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chipmonk0
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Re: Yes to GloFo
chipmonk0   2/7/2014 10:15:36 PM
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How advanced is the technology at IBM's Fishkill Fab anyway ? Is n't it a bit over - rated, specially when Intel is so far ahead with FinFETs and despite all claims no competing planar FDSOI is around to go neck to neck. Would it be such a great loss then to spin off the current Fab ? For the next few years can they not just buy generic chips and put them together in their unique architecture and load proprietary software to sell Big Data Inference engines or whatever ? Also their Lab at Yorktown Heights keeps working on graphene devices, perhaps they want to get back in the Fab game with such totally new materials a few years from now and leave everyone else in the dust ( or silicon ! ). Selling the Fab now will certainly bring in R&D money for the Lab and perhaps a bright future.

rick merritt
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Yes to GloFo
rick merritt   2/7/2014 6:13:18 PM
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Both Insight64 analyst Nathan Brookwood and I agree that GloFo is by far the likely buyer. They share the same technology, have NY operations within an hour of each other and the alternatives would be owners outside the US that might riase a yellow flag for buyers of IBM servers in the US government.

me3
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Sold to Intellectual Ventures
me3   2/7/2014 6:03:44 PM
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Just kidding...

But IV would know how to make money out of this lot, and turn itself into a house of less disrepute.

That surly beats a shotgun marriage with GF. IBM knows GF has no choice but to buy, otherwise GF has to shutdown since they have no IP of their own to speak of.

 

krisi
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Re: Not GloFo
krisi   2/7/2014 5:06:06 PM
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I am surpised as well...I though IBM technology is the best you can get, in many aspects better than Intel's or TSMC...it would make sense for GF to aquire that...the only issue is price


I don't think a packaging house like Amkor would suddenly go into deep submicron silicon business, that makes little sense to me

 

High tech prestige starved country like Brasil is a remote possibility...they tried to enter silicon business but so far the only successful product is a simple RFID chip for cows, yes, they have many of them there...but from that to the latest and greatest at IBM is a looooooooong rooad, 20 years in technological development at least

junko.yoshida
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Re: Not GloFo
junko.yoshida   2/7/2014 4:34:01 PM
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@AnySilicon, that's an interesting take. Let me ask you this, then. Why do you think no foundries -- GloFo inlucded -- are interested in buying IBM's fab?

AnySilicon
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Not GloFo
AnySilicon   2/7/2014 4:30:28 PM
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I don't believe that GloFo or any other foundry will acquite IBM semi biz. 

I see two possible scenarios:

a. A big packaging house buying IBM business (ASE, AMKOR)

b. An investment company (like ATIC did with GloFo) or a goverment (such as Brazil) that in interetested in taking part in the semi biz.

geekmaster
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Re: Sell vs. let it wither
geekmaster   2/7/2014 4:20:40 PM
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@Junko! What's in it for IBM to continue its semiconductor R&D now? Simple: Securing IP!
It is much cheaper to be part of an R&D JV and share the costs. However, the costs to maintaining your own manufacturing facilities becomes way too high for leading edge. In a way IBM becomes fabless. They still may keep Yorktown R&D and may transfer the Fiskill 300mm to an R&D JV.

smartbost
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Another nail in the coffin!
smartbost   2/7/2014 3:40:14 PM
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Focus on services is misguided and will result in moving teh rest of the bsuiness off shore (India). Here goes the (next to) last of American electronic giants!

krisi
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Re: Sell vs. let it wither
krisi   2/7/2014 3:36:13 PM
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The mantra of "services, services, services" will stay here for a while until somone wakes up realizing that we are not making anything anymore in North America...at least in Canada we have tons of oil, gas and coal to dig out that should keep us going for 100 years or so...Kris

junko.yoshida
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Re: GlobalFoundries expansion
junko.yoshida   2/7/2014 3:07:43 PM
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@Austin Tech Watcher, thanks for chiming in with additional info.

You wrote: 

Transferring manufacturing to GlobalFoundries and sharing R&D makes so much sense for all concerned,


I think you nailed it!

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