（全球TMT2025年12月10日讯）今日要点：美国将允许英伟达向中国出售H200芯片；微软宣布公司史上最大亚洲投资计划；SK海力士考虑在 纽约上市；谷歌TPU帮助其模型赶超OpenAI；阿里千问月活突破3000万；海光信息与中科曙光终止重大资产重组。 美国将允许英伟达向中国出售H200芯片 美国总统特朗普表示，他将允许英伟达(Nvidia)对华出口该公司的H200芯片，同时美国将从中获得25%的抽成。这是特朗普通过与一家私营公 司达成非常规协议来为政府赚钱的最新举措。他在Truth Social上说："美国将允许英伟达在能够确保坚实国家安全的条件下，向中国和其他国 家的获批客户销售其H200产品。"他还表示："其中的25%将支付给美利坚合众国。" 微软宣布公司史上最大亚洲投资计划 微软公司(Microsoft)公布了230亿美元的人工智能投资计划，旨在向亚马逊和谷歌发起挑战。该公司周二宣布将投资约230亿美元用于人工智能 领域，其中大部分将投向印度，以加大对全球增长最快的数字市场之一的投资。微软将在印度投资175亿美元，这是其在亚洲最大的一笔投 资，旨在该国建设人工智能基础设施。这项投资是在微软今年早些时候 ...

Investors interested in stocks from the Wireless Equipment sector have probably already heard of Ericsson (ERIC) and Motorola (MSI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Score ...

此外，一位发言人还补充称，作为此次决策的一部分，英特尔已终止与爱立信的谈判。值得一提的是，这一谈判的终止并非突然，爱立信曾探讨收购NEX 的部分股权，而在今年早些时候，英特尔便已明确表示计划对该部门进行分拆，并正在物色战略投资者。 此外，英特尔内部人事变动也引发了关注。环球网援引《金融时报》报道称，11月，英特尔证实，上任仅6个月的首席技术与人工智能官萨钦・卡蒂 （Sachin Katti）已决定离职，并将加入人工智能初创公司OpenAI。据悉，这已是今年英特尔出走的第二位高管。 针对高管离职及AI业务的后续安排，英特尔回应称，人工智能仍是该公司最高战略优先事项之一，并宣布由CEO陈立武亲自接管AI业务。 据多家媒体报道，英特尔公司表示，将搁置此前剥离或出售其网络业务部门（NEX）部分股权的计划，同时终止与爱立信的相关收购谈判，引发行业广泛 关注。 对于这一战略调整，英特尔在当地时间周三通过电子邮件发布声明，进一步解释了决策背后的考量："在对NEX的战略选项进行了全面评估后，包括潜在的 独立运营路径，公司认定该业务留在英特尔内部最有利于其实现成功，将NEX保留在公司内部，有助于实现硅芯片、软件和系统之间的更紧 ...

Vonage to feature its software solutions, commended by enterprises and developers, at AWS re:Invent 2025 HOLMDEL, N.J., Dec. 4, 2025 /PRNewswire/ -- Vonage, a part of Ericsson (NASDAQ: ERIC), today announced the availability of its enterprise software solutions in AWS Marketplace, including Vonage Communications APIs, Network APIs, and Contact Center. The recently unveiled integration of Amazon Nova Sonic and Vonage Voice API is also a part of the catalog. What Customers Have to Say Vonage's Christophe Van ...

Accessibility StatementSkip Navigation STOCKHOLM, Dec. 3, 2025 /PRNewswire/ -- Ericsson (NASDAQ: ERIC) today announces a strategic partnership with LotusFlare, a software development company that serves the telecommunications industry and enterprises. LotusFlare, headquartered in Santa Clara, California, was founded in 2014 and has 500 employees globally. In conjunction with this partnership, Ericsson has acquired a minority stake in LotusFlare. LotusFlare's DNO Cloud platform provides the consent managemen ...

Core Viewpoint - The company, Zhongshi Technology, confirmed its collaboration with major telecommunications equipment manufacturers, including ZTE, Ericsson, Nokia, Cisco, and Finisar, in the digital infrastructure sector [2]. Group 1 - The company provides key products in the digital infrastructure industry, such as thermal interface materials, heat pipes, uniform heat plates, thermal modules, EMI shielding materials, and environmental sealing materials [2]. - The company has a long-term service relationship with leading clients in the telecommunications sector [2].

