CHINA TELECOM
EU governments hesitant on Chinese EV tariffs as trade spat escalates
Germany, whose carmakers made a third of their sales last year in China, wants to stop the tariffs, according to a government source, while France has been among the firmest backers.
India best emerging market story; haven't ever seen valuations and fundamentals so attractive: Mihir Vora
The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interest rates for longer, probably, but the fact is that the US economy is doing quite well.
ET Explains: All about vRAN and what it means for Vi
Vodafone Idea (Vi) has completed trials using Samsung's virtualised RAN (vRAN) technology, which is expected to bring substantial cost savings to the telco compared to legacy hardware infrastructure. vRAN is a technology that allows for the complete running of baseband functions as software on commonly available hardware, reducing server or processor capacity at sites. It also allows for the centralisation of some processing functions to local nodes, reducing server or processor capacity at sites.
All about China's War Game Exercise that Left the U.S. Air Force Worried
The US is concerned about growing cyber threats from China. The FBI Director has warned that there are multi-pronged threats against the US interest. Analysts have noted that there is a need for joint efforts to tackle this growing menace.
US probing China Telecom, China Mobile over internet, cloud risks
The Biden administration is investigating China Mobile, China Telecom, and China Unicom over concerns they could misuse access to American data through their U.S. cloud and internet services by sharing it with Beijing. The Commerce Department is leading the probe, which has completed "risk-based analyses" of China Mobile and China Telecom. These companies, despite being barred from providing certain services, still offer cloud and internet routing services in the U.S., posing potential national security risks. The investigation aims to close any remaining avenues for Chinese firms to access U.S. data, amid ongoing tech tensions.
Chinese telecom equipment meant for Pak army ends up in hands of terrorists in J-K
'Ultra Set' handsets seized in encounters operate on radio waves, linked to a control station in Pakistan, and use Chinese satellites for message transmission.
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Biden bans US sales of Kaspersky software over Russia ties
The United States on Thursday banned Russia-based cybersecurity firm Kaspersky from providing its popular anti-virus products in the country, the US Commerce Department announced. "Kaspersky will generally no longer be able to, among other activities, sell its software within the United States or provide updates to software already in use," the Commerce Department said in a statement announcing the action, which it said is the first of its kind. da/des
Winning design: Nokia mulls shifting big chunk of global design capacity to India
Nokia is strategically considering shifting its design capacity to India, particularly focusing on telecom network infrastructure equipment in Chennai and expanding manufacturing of optical line terminals in Sriperumbudur, emphasizing the importance of MIMO technology and leveraging partnerships with Foxconn for production.
Here's why Gurmeet Chadha is bullish on Bharti Airtel
It is difficult to put incremental money in these pockets and so ABB is 50 times EV by EBITDA, 80-90 times earnings and probably the next four-five-year order book is probably in the price.
Prioritise 6 GHz spectrum for 5G, roll out fair share data network usage norm: COAI to government
COAI emphasizes the need for massive spectrum resources like Bharat 6G Alliance and Vision for 6G innovations and deployment.
Aramco sale set to raise at least $11.2 billion for Saudi Arabia
Saudi Aramco's mega stock offering, set to raise $11.2 billion, supports the government's economic transformation. The sale includes Aramco's $124 billion dividend, attracting foreign investors despite challenges in the oil market.
Airtel, Jio free cash flow seen rising amid falling capex spends, growing ARPU
Analysts predict Bharti Airtel's and Reliance Jio's free cash flows to rise in FY26, reaching approximately Rs 56,000 crore and Rs 38,500 crore, respectively. This growth stems from reduced capital expenditures and higher average revenue per user (ARPU). Both telcos expect a surge in ARPU driven by tariff hikes and increased data usage amid 5G deployments
Why imports from China are rising despite atmanirbhar Bharat initiatives
Imports from China is something India should monitor. But in some ways, this might be the way for the country to become a self-reliant economy.
Airtel's $100b market capitalisation reflects a stable economy under a solid leader: Sunil Mittal
Sunil Bharti Mittal, Chairman of Bharti Enterprises, emphasized that Airtel's resurgence post the challenges posed by Reliance Jio's entry and the AGR ruling showcased India's stable economy and supportive policies under strong leadership. Reflecting on Airtel's path to the $100-billion milestone, Mittal highlighted the company's resilience amidst industry disruptions. He noted that Airtel's achievement as the first-generation Indian company to reach this milestone was significant, especially considering the competitive landscape.
China enhances military support to Pakistan along LoC in Kashmir
This move is seen as part of efforts to strengthen China's ties with Pakistan and safeguard Chinese investments in Pakistan-occupied Kashmir, particularly related to the China-Pakistan Economic Corridor (CPEC).
D2M tech pioneer takes on DoT arm
The Telecommunications Engineering Centre (TEC) report has suggested that 3GPP 5G broadcast standards - backed by global chipmakers Qualcomm and Samsung, telecom equipment vendors Nokia and Ericsson as well as Indian telecom operators - have superior ecosystem readiness for direct-to-mobile (D2M) broadcasting compared with the ATSC 3.0 protocols.
