Joanne Itow is Managing Director, Manufacturing, at Semico Research. Focusing on analysis for semiconductor manufacturing, Joanne oversees research in the following areas: wafer demand, fab capacity, technology transition and the equipment market. Over the past 11 years, Joanne has specialized in the foundry market, forecasting foundry wafer supply and demand. She is responsible for the development and maintenance of a Wafer Demand Model which forecasts semiconductor wafer demand by product, technology and wafer size.