Pausing only to reflect on the latest rona drama and a top night out with Huawei, the lads revert back to the hot topic of OpenRAN to kick off this week’s pod. They then move on to the semiconductor sector, which grows more central to the global economy with every passing day, before concluding with a look at the latest moan from operators for big tech to contribute to the cost of networks.
The US Federal Trade Commission is suing to block Nvidia acquisition of Arm on fairly obvious competition grounds.
Global smartphone sales were down by almost 24 million in the third quarter of this year compared with the same period last year, hit by the ongoing component shortage.
In recent months, the telecoms industry has faced a perfect storm of both supply-side and demand-side pressures.
Five of Europe’s biggest operators sent out a rallying cry for the continent to win leadership in Open RAN, with plenty of hyperbole and some fundamental flaws.
Samsung Electronics published its financial results of Q3 with highest ever revenue and second highest profit, driven by sustained high market demand for semiconductors.
Nokia slightly improved its full-year outlook after delivering a healthy quarter, driven mainly by its network infrastructure and licensing business groups, partly offset by weakness in the mobile networks business.
US internet giant Google has joined the DIY chip gang with its latest smartphone launch in the shape of the Tensor SoC.
The global semiconductor supply crunch is showing no sign of abating with reports that Apple is having to cut its iPhone orders by 10 million.
The FP5 is surprisingly one better than the FP4, which in this case means greater power efficiency and new, built-in security.
Pat Gelsinger, CEO of US chip giant Intel, sees massive growth in the automotive chip market and wants to invest heavily in Europe to meet it.
China’s biggest chipmaker will be part of a joint investment of $8.87 billion to build a new fab facility in Shanghai to reduce the country’s reliance on overseas foundries.
Taiwan Semiconductor Manufacturing Co (TSMC) plans to increase the price of chips in the coming months, according to a media report.
The UK Competition and Markets Authority has concluded there are sufficient competition concerns around the acquisition of chip designer Arm to justify an in-depth investigation.
Also in today’s EMEA regional round-up: Nokia lands core gig at United Group; Arm sees sales soar; Community Fibre takes majority stake in Box Broadband.
Samsung’s heir apparent has been granted a parole, but when and how he could take the reins at Korea’s biggest chaebol is still not clear.
Huawei has had its biggest-ever dip in revenue, from two years into Washington’s sanctions which battered both its network infrastructure and smartphone sales and the company’s crucial access to semiconductors.
Trade organisations called on the Biden administration to expedite its China policy reviews and to reopen trade talks with its main rival.
The planned $40bn merger could be in jeopardy over national security concerns.
Google will use a custom chip designed in house to power the next generation flagship Pixel smartphones, following in the footsteps of Apple and Samsung to rid themselves of the perceived limitations of off-the-shelf offerings.
Amazon Web Services (AWS) appears to be ramping up its efforts to convince more telcos that public cloud is the fut hhttps://t.co/wvA5z5bTLE
26 January 2023 @ 16:55:09 UTC
Advanced #AI services may be coming for content creators' jobs, but they will also be free to busy themselves with hhttps://t.co/HoI8m81MnR
26 January 2023 @ 14:02:43 UTC
Millicom has confirmed that it is holding talks with Apollo Global Management and Marcel Claure's investment outfit hhttps://t.co/tnzKDiWw2Y
26 January 2023 @ 13:31:20 UTC
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