Globally, operators can expect to see the level of revenues contributed by data traffic to rise from 12 percent in 2005 to 18 percent in 2010, according to Mobile Content and Services, a new report from Informa Telecoms and Media -- "Currently, the global market for mobile data services and content is worth in excess of $71 billion. Operators have seen steadily declining voice revenues year on year caused by an increasingly competitive marketplace, coupled with an increasingly demanding subscriber base. It is expected that over the next five years this decline in voice ARPU will be offset somewhat by data revenues as operators finally start to realise the potential of the huge investments they made in mobile data networks. Person to person messaging currently represents the largest proportion of an operator�s data revenues, and by 2010 will contribute in excess of $87 billion to the their coffers."
Semiconductor forecasts rarely move enough to reshape an enterprise boardroom budget conversation. Omdia's latest worldwide market study findings does exactly that. The research firm has raised its 2026 global semiconductor revenue forecast to 94.1 percent year-over-year growth, an increase driven almost entirely by memory pricing tied to artificial intelligence infrastructure. For technology executives, the number itself matters less than what sits underneath it. Applied-AI demand has now outrun the industry's capacity to produce and package the chips it needs, and Omdia expects that imbalance to persist through early 2027. The Semiconductor Forecast Revision Memory integrated circuits, DRAM and NAND combined, are now projected to account for more than 50 percent of total semiconductor revenue in 2026. That threshold has rarely been crossed in the industry's history. It marks a structural shift in where chip economics get decided. Logic used to set the pace of the industr...