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."
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...