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Nothing is immutable. TSMC is up today-agreed and yes, nothing is ever as simply as cut and paste or 'shoehorning in' to bring something to high yields and scale production. But - Leadership changes happen at major disruptions... stay tuned. Has always happened like this in my 35 years in the...
IBM is a different beast: assume you have a multibillion dollar software business that rides on top of your proprietary processor architecture. And assume this Software runs - to this day - the most demanding processes in the finance and other sectors. And assume you have a multibillion dollar...
You can read on their website what they do - for example on advanced semi R&D https://research.ibm.com/topics/semiconductors#our-work
or ... just look at the processor design of the last generation of mainframes and the last generation or Power Chips. Here is the Power 10 spec...
IBM has always developed the base process technology for its own server business and continues to do so - thus this 2nm breakthrough, which is legit. As early in the 2000s its proprietary processor volumes were insufficient to offset the skyrocketing costs of fabrication - just think about the...
