“It is highly probable that IBM will consider a business alliance of some sort with Globalfoundries. […] With its fabrication facilities worldwide, and a foundation in complex processor design and manufacturing, Globalfoundries should be able to incorporate state-of-the-art support for IBM, drive business economies, and ensure growth. Globalfoundries could be an ideal outlet for IBM's IC fabrication business, enabling it to sell a business that has not met financial performance requirements for years, and still providing it the depth, scope, and resources needed to not only provide manufacturing security for IBM but also further ensuring success of its foundry business,” Boris Petrov, the principal analyst of Petrov Group and a former director of strategic marketing at Chartered Semiconductor, wrote in his column.
Analyst speculates GlobalFoundries may buy fab from IBM
Posted on Friday, May 07 2010 @ 15:29 CEST by Thomas De Maesschalck