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@neiltwitz "@ITU @WindTreOfficial CTO Carlo Melis on scaling the 5G infrastructure supporting 18M subs in Italy ✅Rolling out 5G SA network ✅RAN Modernization ✅IT Stack consolidation #5G #AI #5GAdvanced #ZTEGlobalSummit #ZTEGSAC2025 #AIRAN"
X Link @neiltwitz 2025-10-06T08:41Z 6937 followers, XXX engagements

"@Turkcell CTO Dr. Vehbi ar Gngr on need for investments in 5G-A and 6G as AI becomes the key differentiator for this path to monetization and operational efficiencies reversing the 5G hypemonetzation dissonance. When CSP says this which means they are anticipating the benefits it will unlock. #5G #6G #AI #5GBusinessSummit #5GGSAC2025"
X Link @neiltwitz 2025-10-06T09:49Z 6937 followers, XXX engagements

"Great talk by @VEONGroup CDO @TabidzeLasha on how the group with XXX Million+ customers has been innovating beyond 5G with AI in digital telco services domain across its key markets bridging the digital divide and monetization 120M MAUs for all its digital services Ukraine: @uklon by @TwiyKyivstar Ride hailing app - 41Mn rides Uzbekistan - @beeline_uz hambi AI Superapp with 9Mn MAUs Pakistan - @jazzpk Tamasha app with 12.1Mn MAUs and more such properties converting the Telco into TechCo Closely working with ZTE to deploy FDD Massive MIMO Green Sites Indoor Giga+ terminals core network and"
X Link @neiltwitz 2025-10-06T10:31Z 6937 followers, XXX engagements

"@SonyElectronics @BoeTechnology @ZEISSLenses @oppo @CounterPointTR This is comparison of @MediaTek Dimensity gen vs gen $MTK $TSM #GenAI #AgenticAI #smartphones #MediaTekDimensity9500"
X Link @neiltwitz 2025-10-27T05:36Z 6937 followers, XX engagements

"@SonyElectronics @BoeTechnology @ZEISSLenses @oppo @CounterPointTR @MediaTek These is the expected uplift for flagship @MediaTek Dimensity series this year Also TSMC has won slot in 5G Apple Watch for its thin modems. A big year for MediaTek in flagship smartphone market and for TSMC. $MTK $TSM #AI"
X Link @neiltwitz 2025-10-27T05:40Z 6937 followers, XXX engagements

"@SKhynix Tops DRAM Market for Three Consecutive Quarters The top three providers have cornered XX% of all the DRAM $$ 🔸@SKhynix DRAM revenue for Q3 2025 grew XX% QoQ and XX% YoY to reach $XXXX billion 🔹@Samsung ranked second in terms of revenues with a XX% share growing XX% QoQ and XX% YoY to narrow the gap with SK hynix by X% points from last year. 🔸In the HBM market @SKhynix held a dominant XX% share maintaining clear leadership. 🔸HBM accounted for XX% of SK hynixs total DRAM sales in Q3. @MicronTech continues to ramp its market share to a solid third. 🔺The share of Chinese suppliers"
X Link @neiltwitz 2025-10-30T08:32Z 6936 followers, XX engagements

"💰The top three DRAM vendors accounted to XX% of the total DRAM $$$ 🔸@SKhynix maintained its No.1 position in the DRAM market in Q3 2025 growing XX% QoQ and XX% YoY to end with XX% revenue share. 🔸@SKhynix DRAM revenue for Q3 2025 grew XX% QoQ and XX% YoY to reach $XXXX billion 🔹@Samsung ranked second in terms of revenues with a XX% share growing XX% QoQ and XX% YoY to narrow the gap with SK hynix by X% points from last year. 🔸In the HBM market @SKhynix held a dominant XX% share maintaining clear leadership. 🔸HBM accounted for XX% of SK hynixs total DRAM sales in Q3. @MicronTech"
X Link @neiltwitz 2025-10-30T08:54Z 6937 followers, XXX engagements

"@SKhynix @CounterPointTR Here is the full insight from @CounterPointTR team"
X Link @neiltwitz 2025-10-30T08:54Z 6937 followers, XX engagements

"Solid performance from $AAPL as it crossed $100Bn mark for the first time for Sep quarter record with upbeat bottom line as well 📱 @Apple revenues in Q3 2025 (Sep qrtr) +8% YoYclocking $102Bn. 💻 Mac was the fastest-growing followed by iPhone as it kicks of the upgrade cycle with new MacBooks back2school demand. Watch a much wider portfolio with Series XX Ultra and SE X drove volume growth 🌤 While hardware $$ grew +5% Y/Y Services continued to grow at XX% YoY crossing $XXX billion for the first time for Apples fiscal year 👨🏻💻Our consumer research shows a strong attach rate for services"
X Link @neiltwitz 2025-10-31T04:42Z 6937 followers, XXX engagements

"✨Global cumulative shipments of GenAI-capable smartphones surpassed XXX million units in Q3 2025. ✨ This has driven ramp in more semi content within the phone from advanced nodes compute to more DRAM ✨Led by Chinese OEMs GenAI smartphones are now shifting toward mid-end and high-end segments. ✨@Qualcomm leads in terms of share in premium Android GenAI smartphones followed by @MediaTek and @Samsung @Google ✨@Apple XXX% models are GenAI capable pushing on device #AppleIntelligence capabilities ✨Over XXX million existing smartphone users have received OS updates enabling limited GenAI features."
X Link @neiltwitz 2025-11-03T00:48Z 6937 followers, XX engagements