Wednesday, July 10, 2024

CHIPS R&D Office offer $1.6 Billion for Advanced Packaging

The CHIPS Research and Development Office has unveiled plans for a major funding initiative aimed at revolutionizing semiconductor advanced packaging in the United States. With up to $1.6 billion in cooperative agreements and other transaction agreements, this program seeks to establish domestic capacity for cutting-edge packaging technologies crucial for next-generation computing, AI, and low-power electronics.

This funding is part of the broader CHIPS and Science Act, which allocated $39 billion for semiconductor manufacturing incentives and $11 billion for R&D. The National Advanced Packaging Manufacturing Program (NAPMP) is a key component of this R&D effort, focusing on developing advanced packaging technologies to maintain U.S. leadership in the semiconductor industry.

The announcement outlines five primary R&D areas, with a strong emphasis on photonics, chiplets, and advanced packaging technologies:

1. Equipment, Tools, Processes, and Process Integration

2. Power Delivery and Thermal Management

3. Connector Technology, Including Photonics and Radio Frequency (RF)

4. Chiplets Ecosystem

5. Co-design/Electronic Design Automation (EDA)

In the realm of photonics, the program aims to develop low-loss optical connections between packaged sub-assemblies, enabling high-speed, low-latency data transfer. This technology is crucial for meeting the increasing bandwidth demands of advanced computing systems.

Chiplets are a central focus of the initiative, with an entire R&D category dedicated to developing a comprehensive chiplet ecosystem. This approach aims to enable the creation of application-specific integrated packages that surpass the capabilities of traditional monolithic ASICs, potentially revolutionizing semiconductor design and manufacturing.

Advanced packaging serves as the foundation for all R&D areas, with a focus on developing end-to-end packaging flows suitable for industry adoption. The program emphasizes heterogeneous integration and the dual goals of scaling down package features while scaling out to accommodate more chips per package.

“The National Advanced Packaging Manufacturing Program will enable a packaging sector within the United States that outpaces the world through innovation driven by robust R&D,” said Under Secretary of Commerce for Standards and Technology and National Institute of Standards and Technology (NIST) Director Laurie E. Locascio. “Within a decade, through R&D funded by CHIPS for America, we will create a domestic packaging industry where advanced node chips manufactured in the U.S. and abroad can be packaged within the United States and where innovative designs and architectures are enabled through leading-edge packaging capabilities.

The CHIPS R&D Office anticipates awarding multiple grants of up to $150 million each, with project durations of up to 5 years. The program strongly encourages collaboration between industry, academia, and non-profit organizations to foster a robust ecosystem for advanced packaging innovation.

Key Points:

• Total funding of up to $1.6 billion available for advanced packaging R&D

• Individual awards of up to $150 million for projects lasting up to 5 years

• Focus on five R&D areas, including photonics, chiplets, and advanced packaging

• Aim to establish domestic capacity for cutting-edge packaging technologies

• Part of the broader CHIPS and Science Act's $11 billion R&D initiative

• Emphasis on industry-academia collaboration to foster innovation ecosystem

• Prototype development opportunities included to demonstrate new packaging flows

This funding initiative represents a significant step in the U.S. government's efforts to reinvigorate domestic semiconductor research and manufacturing. By focusing on advanced packaging technologies, the program aims to position the United States at the forefront of the next wave of semiconductor innovation, crucial for maintaining technological leadership in an increasingly competitive global landscape.

https://www.nist.gov/news-events/news/2024/07/biden-harris-administration-invest-16-billion-establish-and-accelerate

https://www.nist.gov/system/files/documents/noindex/2024/07/09/CHIPS%20NAPMP%20NOI_07092024.pdf

Applied Materials unveils Advanced Chip Wiring and Stacking

Applied Materials introduced groundbreaking materials engineering innovations designed to enhance the performance-per-watt of computer systems. These innovations enable copper wiring to scale to the 2nm logic node and below, addressing the increasing demand for energy-efficient computing in the AI era. 

The industry faces significant challenges as it scales to 2nm and below. Current logic chips, which contain billions of transistors connected by miles of microscopic copper wiring, rely on a combination of low-k dielectrics and copper to deliver performance and power-efficiency improvements. However, thinner dielectric materials at these scales make chips mechanically weaker, and narrower copper wires increase electrical resistance, potentially reducing performance and increasing power consumption. Applied’s new enhancements to its Black Diamond™ material address these issues by reducing the minimum k-value and increasing mechanical strength, essential for 3D logic and memory stacking.

