As the US prepares for Donald Trump’s second term, China is significantly increasing its semiconductor imports from the US, anticipating potential sanctions. In October, China imported $1.11 billion worth of microchips, a 60% rise from the previous year, and has already imported $9.61 billion in the first ten months of 2024, marking a 42.5% year-on-year increase. This surge reflects China’s growing demand for US semiconductors, particularly CPU-based processors and chips for storage and signal amplification, which align with its AI ambitions.
Despite these imports, China faces hurdles in advancing its chip technology. US sanctions have crippled Huawei’s ability to develop competitive AI chips, with the company’s upcoming processors lagging years behind NVIDIA’s offerings. This setback is largely due to restrictions on access to advanced lithography equipment, such as ASML’s EUV tools, essential for creating cutting-edge chips.
Meanwhile, China has been ramping up its chip manufacturing efforts, investing $25 billion in equipment in the first half of 2024, surpassing spending by Korea, Taiwan, and the US. However, as one-third of global semiconductor demand, China’s position remains critical for the industry. The impact of Trump’s potential tech restrictions, whether broad or selective, will likely influence the global semiconductor market, requiring careful balancing of US production and Chinese demand.
Meta is enhancing its Messenger app with a range of new features, including HD video calls, voice isolation, and AI-powered backgrounds. HD calls are now the default for Wi-Fi users and can also be enabled for cellular calls. Voice isolation reduces background noise during calls, improving clarity.
The app also introduces video and audio voice messages, allowing users to leave recordings when their contacts are unavailable. iOS users gain the ability to send messages and make calls through Siri, offering hands-free convenience.
Another highlight is the AI-generated backgrounds for video calls. Users can select this feature via the “effects” icon during calls, adding a creative, customisable touch to their conversations. These updates follow recent improvements, such as end-to-end encryption by default and the addition of a Meta AI chatbot in Messenger. Meta continues to evolve Messenger into a versatile communication platform, blending functionality with cutting-edge technology to enhance the user experience.
Ghana and Gambia are working together to implement the ECOWAS Free Roaming Initiative to reduce telecommunications costs for citizens travelling between the two countries and foster stronger economic and social ties. Spearheaded by Ghana’s National Communications Authority (NCA), Ministry of Communications and Digitalisation, and mobile network operators (MNOs), the initiative aligns with ECOWAS’s broader regional integration and economic self-sufficiency goals.
A memorandum of understanding (MoU) will emerge from ongoing negotiations, enabling technical and regulatory discussions. Full implementation of the roaming regulations is planned for the first half of 2025, following the success of Ghana’s similar agreements with Côte d’Ivoire (February 2024), Benin (July 2024), and a trilateral deal with Togo and Benin (October 2024), which have already reduced costs and enhanced connectivity across the region.
Why does it matter?
That partnership highlights ECOWAS’s commitment to creating a seamless communication network and unified trade zone across West Africa. By expanding affordable cross-border telecommunications, such initiatives aim to build a robust digital infrastructure that fosters economic growth and regional cohesion. As Ghana and Gambia take steps to implement this initiative, they contribute to the broader vision of improving connectivity and integration across the ECOWAS region.
South Africa is advancing its National Communication Satellite Strategy (SatCom) to bridge the digital divide, achieve digital inclusion, and position itself as a regional leader in satellite technology. The ambitious initiative aims to improve connectivity in underserved areas, expand access to education, healthcare, and financial tools, and create economic opportunities for marginalised communities.
The project seeks to establish sovereign communication capabilities while enhancing national security by reducing reliance on foreign service providers and curbing capital outflows. With an estimated investment of ZAR 5.2 billion, SatCom is expected to become financially viable within six to seven years, significantly reducing the ZAR 100 billion South Africa spends annually on foreign communication services. The strategy aligns with national priorities to lower connectivity costs, advance digital transformation, and ensure reliable emergency communications.
