Data typically forms 6-10 percent of US mobile operators� total revenues. Total messaging traffic is up 59 percent over the last 12 months -- The value of the US mobile data market increased by around 80 percent during the year to March 2005, according to Informa Telecoms & Media�s World Cellular Data Metrics, as interoperability agreements finally helped SMS make a significant impact on the market, which has traditionally lagged behind Europe and Asia. Total revenues from non-voice services for the four largest US mobile operators totaled more than $1.2 billion in Q1 2005, compared to $689 million in the same period of 2004. GSM operator T-Mobile was particularly noteworthy; its subscribers sent a total of 3.6 billion messages during Q1 2005, equivalent to around 67 per subscription per month, more than double the volume 12 Months ago. The operator�s recent launch of bundled SMS packages, including one offering unlimited messages for $15 per month, is sure to drive traffic still higher. As well as interoperability, continued subscriber education and growth in popularity of interactive TV programmes have boosted SMS traffic levels in the USA.
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...