About this episode

The episode discusses Huawei's chip claims, 6G spectrum sharing, SpaceX's IPO, and more.

6G Podcast Ep. 252: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO Launch In episode 252 of the 6G podcast, analysts Anshel Sag and Mike Daniel discuss Huawei’s claim it can achieve 14A-class chip density by 2031 via “logic folding,” expressing skepticism and noting China’s stronger recent progress in memory. Mike recaps the Network X trade show, highlighting growing practical focus on 6G deployment and discussion of MRSS, a DSS-like 5G/6G spectrum-sharing approach said to reduce capacity loss versus 5G DSS. Anshel covers StarCloud’s partnership with SpaceX to connect orbital data centers using 25 Gbps optical links and its fundraising plans. Mike reviews SpaceX IPO filing figures, including Starlink producing 61% of 2025 revenue and 7.4 million monthly unique Starlink Mobile devices across 30 countries, while Anshel questions valuation and governance. They also cover AT&T’s modular “Build a Plan” pricing and Amazon LEO’s expected Q3 launch and partner-oriented telecom positioning. 00:00 Welcome and Schedule Notes 00:44 Huawei 14A Chip Claims 05:34 China Chip Progress Memory 06:30 Network X 6G Recap…

People in this episode

Hosts: Anshel Sag, Mike Dano

Topics covered

• 6G technology
• Huawei chip claims
• SpaceX IPO
• Network X trade show
• AT&T pricing
• Amazon LEO launch

Keywords

• Huawei
• 6G
• SpaceX
• AT&T
• Amazon LEO
• Network X
• StarCloud
• IPO
• chip density
• spectrum sharing

Mentioned in this episode

Organizations: Huawei, Network X, StarCloud, SpaceX, AT&T, Amazon

Products: Starlink

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