Additionally, Applied Materials introduced its latest IMS (Integrated Materials Solution), combining six technologies in one high-vacuum system. This system includes a binary metal combination of ruthenium and cobalt (RuCo), which reduces the thickness of the liner and improves surface properties for void-free copper reflow, ultimately reducing electrical line resistance by up to 25%. This innovation, the Applied Endura Copper Barrier Seed IMS with Volta Ruthenium CVD, is being adopted by leading logic chipmakers and is set to enhance chip performance and power consumption significantly.


Key Points:

Materials Innovations: Applied Materials introduces enhancements to Black Diamond™ and a new IMS™ for advanced chip wiring and stacking.

Enhanced Performance: Innovations enable copper wiring to scale to 2nm, reducing electrical resistance and improving power efficiency.

Industry Adoption: Leading logic and DRAM chipmakers adopt Applied’s latest technologies, underscoring the company’s leadership in chip wiring processes.


Dr. Prabu Raja, President of the Semiconductor Products Group at Applied Materials, highlighted the importance of chip wiring and stacking in improving performance and power consumption. The new integrated materials solution from Applied allows for low-resistance copper wiring at emerging angstrom nodes, while a new low-k dielectric material reduces capacitance and strengthens chips for advanced 3D stacking.

“The AI era needs more energy-efficient computing, and chip wiring and stacking are critical to performance and power consumption,” said Dr. Prabu Raja, President of the Semiconductor Products Group at Applied Materials. “Applied’s newest integrated materials solution enables the industry to scale low-resistance copper wiring to the emerging angstrom nodes, while our latest low-k dielectric material simultaneously reduces capacitance and strengthens chips to take 3D stacking to new heights.”


https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-unveils-chip-wiring-innovations-more-energy

SEMI: Global semiconductor equipment sales to hit record $109B in 2024

Global sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecasted to reach an unprecedented $109 billion in 2024, marking a 3.4% year-on-year growth, according to SEMI’s Mid-Year Total Semiconductor Equipment Forecast unveiled at SEMICON West 2024. This growth trajectory is expected to continue into 2025, with sales predicted to soar to $128 billion, driven by robust demand in both front-end and back-end segments.



The wafer fab equipment segment, encompassing wafer processing, fab facilities, and mask/reticle equipment, is set to grow by 2.8% to $98 billion in 2024, up from $96 billion last year. This revision from the previous $93 billion forecast is fueled by significant investments in China and rising demand for DRAM and high-bandwidth memory (HBM) due to AI computing. By 2025, wafer fab equipment sales are projected to increase by 14.7%, reaching $113 billion, propelled by advanced logic and memory applications.


After two years of contraction, the back-end equipment segment is expected to recover in the latter half of 2024. Sales of semiconductor test equipment are anticipated to rise by 7.4% to $6.7 billion, while assembly and packaging equipment sales are predicted to grow by 10.0% to $4.4 billion. This growth is expected to accelerate in 2025, with test equipment sales surging by 30.3% and assembly and packaging sales increasing by 34.9%. This rebound is supported by the growing complexity of semiconductor devices for high-performance computing and a recovery in demand across automotive, industrial, and consumer electronics markets.


Key Findings:

Wafer Fab Equipment: Expected to grow by 2.8% to $98 billion in 2024, reaching $113 billion by 2025.

Back-End Equipment: Projected recovery with a 7.4% increase in test equipment sales and a 10.0% rise in assembly and packaging equipment sales in 2024.

Regional Spending: China to lead equipment spending, projected to exceed $35 billion in 2024, despite expected contractions in other regions in 2024 with rebounds in 2025.


https://www.semi.org/en/semi-press-releases/global-total-semiconductor-equipment-sales-forecast-to-reach-record

Sparkle activates PoP at Rome’s Largest Data Centre Campus

Sparkle, Italy’s premier international service provider, and Aruba S.p.A, the country’s leading provider of cloud and data services, have announced the activation of a new Sparkle Point of Presence (PoP) at Aruba’s Hyper Cloud Data Centre in Rome. This new PoP, set to be inaugurated soon, strengthens Rome’s position as a global connectivity hub between Europe, Africa, the Middle East, and Asia, facilitated by Sparkle’s new BlueMed cable. The BlueMed cable is part of the Blue & Raman Submarine Cable Systems project, which, in collaboration with Google and other operators, aims to establish robust digital infrastructure linking various regions, including an extension to India under the IMEC initiative.


