Hopes for Telco triple-play go back some time, observed Phil Corman, Director of Microsoft TV, and as the US West Choice TV & Online service demonstrated, the results have been disappointing -- So why now? For telcos, it is becoming a matter of simple survival, said Corman, and compared to earlier efforts, this time the technology is ready. An important starting point, said Corman, is to consider what IPTV is not. �IPTV is not video streaming over the Internet, watching TV on your PC or merely a best-efforts video service. It has to be based on a proven business model.� Corman believes a key to the new paradigm will be the Electronic Program Guide that allows users to navigate the service. One of the benchmarks for enabling IPTV is the establishment of a viable ecosystem of technology suppliers and content providers. Microsoft�s recently announced strategic partnership with Alcatel is aimed at achieving this goal, explained Corman. Microsoft�s other IPTV partners include Tandberg and Harmonic for video headend. At the client side, Microsoft is looking for mass-market IP set-boxes at price points below $100. Here partners include Thomson, Samsung, Sigma Designs, ST and Intel. Corman said Microsoft currently has about a dozen customers for its IPTV service, including the recent high-profile wins at BellSouth, SBC and Verizon.
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...