This is really disturbing. While all of these things are unfolding, SIA -- reached out by us throughout this week -- has given us no interviews or credible explanations. Why can they afford to be so unresponsive?
Again, I must say, being "hyper competitive" should not be used as a jail free card for the industry to not cooperate. We'd love to see some leadership here to find a reasonable compromise (the level of disclosure they can live with) and work it out.
This may backfire. The demand for capacity reports will not vanish, in fact there is still growing demand but if the semiconductor companies do not cooperate then this leaves more room for speculations which may ultimatly impact prognosis for investment organizations, banks, equipment, materials suppliers and also government agencies.
Cost for membership in WSTS is peanuts. Resources required by these companies to funnel the data they have readily available to WSTS is also negligible. There's more going on here than apathy or not realizing benefits of participation.
These reports are overrated -- they are always a day late and dollar short and also state the obvious -- there are more pertinent, clear signals & trigger points that occur that are more useful. Even anecdotal information on fab loadings is as accurate as these trumped up reports.
Some transparency here is vital if we are to avoid unnecessary over or under capacity or single points of failure. These are caused by companies being misinformed about what other people are doing, or by a misguided expectation in them being able to beat their competitors. Massive imbalance leads to inefficiency and it costs the industry overall - if only be reducing the ecosystem when companies go bust due to making these misjudgements.
Single points of failure (eg everyone inadvertently buying their plastic packaging resin from one just factory) could also be avoided with a bit more transparency.
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