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AnySilicon
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IBM Microelectronics
AnySilicon   1/23/2014 2:55:27 PM
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Who would you consider to be a good candidate to buy IBM semiconductor business?

rick merritt
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Re: IBM Microelectronics
rick merritt   1/23/2014 3:03:41 PM
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GloFo is the most likely candidate with Samsung a close second. They share the Common Platform recipe book.

krisi
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Re: IBM Microelectronics
krisi   1/23/2014 3:12:46 PM
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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

geekmaster
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Re: IBM Microelectronics
geekmaster   1/23/2014 5:49:40 PM
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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.

 

fergie1965
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Re: IBM Microelectronics
fergie1965   1/23/2014 6:02:00 PM
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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

HS_SemiPro
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Re:
HS_SemiPro   1/24/2014 1:10:51 AM
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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.

 

junko.yoshida
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Re: IBM Microelectronics
junko.yoshida   1/24/2014 2:04:20 AM
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@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...

Sheetal.Pandey
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Re: IBM Microelectronics
Sheetal.Pandey   1/24/2014 7:45:28 AM
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IBM is well known for its research, development and innovation as they are for mass production. These are the times when carrying out hardware business is not that profitable and also they have been holding the legacy from long. May be sme new players can take it forward and bring in more revolution. 

rick merritt
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Re: IBM Microelectronics
rick merritt   1/24/2014 10:35:12 AM
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@ Geekmaster: Ah, a surprise company...who are the candidates there?

rick merritt
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Re: IBM Microelectronics
rick merritt   1/24/2014 10:40:18 AM
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@Fergie: Agreed that IBM may be making more money and margin out of selling software tied to its proprietary hardware, and harder to make that without the boxes.

But I suspect cloud computing data centers of x86 (and some ARM) boxes will increasingly chip away at all the workloads, leaving less and less to run on propreitary IBM boxes.

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