Despite its transformative potential, SatCom faces challenges, including securing orbital slots and spectrum rights, addressing technical skill gaps, and finalising funding strategies from the public and private sectors. SANSA and Sentech will handle satellite acquisition and localisation, while ICASA and SITA will oversee operations and last-mile infrastructure.
Why does it matter?
With endorsements from key stakeholders, the strategy will soon proceed to public consultations and Cabinet ratification. Once implemented, it promises to revolutionise connectivity, create jobs, foster economic growth, and establish South Africa as a leader in exporting satellite services across Africa.
Vietnam and Burundi have partnered to strengthen their telecommunications and technology development collaboration. The agreement, signed on 19 November, was attended by key officials from both countries.
Notably, Vietnam’s telecom provider, Lumitel, has significantly contributed to Burundi’s market, paying over $500 million in taxes and securing a dominant market share. Given the shared challenges of war, sanctions, and poverty faced by both nations, it was emphasised that digital technology could address issues such as rural-urban wealth gaps and limited public services.
In light of this, Vietnam encouraged further investment in Burundi, particularly beyond telecommunications, and proposed increased exchanges in ICT, digital economy, and workforce training to accelerate Burundi’s digital transformation. Furthermore, scholarships and short-term online training programs were announced to support the development of Burundi’s digital workforce.
In response, Burundi’s government expressed gratitude for Vietnam’s expertise, particularly in telecommunications, and praised Lumitel for its significant role in improving the local market. Burundi also invited Lumitel to expand its operations, with assurances of government support to ensure favourable business conditions.
Moreover, platforms such as Vietnam International Digital Week were acknowledged, as they foster global digital partnerships and facilitate the exchange of technological experiences. Finally, Vietnam reaffirmed its commitment to supporting Lumitel’s growth and emphasised that Vietnamese enterprises must comply with local laws and tax obligations while operating abroad.
The Somali government is developing a unified fibre optic deployment policy to streamline the installation and expansion of fibre optic infrastructure across the country. That initiative aims to foster collaboration among national telecommunications companies, reduce deployment costs, and support the growth of the digital economy.
Moreover, the policy seeks to improve national interconnection and enhance the efficiency of infrastructure expansion. However, the fibre optic network in Somalia remains underdeveloped and fragmented, with only isolated segments deployed by sub-regional operators.
Despite being connected to five international submarine cables, weak cross-border connections and the lack of a robust national network backbone limit the distribution of global capacity. As a result, uneven broadband access, poor network quality, and suppressed market competition significantly hinder equitable digital development.
While implementing the policy could improve the quality and coverage of internet services in Somalia, several challenges remain. These include, for example, limited access to affordable broadband-compatible devices, a lack of attractive data-driven services, insufficient local content, and a digital skills gap.
Consequently, these barriers contribute to the country’s low internet penetration rate of only 27.6% in early 2024. Therefore, addressing these challenges is crucial to ensuring more equitable access to digital resources and enabling the growth of Somalia’s digital economy.
Africa’s largest mobile operator, MTN, is exploring partnerships with low-Earth-orbit (LEO) satellite providers to improve internet access in rural and remote areas, CEO Ralph Mupita announced on Monday. Satellite-based internet, increasingly popular in Africa through providers like Elon Musk’s Starlink, offers high-speed connectivity where traditional infrastructure is costly or impractical.
MTN is conducting trials with several LEO satellite operators and considering becoming a reseller for enterprise customers in specific regions. Competitors like Vodacom and Cell C are also embracing LEO partnerships, with Vodacom teaming up with Amazon’s Project Kuiper.
Mupita emphasised the need for regulatory fairness, calling for satellite providers to meet the same requirements as terrestrial operators, such as compliance with data privacy and spectrum access rules. While Starlink is operational in parts of Africa, regulatory hurdles remain in countries like South Africa, where a clear framework for satellite internet is still being developed.
