Browsing: Telecommunication

Telecom Equipment Spending Rises 4 % in H1 2025


After two years of shrinkage, the telecoms equipment market appears to be shifting. According to Dell’Oro’s preliminary data, global revenues are up, particularly outside China, as stabilising inventories, favourable currency swings, and easier comparisons drive growth. But does this signal sustained recovery, or just a temporary blip?

US FCC to vote on tighter curbs for Chinese telecom gear


The U.S. Federal Communications Commission is preparing to vote this month on new rules that would ban the authorisation of devices with components from Chinese firms already flagged on its “Covered List” and potentially revoke permissions for existing gear. Critics question the policy’s effectiveness and its wider implications for supply chains.

SK Telecom unifies AI push with new division and wider rollout

South Korean telco SKT has unveiled an ambitious plan to boost in-house adoption of artificial intelligence, including launching AI CIC, a dedicated company-within-a-company. With new tools like Adot Biz and targets reaching tens of thousands of employees, SKT is pushing to embed AI into daily operations — but what challenges might lie ahead?

Global telecom capex to stabilise after peak, says Dell’Oro

After two years of falling investment, the global telecommunications sector’s capital expenditure (capex) is stabilising. Dell’Oro Group’s latest report shows capex holding steady year-on-year in Q2 2025, with forecasts pointing to a gradual easing before a modest rise in capital intensity by 2029.

AT Ghana: Driving Innovation in a Competitive Telecom Market

Since its launch in November 2017 from the merger of Airtel and Tigo, AT Ghana (formerly AirtelTigo) has positioned itself as a “customer first”, dynamic and innovative telecommunications provider. Yet financial strain, regulatory intervention and fierce competition are testing its resolve—making recent moves such as rebranding, service innovation and a potential merger increasingly critical.