Malaysian Telecom Update Q1 2021

Summary Bullets:

Alfie Amir
A. Amir

• The Malaysian telecom market is undergoing a massive change with the 5G special purpose vehicle (SPV) and Celcom-Digi merger announcements.

• Telcos continued to expand their enterprise ICT capabilities to capture the growing opportunity.

This report discusses key trends, market impacts and recommendations for service providers based on major announcements from industry players in the recent quarter and GlobalData Malaysia Mobile Broadband Forecast Q4 2020 and Malaysia Fixed Communications Forecast Q4 2020 published on March 24, 2021.

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Arm’s Growing Clout in Data Center Technology Threatens Intel and Potentially NVIDIA’s Planned Takeover

Summary Bullets:

Drake 2019

• New processor chip design platforms from Arm will strengthen and deepen Arm’s importance within the data center technology industry.

• These developments increase the competitive and other pressures currently facing Intel, and could also jeopardize NVIDIA’s proposed acquisition of Arm.

Arm’s latest chip design platforms will strengthen and deepen the UK’s firm’s importance within the data center technology industry. This will increase the competitive and other pressures currently facing Intel, which are chipping away at Intel’s dominance in the data center processor space. It could also jeopardize NVIDIA’s proposed $40 billion (£29 billion) acquisition of Arm, which is currently under investigation by the UK government.

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