Despite a relatively small increase in the overall online population over the next five years, the number of U.S. consumers with broadband is expected to grow from slightly under half of households to about 78 percent by the end of 2010, according to a new report from JupiterResearch. "With a clearer value proposition and increasingly reasonable prices, the question people ask themselves is shifting from why would I get broadband? to why wouldn't I get broadband?" said Joe Laszlo, research director. The firm said that the U.S. broadband market will remain a closely contested race between cable modem and phone line-based DSL services, with other technologies relegated to relatively minor roles. Cable, however, is expected to remain the leading residential broadband technology in the U.S. Two key predictions: The Internet gets a little grayer. Online seniors will grow the fastest of any age group, doubling from nearly 10 million in 2004 to just over 20 million by 2010. Nearly one-half of online users will access the Internet from multiple locations, with 65 million online adults having access from both work and home in 2010.
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...