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China AI, Robotics & Semiconductor Briefing

Kyungjin Kim

A daily English briefing on China's AI, robotics, semiconductor, and telecom moves: what happened, and why it matters. Hosted by Kyungjin Kim, Lawyer and Former Member of the Korean National Assembly.

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62 episodes
daily
Avg 16 min
English

Episodes 62

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Today · 6 min
Huawei's Ascend 960 Supernode and a Splitting Robot Market
We examine the Ascend 960 supernode Huawei unveiled at Connect 2026 and its 4096-chip optical fabric. The episode also covers UBTECH starting U1 humanoid deliveries and Unitree regaining a 203 billion yuan market value. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Yesterday · 5 min
Chinese AI Models, Open-Source Growth and Data Security
Explore Chinese models' usage on OpenRouter and the release of Atria Dawn Preview. This episode also examines China's AI security response and Biren's funding push. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Wednesday · 9 min
China’s AI Court Rules and Humanoid Production | September 16
Explore China’s 24 provisions on AI disputes, UBTECH’s humanoid robot factory, and DeepSeek V4.1 Flash. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Tuesday · 6 min
DeepSeek’s New Model and China’s Robot Production
We review DeepSeek V4.1-Flash, Unitree and UBTECH’s humanoid robot production, and rising prices and supply bottlenecks for Chinese AI chips. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Monday · 2 min
Chinese Robotics and DeepSeek Service Updates | September 14
This episode examines robot commercialization, Shenzhen’s 2026–2028 plan, and continued DeepSeek V4 Pro service. It covers selected robotics and AI service updates from today’s briefing. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Sunday · 6 min
Claude distillation dispute, Moonshot growth and China’s talent controls | September 13, 2026
Moonshot AI’s revenue growth, model distillation disputes and China’s technology talent restrictions show how commercialization and geopolitical pressure intersect. Clarification: the report’s 80% projection for 2029 refers to inference computing, discussed in the episode in the context of AI agents. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Saturday · 5 min
DeepSeek’s New Model, XPeng Robots and Rising AI Chip Prices
This episode covers the release of DeepSeek V4.1 Flash and XPeng’s IRON robot production line. It also examines rising AI chip prices in China amid HBM shortages. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 11 · 21 min
DeepSeek’s New Model and China’s Rising AI Chip Prices
We examine the release of DeepSeek V4.1-Flash, rising AI chip prices in China, and XPeng’s IRON robot production plans. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 10 · 4 min
DeepSeek price cuts and Huawei’s Kirin 9050 Pro
We review DeepSeek’s Flash price cuts, the logic-folding technology in Huawei’s Kirin 9050 Pro, and China’s telecom targets for 2030 and plans for 6G commercialization. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 9 · 5 min
Huawei’s New Chip and Inspur Export-Control Allegations
We examine Huawei’s Kirin 9050 Pro, reporting on Inspur’s alleged circumvention of US export controls, and China’s plans for 6G commercialization. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 8 · 5 min
ByteDance's 9.6B Mega Loan and China's Humanoid Robot Surge
This episode examines ByteDance’s 9.6B loan for global AI infrastructure, the 0B+ Chinese tech funding wave, and China’s domination in humanoid robotics showcased at IFA 2026. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 7 · 5 min
CXMT HBM3E Production and Humanoid Robot Shipments
This episode covers CXMT’s small-scale HBM3E production and rising global humanoid robot shipments. It also examines preparations for US–China AI safety talks. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 6 · 5 min
IFA Robot Runway and DeepSeek's Massive Huawei Chip Order
This episode examines the IFA 2026 robot runway, Galbot G1 controversies, DeepSeek's order of 160,000 Huawei chips, and Moonshot AI's Hong Kong IPO. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 5 · 6 min
The emerging US China tech split
This episode examines DeepSeek's order of 160,000 Huawei Ascend chips, IFA 2026 humanoid robotics and security risks, and Moonshot AI's $5B IPO. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 4 · 5 min
China Dominates Humanoid Robot Race | China AI, Robotics & Semiconductor Briefing
This episode covers Chinese humanoid robotics capturing 75% of the global market, Alibaba Qwen's disruptive low-cost strategy, and Huawei's domestic chip supply chain resilience. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 3 · 6 min
Paid AI Training and the US-China Control Race
This episode examines China's $15 AI-token training debate, restrictions on AI talent leaving the country, and Broadcom's $16.7 billion in AI semiconductor revenue. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
September 2 · 6 min
China Bypasses Chip Blockades With Open-Source AI
This episode examines how open-weight models from Alibaba, Tencent, and DeepSeek passed a 60 percent share on OpenRouter, why they cost 60 to 90 percent less than U.S. models, and how Washington is shifting export controls from chips to software. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
August 30 · 7 min
Cheap Chinese AI Models Disrupt Global Markets | China AI Briefing
This episode follows DeepSeek's $7.4 billion funding round, Z.ai's claim that GLM-5.3-Flash ran on 100,000 domestic chips, and Chinese open-source models taking more than 60% of OpenRouter tokens. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
August 29 · 18 min
China Builds an Independent AI Ecosystem | China AI Briefing
This episode covers Z.ai's GLM-5.3-Flash running on domestic chips, DeepSeek's $7.4 billion funding round, and Nvidia's near-zero China data-center share. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
August 28 · 21 min
How China Bypassed the US AI Blockade | China AI Briefing
This episode covers the open release of Zhipu AI's GLM-5.3, Nvidia's shrinking China business and local chip substitution, and China's mandatory pre-development AI ethics review. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Briefing: https://podcasts.apple.com/us/podcast/china-ai-robotics-semiconductor-briefing/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525

Showing 1–20 of 62 episodes