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Can any company, big or small, really shake Nvidia’s dominant position in the AI chip field? Perhaps not. But Amazon CEO Andy Jassy said this week that there are still hundreds of billions of dollars in revenue opportunities for companies that can even get a share of it. As expected, at the AWS re: Invent … Continued
Yu Tian
Semiconductor foundry UMC announced that it has signed a technology licensing agreement with the Belgian Microelectronics Research Center to obtain the imec iSiPP300 silicon photonics process, which is compatible with co packaged optics (CPO). Through this licensing cooperation, UMC will launch a 12 inch silicon photonics platform, targeting the next generation of high-speed connectivity applications. … Continued
According to data released in a webinar hosted by the Global Mobile Suppliers Association (GSA) in December 2025, the 5G market has continued to develop over the past year, evolving from its initial deployment phase in 2019 to become a cornerstone of the digital economy. GSA statistics show that 647 operators across 191 countries and … Continued
According to New Street Research, major U.S. wireless carriers currently possess network capacity capable of serving up to 32 million fixed wireless access (FWA) users—approximately twice the amount assessed by the company in June 2024. Considering the spectrum acquired through mergers and acquisitions by carriers, this figure is not surprising. For instance, AT&T purchased EchoStar’s … Continued
According to Dave Bolan, Research Director of Dell’Oro Group, on-demand dynamic network slicing has become a “major new service” launched by the first operators in China and globally to deploy 5G Advanced. Bolan stated that among the 72 mobile operators that have completed independent 5G deployment, 12 have officially launched 5G Advanced services. He emphasized … Continued
Against the backdrop of divergent trends in the U.S. tech sector fueled by concerns over an “AI bubble”, Alphabet, the parent company of Google, has defied the odds with a recent surge in stock price, climbing nearly 20% over the past month and becoming the hottest large-cap AI stock. On one hand, Google’s newly launched … Continued
Nokia announced the renewal of a five-year contract with its strategic partner Telefónica Germany to modernize and upgrade its nationwide wireless access network until 2030. The agreement includes Nokia’s advanced Cloud RAN solution, which supports Telefónica’s ambition to rapidly expand 5G and achieve sustainable digitization across Germany, while providing a high-quality customer experience. Nokia’s AI … Continued
Amazon Leo (formerly Project Kuiper), a satellite broadband business under Amazon, is previewing its enterprise level satellite broadband services to selected companies. This non-public preview will be tested before large-scale promotion and is expected to be fully launched to both corporate and residential users by 2026. The companies participating in the initial service testing include … Continued
SoftBank announced that recent tests on the centimeter wave spectrum of the 7GHz band (a potential 6G band) have shown significant effectiveness in providing wide area coverage and stable communication quality in dense urban environments. This Japanese telecommunications operator has obtained an experimental license for 7GHz and will continue to conduct outdoor validation tests in … Continued
At the third quarter 2025 performance press conference, Deutsche Telekom announced that its fiber optic deployment will continue to advance, but the user penetration rate is still low. Despite adding 1.7 million new locations in the first nine months of 2025, bringing the total coverage to 11.8 million, CEO Tim Höttges acknowledges that the actual … Continued
Artificial intelligence data center supplier Lambda announced on Tuesday the completion of a $1.5 billion funding round led by TWG Global. TWG Global is a relatively new $40 billion investment firm co founded by billionaire and former owner of Legendary Entertainment, Thomas Tull, and Mark Walter, founder and CEO of Guggenheim Partners. TWG holds various … Continued
Malaysia’s U Mobile has secured a ten-year syndicated financing facility worth MYR 4.3 billion (approximately USD 1.03 billion) to support its capital expenditures and operating funds for deploying Malaysia’s second 5G network infrastructure. This funding will also accelerate the nationwide expansion of U Mobile’s Ultra5G service. This service was launched in August this year, with … Continued
