➀ Nvidia and Softbank are collaborating to integrate AI-servers into telecoms cell towers. ➁ SoftBank has demonstrated its Nvidia-accelerated AI-RAN technology achieving carrier-grade 5G performance. ➂ The aim is to reduce latency by placing AI processing closer to where it is used, enabling applications like autonomous cars and robot control.
Recent #Telecoms news in the semiconductor industry
➀ The worldwide telecom equipment revenues across six programs tracked by Dell'Oro Group declined 16% Y/Y in 2Q24. ➁ The decline reflects slower revenue growth in all regions, with China's market contracting by 17% Y/Y. ➂ Supplier rankings remained mostly unchanged, with Huawei and ZTE gaining market share.
➀ The Radio Access Network (RAN) market continues to face challenges with global RAN revenues declining at a double-digit rate for the fourth consecutive quarter. ➁ Despite overall declines, three out of six tracked regions showed growth. ➂ The top 5 RAN suppliers remain Huawei, Ericsson, Nokia, ZTE, and Samsung, with slight changes in market share.