IBM's Fragile Chip Business
The New York Times has posted an article discussing IBM's new Fishkill Plant and semiconductor strategy. The article touches on IBM's recent problems as well as the unique challenge of having a hybrid strategy of supplying chips to various industries.
And the company's approach to the contract, or foundry, business is to have close relationships with a couple of dozen customers that want advanced chips including Apple, Sony, Nintendo, Qualcomm, Nvidia and Xilinx.
This strategy differs from the other two extremes -- with Intel doing zero contract work, and large foundaries, with several hundred customers. Still, some analysts appear to be optimistic about IBM's future.
The article also contains the obligatory 'Man with Wafer' photo.
Popular Stories
Apple has added a new "iPhone Handoff" feature to iOS 27 that will allow you to switch between two iPhones while using the same phone number on each device.
This functionality was briefly mentioned during the WWDC 2026 keynote in June, on a slide that listed hundreds of new features coming in iOS 27 and corresponding software updates, but Apple never shared any further details at the time.
...
Less than a week before Apple debuts new iPhone 18 Pro models, research firm TrendForce has estimated the prices of the devices based on the latest hardware cost environment.
TrendForce's price estimates compared to last year's models look like this:
Model
Starting Price
Model
Starting Price
Change
iPhone 17 Pro
$1,099
iPhone 18 Pro
$...
Ahead of Apple's event on Wednesday, September 9, where it is expected to unveil its first-ever foldable iPhone, Taiwanese research firm TrendForce today outlined the device's estimated price range, features, and some other key details.
In the U.S., TrendForce estimated that the foldable iPhone will have a starting price of $2,099 to $2,299 and said the highest-end configurations could...
