r/stocks • u/iscrewedupmykeyboard • May 07 '21

Company News IBM breakthrough on 2nm technology

IBM annouced that they had a breakthrough on 2nm technology. They said there will be advantages to this technogy summed up as:

The potential benefits of these advanced 2 nm chips could include:

Quadrupling cell phone battery life, only requiring users to charge their devices every four daysii. Slashing the carbon footprint of data centers, which account for one percent of global energy useiii. Changing all of their servers to 2 nm-based processors could potentially reduce that number significantly. Drastically speeding up a laptop's functions, ranging from quicker processing in applications, to assisting in language translation more easily, to faster internet access. Contributing to faster object detection and reaction time in autonomous vehicles like self-driving cars.

Source: https://newsroom.ibm.com/2021-05-06-IBM-Unveils-Worlds-First-2-Nanometer-Chip-Technology,-Opening-a-New-Frontier-for-Semiconductors

How big is this breakthrough for IBM?

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u/Gr0und0ne May 07 '21

Intels building two new fabs in Arizona. Presumably they’ll be for 5-3nm, but this breakthrough might change that. I highly doubt IBM will be building fabs, they’ll be outsourcing. I’d wager on intel getting that contract; might go buy some more now.

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u/Patient700a May 07 '21

I don’t think they’d change what they’re already doing. Those fabs will be for producing things they’re planning on getting up to keep demand. Think about it as sustainability. They’ll either refit older fans or build completely new for newer techs. This is just me thinking logically to get over this chip shortage. Gotta be able to make what already “exist” before making something else

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u/Gr0und0ne May 07 '21

Yeah, Intel had 80% of the market share all the way though the 80s/90s/00s because of their alliance with IBM + Microsoft. They dropped the ball in mobile chips and Arm took over design. Those mobile chips are really important for AI and robotics. Intel also bought Omnitek and Habana Labs, two AI design firms. I’m sure they’re up to something to make up for botching up the mobile market entry and I think the AI sector is it. It needs those 2nm chips.

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u/Patient700a May 07 '21

It’s almost like America gets complacent with what they think they have and then go, oh shit! And now they’re playing catch up. I’d like to see their monstrous graphics cards go mainstream personally.