As telecom operators push hard to roll out Internet Protocol (IP) television services worldwide, they face major roadblocks in the shape of licensing and franchising issues, according to new studies from ABI Research. On one side, content providers worry about the security of IP networks, which are certainly not immune to hacking. These concerns affect the license arrangements they must reach with telcos wishing to distribute their intellectual property. From another quarter, cable operators -- justifiably fearing Telco IPTV encroachment on their traditional turf -- are lobbying governments fiercely to ensure that the telcos pay the same sort of franchise fees and go through the same degree of legal bureaucracy that they do. According to ABI principal analyst, Michael Arden, "In the US, this means thousands and thousands of individual contracts. Overseas, with lower cable penetration and less stringent government regulations, it is often a smaller problem." A partial solution -- at least for those telcos that can access fiber-to-the-home networks -- is "RF overlay", in which the TV signals are sent down the fiber network in a format equivalent to that used by cable services themselves. RF overlay is "a next-best solution to get content to the market quickly."
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...