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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.

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?

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.

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....

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.

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.

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.

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.

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

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