With the emerging availability of mobile video, a recent US mobile phone subscriber survey revealed that one in eight respondents indicated they were interested in purchasing mobile video services from their wireless carrier, reports In-Stat. However, two thirds of mobile phone subscribers are not yet ready for video services on their handsets, a number that is nearly unchanged from the previous year's survey, the high-tech market research firm says. "Though mobile video does not yet appear to have widespread appeal, In-Stat believes that there is enough interest for it to generate some significant revenue for carriers in the near term," says David Chamberlain, In-Stat senior analyst. The number of subscribers purchasing mobile video content in the U.S. will increase from an estimated 1.1 million in 2005 to over 30 million in 2010, In-Stat forecasts. However, the most desirable customers (long-term loyal customers who are satisfied with their service and unlikely to churn to other carriers) are the least interested in purchasing mobile video.
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...