Lower Prices and Bundling Will Bring Broadband to 78 Million US Homes by 2010 -- After years of dominating the US market, cable operator's share of broadband Internet customers will decline steadily over the next five years, according to Strategy Analytics. Their report notes that although cable remains the leading broadband platform in the US, its share of the total base of broadband users fell from 62 to 59 percent in 2004. By the end of 2005, Strategy Analytics predicts that cable's share will slip to 57 percent, while share for telcos offering DSL and fiber services will grow from 39 to 41 percent. The combination of falling prices and multi-service bundles combining TV, telephony and high-speed Internet services will drive overall adoption of broadband sharply upward over the next five years. By 2010, the report predicts that nearly 78 million US customers will use some type of broadband service. Cable operators will account for about half of that total, while telcos will serve 43 percent of subscribers through a combination of DSL and advanced fiber networks. Meanwhile, SBC, Verizon and other telcos are using aggressive price cuts to maintain subscriber growth in DSL.
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...