The consumer electronics (CE) market is a bright spot for 1394, a high-speed serial bus specification, also called Firewire or i.Link, that is battling with competing technologies in several markets, reports In-Stat. 1394a has increasing penetration in digital television, set top box, and portable digital audio player markets. The CE segment is forecast to be roughly equal to the PC segment in 2005 unit shipments, and will move well past it in 2006. The prospects for the technology in the computer market will be mixed. "PCs will be driven by the notebook category," says Brian O'Rourke, In-Stat analyst. "1394 will also grow in consumer desktops, but remain nearly non-existent in commercial desktops. Overall, PC peripheral growth will be negative, as high-speed USB dominates the segment." Report highlights include: The 1394c specification is close to completion. It is an attempt to jump-start 1394 as a networking technology, where it has had trouble gaining acceptance. Devices with Wireless 1394, a specification to transmit 1394 wirelessly over Ultra Wideband, should begin to hit the market in 2006.
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...