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This week Intel confirmed that it has left the WSTS organization and, as such, will not be participating in the industry monthly data collection. Additionally, AMD pulled out of WSTS late last year. These are two significant players whose information will not be part of the official survey results.
Is this really a big deal?
It is disappointing to hear that these two companies do not see the value in participating in data collection for the semiconductor industry. As an analyst firm, Semico Research utilizes the monthly, quarterly and annual data as one of many reference points to triangulate our forecasts.
But Intel and AMD are not the only significant semiconductor companies that do not participate in the WSTS reporting structure. Other non-reporting members include:
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