Worldwide, wireless subscriber growth is experiencing robust expansion after several years of slower growth due to the economic downturn of the last few years, reports In-Stat. By 2009, the worldwide wireless market will grow to more than 2.3 billion subscribers. There will be no relief from the ongoing battles for airlink supremacy over the next several years. "GSM's steady growth through 2007 will turn negative as operators move subscribers to third-generation (3G) WCDMA," says David Chamberlain, In-Stat Senior Analyst. "While the second-generation GSM system (including GPRS & EDGE) will remain the dominant airlink throughout the forecast period, CDMA airlink standards (CDMA & WCDMA) will soon encroach on GSM's numbers. By 2009, WCDMA networks will be providing service for over 40 percent of the world's CDMA users." However, those inroads are much less dramatic when classifying WCDMA as an evolution of the GSM system. The total number of new subscribers in 2004-2009 is expected to be 777.7 million worldwide.
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...