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Intel, AMD pull out of WSTS

2/28/2012 09:56 PM EST
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mcgrathdylan
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re: Intel, AMD pull out of WSTS
mcgrathdylan   3/1/2012 5:33:55 AM
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@the_floating_gate- thanks. We are aware of that story. But we are talking about completely different companies opting out of different programs. I will grant you that the reasoning for withdrawal is probably similar in both cases. But the plot thickens on industry cooperation going down the drain. Based presumably on the withdrawal of TSMC, UMC and Nanya last year, the SIA said Wednesday it is ceasing the SICAs reports all together. If you ask me, this is a real shame. http://www.eetimes.com/electronics-news/4237282/SIA-pulls-plug-on-fab-capacity-report

mcgrathdylan
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re: Intel, AMD pull out of WSTS
mcgrathdylan   3/1/2012 6:54:04 AM
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For the record, the AMD spokesman was quoted by the Wall Street Journal as saying it was a resource issue. He did not put it in those terms when we contacted him.

Industry follower
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re: Intel, AMD pull out of WSTS
Industry follower   3/1/2012 8:16:47 AM
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The reality is that the SIA organization has been on a downward spiral for a long time now. Most of the growth in number of companies is coming from the fabless and IP area which the SIA has not tracked consistently or with any meaningful granularity. For Intel, AMD, and Xilinx the move away makes sense. Why should they share their company information when the weight of their business is exposed in the SIA numbers? There is no benefit to these companies when they own a large part of their respective markets and the SIA subsidizes the information to their competition. Additionally, the categories that SIA still tracks are so archaic that it has no relevance to the structure of the market today. The analyst and financial community that have been so reliant on the numbers must now do their own research once again to add value and maintain credibility. My team moved away nearly 10 years ago from SIA and conducts our own bottoms up research on semiconductor companies. Most of the companies in the semiconductor and system universe rely on our data. It's time for a new organization to emerge that is more in tune with the dynamics of our business.

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re: Intel, AMD pull out of WSTS
Industry follower   3/1/2012 8:20:55 AM
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Accuracy has also been a issue with the SIA data as a growing portion of companies were modeled especially the emerging players in Asia and the large dinosaurs in Japan. Quality and integrity in the data matters to users, not just frequency

mcgrathdylan
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re: Intel, AMD pull out of WSTS
mcgrathdylan   3/1/2012 4:37:21 PM
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So what is to be done? If the accuracy of the WSTS date is in dispute, can it be fixed? And how can they change things up so that Intel and AMD and other companies continue to participate?

Bruzzer
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re: Intel, AMD pull out of WSTS
Bruzzer   3/7/2012 7:50:55 AM
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AMD & Intel pull data? AMD losing share blowing antitrust case. Knows Intel market rigging and model for determining supply into future time. Intel’s gaining share. Does not want to attract attention surpassing 81% including embedded. Last time I observed such silencing 1989. Computer Supplier’s ad spend went dark in CRN. Right before Intel Inside morphed into metered price discrimination. Intel expansion toward foundry seems another reason likely urgent. Discontinuous memory innovation is a concern. Micron is a more efficient fabricator. Yet this leading memory, materials, fabrication aspect at inflection of physics goes beyond Micron. Some picked up WSTS to project Intel revenue; since 1997. SEC is investigating use of analytics. Intel supply data is used for projecting procurement of product routes for margin values into future time. So at inflection point in physics why doesn’t Intel want to report data? Masking data makes Intel hard to see. Except for those who own a pair of special glasses which is the quantitative model. Not having WSTS data will not stop savvy QUANTA players on their investment in Intel analytics. Intel foundry targets a physical space others have been competing at for a long time. For Intel to leap frog on 20 years monopolization speaks poorly for industrial social values and democratic capitalism. I'm for Intel expanding their business. So long as Intel does not anoint, step on, infringe, limit, restrain, shift revenue among those who invest organically on best practices to compete there. So the big challenge is not AMD and Intel report to WSTS, but defining how to govern, regulate command, control, monitor INTEL as process saturates to new competitive potentials. Intel strategy is to push through molecular at process saturation so they own quantum on long time monopoly gaming. That can't happen. It would destroy what's meant to come naturally. Mike Bruzzone

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