Pacific Epoch report -- "China added 5.33 million new broadband Internet users from January to May 2005, according to statistics released by Ministry of Information Industry (MII) on Tuesday. At the end of May, China had 30.18 million broadband Internet users. From January to May, revenues from China's telecommunications industry totaled 232.81 billion Yuan, up 10.9 percent year on year. China gained 44.78 million telephone users from January to May to reach 692 million total users. The number of fixed line users increased by 21 million to reach 330 million users and the number of mobile phone users increased by 23.73 million to reach 360 million users. From January to May, 114.78 billion SMS messages were sent in China, up 36.9 percent from the same period in 2004."
Semiconductor forecasts rarely move enough to reshape an enterprise boardroom budget conversation. Omdia's latest worldwide market study findings does exactly that. The research firm has raised its 2026 global semiconductor revenue forecast to 94.1 percent year-over-year growth, an increase driven almost entirely by memory pricing tied to artificial intelligence infrastructure. For technology executives, the number itself matters less than what sits underneath it. Applied-AI demand has now outrun the industry's capacity to produce and package the chips it needs, and Omdia expects that imbalance to persist through early 2027. The Semiconductor Forecast Revision Memory integrated circuits, DRAM and NAND combined, are now projected to account for more than 50 percent of total semiconductor revenue in 2026. That threshold has rarely been crossed in the industry's history. It marks a structural shift in where chip economics get decided. Logic used to set the pace of the industr...