According to Informa, the global mobile market is forecast to pass 2 billion subs this year and be approaching 3 billion by the end of 2010. Overall market growth was boosted in 2004, with 91 million more new customers during the year than there were in 2003. Although the annual growth rate is forecast to fall into single figures within a couple of years, over one billion new subs are due to be added between now and the end of 2010. Almost half of these new subs will be in Asia Pacific. Two huge Asian markets -- India and China -- will account for over 30 percent (371.6 million) of the region's total. Amongst the regions, it is the Middle East and Africa markets that will show the greatest growth. Their combined markets will more than double in size, with over 200 million new customers signing up for mobile services by 2010. As a result of the continued growth, several countries are already reporting penetration rates of over 100 percent and Western Europe's regional penetration is set to breach 100 percent in a couple of years. By 2010, the global penetration is estimated at 43 percent.
Few technology sectors sit as close to the center of gravity in today's artificial intelligence (AI) economy as semiconductor manufacturing. Every AI chip that trains a frontier model, every GPU that powers a data center inference workload, and every power management IC that keeps hyperscaler facilities running traces its origins back to the global Foundry ecosystem. IDC's latest market study throws that reality into sharp relief, projecting that the broadly defined Foundry 2.0 market will surpass $360 billion in 2026, a 17 percent year-over-year gain that would have seemed optimistic even two years ago. For anyone advising boards or investment committees on technology and AI infrastructure strategy, this growth trajectory demands careful consideration. Foundry 2.0 Market Development The umbrella term covers four distinct verticals: pure-play foundry, non-memory integrated device manufacturer (IDM) production, outsourced semiconductor assembly and test (OSAT), and photomask fab...