"Broadband is booming, DSL prices are dropping and cable modem speeds are increasing without additional charge. But to Michael Copps, one of two Democrats on the five-member Federal Communications Commission, that's not enough. As a policy-maker, Copps is outraged that the United States isn't near the top of countries with broadband penetration. While admitting the difficulty in comparing the United States with Japan, Korea or Norway, Copps also voices the growing restlessness of government officials who fret about the private sector's ability to ensure that all Americans get access to broadband."
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...