HCLTech to buy Hewlett Packard’s communications tech assets for $225 million
As part of this agreement, HCLTech will also absorb around 1,500 employees and 700 contractors with experience of engineering services for telecom industry in countries including Spain, Italy, India, Japan, China, Americas and APAC region, HCLTech said in a regulatory filing on Thursday.
FM Sitharaman bats for a bigger manufacturing play, looks to increase country’s share in global value chains
Finance Minister Nirmala Sitharaman advocated for a significant boost in domestic manufacturing to enhance India's self-reliance and integration into global value chains, rejecting the idea of solely focusing on services. Speaking at the Confederation of Indian Industry (CII) annual business summit, she emphasized the government's partnership with India Inc for national development. Sitharaman expressed confidence in Prime Minister Narendra Modi's re-election, planning to engage with CII post-elections for budget consultations.
India needs to focus on manufacturing, achieve greater sophistication: Nirmala Sitharaman to Indian Inc
Finance Minister Nirmala Sitharaman flagged the need for India to boost its manufacturing sector to achieve self-reliance and increase its share in the global value chain. She highlighted the importance of policy support and sophistication in product manufacturing to attract investment and reduce dependence on China. The minister also discussed the success of the PLI scheme in sectors like telecom and electronics, showcasing India's potential for growth and investment.
India needs Rs 4.2 lakh cr investment to connect 24 cr households with broadband by 2030
According to the break-up provided by Prashant Singhal, fibre deployment will need investments in the range of Rs 2.7-3 lakh crore, passive infrastructure Rs 90,000-96,000 crore, WiFi and in-building solutions Rs 6,600-Rs 9,000 crore, data centres Rs 9,700-Rs 14,100 crore and satellite broadband services Rs 26,000-29,000 crore.
Huawei's new phone uses more China-made parts, memory chip
Huawei's Pura 70 Pro showcases China's tech self-sufficiency advancements through increased use of Chinese suppliers, including HiSilicon's NAND memory chip, and Kirin 9010 processor, challenging U.S. sanctions and impacting the smartphone market.
US revokes Intel, Qualcomm's export licenses to sell to China's Huawei, sources say
The United States stated on Tuesday that it has revoked certain licenses that permit companies to transport products, like chips, to the sanctioned Chinese telecommunications equipment manufacturer Huawei Technologies.
China, Hong Kong account for 56 pc of India 's total imports of electronics, telecom, electrical products: GTRI
India's imports of electronics, telecom, and electrical products surged to USD 89.8 billion in 2023-24, with over half of these imports coming from China and Hong Kong, according to the Global Trade Research Initiative (GTRI). China dominates with a 43.9% share, highlighting India's heavy reliance on these countries. GTRI emphasizes the need to reduce this dependency to enhance economic resilience and safeguard digital sovereignty. The report suggests strategic diversification of sources and boosting domestic production capabilities to achieve this goal.
How China's iPhone killer has sharpened its knife
Huawei's technological advancements and market dominance has posed a significant threat to Apple's iPhone in China. Despite US sanctions, Huawei's innovative high-end phones like the Mate 60 series continue to outperform Apple, leading to a decline in Apple's market share.
India must close gap with China on fibre deployment: Sterlite Tech exec
"If you look at China, they are deploying 240 million kms per year, which is nearly 12 times that of India with a population of comparable size. In Europe and the US, 8Gbps speed is becoming a norm," Sterlite Technologies (STL) managing director Ankit Agarwal said.
Apple's Q1 smartphone shipments in China tumble 19%, data shows
Apple's China smartphone shipments declined 19% in Q1, losing market share to Huawei. Huawei's Pura 70 series launch impacted Apple. U.S. Commerce Secretary Raimondo commented on Huawei's chip technology."}
Kyrgyzstan takes cue from India & blocks TikTok
Kyrgyzstan has blocked TikTok due to lax content rules and mental health worries for children. Concerns over debt to China, reaching $6.2 billion, add strain to the China-Kyrgyz relationship, alongside infrastructure projects financed by Chinese loans.
US weighs sanctioning Huawei’s secretive Chinese chip network
The companies that could be blacklisted include chipmakers Qingdao Si’En, SwaySure, and Shenzhen Pensun Technology Co., or PST, the people said, asking not to be named because they weren’t authorized to discuss non-public information. Biden officials are also weighing sanctions on China’s leading memory chipmaker, ChangXin Memory Technologies Inc.
Nokia's patent dispute persists in China despite deal with one smartphone maker
Nokia, once the world's number one mobile phone maker, holds a significant patent portfolio of some key technologies needed in phone manufacturing and the resulting licensing revenue represented 39% of operating profit in 2022. Nokia has been in legal disputes with Chinese device makers Oppo and Vivo in various countries over the use of 4G and 5G patents since 2021 which have not been resolved, a source familiar with the matter said.
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