The BlueMed cable, designed with an open cable system and landing station architecture, offers unparalleled openness and interconnectivity, boasting a capacity of over 25 Terabits per second (Tbps) per pair across its four fibre pairs. This ensures high-speed, high-performance international connections from Rome to Sparkle’s global destinations. Sparkle’s new PoP at Aruba’s Hyper Cloud Data Centre, located in the Tecnopolo Tiburtino district, adds to Rome’s existing PoPs, enhancing the metropolitan ring’s redundancy and integration with Sparkle’s Tier-1 global IP network “Seabone.” This facility will provide various IP and data services, including DDoS Protection and Virtual NAP, benefitting network operators, ISPs, OTTs, and content providers.


Key Points:

New PoP Activation: Sparkle activates a new PoP at Aruba’s Hyper Cloud Data Centre in Rome.

BlueMed Cable: Enhances connectivity between Europe, Africa, the Middle East, and Asia, part of the Blue & Raman Submarine Cable Systems project.

High Performance: BlueMed cable offers over 25 Tbps per pair, supporting high-speed international connections.

Data Centre: Aruba’s Hyper Cloud Data Centre spans 74,000 m² with advanced infrastructure and renewable energy use.

Enhanced Services: PoP provides IP and data services, including DDoS Protection and Virtual NAP, via Sparkle’s Tier-1 global IP network.

AMD to acquire Silo AI for $665 Million, expanding AI capabilities

AMD agreed to acquire Silo AI, Europe’s largest private AI lab, for approximately $665 million in cash. This acquisition is a strategic move by AMD to enhance its end-to-end AI solutions based on open standards and to strengthen its partnership within the global AI ecosystem. Silo AI’s team, comprising world-class AI scientists and engineers, is known for developing customized AI models and platforms for leading enterprises across various markets, including cloud, embedded, and endpoint computing.

Peter Sarlin, CEO and co-founder of Silo AI, will continue to lead the Silo AI team under the AMD Artificial Intelligence Group, reporting to AMD senior vice president Vamsi Boppana. The acquisition, which is expected to close in the second half of 2024, will integrate Silo AI’s expertise into AMD’s existing AI initiatives. 

Based in Helsinki, Finland, Silo AI operates across Europe and North America, providing AI-driven solutions to customers like Allianz, Philips, Rolls-Royce, and Unilever. The company also develops open-source multilingual LLMs, such as Poro and Viking, on AMD platforms and offers its SiloGen model platform.

Key Points:

  • Acquisition Details: AMD to acquire Silo AI for $665 million in cash, expected to close in H2 2024.
  • Leadership: Silo AI CEO Peter Sarlin to lead the team within AMD Artificial Intelligence Group.
  • Silo AI Capabilities: Specializes in end-to-end AI solutions, serving customers like Allianz and Rolls-Royce, and develops open-source LLMs on AMD platforms.
  • Strategic Expansion: This acquisition aligns with AMD’s strategy to deliver open-standard AI solutions and follows recent investments in AI companies, including Mipsology and Nod.ai.

Norway's Sodvin replaces GPON with Ciena’s XGS-PON



Sodvin AS, a provider of telecommunications and energy solutions, is leveraging Ciena’s fiber broadband platform to improve the capacity and reach of its residential broadband services throughout Trøndelag county, Norway.


Utilizing its existing power infrastructure, Sodvin is deploying fiber-optic networks to extend broadband access to residents and businesses in the region. Ciena’s XGS-PON solution replaces previously deployed GPON technology, enabling the delivery of services such as internet and multicast television.



Sodvin’s new residential broadband network incorporates key components of Ciena’s PON solution, including 5164 Routers, XGS-PON uOLTs (micro optical line terminals), and 3801 ONUs (optical network units). Ciena’s uOLT pluggables allow Sodvin to expand deployment rapidly, easily, and sustainably, adding capacity in granular increments to match customer demand. XGS-PON can deliver symmetrical speeds of up to 10 Gb/s both downstream and upstream.


Virginie Hollebecque, Vice President of Europe, Middle East, and Africa at Ciena, stated, “Sodvin’s choice of Ciena’s broadband solution shows their commitment to staying at the forefront of technology, enabling them to deliver higher-speed services with unmatched flexibility and scalability to unlock new possibilities for their customers while reducing environmental impacts. We are delighted to count Sodvin as a customer, who supports the transition to a greener future through the use of sustainable technology.”


Infrastructure Upgrade: Sodvin upgrades to Ciena’s XGS-PON solution, replacing GPON technology.

Enhanced Services: New network supports symmetrical speeds of up to 10 Gb/s for internet and multicast television.

Tuesday, July 9, 2024

Ariane 6 blasts off on inaugural launch

Ariane 6, Europe’s new heavy lift rocket, was successfully launched for the first time from the Guiana Space Center in French Guiana. 

