Over thirty companies worldwide represented at BSF meeting -- At its first meeting, the members of the Broadband Services Forum (BSF) set the direction of the group�s future initiatives. Project work on IPTV and dynamic and interactive services such as gaming and video were given top priority by a poll of the meeting�s attendees. Content-to-go was another area on which the BSF membership wanted to focus. These areas will top the BSF�s agenda in 2005. The input from a membership representing diverse industry segments within the broadband market is one of the greatest strengths of the BSF. �As the only industry group that represents the interests of service providers, content providers and technology vendors, the BSF is a unique position to address the profitable new services that are critical to all of these stakeholders,� said BSF Chairman Derek Kuhn. The keynote The Promise of IP Television was delivered by Amy Friedlander, SVP of Programming at SBC. In her presentation, Friedlander shared SBC�s services vision, and provided valuable insights into how service providers and their partners can work together to define and monetize new services.
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...