Dell'Oro increases forecast for O-RAN revenues

Citing stronger-than-expected O-RAN progress in North America, Dell'Oro Group is revising upwards it revenue forecast. Open RAN is now projected to account for 15 percent to 20 percent of global RAN by 2027.“The message that we have communicated for some time now with the early adopters embracing the movement and the early majority operator still concerned about performance and cost parity with Open RAN relative to proprietary RAN has not changed,”...

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Nokia delivers stellar network infrastructure sales in Q4

Nokia reported Q4 2022 sales of EUR 7.449 billion, up 16% over the same period in 2021 (up 11% y-o-y in constant currency). Full year net sales grew 6% (12% reported).Some highlights:In Q4 Network Infrastructure grew net sales 14% in constant currency with all units contributing. Mobile Networks grew 3% with a meaningful shift in regional mix in the quarter while Cloud and Network Services grew 5%. Nokia Technologies grew 82% as a long-term licensee...

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Vantage Data Centers highlights rapid expansion

Vantage Data Centers highlighed rapid growth of its portfolio of data centers in 2022 and plans for new facilities.North American Expansion: Vantage opened seven new data centers across its inaugural region of North America while continuing its aggressive expansion to keep pace with customer requirements.Canada: With a CAD$900M investment in Canadian operations, Vantage began development of a third Montreal campus while expanding existing campuses...

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Highlights from the first annual Chiplet Summit

 What happened at the first annual Chiplet Summit? Interest in chipsets is running high not only from leading semiconductor vendors and the Open Compute Project (OCP), but also from potential ecosystem partners, including semiconductor fab equipment vendors, silicon start-ups, system companies, hyperscalers and even the investment community. Chuck Sobey, Conference Chair, provides an overview at the end of a busy conference week.https:...

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Building a new Chiplet Economy

What will it take to create a vibrant ecosystem where innovative chipset designs can easily be integrated with other semiconductors and aligned to specific processing workload? Bapi Vinnakota, ODSA Project Lead, Open Compute Project, discusses the emerging chipset economy, including progress in defining the interface.https://youtu.be/KQEzkJav...

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Bunch of Wires (BoW) Die-to-Die Chiplet Demo

 At the first, annual Chiplet Summit in San Jose, California, d-Matrix demonstrated a die-to-die chipset interface based on the emerging Bunch of Wires (BoW) work undertaken by the Open Compute Project (OCP). In this video, Wen-Sin Liew, Analog and Mixed Signal Design Engineer, shares an overview of the demo.https://youtu.be/-iSDgbep...

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Comcast's communications revenue up 1.4% in Q4

Driven by increases in broadband, wireless, business services and advertising revenue, Comcast reported revenue for its cable communications business of $16.6 billion in the fourth quarter of 2022, up 1.4% compared to a year earlier. Gains were partially offset by decreases in video, voice and other revenue. Highlights:Broadband revenue increased 5.4% due to an increase in average rates and an increase in the number of residential broadband...

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SpaceX launches heaviest Starlink payload yet - 56 satellites

SpaceX launched 56 Starlink satellites to low-Earth orbit on January 26th from Cape Canaveral Space Force Station, Florida.The launch was the heaviest payload yet carried by a Falcon 9 -- 17,400 kg.The mission was SpaceX's 205th overall launch.The Starlink service is currently available in 44 countries.https://www.spacex.com/launches/mission/?missionId=sl5-2...

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