Telco and Tech News and Insights

India Semiconductor Fab: 50,000 WPM Capacity

India Semiconductor Fab: 50,000 WPM Capacity

Hema Kadia August 17, 2025

India has cleared a high-capacity semiconductor fabrication plant slated to produce up to 50,000 300mm wafers per month, a cornerstone move to localize chip supply for telecom, cloud, automotive, and industrial electronics. India’s electronics and IT leadership confirmed plans for a large-scale silicon fab with a targeted capacity of 50,000 wafers per month. The project is being led by Tata Group, with technology partnership support widely expected from a specialty foundry player, aligning with earlier approvals for mature-node logic and power processes. The fab is planned in Gujarat’s industrial corridor, building on India’s recent momentum in assembly, test, and packaging

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Infosys to buy 75% of Telstra’s Versent for AI JV

Infosys to buy 75% of Telstra’s Versent for AI JV

Hema Kadia August 17, 2025

Infosys will acquire a 75% stake in Telstra’s Versent Group for approximately $153 million to launch an AI-led cloud and digital joint venture aimed at Australian enterprises and public sector agencies. Infosys will hold operational control with 75% ownership, while Telstra retains a 25% minority stake. The JV blends Telstra’s connectivity footprint, Versents local engineering depth and Infosys global scale and AI stack. With Topaz and Cobalt, Infosys can pair model development and orchestration with landing zones, FinOps, and MLOps on major hyperscaler platforms. Closing is expected in the second half of FY 2026, subject to regulatory approvals and customary

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What Is CBRS? How Shared Spectrum Is Reshaping Wireless in the U.S.

CBRS Refarming: Why It Hurts Private Networks

Hema Kadia August 17, 2025

More than $14 billion has been invested across the CBRS stacklicenses, RAN, devices, infrastructure, sensors, and software. Over 420,000 CBRS radio nodes (CBSDs) are in service. The device ecosystem is broad: Apple and Samsung ship n48-capable handsets; industrial and FWA suppliers support n48 CPEs and routers; Ericsson, Nokia, Samsung, JMA Wireless and others provide radio and DAS. This is not a pilot; it is production infrastructure. Refarming would force replacement or retuning of hundreds of thousands of base stations and millions of end devices, plus upgrades to SAS integrations and enterprise control planes.

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Ceragon $8M Utility Private Network Modernization, EMEA

Ceragon $8M Utility Private Network Modernization, EMEA

Hema K August 15, 2025

A leading power utility in EMEA has tapped Ceragon to refresh its nationwide missioncritical communications backbone with highpower microwave, signaling a broader acceleration in utility OT network upgrades. The multiphase program, initiated earlier in 2025, is expected to deliver approximately $8 million in revenue for Ceragon and centers on replacing endoflife systems and scaling capacity across a countrywide private network. Following a detailed technical assessment led by a regional solutions provider, the utility selected Ceragons radios over competing global vendors.

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Deutsche Telekom AI Phone: Bundled AI for Everyone

Deutsche Telekom AI Phone: Bundled AI for Everyone

Hema K August 15, 2025

Deutsche Telekom is using hardware, pricing, and partnerships to make AI a mainstream feature set across mass-market smartphones and tablets. Deutsche Telekom introduced the T Phone 3 and T Tablet 2, branded as the AI-phone and AI-tablet, with Perplexity as the embedded assistant and a dedicated magenta button for instant access. In Germany, the AI-phone starts at 149 and the AI-tablet at 199, or one euro each when bundled with a tariff, positioning AI features at entry-level price points and shifting value to services and connectivity. The bundle includes an 18-month Perplexity Pro subscription in addition to the embedded assistant,

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Zayo Amend-and-Extend to 2030 for AI Network Expansion

Zayo Amend-and-Extend to 2030 for AI Network Expansion

Hema K August 15, 2025

Zayo has secured creditor backing to push major debt maturities to 2030, creating headroom to fund network expansion as AI-driven demand accelerates. Zayo entered into a transaction support agreement dated July 22, 2025, with holders of more than 95% of its term loans, secured notes, and unsecured notes to amend terms and extend maturities to 2030. By extending maturities, Zayo lowers refinancing risk in a higher-for-longer rate environment and preserves cash for growth capex. The move aligns with its pending $4.25 billion acquisition of Crown Castle Fibers assets and follows years of heavy investment in fiber infrastructure.

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Private 5G in Logistics: Lufthansa and Ericsson Boost Warehouse Efficiency

Private 5G in Logistics: Lufthansa and Ericsson Boost Warehouse Efficiency

Hema Kadia August 14, 2025

Lufthansa Industry Solutions and Ericsson are tackling logistics bottlenecks with private 5G. At the LAX warehouse, they replaced unreliable Wi-Fi with just two private 5G radios, reducing scanning delays by 97% and eliminating paper logs. With edge computing and AI-powered inspections, their scalable solution is setting a new standard for warehouse automation and logistics connectivity.

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Private Network Leadership Awrads 2026

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