LONDON Infineon Technologies’ decision to split its DRAM and logic businesses and seek an IPO for its memory business could foreshadow the German chip maker's move to a fabless model for CMOS manufacturing below the 90-nm node.
Buried in the announcement Thursday (Nov. 17 ), the company hinted it would follow a “selective manufacturing strategy” for its logic parts that would “strengthen [its] competitive advantages."
Infineon noted that "as of today, it does not intend to build in-house 65-nm capacity," and stressed that while it would continue to use its existing manufacturing sites in Germany and France, it would "intensify its established development and manufacturing partnerships."
Once it has spun off its memory unit, which certainly has to include a manufacturing operation, the remaining logic business would rely on such partnerships for manufacturing capabilities. Meanwhile, Infineon would focus on designing logic ICs.
Currently, the company cooperates with United Microelectronics Corp. for 90-nm process technology, and has partnerships for 65- and 45-nm technology with Chartered Semiconductor, IBM and Samsung.