Intel’s decision to cut 15% of its workforce could significantly impact its telecom business, particularly in the Open RAN segment, where key customers include Nokia, Ericsson, and Huawei. Intel dominates the chips market, holding a 99% share of all virtual RAN deployments as of early 2023. This workforce reduction could weaken Intel’s stronghold in the Open RAN market, valued at around $40 billion in 2023. This situation could create favorable opportunities for Tejas in the coming years.
https://www.lightreading.com/open-ran/an-intel-crisis-is-a-crisis-for-open-virtual-ran
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