The failing of WCDMA to deliver the true 3G experience has forced the industry to push ahead earlier than expected with the implementation of HSDPA and HSUPA. The knock-on effect is that this has left a void between 3.5G(HSDPA/HSUPA) and what will become 4G and the need to plug that gap is now apparent. �There is concern within the leading wireless operators and manufacturers that the mass market take-up of mobile triple play could cause havoc on existing infrastructure if they do not act today,� said report author, Nick Lane. �WCDMA has been nothing short of a disappointment. Though HSDPA will deliver true 3G applications, if these high-speed services are adopted by consumers in significant numbers, HSDPA networks will become congested. The need to progress the wireless networks is here today.� As HSDPA implementation commences in during 2005 and throughout 2006, followed by HSUPA in late-2006 to 2007, the world�s leading mobile operators and manufacturers are already casting doubts on WCDMA�s mid-term effectiveness.
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...