TV Ad Technology Vendor Profile: TiVo -- According to Forrester Research, TiVo's digital video recorders are popular, in part because they allow consumers to skip commercials easily. But even as its users gnaw away at television's traditional business model, TiVo offers advertisers an alternative. Behind its network of consumer devices, TiVo has deployed an advertising system that is based on voluntary viewing of long-form video advertisements. Today, the system has a limited reach of approximately 3 million subscribers and, unlike the vendors of most other ad systems, TiVo sells its own inventory. Both the reach and the sales model for these ads are likely to change in light of TiVo's recently announced deal with Comcast.
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 ...