Digital Subscriber Line Access Multiplexers (DSLAMs) port shipments grew at a solid rate in 2004, but the rate of growth is expected to decline in coming years as the DSL market matures, reports In-Stat. The competition in the DSLAM market is fierce with many large global vendors and small vendors competing for contracts, a trend that will shrink average selling prices over the next several years, the high-tech market research firm says. "Worldwide DSLAM revenues will stay relatively flat, ranging from $3.1 - $3.3 billion over the next several years," says Henry Goldberg, In-Stat analyst. "The market will be highly competitive, with vendors increasing revenues only by taking market share away from other vendors." Alcatel had the leading market share in all regions, except the Asia-Pacific region, in 2004. Huawei had the second-leading worldwide market share, driven by their sales to the booming broadband market in China. IP DSLAMs are growing in popularity, and will become the dominant form of DSLAM in the future, replacing the older, ATM-based DSLAMs. DSLAM vendors also need to have a complete solution for support of triple-play services.
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...