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krisi
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ripple
krisi   2/7/2014 7:19:40 PM
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Yeap Rick, there wil be a big ripple in semi inductry after IBM silicon sale...I am putting my money on GF buying that business

resistion
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fabless but no choice of foundry
resistion   2/8/2014 1:08:36 AM
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Up to now IBM has still had the ability to be its own and possibly some others' foundry. In that sense, it provided a key service, enabling some projects at other companies, who potentially were trying to close with a commercial product. With the sale, I imagine it could be more limited in the foundry choice. A fabless firm is generally successful by managing all the foundries.

_hm
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Old partner of IBP - Apple
_hm   2/9/2014 10:07:45 AM
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Power PC reminds me of old pal of IBM - Apple and Motorola. Apple may find something lucrative in this deal and they need partner complement their capability. Also main asset may be IBM people. Apple will love to have them in their team.

pinhead1
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Re: fabless but no choice of foundry
pinhead1   2/10/2014 12:12:22 PM
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Ya - this is the important part.  IBM still retains its high end server business, and Fishkill supplies all of the processors for those boxes, built using a very custom process that you can't buy at a "regular" foundry.  I doubt that it will be easy to sell Microelectronics Division while maintaining the supply of high end server chips - because it's a money losing proposition for a foundry to build that chip.

rick merritt
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Re: Old partner of IBP - Apple
rick merritt   2/10/2014 6:37:26 PM
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@HM: There's some speculation from left field. I gotta think a fab would really crimp Apple's profit margins in a big and de-focusing way.

Is Apple using any of the SOI goodies in the Common Platform for its A series chips made at Samsung now?



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