IBM can get rid of semiconductor business
According to the Financial Times , IBM turned to Goldman Sachs to search for potential buyers for its semiconductor business.
IBM has not yet made a final decision in connection with the sale and can transform the semiconductor business into a joint venture with someone.
Sources at IBM say that the corporation has long and systematically got rid of the "raw" business, selling hardware directions one after another. However, according to them, the server business is still important for the company and even in the future, IBM does not plan to leave the release of servers as such.
Part of the sale of the semiconductor business due to the fact that IBM is faced with serious competition in the production of chips. And the launch of its own production plants for the production of chips with new technological standards alone becomes too expensive even for IBM.
')
New chip manufacturing technology IBM has long been developing in cooperation with other companies, and in particular with AMD , which then allocated its semiconductor manufacturing to a separate contracting company GlobalFoundries - see: “IBM is an old new partner of AMD in the development of technical processes” .
In recent years, Asian contract manufacturers, such as TSMC and Samsung , which are commissioning the production of processors, memory chips and other microelectronics, have significantly strengthened their positions in this market. And they still manage to maintain a good margin in such a low-profit area as the production of chips.
In this regard, it is interesting that IBM has for several years headed the Common Platform chip maker alliance that it has created, which unites the main competitors of Intel : IBM , Samsung , GlobalFoundries , and more recently UMC - see: “UMC will develop 10-nanometer technical process with IBM .
And even if IBM gets rid of semiconductor production, the company will not abandon the design of modern POWER architecture chips that work in its high-margin hardware solutions, such as the IBM Watson supercomputer.
Indeed, recently, IBM has stepped up its marketing of POWER chips to the market - see:
* "IBM enlisted the support of Google, NVIDIA and others to oppose Intel" ;
* "IBM licenses Power processors . "
Sources of news:
* "IBM may sell the semiconductor business" (02/07/2014);
* “GlobalFoundries may purchase the production of IBM chips” (04.04.2014).
What do you think about that?
IBM has not yet made a final decision in connection with the sale and can transform the semiconductor business into a joint venture with someone.
Sources at IBM say that the corporation has long and systematically got rid of the "raw" business, selling hardware directions one after another. However, according to them, the server business is still important for the company and even in the future, IBM does not plan to leave the release of servers as such.
Part of the sale of the semiconductor business due to the fact that IBM is faced with serious competition in the production of chips. And the launch of its own production plants for the production of chips with new technological standards alone becomes too expensive even for IBM.
')
New chip manufacturing technology IBM has long been developing in cooperation with other companies, and in particular with AMD , which then allocated its semiconductor manufacturing to a separate contracting company GlobalFoundries - see: “IBM is an old new partner of AMD in the development of technical processes” .
In recent years, Asian contract manufacturers, such as TSMC and Samsung , which are commissioning the production of processors, memory chips and other microelectronics, have significantly strengthened their positions in this market. And they still manage to maintain a good margin in such a low-profit area as the production of chips.
In this regard, it is interesting that IBM has for several years headed the Common Platform chip maker alliance that it has created, which unites the main competitors of Intel : IBM , Samsung , GlobalFoundries , and more recently UMC - see: “UMC will develop 10-nanometer technical process with IBM .
And even if IBM gets rid of semiconductor production, the company will not abandon the design of modern POWER architecture chips that work in its high-margin hardware solutions, such as the IBM Watson supercomputer.
Indeed, recently, IBM has stepped up its marketing of POWER chips to the market - see:
* "IBM enlisted the support of Google, NVIDIA and others to oppose Intel" ;
* "IBM licenses Power processors . "
Sources of news:
* "IBM may sell the semiconductor business" (02/07/2014);
* “GlobalFoundries may purchase the production of IBM chips” (04.04.2014).
What do you think about that?
Source: https://habr.com/ru/post/211855/
All Articles