Comment by ginko

1 day ago

IBM regularly announces silicon breakthroughs like this but I'm not aware of those ever becoming products. Is IBM mainly in the business of licensing their technology to big silicon manufacturers with stuff like this? Is it just marketing for their consulting business?

My understanding is they are largely an IP business. That said this release mentioned an ASML machine on prem, so?

IBM's contributions to computing hardware and software are incalculable.

So many breakthroughs in hard drives, chips, transistor density, and other aspects of computing have come out of their labs.

Great to see them continuing to innovate.

But, yeah, usually they partner and license. Over the years, they've spun off more and more of their hardware businesses.

I believe that IBM makes the chips for their Z Series mainframes. I mean, that's low volume production, but they need small feature size.

  • IBM Z series mainframe Telum CPUs are designed by IBM but manufactured by Samsung. IBM no longer owns any fabs. I assume they have some kind of technology licensing deal.

    https://www.ibm.com/products/z/telum

    • > IBM no longer owns any fabs

      Per IBM: "IBM Research at Albany [...] includes more than 100,000 square feet of semiconductor fabrication space"

      I guess that is technically a R&D fab not a production one, but they definitely have in house fabrication capability

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