During its 3rd phase of its orbital flight, the upper stage of the Ariane 6 experienced an anomaly, leading to a cancellation of the planned release of  experimental capsules.


Ariane 6 features a reignitable upper stage allowing it to launch multiple missions on different orbits on a single flight.

The Ariane 6  is designed to be more efficient and cost-effective than its predecessor, Ariane 5, with a lower production cost of approximately $200 million per launch. Ariane 6 has a payload capacity of 21.5 metric tons to geostationary transfer orbit (GTO) and 10.7 metric tons to low Earth orbit (LEO). The Ariane 6 has a external diameter of 5.4 meters and a height of 63 meters. The fairing is 20 meters. The vehicle uses a combination of liquid (first and second stages) and solid propellants (side boosters).

For the development of Ariane 6, ESA is the Launch System Architect working with prime contractor ArianeGroup for the development of the launch vehicle and with CNES for the development of the ground segment. ESA is the operator responsible for the inaugural flight while for subsequent flights Arianespace is the launch service provider that markets and operates the Ariane 6 launcher for institutional and commercial customers to launch a variety of missions into orbit.


ESA Director General Josef Aschbacher said: “Ariane 6 marks a new era of autonomous, versatile European space travel. This powerful rocket is the culmination of many years of dedication and ingenuity from thousands across Europe and, as it launches, it will re-establish Europe’s independent access to space. Ariane 6 is Europe’s rocket for the needs of today, adaptable to our future ambitions.”

https://www.arianespace.com/

The customer manifest for Ariane 6 includes

• European Space Agency (ESA)

• Eutelsat

• Qualsat

• Hellas-Sat

• KTsat

• OneWeb

• Project Kuiper

Tech Update: IOWN Mid-2024 Progress Report

 The Innovative Optical and Wireless Network Forum (IOWN), which was founded in 2020 by NTT to accelerate the transition to next-generation networks, has grown into an international collaboration with big ambitions. Gonzalo Camarillo, Head of Implementation Components at Ericsson and Chair of the Marketing Steering Committee for IOWN, provides a mid-2024 progress report:

  • The forum is developing proof-of-concept prototypes in areas like financial institutions, video production, remote GPUs/AI, and 6G networks
  • Early deployments of photonics technology are expected as soon as 2025, with showcases planned for Mobile World Congress and Osaka Expo
  • Photonics offers advantages over electronics in power consumption, latency, and capacity, enabling new use cases and applications

Have a tech update that you want to brief us on? Contact info@nextgeninfra.io!

Samsung's 2nm node and advanced packaging to power AI accelerators

Samsung Electronics has announced a significant partnership with Preferred Networks, a leading Japanese AI company, to provide cutting-edge semiconductor solutions. The collaboration will utilize Samsung's 2-nanometer (nm) foundry process and advanced 2.5D packaging technology, Interposer-Cube S (I-Cube S), to develop powerful AI accelerators.

This partnership marks a pivotal moment for Samsung, validating its 2nm Gate-All-Around (GAA) process technology and Advanced Package technology as ideal solutions for next-generation AI accelerators. Since initiating mass production of the industry's first 3nm process node with GAA transistor architecture, Samsung has continued to strengthen its technological leadership in this field. The collaboration with Preferred Networks also represents a significant achievement in large-sized heterogeneous integrated package technologies for Japanese companies.

Preferred Networks, headquartered in Tokyo, is known for its vertical integration of the AI value chain, from chips to supercomputers and generative AI foundation models. The company has achieved notable success in the global AI market, securing the top position three times in the past five years on the Green500 list of supercomputers. By leveraging Samsung's advanced foundry and packaging technologies, Preferred Networks aims to meet the increasing demand for computing power driven by generative AI applications.

Key Points:

  • Samsung to provide 2nm foundry process and I-Cube S packaging technology to Preferred Networks
  • Collaboration validates Samsung's advanced technologies for next-generation AI accelerators
  • Partnership marks first achievement for Japanese companies in large-sized heterogeneous integrated package technologies
  • Preferred Networks aims to develop powerful AI accelerators to meet growing demand in generative AI
  • Both companies plan to showcase groundbreaking AI chiplet solutions for data centers and generative AI computing in the future

GIX activates NYC-NJ dark fiber route via PATH tunnel

Global InterXchange (GIX), in partnership with the Port Authority of NY and NJ, activated a new dark fiber route linking key integration hubs 60 Hudson Street in New York and 165 Halsey Street in New Jersey through the PATH tunnel.

