The Outlook for Australia’s Data Centre Industry

The growth of Australia’s data centre industry over the past two years has been nothing short of amazing. The unanswered question amid this growth is whether long-term demand will be able to match all the recent supply that has come online and all the supply that’s supposed to be coming. Data Storage and Third-Party Cloud […]
The Key Risks in the Digital Assets Space

Blockchain’s primary function is as a distributed ledger, with copies of the database stored across multiple computers. While it may turn out to ultimately have its greatest use elsewhere, the blockchain’s most successful implementation thus far has been with digital assets. As of mid-November, there are more than 14,000 digital currencies with a market capitalization […]
The Reason Why There Is a Global Semiconductor Shortage
The semiconductor business has experienced shortages before, but the one that started because of the pandemic in March 2020 is much deeper, particularly in Europe and the Americas. So what happened? Amid the pandemic, demand dropped, orders were canceled. Asian factories went into a slowdown, and many closed as companies tried to figure out how […]
eBook: COVID-19’s Impact on Digital Transformation in India

The world is increasingly digital. Our personal digital devices are almost an extension of ourselves. We expect speed and efficiency from the companies with which we do business, while the world is served to us through a succession of screens. Until recently, some Indian companies either resisted or were making gradual progress toward digital transformation, […]
Indonesia’s Telecom Towers: A Quick Overview

Rising public demand for internet and mobile phone service in Indonesia, coupled with the government’s liberalization of its foreign direct investment rules, has created an encouraging environment for phone tower construction in the nation. Indonesian Telecom Players Currently, the five major operators in descending order are Telkomsel, the market leader over the past decade; Indosat, […]
eBook: COVID-19’s Impact on Digital Transformation in India
Squarespace’s Business Is Solid, But It Needs to Differentiate

Squarespace, known primarily as a website builder, went public via direct listing on May 19. As of late July, its price soared above its reference price. For an idea of how the newly public company can compete in a relatively crowded field, Blair Kennedy of GLG’s Tech, Media, and Telecom practice spoke with Michael Zimmerman, […]
Why T-Mobile Has the Upper Hand as 5G Rolls Out

In February, the Federal Communications Commission auctioned off licenses for C-band spectrum, which will play an instrumental role in the deployment of 5G in the U.S. While Verizon and AT&T won the largest number of licenses in the record-breaking auction, T-Mobile made a large dent and could be a major competitor going forward with its […]
Even During a Time of Change, the Memory Industry Is Strong

There’s a “soap opera” unfolding in the memory industry, according to Ed Doller, Micron’s former Chief Strategist of the NAND Solutions Group. A year and a half ago, memory manufacturer Kioxia (a spin-off company from Toshiba) was expected to go public. After rumors of more private equity money invested in the company and a possible […]
Edtech Adoption Survey: The Pandemic and Beyond

Even though educational technology — or edtech — has been with us for a while (online education originated in 1960 at the University of Illinois), the major driver behind the adoption of education technology in the last year was doubtlessly the global shutdown caused by the pandemic. While schools of all levels shut physical classroom doors, […]
Understanding Australian Telecoms and Towers

The Australian telecommunications industry is in the midst of significant change. To find out where it’s headed, GLG recently assembled two specialists in the field: Sue Bryant, Chief Digital Officer, board member, and partner at 460degrees, an expert management agency based in Melbourne, Victoria, Australia, which specializes in technology; and Barry Lerner, a partner specializing […]
Understanding the Demand for Southeast Asian Data Centers

Throughout Southeast Asia, the race is on to build and expand data centers. To find out what’s driving the movement and learn where it’s headed, GLG recently assembled a panel of experts: Matt Pfile, CEO of Crane Data Centers; Hak Kiat Chng, former COO at DCI Data Centers; and Fredrik Johansson, currently a Managing Director […]