The hottest Telecom Substack posts right now

And their main takeaways
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Top Business Topics

Lessons from History: The Rise and Fall of the Telecom Bubble

Mule’s Musings • 558 implied HN points • 16 Oct 23
💼 Business Technology Finance History Economy Telecom
  1. The Telecom bubble had compounding levels of leverage throughout the value chain, which is a defining difference from today's AI companies.
  2. The barrier to entry in the Telecom industry seemed lower than in the AI industry, allowing for more new entrants.
  3. Supply is reactive to demand, and the telecom bubble showed that supply can quickly outstrip demand, leading to a glut.

Việt Nam và 5G

Thái | Hacker | Kỹ sư tin tặc • 199 implied HN points • 21 Jan 22
🕹 Technology Telecom Innovation
  1. Vietnam's contribution to the 5G technology development seems minimal, with no significant participation in organizations like 3GPP.
  2. Vietnamese companies like Viettel are making strides in 5G technology, but their global leadership in the field is questionable.
  3. Involvement in alliances like O-RAN can offer Vietnamese companies opportunities in the 5G space, but it doesn't necessarily establish global leadership.

[Q4 CY23] Ericsson, Nokia, Lam Research, Tesla, TSMC

Irrational Analysis • 19 implied HN points • 21 Oct 23
🕹 Technology Telecom Semiconductors AI Data Centers
  1. Analyst pointed out Ericsson's struggles with return to 2018 revenue levels and significant growth decline, raising concerns about pricing and cost-cutting efforts.
  2. Nokia's CEO indicated a challenging forecast with no recovery until 2026, expressing concern over irrational pricing actions by competitors in the market.
  3. TSMC CEO emphasized confidence in the company's advanced technology, dismissing the impact of edge AI on revenue growth in 2024.

From McLaren's Title Sponsors to the Next Company on Regulators' Mind: What's Going to Happen with Vodafone and Three UK

Startupology • 19 implied HN points • 03 Jul 23
💼 Business Mergers Regulations Telecom Competition Investment
  1. Vodafone and Three UK plan to merge to become the largest mobile operator in the UK.
  2. Merging may reduce prices for consumers but also raise concerns about market competition.
  3. Regulators will play a critical role in deciding if the merger is beneficial for customers or not.
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China Unicom establishes a security subsidiary as part of intensified cybersecurity strategy

CyberSecurityMew • 0 implied HN points • 05 Feb 24
🕹 Technology Cybersecurity Telecom Investments
  1. China Unicom established a security subsidiary with a significant capital and a focused cybersecurity strategy.
  2. Telecom operators like China Unicom, China Mobile, and China Telecom are escalating their investments in cybersecurity, which may impact the industry structure.
  3. The cybersecurity landscape in China is evolving rapidly, with companies offering a wide range of security products to meet the needs of the digital economy.