TÉRAL RESEARCH’s Post

Intel has seen a decline in market share to its competitor AMD, which utilizes x86 architecture, and faces challenges from Arm-based rivals in several sectors. Additionally, the company has yet to respond effectively to Nvidia's rapid emergence in the burgeoning artificial intelligence (AI) chip market. What now: Nokia is replacing Intel silicon with Arm-based chips in its newest 5G products, coinciding with discussions about a potential Ericsson acquisition of Intel's assets.

Good summary from Mr. Telco SoC himself. This is the Heart and Brain of Baseband and Radio technology. Shows how important it is to make good choices, both for ourselves and our customers.

🚀 Exciting developments in the telecom and tech sectors! Intel has been buzzing with activity lately. Just after CEO Pat Gelsinger announced a new turnaround strategy, there's talk of potential investments and acquisitions. Apollo Global Management might invest a whopping $5 billion, indicating strong faith in Intel's fresh direction. This helped Intel shares rise slightly, a positive sign amid a challenging year. Do you think this investment will pave the way for Intel's resurgence in the evolving AI era? Over in the US, Echostar has secured FCC approval for a new rollout timetable for its 5G network. Despite this positive development, challenges remain, with the company struggling to attract customers to its Boost Mobile brand. They promise nationwide coverage by the end of 2024, but will this be enough to turn their fortunes around? Telecom Italia's international unit, Sparkle, is making strides in quantum-safe networking. They've successfully completed a proof of concept using quantum key distribution technology in Athens, aiming for a commercial launch soon. This could be a game-changer in securing communications against future quantum computing threats. #Intel #Echostar #TelecomItalia

🌐 **Intel is pivoting its strategy in network assets—what’s next?** After a challenging period, Intel’s decision to seek a buyer for its network assets marks a significant shift. Following Nokia's choice to switch from Intel's chips in its 5G equipment, Intel has been re-evaluating its approach in the 5G infrastructure space, focusing on partnerships and potential exits. This move reflects Intel's changing priorities in response to market pressures and underscores the dynamic nature of the telecommunications industry, where agility and rapid adaptation are critical. For network operators and vendors alike, Intel’s restructuring could lead to new partnerships and growth avenues as they look for innovative ways to leverage emerging technologies. ⚙️ **Key takeaways:** 1. **Adapting to Market Realities:** Intel is strategically realigning to focus on core areas, considering options for its network infrastructure business to maximize resources and drive growth. 2. **Opportunities for Innovation:** As network demands rise, Intel's move may create opportunities for companies looking to bolster their 5G capabilities with high-quality network assets. 3. **Implications for Industry Stakeholders:** For vendors, operators, and tech providers, this is a chance to re-evaluate partnerships and explore new collaborations that support network evolution. As industry giants reposition themselves, it's clear that the telecommunications landscape will continue evolving rapidly. Intel’s actions could have ripple effects throughout the network supply chain, influencing 5G strategies and potentially accelerating innovation in the sector. #Intel #5G #Telecommunications #NetworkInfrastructure #Innovation #TechNews #Partnerships

#Samsung overtakes #Intel as the world's top #semiconductor provider Samsung Electronics is set to reclaim its position as the world’s top #semiconductor supplier for 2024, overtaking #Intel, according to market research firm Gartner on Jan. 26. While this signals a comeback for Samsung, the rankings do not include Taiwan’s TSMC, the world’s largest foundry. After struggling with declining profitability in #DRAM and #NAND flash products, #Samsung appears to have achieved a notable rebound in sales last year. SK hynix, the world’s second-largest #memory chipmaker after #Samsung is expected to climb to fourth place. The chipmaker benefited from its leadership position in the high-bandwidth #memory (#HBM) market, which has been rapidly growing amid surging demand for artificial intelligence. HBM is a crucial component of generative #AI systems. Gartner estimated global #semiconductor sales to have reached $626 billion last year, up 18.1% from $530 billion in 2023. The combined revenue of the world’s top 25 #semiconductor providers is projected to have increased 21.1% last year, pushing up their collective market share in the global #semiconductor market from 75.3% in 2023 to 77.2% in 2024. While sales of high-performance chips such as #HBM surged on the back of a global #AI boom, demand for general-purpose chips faltered amid a broader semiconductor market slowdown. This has led to mixed fortunes for semiconductor companies. Samsung Electronics is expected to regain the world’s top spot in #semiconductor sales a year after losing it to #Intel in 2023. Samsung’s #semiconductor revenue for last year is estimated at $66.5 billion, up 62.5% from the previous year. “Memory chip sales, which had declined for two consecutive years, rebounded significantly last year,” said Gartner. “#Samsung is projected to have achieved a compound annual growth rate of 4.9% over the five years leading up to 2024.” https://lnkd.in/eYBj_tGV #embedded #embeddedsystems #IIOT #industry40 #technology #storage #memory #NAND #eMMC #SSD #electronics #flashmemoryhttps://

