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Moor Insights & Strategy

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Huawei's Chip Claims, SpaceX IPO Insights, Network X, Sta...
Anshel Sag · 2026-06-02 · via Moor Insights & Strategy

In this episode of The 6G PodcastAnshel Sag and Mike Dano cover a wide-ranging set of updates across semiconductors, 6G, satellite connectivity, space infrastructure, wireless pricing and Amazon’s satellite ambitions.

Key Points

  • Huawei’s new chip claims should be treated with caution until products ship and are independently validated.
  • China’s semiconductor progress appears strongest in memory, where demand and supply shortages create market opportunity.
  • Network X showed that 6G discussions are becoming more practical and deployment-focused.
  • MRSS could become an early 6G spectrum-sharing tool, but it may face skepticism because of past DSS issues in 5G.
  • Starcloud’s SpaceX partnership adds credibility to the idea of orbital data centers.
  • SpaceX’s IPO filing highlights Starlink as a major revenue driver.
  • Starlink Mobile is still early, but direct-to-device satellite connectivity is becoming a more serious market.
  • SpaceX’s valuation story is powerful, but the hosts question whether the fundamentals fully support it.
  • AT&T’s Build a Plan brings modular wireless pricing to a major carrier brand.
  • Amazon Leo appears to be positioning itself as a telecom partner, not simply a Starlink competitor.

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.

Anshel Sag

Anshel Sag

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 18 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5, building his first PC at 11, and learning his first programming languages at 13.

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