Conventional wisdom says that until the advent of 802.16e mobile WiMAX systems -- still some time in the future -- the wireless broadband standard will be more or less confined to the great outdoors. Some "near-outdoor" systems involving window-mounted receivers may be feasible, but for practical purposes WiMAX is considered an outdoor last-mile replacement technology. However, ABI Research analysts say that there are optional specifications built into the 802.16 standard which can boost the sensitivity of receiving equipment to the extent of making WiMAX PC cards and built-in receivers a practical proposition for laptops, PDAs and other portable devices. Generally these optional specifications have not been implemented by the largest vendors of WiMAX equipment. According to senior analyst Philip Solis, what this means is that "There may be WiMAX PC cards on the market earlier than many observers have expected. These will result from superior chipsets permitting the use of WiMAX in laptops and similar devices in homes and offices within the reach of fixed WiMAX transmissions. You will not have full mobility as you will with 802.16e, but you will have some portability."
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...