This is the first privately owned, carrier-neutral installation across the Hudson River in two decades.

Key highlights of the newly activated dark fiber network:

  •  Two unique routes throughout Lower Manhattan for reduced latency and enhanced reliability between 60 Hudson and 165 Halsey.
  • A Southernmost Hudson River Dark Fiber crossing, offering dependable high-speed connectivity for regional growth and innovation.
  • 1.4 miles of fiber cables through PATH tunnels linking Lower Manhattan and Jersey City.
  • 8,000 feet of buried greenfield fiber that spans across Jersey City, Kearny and Newark.
  • State-of-the-art manhole systems with dual-locking lids for superior physical security.
  • 16-ton flood gates on both sides of the Hudson River secure PATH Tunnel infrastructure. 
  • Advanced glass technology at the rack level minimizes potential lag issues.
  • A reduced number of high-capacity fiber splice points enhances operational efficiency.
  • Capabilities for network augmentation to existing structures, balancing CapEx and OpEx expenditures.
  • The end-to-end buried fiber cable was designed to withstand extreme weather and meet federal security standards post-9/11. 

"The activation of our historic dark fiber route not only sets a new standard for connectivity across the Hudson River," said Joe Falco, President of GIX, "but also delivers reliable, high-speed connectivity that empowers local businesses, communities and global companies through enhanced infrastructure, fostering growth and innovation."

https://gixfiber.com


Qumulo names Doug Gourlay as CEO

Qumulo, a start-up focused on the management of exabyte-scale data. appointed Douglas Gourlay as President and Chief Executive Officer, replacing retiring CEO Bill Richter. Gourlay will also join Qumulo’s Board of Directors.

Gourlay previously served as Vice President and General Manager of Software at Arista Networks. Joining Arista in 2009, Gourlay held various executive leadership roles across product, systems engineering, marketing, and sales, contributing to Arista’s transformation into the leader in Cloud Networking. Prior to Arista, he held executive leadership positions at Cisco Systems, where he developed several multi-billion-dollar product lines. Earlier in his career, Gourlay served as an infantry officer in the United States Army. Gourlay has filed or holds over seventy patents in systems and networking technologies.

“I am delighted to join Qumulo. The combination of an outstanding culture and team, innovative on-premises and cloud software, opportunity in Applied AI, and the Scale Anywhere® vision drew me here. I look forward to executing our unique vision and strategy for our customers, partners, and channels,” stated Gourlay. “To quote America’s first astronaut just before launch: ‘Let’s light this candle!’” 


https://qumulo.com


  • Qumulo's core technology is a scalable, distributed file system designed for high-performance computing, data analytics, and cloud-based applications. The company's solution is built on top of a distributed architecture that allows it to scale horizontally, making it suitable for large-scale data sets and complex workflows.
  • Qumulo has received significant funding from prominent investors, including Highland Capital Partners, Madrona Venture Group, Kleiner Perkins, and Amity Ventures.    The company has raised over $351 million in funding from various rounds, including a $125 million Series E funding round in 2020.

Lightbit Labs supplies NVMe over TCP data platform

Lightbits Labs, a start-up specializing in NVMe over TCP and software-defined cloud data platforms, announced that Nebul has selected its storage solutions to build advanced AI cloud services. Nebul, known for helping companies across the EU unify their data and deploy NVIDIA-based Private AI, will leverage Lightbits to offer 16x better performance at lower costs, aligning with its sustainability mission. Lightbits’ high performance and low latency, along with compatibility with environments like Kubernetes and VMware, make it an ideal choice for diverse, performance-sensitive workloads.

Nebul’s decision to integrate Lightbits stems from the latter’s performance, resilience, and comprehensive data services, including three-way replication and QoS. Lightbits said its solution enables Nebul to deliver AI services at half the cost of hyperscalers, significantly enhancing large language model performance and handling latency-sensitive workloads without compromising on cost or reliability.

  • Nebul focuses on unifying data and deploying NVIDIA-based Private AI for companies across the EU.
  • Lightbits supports diverse workloads with up to 75 million IOPS and sub-millisecond tail latency for real-time AI applications and NoSQL databases.
  • Lightbits Labs is based in San Jose, California

Sivers Semi partners with Blu Wireless for 5G train connectivity

 Sivers Semiconductors announced a new contract with Blu Wireless to develop advanced 5G long-range antenna modules operating within the 57-71 GHz license-exempt band. These modules aim to provide high-speed broadband communication links for track-to-train applications, with the contract revenue fully recognized in 2024.


