
International

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Intel carves out foundry unit in strategic overhaul
- Intel’s CEO Pat Gelsinger has outlined a strategic overhaul at the chip giant
- The Intel Foundry chip manufacturing unit is to become a separate subsidiary that could attract external investment
- Intel has also put its chip manufacturing investment plans in Germany and Poland on ice

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SoftBank, Intelsat hatch ‘ubiquitous’ 5G plan
- The two companies announce a bold plan to build “seamless 5G connections” between mobile and satellite networks to provide connectivity worldwide
- Development of new 3GPP 5G standards for non-terrestrial networks lays the foundation for the “ubiquitous network”
- SoftBank and Intelsat a

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Telesat Completes $2.54 Billion Funding Agreements for Telesat Lightspeed Satellite Constellation with Strong Government Backing
Telesat Lightspeed program will create and sustain thousands of high-quality Canadian jobs and deliver billions of dollars of investment in the Canadian economy

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T-Mobile US sends first smartphone emergency alert via LEO satellites
- Operator claims a US direct-to-cell first in partnership with Starlink
- Beta testing of the wireless emergency alert messaging service is still to be carried out and there is no timeframe for commercial launch
- T-Mobile says satellite-to-smartphone tech paves way to providing critical

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Nokia and OTE Group set dual world-record optical transmission rates over ultra long distances
Nokia and OTE Group set dual world-record optical transmission rates over ultra long distances

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Global telecom leaders join forces to redefine the industry with network APIs
- Landmark agreement to accelerate adoption and innovation of network APIs includes a newly formed company that will drive new monetization opportunities for the industry.
Today, some of the world’s largest telecom operators, including América Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Relian

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Mobile Core Network Market Cratered 15 Percent in 2Q 2024, Hits Historic Low, According to Dell’Oro Group
5G MCN Growth Rate Stalled Out for the First Time, Declining 8 Percent in 2Q 2024

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LEO satellite boom fuels Filtronic’s growth
- UK wireless tech company Filtronic is benefitting from its strategic partnership with Elon Musk’s SpaceX
- The British vendor has a five-year deal to supply amplifiers to SpaceX for its Starlink low-earth orbit (LEO) satellites
- SpaceX has already placed initial purchase orders for

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Spending on Service Provider Routers Pulled Back Sharply in 2Q 2024, According to Dell’Oro Group
Market Revenue Declined 33 Percent Year-over-Year in Quarter

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China’s 5G ‘subs’ climb to 1.15 billion
- China’s ‘big three’ mobile operators report 20 million 5G net adds in July
- Fixed broadband growth not so impressive
- Cloud-based services boost operators’ H1 2024 results
The number of 5G subscribers in China continues to make vaulting monthly leaps, equivalent to

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Qualcomm and Sequans Reach Agreement on Sale of 4G IoT Technology
- Strengthens Qualcomm’s Industrial IoT portfolio, offering low-power solutions for reliable, optimized cellular connectivity for IoT applications
- Expands and accelerates Qualcomm’s leadership position in digital transformation at the edge

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Bridge Alliance’s telco API initiative gets heavy Asian backing
- A baker’s dozen of Asian telcos endorse the recently announced Bridge Alliance API Exchange (BAEx), aimed at exposing a raft of telco APIs to multinational enterprises
- It’s an ‘in-house’ affair since they are all members of the predominantly Asia-focused Bridge Alliance, which spawned the API initiative in c

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TRAI weighs up India’s Terahertz prospects
- The Telecom Regulatory Authority of India (TRAI) has been looking at the potential use of Terahertz (THz) spectrum bands
- It is recommending that such spectrum should be made available now for ‘experimentation’
- The technology needed for THz transmission might be ready for the 6G

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Optical Transport Equipment Market Declined 19 Percent in 2Q 2024, According to Dell’Oro Group
Inventory Correction to Continue for at Least One More Quarter

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AMD takes on Nvidia with $4.9bn deal to compete for AI supremacy
AMD acquires ZT Systems in deal to enhance data centre AI capabilities
Advanced Micro Devices Inc. (AMD) has announced a landmark agreement to acquire ZT Systems, a provider of AI and compute infrastructure for hyperscalers, in a deal valued at £4.9 billion.

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Commission approves €5 billion German State aid measure to support ESMC in setting up a new semiconductor manufacturing facility
The European Commission has approved, under EU State aid rules, a €5 billion German measure to support European Semiconductor Manufacturing Company (‘ESMC') in the construction and operation of a microchip manufacturing plant in Dresden.

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ITU publishes updated global treaty to optimize radio spectrum management and advance technological innovation
The 2024 edition of the ITU Radio Regulations ensures a stable regulatory environment for innovative radiocommunication services
The International Telecommunication Union (ITU) released today an updated version of the Radio Regulations, the international treaty governing the global use of radio-frequency spectrum and satellite orbits.

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GSMA Highlights India’s 5G Progress Ahead of Increased Presence at India Mobile Congress
India’s 5G deployment is expanding rapidly with almost half the population (49%) expected to be using the mobile technology by the end of the decade, according to new figures released by the GSMA ahead of its involvement in October’s India Mobile Congress.

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NTT Docomo and D-Wave Improve Mobile Network Performance by 15% with Quantum Optimization Tech
D-Wave Quantum Inc.

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Worldwide Spending on Artificial Intelligence Forecast to Reach $632bn in 2028 – IDC
Worldwide spending on artificial intelligence (AI), including AI-enabled applications*, infrastructure, and related IT and business services, will more than double by 2028 when it is expected to reach $632 billion, according to a new forecast from the International Data Corporation (IDC)

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China pushes for QKD approach to quantum-safe networking
Last week’s post-quantum cryptography (PQC) standards announcement by the US Department of Commerce’s National Institute of Standards and Technology (NIST) has shone a much needed spotlight on next-generation network securi

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SK Telecom’s AI chip start-up seals merger deal
Two of the country’s developers of AI processors, one backed by SK Telecom and the other by KT, are merging to form a company valued at almost $750m

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DDoS Attacks Surge 106% from H2 2023 to H1 2024, Reveals New Zayo Data
Report highlights the alarming need for businesses to strengthen defenses as AI fuels cyber threats

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AI-RAN Alliance Announces Appointment of Dr. Alex Jinsung Choi as Chair
The AI-RAN Alliance is pleased to announce the appointment of Dr. Alex Jinsung Choi, Principal Fellow of SoftBank Corp.’s Research Institute of Advanced Technology, to Chair.