Core Insights - Nokia has partnered with Netplus to deploy advanced 400G routing technology and software-defined access network (SDAN) to enhance high-speed broadband and IPTV services in India, particularly in Punjab and other cities [1][9] - The deployment aims to transition subscribers from traditional linear TV to on-demand IPTV services, supporting high-bandwidth applications like e-commerce and digital classrooms [2][3] - The new network architecture utilizes Nokia's 7250 Interconnect Routers and 7750 Service Router, providing a future-proof architecture with improved service assurance and investment protection [3][4] Company Developments - Netplus is positioned to serve nearly two million users with more immersive and flexible services while ensuring energy efficiency and long-term scalability [1][2] - The collaboration with Nokia is aimed at building next-generation digital infrastructure in northern India, enhancing customer experience and operational efficiency [5][6] - Nokia's solutions are designed to support data-intensive applications, ensuring network reliability and reducing energy costs for Netplus [6][9] Industry Context - Indian ISPs are under pressure to upgrade their networks to meet the rapid shift in consumer demand for on-demand video, online gaming, and educational services [3] - The deployment of energy-efficient components across all network layers contributes to lower operating costs and supports sustainable growth in the industry [2][3]

Core Insights - Nokia has partnered with Netplus to deploy advanced 400G routing technology and software-defined access network (SDAN) to enhance high-speed broadband and IPTV services in India, particularly in Punjab and other cities [1][9] - The deployment aims to transition subscribers from traditional linear TV to on-demand IPTV services, supporting high-bandwidth applications like e-commerce and digital classrooms [2][3] - The new network architecture is designed for improved service performance, energy efficiency, and long-term scalability, benefiting nearly two million users [1][4][5] Company Developments - Netplus is leveraging Nokia's 7250 Interconnect Routers and 7750 Service Router for broadband aggregation and gateway functionality, ensuring a future-proof architecture [3][6] - The collaboration emphasizes the commitment to building next-generation digital infrastructure in northern India, enhancing customer experience and operational efficiency [5][6] - Nokia's solutions are positioned to support data-intensive applications, ensuring network reliability and reduced energy costs for Netplus [6][9] Industry Context - The Indian ISP market is experiencing a rapid shift in consumer demand for on-demand video, online gaming, and educational services, necessitating network upgrades for performance and sustainability [3] - The deployment of energy-efficient components across all network layers contributes to lower operating costs and supports sustainable growth in the industry [2][3]

Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, targeting their operations in 18 European countries, which is seen as a strategic move against Geely's expansion in Europe [3][8]. Group 1: Patent Infringement Details - The lawsuit involves essential patents in the cellular communication field, specifically focusing on patents EP3799333 and EP4090075 related to 4G/5G technology applications in vehicles [3][8]. - If found guilty of infringement, Geely's vehicles could face a sales ban in key European markets, potentially impacting 20% of its global export share [8]. Group 2: Financial Implications - Geely's projected export volume for 2024 is 414,500 units, with a year-on-year growth of 57%, making the European market a significant contributor [8]. - Nokia's licensing fees through its patent pool Avanci are set at $49 per vehicle, which could result in annual costs exceeding $20 million for Geely based on its export volume [9]. Group 3: Industry Context and Challenges - The lawsuit reflects a broader trend where Chinese automotive companies face increasing patent-related challenges in Western markets, similar to the experiences of Chinese smartphone manufacturers [11]. - Chinese automakers have a weak patent reserve in critical areas like vehicle networking and human-machine interaction, with their overseas patent totals being only one-fifth of Toyota's [11]. Group 4: Recommendations for Chinese Automakers - Industry experts suggest that Chinese automakers should enhance their patent application efforts in key markets and focus on core technologies to build a robust patent defense [12]. - Establishing a professional global intellectual property management team is crucial for navigating patent negotiations and litigation effectively [12].

Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group's brands, including Zeekr, Lynk & Co, Lotus, and Smart, concerning essential patents in the cellular communication field, which may impact Geely's expansion plans in Europe and sales volume [2][3] Group 1: Nokia's Financial Performance - Nokia reported a 2% year-on-year revenue increase in Q2, reaching €4.55 billion, while adjusted operating profit fell to €301 million, a 29% decrease from €423 million in the same period last year [2] - The company is facing challenges due to the trade war initiated by the Trump administration, which has disrupted supply chains and affected market conditions across various industries [2] Group 2: Geely's Sales Performance - Geely achieved total revenue of ¥150.285 billion in the first half of the year, representing a 27% year-on-year growth, while net profit attributable to shareholders decreased by 14% to approximately ¥9.29 billion [2] - Zeekr's July sales reached 16,977 units, a slight increase of 8% year-on-year, with cumulative sales from January to July totaling 107,717 units, reflecting a 4% growth [3] - Lynk & Co's July sales were 27,216 units, marking a 28% year-on-year increase, with cumulative sales for the first seven months at 181,353 units, a 23% growth [3] Group 3: Impact of Lawsuit on Geely - The lawsuit may affect Geely's plans for market expansion in Europe and could impact sales volume exceeding 400,000 units [3] - The lawsuit is perceived as a strategy by Nokia to compel Geely to negotiate licensing fees for the use of 4G/5G technology [3]