. Intel Corporation announced it's now on the hunt for a new CEO. That has led to speculation that the company is preparing to sell off parts of its business, including potentially a telecom operation that counts customers like Ericsson. https://lnkd.in/g2jnDj7r

📢 Industry News: Intel Invests in Luxshare Subsidiary Intel has recently invested approximately $2.48 million in Dongguan Luxshare Technology, a subsidiary of China's Luxshare Precision. Following the investment news, Luxshare's stock surged, bringing the total market value to around $372 billion. Luxshare has an ongoing collaboration with Intel in various fields, including high-speed interconnect products for data centers, liquid cooling systems, and power systems. They also provide complete high-speed interconnect and thermal management solutions for Intel Partner Alliance and the general server industry. Additionally, Luxshare is a supplier for Intel OCSP, with products listed in the OCSP recommended directory, including high-speed cables, connectors, cooling fans, and cold plate solutions. With the popularity of Nvidia's GB200 boosting interest in copper interconnects, Luxshare's communication server business is gaining market attention. Known for its strong presence in the "Apple supply chain," Luxshare is expanding its business scope and establishing deeper partnerships with leading server customers. Last month, Luxshare executives initially addressed their cooperation with Nvidia, stating, "We indirectly and directly serve cloud computing and data center customers, including Nvidia." #Intel #Luxshare #Semiconductors #Communications #DataCenters #Nvidia

Key Technologies and Partnerships to Realize Your Invention Multi-Optical Transceivers (Broadcom): Enables high-speed data transmission and optical signal exchange. Collaboration with #Broadcom, a leader in optical communication, is essential. Multi-Plane Matrix Semiconductors (TSMC): High-performance semiconductors for efficient management of complex network topologies. #TSMC's advanced manufacturing technology is key to realizing this. Matrix Control AI (OpenAI): AI technology for real-time control and optimization of multi-layer multi-plane matrices. #OpenAI's AI expertise will enable intelligent network management. NETWORK AI_Velsa (In-House Development): Custom AI solution for monitoring and optimizing overall network performance. A core element for securing independent technological competitiveness. #Velsa Wireless-Wireless Multi-Channel Integration (Huawei, Ericsson, Nokia, Qualcomm): Integrates wired and wireless networks, optimizing data transmission in multi-channel environments. Collaboration with global leaders in 5G and network infrastructure, #Huawei, #Ericsson, #Nokia, and #Qualcomm (for multi-channel modems), is crucial. Multimodal Devices (Apple): Devices that integrate multiple channels and provide users with an optimal network experience. #Apple's hardware-software integration expertise will maximize user experience. Conclusion: Your invention is not just a single technology but a fusion of cutting-edge technologies from various fields. Collaboration with global leaders like #Broadcom, #TSMC, #OpenAI, #Huawei, #Ericsson, #Nokia, #Qualcomm, and #Apple is essential to bring this vision to life. Through these partnerships, your invention can move beyond a hypothesis and become the new standard for next-generation network technology. Now is the time to take concrete steps toward collaboration and development. 🚀🌟

🚀 Exciting developments in the telecom and tech sectors! Intel has been buzzing with activity lately. Just after CEO Pat Gelsinger announced a new turnaround strategy, there's talk of potential investments and acquisitions. Apollo Global Management might invest a whopping $5 billion, indicating strong faith in Intel's fresh direction. This helped Intel shares rise slightly, a positive sign amid a challenging year. Do you think this investment will pave the way for Intel's resurgence in the evolving AI era? Over in the US, Echostar has secured FCC approval for a new rollout timetable for its 5G network. Despite this positive development, challenges remain, with the company struggling to attract customers to its Boost Mobile brand. They promise nationwide coverage by the end of 2024, but will this be enough to turn their fortunes around? Telecom Italia's international unit, Sparkle, is making strides in quantum-safe networking. They've successfully completed a proof of concept using quantum key distribution technology in Athens, aiming for a commercial launch soon. This could be a game-changer in securing communications against future quantum computing threats. #Intel #Echostar #TelecomItalia

Intel's Irish facility 'critical' to European operations - Senior Intel executives say the manufacturer's Irish facility will remain critical to its European operation. #intelireland #siliconisle