The establishment of new roaming alliances and the collective power of large operator groups is changing the face of roaming with a greater emphasis on home network control and preferential partner selection. "The forthcoming European summer period is likely to see increased communications from operators to its roamer base on how to select the appropriate partner with a focus on the accompanying roaming tariff applicable with the preferential partner selection" states Mich�le Scanlon, telecoms consultant and author of Global Mobile Roaming, a new strategic report published by Informa Telecoms & Media. Recent tariff developments such as the Vodafone Passport plan are aimed at transparency of pricing and lower costs when roaming within the operator group. Other groups and alliances are expected to announce new tariff initiatives, especially in Europe that continues to dominate the global roaming market, and is subject to an ongoing European Commission investigation into roaming charges.
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...