Key Takeaways from the AI & Semis Symposium Industry Overview - The symposium focused on the **semiconductor industry** and its intersection with **artificial intelligence (AI)**, featuring over 25 speakers from academia and industry, including representatives from **ASML**, **BESI**, **Infineon**, **Logitech**, and **Nokia** [1][4][19]. Core Insights - **Generative AI Capabilities**: The power of Generative AI is being validated, with claims of efficiency improvements equating to a workforce with 6x the bandwidth. AI models have achieved gold-medal scores at the International Mathematical Olympiad, outperforming human participants [1][5]. - **AI in Various Sectors**: AI is proliferating across sectors such as healthcare, retail, and entertainment. For instance, a major streaming company reported a 10x acceleration in production through AI integration in visual effects [1][6]. - **Robotics in Healthcare**: In the US, 95% of certain cancer procedures are performed robotically, utilizing 25 years of kinematic video data for training [1][6]. - **Energy Consumption**: Some newly built data centers consume as much power as New York City, highlighting the need for efficient energy solutions [1][20]. Company-Specific Highlights ASML - **EUV Demand**: Strong demand for Extreme Ultraviolet (EUV) lithography tools is driven by AI-Logic applications, with expectations for increased Memory adoption to meet performance needs [21][23]. - **China Market**: ASML anticipates that China will contribute over 25% of group revenue by 2025, driven by self-sufficiency trends and a broadening customer base [26]. - **Growth Outlook**: While the outlook for 2026 is uncertain, ASML targets 15% growth this year, with recent positive datapoints noted [24][26]. BESI - **Hybrid Bonding Adoption**: Thermal efficiency is accelerating the adoption of hybrid bonding in high-stack memory architectures, with positive feedback from industry leaders [25][27]. - **Growth Opportunities**: BESI sees significant long-term growth linked to chiplet architectures and co-packaged optics [28]. Infineon - **Power Semiconductors**: Infineon’s portfolio across silicon, GaN, and SiC positions it to meet rising energy demands in AI data centers, with power densities increasing significantly [30][32]. - **Vertical Power Delivery**: The shift towards vertical power delivery configurations is driven by the need for efficiency as GPU power requirements rise [30][32]. Logitech - **AI at the Edge**: Logitech is focusing on AI integration in its products, which is expected to drive efficiencies and growth in the Workplace Infrastructure segment [33][37]. - **B2B Strategy**: The company aims to increase its B2B exposure from 40% to around 50%, which could reduce cyclicality and improve profitability [37][38]. Nokia - **AI-Driven Network Demand**: Nokia sees AI as a driver for growth in its portfolio, particularly in IP routing and optical networks, although hyperscaler demand remains unpredictable [39][40]. - **Strategic Investments**: The company is focusing on optical networks and has made strategic investments to enhance its capabilities in this area [40][41]. Additional Insights - **AI Adoption Challenges**: Despite the rapid integration of AI, organizations face challenges related to change management, regulatory demands, and capital intensity [12][10]. - **Guardrails for AI**: Effective guardrails are essential for secure enterprise AI adoption, with a focus on mitigating risks related to output reliability and safety [14][15]. - **Interdisciplinary Collaboration**: There is a need for greater collaboration across technical, legal, and operational domains to navigate AI's evolving demands [15][16]. Conclusion The symposium underscored the transformative potential of AI in the semiconductor industry, highlighting both opportunities and challenges. Companies like ASML, BESI, Infineon, Logitech, and Nokia are strategically positioned to leverage AI advancements, although they must navigate a complex landscape of energy demands, regulatory challenges, and market dynamics.

Core Insights - Nokia has launched a high-speed optical transport backbone network for MX Fiber, enhancing connectivity in Southeast Mexico, which has historically faced digital infrastructure challenges [1][9] - The network expansion covers 1,800 km and offers scalable capacities of 10G, 100G, and 200G, with future upgrades possible to 400G and 800G [3][9] - The deployment aims to support economic revitalization and modern services for communities, businesses, and government projects in Chiapas, Tabasco, Quintana Roo, and soon Campeche and Veracruz [2][9] Company Developments - Nokia is experiencing positive momentum in its software and enterprise sectors, which is expected to benefit its licensing business [5] - The company is the only global supplier offering O-RAN with commercial 5G Cloud-RAN networks, focusing on building a scalable software business [5] - Nokia's IP routing business is expanding into the data center market, with Apple Inc. utilizing its technology in its data centers [6] Market Context - Nokia's recent second-quarter 2025 results were weaker than expected, with both revenue and earnings missing estimates, despite year-over-year growth in fixed and optical networks [8] - The telecom equipment market is highly competitive, with key rivals including Ericsson and Ubiquiti Inc., both of which are strong players in the industry [9][10][11]

