In an IEEE paper published late last year titled “ITRS 2.0: Toward a Re-Framing of the Semiconductor Technology Roadmap,” the roadmappers explain why it’s time for a change. “As new requirements from applications such as data center, mobility, and context-aware computing emerge, the existing roadmapping methodology is unable to capture the entire evolution of the current semiconductor industry. Today, comprehending how key markets and applications drive the process, design and integration technology roadmap requires new system-level studies along with chip-level studies.”
The ITRS roadmapping committee has already been reorganized to focus on ITRS 2.0. There are now seven groups focused on what ITRS chairman Paolo Gargini calls the seven “building blocks.”
I have met ITRS Chairman Paolo Gargini several times during trips to the Industry Strategy Symposium and Semicon West. To say he is distinguished is an understatement: http://www.semi.org/node/52371 (34 years at Intel speaks volumes)
Here is a link to a presentation that is quite technical but gives some insight about industry transitions and how long it takes to get them to production-worthy levels. On page 18 of the presentation there are some pictures of papers depicting FinFet research from '99. '00 and '01. Page 28 gives an estimate of the incubation time for these transitions (~12 to 15 years!)
You don't have to listen very hard to hear the noise about who is going to be first with 14nm/16nm production. From there the crowd shouts about who will be the first to 10nm and then 7nm and if you don't like that you can debate who will be the first to produce 3D NAND. To me, this is really unfortunate because if one were to take the time to go through the confessionals of the past few weeks it would become clear that the bleeding edge, while certainly glamorous, is not the only segment of the chip industry that is enjoying growth.
Investors should make note of this......