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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 tech

by ginko 4mo 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?

vessenes 4mo ago
My understanding is they are largely an IP business. That said this release mentioned an ASML machine on prem, so?
AnimalMuppet 4mo ago
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.
- nradov 4mo ago
  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 https://www.ibm.com/products/z/telum
  - ac29 4mo ago
    > 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
    - topspin 4mo ago
      It's a lab. It's where ASML brings up the prototype machine and gets it working, with IBM talent working out the problems and getting it ready for commercial operation. They won't make chips at scale there: the facility isn't designed for that part. The thing to understand here is that isn't a simple, clean, comprehensible business arrangement. The Albany facility is highly subsidized by the state. IBM has their hooks deep in the operation and occupation of the site. Such facilities are extraordinary with capabilities that talent that are unique and fabulously expensive. That's why ASML is there, and not just doing it in some village in the Netherlands. It's why when Obama, Biden, Trump or whomever tells ASML to whom they will and won't be selling hardware, ASML listens.
      - petcat 4mo ago
        > It's why when Obama, Biden, Trump or whomever tells ASML to whom they will and won't be selling hardware, ASML listens. My understanding is that ASML's acquisition of Cymer in California (the actual EUV light source technology) in 2014 was only permitted under a strict technology sharing and export agreement with the US government. And that the technology development and production had to remain within the US. The USA CHIPS Act and NY State have provided $100 billion+ in funding with the expectation that ASML's core R&D and "prototyping" like this will be done in the US in partnership with US companies (like IBM).
      - jingpostmedia 4mo ago
        [flagged]
ijidak 4mo ago
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.
- bruckie 4mo ago
  Don't forget copper interconnects for ICs. https://www.chiphistory.org/ibm-s-development-of-copper-interconnect-for-ics https://www.chiphistory.org/ibm-s-development-of-copper-inte...
- petra 4mo ago
  It's great that they found a working business model for a pure r&d lab, and with such awesome results. I wonder why isn't this more common.

by ginko 4mo ago

vessenes 4mo ago

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

AnimalMuppet 4mo ago

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.

nradov 4mo ago
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 https://www.ibm.com/products/z/telum
- ac29 4mo ago
  > 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
  - topspin 4mo ago
    It's a lab. It's where ASML brings up the prototype machine and gets it working, with IBM talent working out the problems and getting it ready for commercial operation. They won't make chips at scale there: the facility isn't designed for that part. The thing to understand here is that isn't a simple, clean, comprehensible business arrangement. The Albany facility is highly subsidized by the state. IBM has their hooks deep in the operation and occupation of the site. Such facilities are extraordinary with capabilities that talent that are unique and fabulously expensive. That's why ASML is there, and not just doing it in some village in the Netherlands. It's why when Obama, Biden, Trump or whomever tells ASML to whom they will and won't be selling hardware, ASML listens.
    - petcat 4mo ago
      > It's why when Obama, Biden, Trump or whomever tells ASML to whom they will and won't be selling hardware, ASML listens. My understanding is that ASML's acquisition of Cymer in California (the actual EUV light source technology) in 2014 was only permitted under a strict technology sharing and export agreement with the US government. And that the technology development and production had to remain within the US. The USA CHIPS Act and NY State have provided $100 billion+ in funding with the expectation that ASML's core R&D and "prototyping" like this will be done in the US in partnership with US companies (like IBM).
    - jingpostmedia 4mo ago
      [flagged]

ijidak 4mo ago

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.

bruckie 4mo ago
Don't forget copper interconnects for ICs. https://www.chiphistory.org/ibm-s-development-of-copper-interconnect-for-ics https://www.chiphistory.org/ibm-s-development-of-copper-inte...
petra 4mo ago
It's great that they found a working business model for a pure r&d lab, and with such awesome results. I wonder why isn't this more common.