Core Insights - Investors are evaluating the value opportunities in Wireless Equipment stocks, specifically comparing Ericsson (ERIC) and InterDigital (IDCC) [1] Valuation Metrics - Both Ericsson and InterDigital currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - Ericsson has a forward P/E ratio of 12.90, while InterDigital has a forward P/E of 23.89, suggesting that Ericsson may be undervalued compared to InterDigital [5] - The PEG ratio for Ericsson is 1.53, and for InterDigital, it is 1.59, indicating similar expected earnings growth rates [5] - Ericsson's P/B ratio is 2.9, compared to InterDigital's P/B of 7.87, further supporting the notion that Ericsson is the more attractive value option [6] - Based on these valuation metrics, Ericsson has earned a Value grade of A, while InterDigital has a Value grade of C, reinforcing the conclusion that Ericsson presents a superior value opportunity [6]

Core Insights - Vonage has been recognized as an Established Leader in three reports by Juniper Research, highlighting its innovations in API products and market leadership [1][2][3] Group 1: Market Recognition - Vonage received triple recognition from Juniper Research for its API product innovations in the Network APIs Market, Global Mobile Identity Market, and A2P & Business Messaging [1] - The company is noted for its advanced technologies and tools that enhance digital experiences, reinforcing its market leadership position [4] Group 2: API Innovations - Juniper Research emphasizes Vonage's introduction of Network APIs, such as Silent Authentication and SIM Swap, which address the complexities of APIs and support digital transformation [2] - Vonage's Fraud Prevention APIs are highlighted for providing secure authentication solutions, particularly beneficial for industries like financial services that are prone to fraud [2] Group 3: Communication Solutions - The A2P & Business Messaging Report recognizes Vonage's extensive network reach and its diverse portfolio of Communications APIs, including SMS and rich messaging solutions like RCS and WhatsApp [3] - Vonage's ecosystem partnerships are credited as a significant factor in its market leadership, enhancing its service offerings [3]

Core Insights - The deployment of 5G Standalone (5G SA) networks has significantly increased the number of communications service providers (CSPs) offering differentiated connectivity models, particularly through network slicing [1][2][4] Group 1: 5G Standalone Deployment - More than 90 CSPs have launched or soft-launched 5G SA networks, marking an increase of approximately 30 CSPs from the previous year and 20 from the June 2025 report [2] - 118 cases of network slicing have been identified across 56 CSPs, with 65 of these cases moving into commercial services [2][3] - In 2025, 21 out of the 65 commercial offerings were launched, indicating a strong trend towards commercial deployment [3] Group 2: Future Projections - The November 2025 Ericsson Mobility Report forecasts that global 6G subscriptions will reach 180 million by the end of 2031, with significant early uptake expected in leading markets [5][6] - Enhanced mobile broadband is projected to exceed 6.4 billion 5G subscriptions by the end of 2031, accounting for about two-thirds of all mobile subscriptions [6][9] - By the end of 2025, 5G subscriptions are expected to surpass 2.9 billion, representing about one-third of all current mobile subscriptions, with a year-on-year increase of 600 million [7] Group 3: Data Traffic and Connectivity - Mobile network data traffic grew by 20% from Q3 2024 to Q3 2025, driven primarily by growth in mainland China and India, with an annual average growth forecast of 16% through 2031 [8] - By the end of 2025, 5G networks are expected to manage 43% of all mobile data, up from 34% the previous year, with a forecast increase to 83% by 2031 [10] - Approximately 1.4 billion people are expected to access Fixed Wireless Access (FWA) broadband by the end of 2031, with 90% of this access via 5G [10]

Core Viewpoint - The article discusses the ongoing challenges and dynamics in the RAN (Radio Access Network) chip market, highlighting the reliance on a few major suppliers and the implications of geopolitical factors on market competition [2][3]. Group 1: Market Dynamics - The RAN chip market is dominated by a few players, specifically Ericsson, Nokia, and Samsung, which limits competition for telecom operators [3]. - The revenue for RAN products was approximately $45 billion in 2022, projected to decline to $35 billion by 2024, indicating a shrinking market [3]. - The introduction of Open RAN has not significantly increased chip diversity, leading to a reliance on a limited number of manufacturers [3]. Group 2: Technological Shifts - Virtual RAN (vRAN) is gaining traction, with its share expected to double from 10% in 2023 to over 20% by 2028, potentially impacting the custom chip market [5]. - Ericsson continues to invest heavily in ASIC (Application-Specific Integrated Circuit) development, but the shift towards vRAN may affect the returns on this investment [6][7]. - Samsung is rapidly moving towards vRAN solutions, with its products showing improved performance and reduced costs compared to traditional RAN [7]. Group 3: Competitive Landscape - Intel remains a key partner for both Ericsson and Samsung, while Nokia relies on Marvell for its RAN products [3][7]. - AMD is positioned as a potential alternative to Intel, with its financial performance significantly better than Intel's, but challenges remain regarding hardware integration [9]. - Nvidia's recent investment in Nokia indicates a strategic move to support RAN software development, although there are concerns about the cost and energy efficiency of Nvidia's GPUs [12][13].