Railway operators have long struggled to provide reliable Wi-Fi to passengers due to significant technical and cost challenges. This new partnership allows Sivers Semiconductors to deliver extended communication links supporting multi-gigabit speeds. These advanced solutions are designed to ensure seamless and high-speed internet access for modern high-speed rail systems, even at speeds exceeding 300 km/h. This development marks a significant step towards enhancing passenger experience and operational efficiency in the rail industry.


“The contract between Blu Wireless and our UK business unit underscores our longstanding partnership,” said Anders Storm, CEO of Sivers Semiconductors. “Combining our cutting-edge RF technology with Blu Wireless’s advanced baseband processing, we are transforming high-speed connectivity for transportation. The new solution offers gigabit data throughput, increased security, and cost-effective deployment, and is already in use on the South Western Railway and the CALTRAIN commuter rail line in the USA.” Blu Wireless, backed by Innovate UK funding and recent investment from Maven Capital Partners, is leading advancements in rail telecommunication technologies to drive sustainable economic growth and support innovation.


www.sivers-semiconductors.com

Monday, July 8, 2024

Google Fiber tests 50G PON with Nokia

Google Fiber has successfully tested 50 Gbps PON technology over its existing fiber network using Nokia's Lightspan MF fiber access platform. 

This is the first live network demonstration of 50G PON technology in the US and  builds on the 25G PON deployment GFiber Labs announced with Nokia last year. The test demonstrates how different PON technologies can be combined on the same fiber to evolve their broadband offerings. Leveraging Nokia’s fiber solution, Google Fiber was able to simultaneously run 10/25G PON along with 25/50G PON broadband service over its fiber network. 


  • Nokia says its platform provides a path to 50G PON upgrades and beyond, with support for  all next-generation PON options, including 100G PON as a technology demonstrator.
  • First Live Demonstration: GFiber Labs achieved the first live network demonstration of 50G PON technology in the US.
  • Nokia’s Lightspan MF Platform: The trial used Nokia’s platform to upgrade fiber networks, showcasing ease of deployment and enhanced connectivity.
  • Building on 25G PON: This 50G PON trial builds on last year’s 25G PON deployment, demonstrating the combination of different PON technologies on the same fiber.
  • Next-Generation PON Options: Nokia supports 10G, 25G, and 50G PON products, with 100G PON in development.

https://www.nokia.com/about-us/news/releases/2024/07/08/nokia-and-google-fiber-first-in-the-us-to-trial-50g-pon-speeds-over-live-fiber-broadband-network/

The PON Wars: Debunking the 25G vs. 50G Debate

by Maurizio Severi, Head of Fiber Business Line at Nokia Fixed NetworksWhen listening to the arguments in the telecom industry about 25G and 50G PON, you could get the impression that there’s some kind of PON war going on. Even though 25G PON is being deployed, fierce debate still surrounds it. However, the debate concerning 25G versus 50G PON is fruitless, and it detracts from what is important. It’s not about the technology; it is never about...

Google Fiber advances to 20G symmetrical residential service

Google Fiber is deploying Nokia’s 25G PON solution to enhance its existing fiber network and deliver a new 20 Gig broadband service to customers through GFiber Labs.Gfiber expects to be offering residential 20 Gig + Wi-Fi 7 an early access offering to a small group of GFiber customers in select areas by the end of the year.Nokia’s 25G PON solution enables GFiber to reuse its existing optical fiber cables and active equipment deployed in their network...

Nokia launches Generation 6 fiber access platform

Nokia launched its Generation 6 broadband platform for fiber access services, including 25G PON and future 50G and 100G PON.The new Lightspan MF-14 platform promises unmatched capacity, sub-millisecond latency, intelligence, six nines reliability and the highest power efficienc for an optical line terminal (OLT). The platform offers 4x higher capacity than Nokia's previous generation. The is no single point of failures, ensuring the highest availability...


Nokia, BT and Qualcomm test 5G Carrier Aggregation with 5 carriers

Nokia and BT conducted tests of aggregated 5G Standalone (SA) spectrum using 5CC Carrier Aggregation (5CC CA), making BT Group the first European operator to achieve this milestone. The achievement uses a device powered by a Snapdragon 5G Modem-RF system from Qualcomm Technologies.

The tests were conducted in the field on live network spectrum at Adastral Park, BT Group’s headquarters for R&D, using Nokia’s 5G AirScale portfolio and a device powered by a Snapdragon 5G Modem-RF system from Qualcomm Technologies. Downlink speeds of 1.85 Gbps were reached, using three FDD carriers NR2600 (30MHz), NR2100 (20MHz), NR1800 (20MHz) aggregated with two TDD carriers NR3600 (40+40MHz).

