LONDON – Global chip manufacturing capacity statistics for the first quarter of 2011 have failed to appear on an industry body website despite an assurance from the Semiconductor Industry Association that they would be posted in June.
A visit to the semiconductor international capacity statistics (SICAS) website the latest report is still shown to be that for the fourth quarter of 2010.
The SICAS reports are based on returns from 23 chip manufacturing companies and extrapolated to be representative of the overall industry.
The statistics are normally made available to the participating companies within six weeks of the end of the quarter and they are published on the SICAS website about a week after that. Thus Q1 numbers are typically posted mid-to-late May.
One reason for the delay could be uncertainty on how to record the loss of manufacturing capacity, and the capacity utilization, at Japanese companies affected by the aftermath of the earthquake and tsunami that struck northern Japan on March 11. This will have had a small but significant effect in the first quarter but is set to have a much bigger effect in the second quarter.
The level of manufacturing capacity utilization is an indicator of the need or lack of need for semiconductor capital spending.
It turns out that the announcement is only half true. The update to the statistics report is no longer posted on the website http://www.sicas.info, but is now on http://www.sia-online.org/industry-statistics/semiconductor-capacity-utilization-sicas-reports/.
Hi Peter - looks like SICAS website announcement does appear on their website at the foillowing URL = http://www.sicas.info/whatisnew.html.
The web page says the following:
WHAT IS NEW?
The SICAS statistics report for Q4 of 2010, which is published on this website, is the last report to be published on this SICAS website.
This SICAS website will be shut down after the middle of March 2011.
Interesting. I didn't see that and i don't think it is mentioned on the website.
SIA made an announcement that SICAS stats for Q1 would be posted by end of June, but i am not sure where or how that will be done.
I have put an information request into SIA.