eMarketer predicts that there will be nearly 70 million broadband households in the US in 2008 -- "Convergence, once only a futuristic dream, is a growing reality in homes across the continent, and it is changing the character � product offerings and competitive alignment � of some of the most powerful corporations in North America. The broadband market is no longer about only high-speed Internet access, says Ben Macklin, eMarketer Senior Analyst and author of the report. A new market is being created, including voice and video � a market worth nearly ten times the value of the Internet access business alone."
Few technology sectors sit as close to the center of gravity in today's artificial intelligence (AI) economy as semiconductor manufacturing. Every AI chip that trains a frontier model, every GPU that powers a data center inference workload, and every power management IC that keeps hyperscaler facilities running traces its origins back to the global Foundry ecosystem. IDC's latest market study throws that reality into sharp relief, projecting that the broadly defined Foundry 2.0 market will surpass $360 billion in 2026, a 17 percent year-over-year gain that would have seemed optimistic even two years ago. For anyone advising boards or investment committees on technology and AI infrastructure strategy, this growth trajectory demands careful consideration. Foundry 2.0 Market Development The umbrella term covers four distinct verticals: pure-play foundry, non-memory integrated device manufacturer (IDM) production, outsourced semiconductor assembly and test (OSAT), and photomask fab...