Global Scans · Telecoms · Weekly Summary

• [New] While broadband infrastructure is growing in both scope and diversity, huge challenges remain - about one-third of humanity still lacks internet access, the UN's International Telecommunication Union recently warned ts2. TS2 Space
• [New] 2025 will be a key year for the telecom and networking industry, driven by continued AI growth, increasing fiber demand, and evolving customer needs. Zayo.com
• [New] Governments, too, are prioritizing resilience: the U.S. FCC's restrictions on untrusted telecom gear (from subsea cables to 5G towers) aim to prevent malicious disruptions ts2. TS2 Space
• [New] The AI Action Plan's focus on deregulation, infrastructure investment and federal AI adoption offers telecom providers a unique opportunity to expand services and play a pivotal role in America's AI ecosystem. Bizclik Media Ltd
• [New] If all goes well, Pakistani telecom operators could start deploying 5G networks in early 2026, ushering in a new era of high-speed connectivity - from smart cities to telemedicine - in a country where 4G is currently the norm. TS2 Space
• [New] Companies like SpaceX, OneWeb, Amazon, and terrestrial telecoms integrating satellite links will generate substantial service revenues that dwarf the manufacturing cost of satellites themselves. TS2 Space
• [New] The integration of Starlink into hybrid telecom networks (e.g., T-Mobile's direct-to-cell) could unlock recurring revenue from billions of mobile users. Ainvest
• [New] Major Korean telecommunications companies are developing the traffic management systems that will be needed worldwide as other countries eventually follow South Korea's lead. Business Aviation
• [New] By 2030, global telecom operators are expected to invest $500 billion in 5G infrastructure. PatentPC
• Europe needs to promote innovative industries (including automotive, pharmaceuticals, clean energy, chemicals, telecoms, semiconductors and AI) that will create future employment and exports, and contribute to meeting its defence, digital and sustainability objectives. MIT OpenCourseWare
• People's Republic of China state-sponsored cyber threat actors are targeting networks globally, including, but not limited to, telecommunications, government, transportation, lodging, and military infrastructure networks. Cybersecurity and Infrastructure Security Agency CISA
• AI demand, M&A-friendly policy and investments in innovation could drive growth in Europe's technology and telecommunications sectors. Morgan Stanley
• To secure capacity, DoD could adopt the contracting model currently used by the Defense Information Systems Agency to procure fiber optic capability from the telecommunications industry. SpaceNews
• By 2025, big targets like India will likely be online (SpaceX expects India approval during 2025 satellitetoday.com, and they have partnered with telecoms to be ready). Bez Kabli
• Security Risks in the eSIM Ecosystem - A new study undertaken by academics from Northeastern University has found that many providers associated with eSIMs route user data through foreign telecommunications networks, including Chinese infrastructure, regardless of user location. The Hacker News
• A number of government organizations issued a joint cybersecurity advisory, warning that state-sponsored Chinese cyber attacks have compromised military, transportation and telecommunication networks, and edge routers globally. Semiconductor Engineering
• As India's telecom ecosystem is readying 6G testbeds, Minister of State for Communications Chandra Sekhar Pemmasani has urged start-ups and industry players to aim for 10% global patents on 6G, the sixth generation of wireless cellular technology, by 2030. The Hindu
• For investors, the key question is whether Telecom Italia's restructuring will translate into sustainable value creation. Ainvest
• Germany faces an estimated €2.7 billion to remove Huawei gear from its 91,000 telecom sites, with Deutsche Telekom projected to spend €1.2 billion alone. Ainvest
• COAI Dialogs, one of the leading industry forums in the Indian telecom industry organized by the Cellular Operators Association of India, today voiced out its commitment to strengthen the digital network infrastructure for a Viksit Bharat by 2047. Communications Today

Last updated: 15 September 2025