Nokia says 5CC CA will significantly boost the data rates available to customers in areas of high demand by combining all mid-band radio spectrum when the 5G SA device requires a high-speed connection. Set to launch later this year, EE’s 5G SA network will also have the capability to leverage a low frequency sixth carrier to provide a superior experience in more places, including indoors.

In 2023, BT Group and Nokia successfully demonstrated 4CC CA in 5G SA downlink with concurrent 2CC CA in 5G SA uplink. With today’s announcement, the companies reached the next milestone, achieving further performance uplift in connections from the device to the network by increasing throughput and capacity.

Greg McCall, Chief Networks Officer at BT Group, said: “This latest milestone achieved with Nokia and Qualcomm Technologies enhances 5G SA performance as we work towards the launch of our network, building further on the benefits of carrier aggregation in delivering greater throughput and speeds to customers. This is particularly important as more and more devices come to market with 5CC CA capabilities. We are focused on maximising our spectrum assets to deliver the very best experience to our customers with that in mind.”

Mark Atkinson, SVP and Head of RAN at Nokia, said: “This successful trial with our long-standing partner, BT is another great example of Nokia’s clear leadership in 5G carrier aggregation technology. Multi-component carrier aggregation helps mobile operators to maximize their radio network assets and provide the highest 5G data rates at more locations to subscribers.”

SpaceX launches Turkey's first domestically produced comms satellite

SpaceX successfully launched TÜRKSAT 6A, a Turkish communications satellite, aboard a Falcon 9 rocket from Florida.

TÜRKSAT 6A,  is Turkey's first fully domestically produced communications satellite, built by Türksat A.Åž. in collaboration with TÜBİTAK Space Technologies Research Institute, Turkish Aerospace Industries (TAI), ASELSAN, and CTech BiliÅŸim Teknolojileri A.Åž.

The satellite is designed to operate in geostationary orbit at a longitude of 42° East, providing data relay for civil and military communications across the Anatolian peninsula, most of Europe, the Middle East, and the westernmost part of the Russian federation.

TÜRKSAT 6A is equipped with 16 Ku-band transponders and 2 X-band transponders, covering a wide range of coverage areas. It is expected to have a mission lifespan of 15 years.

This is the 15th flight of the first stage booster supporting this mission, which previously launched CRS-26, OneWeb Launch 16, Intelsat IS-40e, O3b mPOWER, Ovzon 3, Eutelsat 36D, and eight Starlink missions. 

CyrusOne secures $7.9 billion credit for data center projects

CyrusOne, a global leader in data center ownership and development, has announced the closing of a $7.9 billion Warehouse Credit Facility. This transaction builds on the $1.8 billion Revolving Credit Facility secured in May, bringing the total additional debt capital raised to approximately $9.7 billion. The new funding will primarily support existing and future development projects in the United States, while the global Revolving Credit Facility will be utilized for working capital and general corporate purposes. Both facilities are sustainability-linked, with pricing adjusted based on meeting targeted reductions in greenhouse gas emissions.

Over the past year, CyrusOne has enhanced its services to meet the rising demand for AI applications while reinforcing its sustainability commitments. In 2023, the company introduced Intelliscale, an AI-specific data center solution designed to handle the growing needs of AI workloads. Furthermore, CyrusOne has accelerated its net-zero carbon pledge, aiming to achieve this goal by 2030, a decade ahead of its original schedule.

Key Points:

  • Closed $7.9 billion Warehouse Credit Facility for U.S. development projects.
  • ombined with May’s $1.8 billion Revolving Credit Facility, totaling $9.7 billion in additional debt capital.
  • Both facilities are sustainability-linked, with pricing based on greenhouse gas emission reductions.
  • Launched Intelliscale in 2023 to support AI workloads.
  • Accelerated net-zero carbon pledge to 2030.

CyrusOne, which was founded in 2000 and is headquartered in Carrollton, Texas, a suburb of Dallas, serves enterprise, hyperscale, and colocation customers.

CyrusOne's data centers are located in the following regions:

  • United States: Dallas, Houston, San Antonio, Austin, Phoenix, Tucson, Los Angeles, San Jose, Silicon Valley, and Fort Lauderdale
  • United Kingdom: Manchester and London
  • Singapore

Aramco Digital and WWT Forge AI-Driven Partnership in Saudi Arabia

Aramco Digital has teamed up with World Wide Technology (WWT) to develop an AI-powered Digital Innovation Economy under Saudi Arabia's Vision 2030. This collaboration aims to revolutionize key sectors like energy and healthcare by integrating advanced AI solutions, thereby unlocking new opportunities and localizing cutting-edge technologies in the Kingdom.

