Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC

Worldwide spending on telecommunications and pay TV services will reach US$1,544 billion in 2024, representing an increase of 2.4% year-on-year, according to the Worldwide Semiannual Telecom Services Tracker published by IDC. The latest prediction is 1pp higher than the version published in the May edition of IDC’s Tracker. If that forecast becomes reality, the above-mentioned annual growth rate would be the highest recorded in the last 12 years.

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MLCC firm Holy Stone to see stable growth in 2025 automotive orders

Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which will see clear demand next year, even though inventory checks have continued into the fourth quarter of 2024. In addition, power supply-related demand for AI servers is expected to grow as well.

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Japan expected to announce additional US$1.3 billion investment in Rapidus

Reports from Kyodo and Nikkei indicate that the Japanese government intends to invest around JPY200 billion (approx. US$1.3 billion) in Rapidus during the fiscal year 2025, spanning from April 2025 to March 2026. This investment aims to bolster the development of advanced semiconductor mass production capabilities in Japan. Additionally, by providing government support, the initiative seeks to encourage private-sector financing and investments in Rapidus.

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