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JeanetteHay
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re: Will GlobalFoundries buy IBM chip business
JeanetteHay   10/5/2012 4:24:16 AM
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While it is nice to say that IBM should put American interest first, it is too optimistic to think that they should have such a duty. After all, they are a business, and they would make decisions that would benefit them the most. I agree that it is controversial, but such things have been happening to many companies in America for years. Jeanette - http://www.lyonessscamreview.com

John Cai-Smith
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re: Will GlobalFoundries buy IBM chip business
John Cai-Smith   8/22/2012 9:10:25 PM
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Can Global Foundries afford to buy IBM? They have a cash problem now and into the futures.

Peter Clarke
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re: Will GlobalFoundries buy IBM chip business
Peter Clarke   7/19/2012 9:35:29 AM
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I agree IBM can afford it But why spend $2 or $3 billion on chip manufacturing R&D and "suffer" a profit of $16 billion when you could forego the expense and have a profit of $18 or $19 billion? Unless chip manufacturing technology is strategic to the company (and the country?) that is? A lot of other vertically integrated companies, such as Philips and Siemens in Europe and now we are seeing Hitachi, NEC and Mitsubishi in Japan are made different choices.

HS_SemiPro
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re: Will GlobalFoundries buy IBM chip business
HS_SemiPro   7/19/2012 5:32:23 AM
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It doesn't make sense for IBM to sell its Fab. They can keep their proprietary design and Tech in house, and do not have to depend on a foundry for a supply & schedule of Tape outs.. They do not want a Qualcomm issue. IBM Rev in 2011 was $107 Billion, spending 2-3 billion on research is not hard for them speacially when they pulled over $16 Billion in profit, some major Foundries, don't even have revenue of $16 Billion a year.

chipmonk0
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re: Will GlobalFoundries buy IBM chip business
chipmonk0   7/18/2012 6:54:05 PM
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you should have known that the IBM specific technology content in a Thinkpad was trivial by the time it was hived off to Lenovo.

SiliconAsia
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re: Will GlobalFoundries buy IBM chip business
SiliconAsia   7/18/2012 1:30:29 AM
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PC business is a low tech labor intensive business and does not require much CAPEX. Semiconductor still an high tech business(diversified fields and skills) with lots of CAPEX. Anyone can assembly PCs but only a few can still fabricate semiconductor. No comparison....

ReneCardenas
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re: Will GlobalFoundries buy IBM chip business
ReneCardenas   7/17/2012 6:05:33 PM
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But come on PC business continues to shrink and reduce into a small profit market now a days, so there is no comparison on these 2 distinct business strategies. Exiting PC was overdue IMHO, but giving up the jewels overseas, with all the national defense projects and other high profile business. I do not see Intel, or other USA interest passing this up.

Peter Clarke
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re: Will GlobalFoundries buy IBM chip business
Peter Clarke   7/17/2012 2:10:16 PM
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But what about if IBM sold its chip business to Intel?

Peter Clarke
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re: Will GlobalFoundries buy IBM chip business
Peter Clarke   7/17/2012 1:51:11 PM
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I was not counting foundry wafer processing as part of the open chip market - as those chips go to market under somebody else's brand.

ChrisGar
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re: Will GlobalFoundries buy IBM chip business
ChrisGar   7/17/2012 12:30:25 PM
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But the article says: "IBM does not sell chips on the open market ..." In Y2011 rankings, IBM sold $545M worth of semiconductors to the open market.

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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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