According to the latest Strategy Analytics report, "Cellular Beats Convergence in In-Building Voice Battleground," the U.S. market will lead adoption of fixed mobile convergence (FMC), as the rest of the world sees FMC play second fiddle to cellular-only substitution. Seven percent of voice telephony users will use a FMC product in the U.S. by 2010, compared with only two percent outside the U.S. "North America will buck the global trend, where cellular based solutions rather than converged fixed-mobile voice services will dominate. Advanced penetration of WiFi networks, a robust cellphone replacement market, spotty in-building cellular coverage and a dynamic broadband and cable industry will combine to keep cellular-only users at bay in the U.S.," comments David Kerr, Vice President, Strategy Analytics' Global Wireless Practice. "Players like Time Warner, Comcast and Cox have most to gain in terms of revenue opportunities, with early FMC moves by BellSouth a clear indication that they need to protect their entrenched positions in the fixed and mobile voice markets."
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...