Looks like it's starting in AP first.
https://www.todayonline.com/singapore/ibm-shutting-its-tampines-plant-laying-off-more-workers
5 replies (most recent on top)
@3vah Not sure I understand .. Tampines is outside China (in Singapore) so closing that would have no effect on what you said.
Wonder how this will affect z sales in China? I thought the government required machines to be built in country. This also gave IBM a hedge on exports if the dollar was strong, where they could sell machines built in China.
Don't need z and power if you have modern apps that run on cloud. The only thing holding back the demise of both platforms is the cost of rewriting legacy code. As the remaining devs retire, and they run out of young s---ers to stick with ancient programming languages, migration will be forced to happen.
It is all about controlling costs these days to hit the earnings target. There is no long term strategy anymore.
This is not surprising. IBM Z HW sales are down by 50% vs 18 months ago. (it’s the sales cycle for the mainframe). IBM moved Power manufacturing back to Mexico. Take HW sales, and break down how many manufacturing sites you need worldwide when you have approx 4-4.5 billion in sales (the rest is OS’s). Of the 4-4.5 billion you can break that apart via Z, Power, and Storage. My guess is one manufacturing plant each gets the job done.