The new IP TV Market Leader Report measures the competitive position of 62 suppliers for 223 service providers -- "Some of the sector highlights include surprises: in the Middleware sector, Microsoft joined forces with Alcatel, winning long-term contracts with SBC in the U.S. In Set-top Boxes, while competition remains balanced among multiple suppliers, such as Motorola, Pace, Amino, Kreatel, i3 and others, Yuxing gained strength in Asia based on its deployment in PCCW/Hong Kong. In VOD Servers, while Kasenna and Bitband maintained leadership in North America and Europe, respectively, Entone won a big contract with PCCW (Hong Kong), which strengthened its position in China. In Access Hardware, while Motorola maintained dominance in small U.S. independent telcos, its global market position slipped due in part to the industry trend towards Gigabit Ethernet/IP and away from its ATM technology. In the Content Protection sector, Widevine has taken a strong position in Asia and North America, while Via Access is doing well with its deployment in France Telecom."
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...