Telecom & 5G
Telecom & 5G news — Tuesday 29 September 2026
4 stories from 1 sources, every one in English. Each links to its publisher.
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Dell’Oro sees RAN market flat through 2030, but the mix is shifting
RCR Wireless News
The 5G correction is over, but growth is confined to AI RAN In sum – what we know: The radio access network market will stay essentially flat through 2030, but…
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AT＆T shores up $3bn fiber supplies with Corning – as telcos get ‘supercycle’ fever
RCR Wireless News
AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their…
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Coherent targets next phase of AIDC connectivity with PhotonLink
RCR Wireless News
In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple…
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Private 5G update – numbers and cases (Telco Diary)
RCR Wireless News
From the newsletter (September 28; sign-up or follow if you want it sooner): GSA data shows private 5G continues to grow, while Samsung and Boldyn deployments in finance and aviation…