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IBM NanoStack CFET: Turning Patents Into Chip Royalties
IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semiconductor royalty business.
IBM claims NanoStack delivers up to a 50% jump in compute performance or a 70% gain in energy efficiency versus its 2021 two-nanometer IP. IBM sold its chip manufacturing business to GlobalFoundries back in 2015, yet it still holds one of the largest patent portfolios in the industry, and IP licensing and custom development income made up nearly 10% of IBM's GAAP net…
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