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! 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.
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
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.
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.