Coverage archive

April 2022

Browse Converge Digest reporting from this month.

Reporting

Stories from the archive

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Dell’Oro: Worldwide telecom capex growth to taper off in 2023

Preliminary readings suggest that worldwide telecom capex—the sum of wireless and wireline telecom investments—increased 9 percent year-over-year in nominal USD terms and remain on track to advance 3 percent in 2022 before tapering off in 2023 and 2024, according to a recent report from Dell’Oro Group. The finding confirm the positive momentum and the growth […]

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Kioxia builds new fab for its 3D flash memory

 Kioxia held a groundbreaking ceremony for a state-of-the-art semiconductor fabrication facility (Fab2) at its Kitakami Plant in Iwate Prefecture, Japan.  The new facility will contribute towards possible expansion of production of its proprietary 3D flash memory BiCS FLASHTM at the Kitakami Plant. Construction of the Fab2 facility is scheduled to be completed in 2023. The […]

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AMD to acquire Pensando for its DPU + software stack

AMD agreed to acquire Pensando, a Silicon Valley start-up offering a software-defined edge services platform powered by a custom packet processor, for approximately $1.9 billion before working capital and other adjustments.  Pensando (“thinking” in Spanish) is led by Cisco’s legendary “MPLS” team — Mario Mazzola, Prem Jain, Luca Cafiero, Soni Jiandani and Randy Pond. Its […]

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Synopsys and Juniper form joint venture for silicon photonics

Synopsys and Juniper Networks are establishing a joint venture company focused on open silicon photonics for applications such as telecom, datacom, LiDAR, healthcare, HPC, AI, and optical computing.  The new company’s open silicon photonics platform will include integrated lasers, optical amplifiers, and a full suite of photonic components to form a complete solution that will […]

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HPE Spaceborne Computer-2 brings edge to ISS

The HPE Spaceborne Computer-2 (SBC-2), which is deployed on the International Space Station (ISS), has successfully completed 24 research experiments requiring real-time data processing. These experiments spanned uses cases supporting healthcare, image processing, natural disaster recovery, 3D printing, 5G, and solutions enabled by artificial intelligence. HPE launched Spaceborne Computer-2, in collaboration with the ISS National […]

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Private investment firm acquires LightRiver

Grain Management, a leading private investment firm, has acquired LightRiver’s Technologies & Software entities from CVF Capital Partners and Plexus Capital. Financial terms were not disclosed. Since its establishment in 1998, LightRiver has delivered over $1 billion in carrier-grade transport network solutions, including certified design, professional staging services, deployment services, and network automation products to […]

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Vodafone Portugal selects Mavenir’s Converged Packet Core

Vodafone Portugal has selected Mavenir as its strategic 5G Converged Core supplier and will be deploying its fully containerised Converged Packet Core network solution. The MAVcore family includes Mavenir’s Converged Packet Core and Policy Control solution delivering a next-generation modernised data network.  The 5G Converged Packet Core solution is designed with cloud-native containerised techniques providing […]

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Construction begins on Carnival Submarine Network-1

Telconet, the Ecuador-based infrastructure and telecom operator, has contracted Alcatel Submarine Networks (ASN) to begin construction of the Carnival Submarine Network-1 (CSN-1), a 4,500 km submarine cable the will link Ecuador, Panama, Colombia and the west coast of Florida, plus potentially other countries within Central and South America. The submarine cable, which will adopt the […]

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Research

Cignal AI: 400ZR pluggable coherent modules in 4Q21

Shipments of 400ZR/ZR+ modules surged in 4Q21 as Cisco (Acacia) and Marvell rapidly scaled production capacity, according to the 4Q21 Transport Applications Report from Cignal AI. However, demand from Cloud Operators is still exceeding supply, which will be increased this year as vendors such as Ciena, Neophotonics, and II-VI grow production.  Cignal AI expects that […]

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Singtel and Australian fund to acquire 2,000 towers across Australia

AustralianSuper, which is the largest Australian superannuation and pension fund, and Singtel-owned Australia Tower Network (ATN) have agreed to acquire Axicom, one of Australia’s leading providers of telecommunications tower infrastructure, for A$3.58 billion. Axicom owns and operates approximately 2,000 telecommunication sites located in metro and outer-metro locations across all eight states and territories and major […]

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Macquarie Asset Management to back NTT’s data center expansions

NTT announced a strategic real estate partnership Macquarie Asset Management, a leading global technology services company, covering NTT’s wholesale facilities across Europe and North America.  Under the arrangement, Macquarie Asset Management will have the opportunity to invest real estate capital alongside NTT as the company expands its data center footprint in Europe and North America.  […]

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