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Telecommunications & Media

Mobile carriers shift CAPEX focus from networks to AI data centres

South Korea’s three mobile carriers are shifting capital spending away from base stations and other traditional networks toward AI infrastructure as 5G rollout stabilises and demand for AI data centres rises. SK Telecom and KT cut network-focused CAPEX in the first half, while LG Uplus increased spending tied to its Paju AI data centre. The companies are rolling out expansion plans and reporting rising AI data centre revenue, while maintaining some network investment for 5G standalone and future 6G preparation.

Industry

Hanwha Systems to work with TTA on next-generation military communications network

Hanwha Systems said on Wednesday it will cooperate with the Telecommunications Technology Association (TTA) to develop a next-generation military communications network. The two organisations will pursue an AI-based 5G tactical communications system that integrates ground and non-ground networks. They plan to reflect 3GPP-based commercial 5G and 6G technologies and NATO standards from early planning and design, and verify compatibility to meet EU and NATO market requirements.

Industry

Taiwan sets record 2027 technology budget to boost sovereign AI and computing infrastructure

Taiwan\'s government has set a record technology budget for 2027, stepping up investment to strengthen AI and semiconductor competitiveness. The plan makes building “sovereign AI” computing infrastructure a core task and aims to expand national-level investment to respond to global AI competition and geopolitical risks. The budget includes funding for the Smart Nation 2.0 programme, next-generation strategic technologies, semiconductor projects, net-zero technologies, regional industrial development, and space and communications initiatives.