Core Insights - Nokia and MX Fiber are collaborating to deploy a high-speed optical transport backbone network in Southeast Mexico, enhancing connectivity in underserved regions [1][2] - The new network aims to support economic revitalization and modern services for communities, businesses, and government projects [2][6] Network Expansion and Technology - MX Fiber is expanding its network by 1,800 km using Nokia's Flex-Grid DWDM technology and 1830 Photonic Service Switch (PSS), providing scalable services of 10G, 100G, and 200G [3][9] - The Nokia 1830 PSS solution allows for efficient service delivery with future upgrades to 400G and 800G without service disruption, ensuring robust connectivity [4][9] Economic Impact - The deployment supports major infrastructure projects like the Interoceanic Corridor and Maya Train, which are expected to drive economic growth in the region [5][9] - Enhanced connectivity will benefit customers in Chiapas, Tabasco, Quintana Roo, and soon Campeche and Veracruz, facilitating access to modern data centers and industrial parks [2][3] Future Readiness - The network includes dynamic management and real-time performance monitoring through Optical Time-Domain Reflectometry (OTDR), ensuring readiness for future demands [4][6] - The collaboration is positioned as a significant step towards digital inclusion and economic empowerment in Southeastern Mexico [6]

近日，网络犯罪组织"Tsar0Byte"声称成功入侵电信巨头诺基亚的内部网络，导致超过9.4万名员工的敏 感信息遭到泄露。业内人士指出，这起事件规模空前，根据已披露信息，被泄露的数据不仅包含各种员 工信息，还有公司内部文档、合作方日志等核心资料，诺基亚正遭遇公司发展史上最严重数据泄露事 件。 《中国经营报》记者注意到，这已是诺基亚在不到一年时间内第二次因第三方供应商安全漏洞而遭受重 大网络攻击。而过去几年诺基亚也多次传出公司数据泄露的消息。 对此，诺基亚方面回应称，正在对"Tsar0Byte"的攻击声明进行全面彻查。值得注意的是，诺基亚强调目 前其"主系统"暂时安全，公司正在持续密切关注事态发展，并加强与合作伙伴的安全协同工作。 业内人士认为，该事件为科技行业企业敲响了警钟。随着信息技术的快速发展，企业数字生态日益复 杂，传统的"城堡式"安全防护模式已经难以应对现代网络攻击的挑战。 迂回攻击大量敏感信息遭泄露 据安全研究人士分析，此次，"Tsar0Byte"组织并未选择直接攻击诺基亚的核心系统，而是采用了更为狡 猾的"迂回战术"。攻击者首先将目标锁定在与诺基亚有业务往来的第三方开发工具供应商，利用该供应 商网 ...

Press Release The upgrade is part of a four-year modernization project that will extend the life of ProRail's existing 2G infrastructure, offering valuable insights into cloud-native technology. It enables ProRail to improve its railway services, decrease downtime, integrate new technologies as they emerge, reduce long-term total ownership costs, make seamless decisions, and improve operational efficiency through real-time data exchange. "It is good to see that our partner Nokia is still investing substanti ...

Core Insights - ProRail has selected Nokia to modernize the Netherlands' railway GSM-R core network, marking a global first for the rail industry with a cloud-native approach [1][6] - The four-year modernization project aims to extend the life of ProRail's existing 2G infrastructure while enhancing safety and service reliability for millions of passengers [2][10] - The transition to a cloud-native architecture is expected to improve operational efficiency through real-time data exchange and reduce long-term total ownership costs [2][5] Project Details - Nokia will supply, install, and maintain its Nokia Cloud Platform, which includes various components such as the Nokia Assurance Center and Packet Core [4] - The project will also upgrade the MantaRay NM and implement the Nokia Network Services Platform to enhance the agility and efficiency of ProRail's railway communications [4][10] - This modernization is crucial as rail infrastructure operators prepare for GSM-R lifecycle extensions and plan their migration to Future Railway Mobile Communication System (FRMCS) [6][7] Industry Impact - The upgrade demonstrates how European rail operators can build a foundation for future-ready communications as part of the ongoing digital transformation in the rail industry [6] - By moving to a cloud-native GSM-R core, operators like ProRail will be better positioned to explore synergies across applications and accelerate their journey toward FRMCS [7] - The transition to cloud-native solutions is seen as essential for ensuring secure, reliable, and innovative communication systems in the railway sector [5][6]