According to In-Stat, shipments for broadband customer premise equipment (CPE) increased 23 percent in 1Q05 from the same quarter in 2004. Revenue was up by 20 percent from 2004. CPE products include modems, routers, and residential gateways. Increasing Voice over IP (VoIP) deployments by cable operators in North America contributed to shipment and revenue growth for cable modems. Embedded Multimedia Terminal Adapters, (E-MTAs) comprised more than 20 percent of cable modem shipments in 1Q05. Shipments of standalone DSL modems increased only slightly as more DSL service providers moved to residential gateway equipment. As service providers move to triple-play business models, where voice, video and data applications are delivered over a single access subscription, broadband equipment vendors and their suppliers are adding increased functionality to their products. In-Stat began tracking VoIP-enabled equipment in 1Q05.
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...