WiBro, the wireless broadband platform favored by South Korean operators and vendors, will become a prominent access technology not only for South Korean wireless Internet businesses but also in the global arena. KT and SK Telecom have been aggressively preparing to launch WiBro commercial services early next year. WiBro vendors and operators in South Korea are already making progress faster than the WiMAX camp in terms of specification and market scale. Conventional wisdom previously regarded WiBro as a local specification fulfilling Korean local conditions only, but it is gradually becoming accepted as a potential global specification, especially when WiBro provides interoperability with IEEE 802.16e. WiBro has been expanding its global presence. In July, the Japanese government, accepted WiBro along with mobile WiMAX as a next-generation broadband wireless standard candidate. In the meantime, WiBro with VoIP can offer lots of benefits in terms of economics and fast deployment for global operators. According to ABI Research senior analyst Andy Bae, "With Korean users' high demands for wireless multimedia services via the Internet, and KT's aggressive 'WiBro as Next Growth Engine' plan to compete with SK Telecom-backed HSDPA, WiBro in South Korea will be well-positioned." Nonetheless, terminal vendors should carefully examine users' preferences and market demands for applications, in accordance with service roadmaps.
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...