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In this episode of the neXt Curve reThink podcast, Leonard Lee and Earl Lum of EJL Wireless Research recap Ericsson's D-15 Analyst Event and ZTE's 5G Summit which took place in Istanbul, Turkey.

This episode is a cornucopia of international telco insights as Ericsson presents its case and big-picture vision for high-performing, differentiated networks and network APIs, and ZTE lays out its blueprint for the future of 5G and 5G advanced.

Earl & Leonard discuss the following topic that mattered from Ericsson's D-15 Analyst Event and ZTE's Analyst Day:

• Earl provides his overview of ZTE's 5G Summit 2024 (1:45)
• Earl's first impressions of Turkey (3:02)
• Headlines and key takes from ZTE's 5G Summit 2024 (4:05)
• The two-layer 5G spectrum birthday cake (7:34)
• The late 5G adopter advantage (8:40)
• The practical mystery of AI in the network and RAN (11:06)
• Leonard provides an overview of Ericsson's D-15 event (16:32)
• Ericsson's vision of reinventing the telco industry - network APIs (17:20)
• SMO and rApps, the first order accelerator for 5G modernization? (20:53)
• AI and automation of the network (26:43)
• GNP and NewCo JV, the cornerstone of the next phase of the industry (28:24)
• Thinking beyond connectivity (33:26)
• Bringing the ecosystem together (35:01)
• How big is the network API opportunity for operators? (37:22)

Connect with Earl Lum at www.ejlwireless.com. Hit us up on LinkedIn and take part in our industry and tech insights.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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The 5G Americas Analyst Forum 2024 took place in Dallas. Leonard Lee of neXt Curve, Earl Lum of EJL Wireless Research, and Prakash Sangam of Tantra Analyst were there. This year's event highlighted the need for 5G standalone deployment to enable advanced features. The event also focused on the complexity of Latin America’s wireless industry and the importance of affordable 5G handsets for the region.

Despite the hype surrounding AI, discussions were more realistic about its practical applications and the need for right-sizing vendor operations. In true 5G Americas fashion, we couldn't get enough of the expansive agenda and top-notch engagement with the leading operators and tech firms in the telco industry in the Americas.

Earl, Prakash, & Leonard discuss the following topic that mattered from 5G Americas Analyst Forum 2024:

• Impressions of 5G Americas Analyst Forum 2024 (2:40)
• 5G Americas by the numbers (4:42)
• The Latin American 5G story (6:48)
• 5G Standalone, the key to the 5G promises (7:43)
• The GenAI hype in telco is cooling and AI is practical again (11:20)
• FWA is the evolving killer 5G app if there was one (14:10)
• Innovations in the RAN. Anything new? (18:29)
• AI appropriation in telco (24:42)
• Scaling out a 5% error rate on your network (28:26)
• Automation versus AI - they are not the same (32:39)
• Network APIs in the work in progress (37:30)
• The panel predicts the themes of 5G Americas Analyst Forum 2025 (40:10)

Connect with Earl Lum at www.ejlwireless.com and Prakash Sangam at www.tantraanalyst.com. Hit us up on LinkedIn and take part in our industry and tech insights.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.

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Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology.

It's busy season for analysts who are bouncing around the world attending the deluge of industry and company events. That means double, triple booking each week if not more. Then there are all those virtual session.

October brought us Qualcomm's Snapdragon Summit, AMD's AI event, and a constant stream of headlines streaming of the industry including at Lenovo Tech World, the Westeros of the semiconductor industry where so many chip industry dramas are playing out at the moment.

Leonard and Jim parse through the key announcements and semiconductor headlines that mattered in the month of October of 2024:

• The crazy season for industry analysts (1:06)
• Is IBM a phantom chip play with Sypre and Telum? (3:04)
• The chip industry is increasingly a systems game (7:09)
• AMD AI headlines with AI 300 Pro, MI 325 and more (7:47)
• Network and interconnect bound (10:01)
• GenAI scaling law bingo (12:57)
• Jim's next major architectural proposal and white paper (13:50)
• Hell freezes over with Intel and AMD - x86 advisory group (15:17)
• Is NVIDIA going open source with Blackwell? (19:56)
• Snapdragon Summit 2024 - Autos and Oryon 2 (21:12)
• Another Arm vs. Qualcomm flare up (22:03)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard on LinkedIn and take part in our industry and tech insights.

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout - https://nextcurvepodcast.buzzsprout.c... - or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.