According to two new reports issued this week, while operators recognise the need to provide bundled service offerings, they have yet to determine how to change consumer buying habits and generate extra demand. Recent consumer market studies by Yankee Group and In-Stat show that consumers are not used to looking for a bundled service offering and are still most attracted by the lowest price available for a specific service. In-Stat reports that just 14 percent of potential residential customers in the US intend to sign-up for a bundled offering from a single service provider in the next twelve months, prompting a warning that operators need to better understand specific market segments and provide more targeted offerings. Commenting on what she described as �tepid at best� growth potential for bundled services, In-Stat analyst Amy Cravens said, �In order to better capitalise on the bundled opportunity, providers must offer a variety of package choices to match the appropriate services with different customers� needs.�
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...