U.S. Notebook PC Sales Surpass Desktop PC Sales in May -- For the first time in U.S. history, retail sales of notebook computers surpassed those of desktops in May, according to research firm Current Analysis. Notebook sales grew from 45.9 percent of the total PC retail market in May 2004 to 53.3 percent of last month. "The past few months have seen an increase in the number of retail notebook players, with lesser-known value players Acer and Medion gaining shelf space at major retailers such as Best Buy, Circuit City and CompUSA," said analyst Sam Bhavnani. "In addition, notebook pricing has dropped considerably." Prices, in fact, have fallen an average of 17 percent over the past year. The firm said that notebooks nearly topped desktops in August 2004, on the strength of intense back�to-school advertising by Toshiba.
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...