Governments across Africa should increase the protection of fibre optic cables from theft and vandalism, while also aligning regulations to boost tech infrastructure development, according to a Google executive. Charles Murito, Google’s head of government relations and public policy in Africa, emphasised the need to classify fibre cables as critical infrastructure, which would ensure severe consequences for those who damage them. Theft and vandalism targeting batteries, generators, and cables have driven up costs for infrastructure providers.
Murito, speaking at the Africa Tech conference, highlighted Google’s investments in subsea cables, including Equiano, connecting Africa with Europe, and the upcoming Umoja cable linking Africa and Australia. He stressed that better protections and regulatory harmonisation could make the continent more appealing to tech investors. Industry leaders agree that such measures are essential to encouraging business expansion in Africa.
Additionally, Murito has called for more infrastructure sharing among internet service providers to reduce data costs. The diverse regulations across African nations concerning permissions for cable installations hinder the expansion of fibre networks. Although South Africa‘s authorities have acknowledged the issue, urging law enforcement to act and proposing legal updates, fibre optic cables have yet to receive a new critical classification.
MTN South Africa and Huawei have completed Africa’s first 5.5G network trial, marking a significant milestone in the region’s telecommunications landscape. The trial demonstrated the transformative potential of 5.5G technology, which offers key features such as 10 Gbps connection speeds, ten times the number of Internet of Things (IoT) connections, reduced latency, and improved energy efficiency.
These advancements represent a tenfold increase in network performance compared to current 5G networks, positioning South Africa at the forefront of digital innovation. Moreover, with ultra-fast speeds and advanced services like 24K extended reality (XR), high-speed Fixed Wireless Access (FWA), holographic conferencing, and enhanced private networks, 5.5G will not only drive the development of South Africa’s digital economy but also support new business opportunities.
In addition, it will bridge the digital divide, enabling previously unconnected regions and individuals to benefit from high-speed connectivity. As a result, this technological leap will be crucial in accelerating digital transformation, enhancing network efficiency, and creating new opportunities for consumers and enterprises across the country.
The successful trial utilised Huawei’s commercial SingleRAN technology, ultra-wideband, active-antenna units, and advanced beamforming techniques, ultimately achieving an ultra-high-speed experience of 8.6 Gbps. In particular, the trial leveraged millimetre wave and C-band spectrum resources in 5G standalone mode, showcasing the capabilities of 5.5G in real-world conditions.
Why does it matter?
Furthermore, the collaboration between MTN and Huawei reflects a shared vision of advancing Africa’s digital future by providing cutting-edge technologies and accelerating the region’s digital economy. As Huawei continues to support Africa’s development, this partnership demonstrates MTN’s ongoing commitment to innovation and the delivery of enhanced solutions that improve the lives of South Africans.
Global semiconductor sales surged in Q3 2024, with a 23.2% year-over-year growth and a 10.7% quarter-over-quarter increase, fueled by rising demand from industries like AI, big data, and electric vehicles. Countries around the world, including China, the US, and the EU, are investing heavily in semiconductor development to secure a competitive edge in the global chip market.
The EU is focusing on photonic technology, committing €133 million to establish a photonic integrated circuit (PIC) pilot line in the Netherlands by 2025. This initiative aims to enhance Europe’s position in the growing photonic chip market, driven by the demand for more efficient data transmission for cloud computing and AI applications.
Japan has also made a significant move, announcing a ¥10 trillion ($65 billion) investment by 2030 to support its semiconductor and AI industries. This funding is part of a broader strategy to boost chip production and innovation, with a focus on the collaboration between Rapidus, IBM, and Belgium’s Imec.
South Korea is ramping up its semiconductor support through a proposed Semiconductor Special Act, which includes financial backing and workweek exemptions for semiconductor manufacturers. The bill reflects the country’s commitment to strengthening its semiconductor industry, with plans for a ₩26 trillion funding initiative and an ₩800 billion fund to support the semiconductor ecosystem by 2027.