  • Transforming Saudi industrial sectors, particularly energy and healthcare, with advanced AI solutions.
  • Accelerating the development of AI infrastructure to drive sustainable economic growth.
  • Enhancing local capabilities and creating new opportunities for technological innovation and growth.

Omar Mir, International Board Member at World Wide Technology, said, "Last we year announced our ambitious plans to expand into the Middle East region with the goal of establishing an US-Centric technology innovation hub. Today's partnership with Aramco Digital marks a significant chapter in our mission to provide cutting-edge technology solutions in the region. With our substantial one-of-a-kind Lab and AI Proving Ground R&D environment, we enhance our capability to help the Kingdom's economy experiment with and implement AI solutions tailored to their specific needs. Aligned with Saudi Vision 2030, it highlights our commitment to drive enterprise AI adoption at a global scale, further cementing our role as a key player in the Middle East's burgeoning technology landscape. We look forward to pushing the envelope of AI innovation for the benefit of the Kingdom as WWT expands across the Middle East, one of the world's most critical innovation proving grounds."

Aramco Digital's CEO, Tareq Amin, noted that the partnership reflects the Saudi Vision 2030's goals of digital transformation and economic diversification, "It is a significant step marking an important milestone towards positioning the Kingdom at the forefront of digital innovation. Together, Aramco Digital and WWT are pushing the boundaries of AI to enhance capabilities and create new opportunities by offering technology platforms and solutions that foster creativity, unlock value and promote sustainability."​

Nokia wins 5G RAN contract with MEO

Nokia was been awareded a multi-year contract to modernize MEO’s existing radio access network (RAN) infrastructure and enhance its 5G capabilities.

Under the contract, Nokia will supply equipment from its 5G AirScale portfolio powered by its energy-efficient ReefShark System-on-Chip technology, including Massive MIMO, baseband, and remote radio head solutions for both indoor and outdoor scenarios. MEO will also utilize Nokia’s MantaRay SON, the Self-Organizing Networks solution, for optimization and network assurance.

Furthermore, MEO will leverage Nokia's Global Delivery Center in Portugal for complete project delivery and support services. This collaboration will tap into a highly skilled talent pool, cutting-edge tools, and operational capabilities. Additionally, MEO will benefit from Nokia's 5G research and development center in Portugal, fostering innovation for 5G and future technologies.

Tommi Uitto, President of Mobile Networks at Nokia, said: "MEO is a leading telecommunications operator in Portugal, known for delivering innovative solutions to its customers. We are thrilled to strengthen our partnership with this important and long-standing customer through this significant agreement. Together, we aim to unlock the potential of 5G to support the digital transformation of industries and redefine customer experiences."

  • MEO is a telecommunications brand in Portugal. It operates primarily in Portugal, providing a range of services including mobile phone, internet, and television services. MEO is owned by Altice Portugal, which is part of the larger Altice Group. The company also operates in Brazil as an MVNO and also building its own network. MEO Brazil has partnerships with various infrastructure operators, including fiber-optic networks and cell towers, to provide its services to customers. The company has a presence in several Brazilian cities, including São Paulo, Rio de Janeiro, and Belo Horizonte.

Corning raises Q2 guidance

Corning now expects core sales of approximately $3.6 billion for Q2 2024,, compared with previous guidance of approximately $3.4 billion, with core EPS at the high end of or slightly above management’s guided range of $0.42 to $0.46.

Three Core Components of “Springboard” Framework:

  • Management believes that first-quarter 2024 will be the lowest quarter for the year.
  • The company expects to grow by more than $3 billion in annualized sales in the next three years, driven by a combination of cyclical factors and secular trends. The outlook in each of the company’s markets is positive, and its market positions are strong. Innovative products and deep customer relationships position Corning well to capitalize on these opportunities.
  • As Corning captures this growth, management expects to deliver powerful incremental profit and cash flow. The company already has the required production capacity and technical capabilities in place, and the cost and capital are already reflected in its financials.

Wendell Weeks, chairman and chief executive officer, said, “We expect second-quarter core sales to exceed our previous guidance and mark a return to year-over-year growth. The outperformance was primarily driven by the strong adoption of our new optical connectivity products for Generative AI. These results reinforce our confidence in ‘Springboard’ – Corning’s plan to add more than $3 billion in annualized sales in the next three years as cyclical factors and secular trends combine.”