from 1991 to 2016, wafer growth appears to have a very steady upward trend with only a few minor interruptions. Wafer demand grows at a compound annual growth rate of about 8-9%. When ... » read more

Wafer Demand Grows Despite Supply Chain Jitters
By Joanne Itow - 07 Feb, 2011 - Comments: 0

By Joanne Itow Semiconductor revenue growth broke records in 2010 increasing almost 32% over 2009.  Units grew an equally impressive 25% forcing manufacturers to increase productivity and ramp up additional capacity as quickly as possible. Increased use of leading edge process technology was evident as products processed at 45nm and smaller grew to 16.8% of the total silicon demand in 2010... » read more

Newer posts →

  • Sponsors

About

Navigation

Connect With Us

Copyright ©2013-2024 SMG   |  Terms of Service  |  Privacy Policy