Time Horizon
Medium
Medium time-horizon intelligence organises articles by the period over which a signal is expected to matter. The page helps readers distinguish immediate operational changes from longer-cycle governance, investment, standards, and infrastructure shifts that may unfold across quarters or years. It connects timing assumptions with public evidence, related actors, market context, customer exposure, policy pressure, and infrastructure planning so readers can judge whether a development is urgent, strategic, or still forming. The page also explains how time horizon changes the meaning of a signal, which organisations may be exposed, and which infrastructure decisions require short-term action or long-cycle monitoring.
Case File
Trump imposes 25% tariff on some advanced computing chips
What happened: U.S. imposes targeted 25 per cent tariff on imported high‑end chips On 14 January 2026, U.S. President Donald Trump signed a proclamation imposing a 25 per cent tariff on certain imported advanced computing chips, notably Nvidia’s H200 and AMD’s MI325X processors.…
Cloud Service
Global smartphone market grows 4 % in 4Q 2025 as Apple holds leading position for third year
Global smartphone shipments grew 4 % in 4Q 25 with Apple leading the market for the third year, supported by strong iPhone 17 demand.
Case File
Colt Technology Services reshapes sales leadership to navigate AI-driven market demands
Colt Technology Services appoints new sales leaders as digital infrastructure demand and AI workloads reshape the connectivity market.
Cloud Service
India proposes smartphone source code access for security rules
Proposed Indian mobile security rules could force source code access and software change alerts from Apple, Samsung and others.
Case File
Google warns US grid is bottleneck for data centres
Google says outdated US power transmission is delaying new data centres by years, raising pressure for urgent grid reform.
National Telecom
SKT’s in-car AI agent redefines voice control in vehicles
SK Telecom launches A.Dot Auto, an AI voice agent in Renault’s Filante that understands natural speech to control navigation and car systems.
Cloud Service
SK Hynix starts mass production of world’s first 321-layer NAND
SK Hynix has begun mass production of 321-layer 3D NAND, boosting performance for AI and high-capacity storage.
Cloud Service
Sony Singapore drives innovation across media experiences
Sony expands digital engagement platforms and sustainability efforts while delivering consumer electronics in Singapore.
Case File
Meta Scales back metaverse efforts in favour of AI devices
Meta cuts over 1,000 Reality Labs jobs and closes VR studios as it pivots from metaverse to AI wearables like Ray-Ban smart glasses.
Case File
London full-fibre provider G.Network enters administration as debt mounts
London full-fibre broadband provider G.Network enters administration with Alvarez & Marsal appointed to find a buyer.
Case File
Malaysia’s iFIBER strives for digital autonomy amid regional connectivity challenges
iFIBER expands Malaysia’s open-access fibre network and digital solutions amid debates on regional autonomy and foreign tech influence.
Cloud Service
South Korea indicts 10 over alleged chip technology leak to China
Seoul prosecutors charge 10 with industrial theft of advanced DRAM processes linked to China’s ChangXin Memory Technologies.
Cloud Service
PTC partners with LARUS to expand industry insights at PTC’26
LARUS will showcase AI-powered infrastructure at PTC’26, with BTW Media offering real-time coverage of AI and connectivity innovations
Institutional
Why IPv4 prices keep rising even as IPv6 adoption gathers pace
IPv4 address prices continue rising even with IPv6 growth, reflecting scarcity, market demand and digital capital dynamics.
Case File
The role of IPv4 brokers in the digital economy
IPv4 brokers stabilise a scarce Internet resource, enabling transfers and leasing without resolving underlying structural limits.
ARIN
Investing in IP addresses: Risks, rewards, and unresolved questions
IP address investing offers returns driven by scarcity, but policy shifts and IPv6 adoption raise long-term risks.
Case File
Asia’s new $1 billion subsea cable project sidesteps strategic chokepoints
The new Intra-Asia submarine cable project aims to boost connectivity and resilience while reducing reliance on South China Sea routes.
Case File
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy
Deepgram raises $130m series C at $1.3bn valuation to power voice AI economy.
Case File
SK Hynix commits nearly $13B to advanced AI memory packaging plant in South Korea
SK Hynix will invest $12.9 billion in a new advanced packaging plant in Cheongju to boost AI memory output by late 2027.
Case File
Samsung completes first commercial vRAN call, pushing toward AI-native, 6G-ready networks
Samsung completes the first commercial vRAN call on a live operator network, advancing AI-native and 6G-ready network capabilities.