Monday, August 31, 2026

Regional smartphone market plunged 10% in second quarter

This is compared with the same period in 2025. The causes were higher memory and SoC costs, as well as the impact of sales channels increasing their inventories in anticipation of the price increase.

Smartphone shipments in Latin America fell 10% year on year in the second quarter of 2026, reflecting memory shortages and lower inventories held by sales channels following a significant increase in the first quarter ahead of expected price adjustments, according to Counterpoint Research’s Market Monitor for the second quarter of 2026.

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América Latina · Data Center15/10/2026

The future of wholesale and the reinvention of connectivity

The wholesale business is entering a more mature phase, with portals and APIs playing a key role in driving growth. Cirion has introduced Network-as-a-Service as an overlay on its underlying infrastructure, enabling it to restore margins and expand its addressable market.

México · Operators14/10/2026

Televisa and Fintech Holdings buy AT&T for US$2 billion

The buyers will each hold a 50% stake in the new entity. Regulatory approval for the acquisition could be completed in the first quarter of 2027. AT&T has 24.7 million mobile connections. In 2025, it reported nearly US$5 billion in revenue and US$81 million in profit.

Globales · Hardware · Software and Applications · Data Center13/10/2026

Shadow financing: Hidden debt behind AI deployment has reached US$1.35 trillion

These liabilities are estimated for five companies: Meta, Alphabet, Amazon, Microsoft and Oracle. As data centers become operational, these liabilities move onto the balance sheet and become visible. The risk is that the spending fails to generate sufficient profits, potentially leading to massive write-downs.

The IAB moves forward with recommendations

The IAB moves forward with recommendations

Globales · Submarine Cables06/10/2026

How the ITU’s recommendations to protect submarine cables were developed

The International Advisory Body for Submarine Cable Research Alliance (IAB) reached global consensus on adding proposals with the inclusion of China and the US. The focus was on resilience rather than security.

Sergio Díaz-Granados - Credit: CAF

Sergio Díaz-Granados - Credit: CAF

América Latina · Regulation05/10/2026

Region debates how to coordinate public policies for emerging technologies

The CAF International Forum “Digitalize to Transform,” organized by CAF, laid the groundwork for a technology roadmap for the next decade, with an emphasis on regulation and investment promotion.

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