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.
If the major players pull out of the alliance, what motivation do the smaller players have to provide their proprietary data? Perhaps only those entities that provide data should have access to the results.
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