DVR view: Fast forward or slo-mo? -- Industry observers and research firms say that digital video recorders are popular in the U.S., but there�s little they agree on beyond that, such as how quickly DVRs will reach critical mass and what effect the commercial-skipping gadgets will have on the TV advertising industry. Case in point: Research and consulting firm Accenture predicted late last week that DVRs will reach into 40 percent of U.S. homes by 2009, up from 8 percent today. Accounting firm PricewaterhouseCoopers, meanwhile, says in its latest five-year forecast that only 23.6 percent of U.S. households will boast DVRs in 2009. Accenture says up to 50 percent of all commercials are skipped in homes with DVRs, while PwC, citing a CBS study, says that 64 percent of DVR viewers skip all commercials, and 26 percent skip most of them. Accenture says that ad skipping will result in a slower-growing TV ad industry, while PwC�s �Global Entertainment and Media Outlook: 2005-2009� report concludes that, �on balance, we do not expect DVRs to have a significant impact on television advertising.�
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...