Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 3 / 3
junko.yoshida
User Rank
Blogger
Re: IBM Microelectronics
junko.yoshida   1/24/2014 2:04:20 AM
NO RATINGS
@fergie, great observation. I have always wondered why IBM has been hanging onto its semiconductor business as long as it has. Its microelectronics business is really about taking control over its own future,isn't it? Without the advancement of hardware, it's harder to influence the advancement of software after all...

HS_SemiPro
User Rank
CEO
Re:
HS_SemiPro   1/24/2014 1:10:51 AM
NO RATINGS
Looking at   Revenue results of of  IBM STG in last few years, it is no surprise that IBM sold its X86 business.   And it may sell its semiconductor business some day.

IBM was expecting its power7,8 and as well as new Mainframes will save its STG business, but it doesn't look like it.

 

fergie65
User Rank
Rookie
Re: IBM Microelectronics
fergie65   1/23/2014 6:02:00 PM
NO RATINGS
Rick

Intersting opinion. If you think about IBM's value at the high end, it is the fact they they control the hardware and the software. Companies know that if they find a problem somewhere in the system, that they make one call..........It is one of the reasons why IBM invests so much in accessing all of the RedHat software at a level where they can make changes if needed and of course use their own processors.....this group prints money as the customer based greatly values the piece of mind that IBM delivers around these comprehensive platforms. Going to a software-only play reduces the differentiation to others.....So I think they will continue to do both.

 

Let's chat in 6 years (maybe earlier if I am wrong)!

 

@fergie_arm

geekmaster
User Rank
CEO
Re: IBM Microelectronics
geekmaster   1/23/2014 5:49:40 PM
NO RATINGS
Rick! I think this depends if Glofo can make enough money. Right now they pretty much spend all of what they make. Soon ATIC (at al) may want to see some profit and stop pumping cash into Glofo. My guess is that any of Common Platform Alliance are good candiates first. But there may be also a surprise company.

 

krisi
User Rank
CEO
Re: IBM Microelectronics
krisi   1/23/2014 3:12:46 PM
NO RATINGS
Good analysis Rick...I agree that IBM wil get rid of teh hardware business eventually...IBM will become IBM Watson and rule software world thru Artificial Inteliggence...doesn't matter who buys the silicon fabs...Kris

rick merritt
User Rank
Blogger
Re: IBM Microelectronics
rick merritt   1/23/2014 3:03:41 PM
NO RATINGS
GloFo is the most likely candidate with Samsung a close second. They share the Common Platform recipe book.

AnySilicon
User Rank
Freelancer
IBM Microelectronics
AnySilicon   1/23/2014 2:55:27 PM
NO RATINGS
Who would you consider to be a good candidate to buy IBM semiconductor business?

<<   <   Page 3 / 3


Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
6 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
57 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)