NewsTech News

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.

Play

Open in

112 episodes
daily
Avg 16 min
English

Episodes 112

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Today · 20 min
China Strategy for Chips AI and Robotics
Hundreds of thousands of Nvidia H200 chips remain stranded without clearance for entry into China. Concerns have emerged that the US Department of Commerce's approved list of Chinese corporate buyers includes suspected shell companies registered at vacant offices. Beijing continues to hold back bulk clearance, redirecting demand toward domestic Chinese accelerators. T-Head (Pingtouge), Alibaba's chip design subsidiary, has confidentially filed for an initial public offering in Hong Kong, aiming to raise $2 billion to $3 billion next year. Designing chips spanning from GPUs to telecom silicon, its next-generation AI chip Zhenwu V900 targets mass production in 2027 Q1. 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 · 23 min
10,000 Personal Robots and Factory Deployment Plans — China AI Briefing
We look into the production of 10,000 personal humanoid robots, a robotics industry alliance of 42 organizations, and plans for deploying factory robots this year. We also examine Qualcomm's 6G prototype and a court ruling on dismissal for using external AI. 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 · 22 min
China's Independent AI Ecosystem Rejecting NVIDIA Chips
We examine around 600,000 NVIDIA H200 chips stranded in Hong Kong warehouses, rising demand for Chinese accelerators, and humanoid robots taking on real-world work at the import expo. We also look at the cost competition highlighted by Baidu's open-sourcing of ERNIE-5.5-Flash-Base. 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 · 21 min
Qwen4, Field Robots, and the Conditions for China's Technological Self-Reliance
We look into Alibaba's upcoming Qwen4 release, the Jueying X50 robot, and Yangtze Memory's NAND factory plans. We also examine how telecommunications and eldercare policies are driving the on-site adoption of technology. 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
Friday · 22 min
From Token Factories to Mind-Controlled Robots
China Mobile unveiled a Computing Network Brain 4.0 and the MoMA model hub, while Tencent released its Hunyan HY4 model. The episode also examines bionic humanoid news anchors and the Hangzhou facial-recognition case. 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
Thursday · 22 min
China Open Sources Its Entire AI Stack | China AI Briefing
Moonshot AI released the model weights of Kimi K3.1 Pro. Ant Group fully open-sourced a general-purpose brain that drives robots. 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 · 21 min
China’s Bid for Total Tech Sovereignty
DeepSeek pursues pre-training its next-generation model V5 on Huawei Ascend chips (industry supply chain sources, tentative plan). Xiaomi tested its proprietary embodied AI model, completing over 50 tasks in an apartment and operating continuously for 8 hours in an automotive factory for the first time. 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
November 3 · 22 min
Jiuzhang No. 4, Ascend 950, and Qoder: Wuzhen's Technology Map | China AI Briefing 2026-11-03
We examine Jiuzhang No. 4 photonic quantum computing, Huawei Ascend 950, and Alibaba Cloud Qoder, which drew attention at the World Internet Conference. 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
November 2 · 20 min
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-11-02
The World Internet Conference Wuzhen Summit opens today in Wuzhen, Zhejiang Province, under the theme of open-source openness. Chinese-made AI supernodes, 6G systems, and humanoid robots are showcased together. US tech company Meta built the humanoid robot prototype 'Max' using hardware from Chinese robotics maker Fourier. A US tech giant mounted its own AI onto a Chinese robot body. 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
November 1 · 23 min
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-11-01
Xiaomi open-sourced its document understanding model Xiaomi-OCR-0 featuring 800 million parameters. DeepSeek released a new agent design that connects directly to GitHub and Feishu. Chinese enterprises are shifting their competitive focus toward lightweight models and tool integrations. Chinese humanoid robotics firms are lining up for public listings. Songyan Dynamics, backed by a CATL affiliate, submitted a confidential listing application to the Hong Kong Stock Exchange. In the first half of this year, Chinese products accounted for more than 97 percent of global humanoid shipments. 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
October 31 · 11 min
China’s AI Hardware, Robot Swarms and Search Price War | 2026-10-31
China Mobile’s hardware orders and a conditional GPU benchmark frame the push for local compute. We examine the 700 TOPS driving chip and experience sharing among 96 robots. 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
October 29 · 18 min
China Tech Hits Physical and Financial Limits | 2026-10-29
Chinese GPU maker Moore Threads accelerated its timeline to achieve profitability by 1 year, posting Q3 revenue of 1.55 billion yuan. Huawei implemented the 'Tau Law' semiconductor design principle into base stations for the first time. 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
October 28 · 20 min
China Pivot to Profitable AI Utility | 2026-10-28
Key developments include humanoid robots successfully operating retail stores and software platforms driving revenue through integrated artificial intelligence features. In the semiconductor industry, non-GPU inference chips have surpassed traditional graphics processors in domestic data center shipments due to trade restrictions and shifting market demands. 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
October 27 · 18 min
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-27
1 DeepSeek model ranked 1st in global large AI model usage last week, and all top 5 were Chinese models. AgiBot unveiled its industrial heavy-duty humanoid robot 'Genie G2 Max', capable of lifting 50 kilograms with both arms, and deployed it onto factory production lines. 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
October 26 · 23 min
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-26
US telecommunications regulator FCC blocked the US sale of 2 device models equipped with chips from Huawei subsidiary HiSilicon for the first time. MiniMax released the weights of its 428-billion-parameter multimodal model 'M3.1-Flash' for open download. 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
October 25 · 24 min
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-25
The General Office of the State Council released Opinions on establishing an employment-friendly development mode tailored to AI technology development, outlining 18 tasks across 6 dimensions to expand job creation while proactively monitoring unemployment risks. Moonshot AI unveiled its flagship model Kimi K3.1 Pro. Featuring a 2.8-trillion-parameter architecture, it surpassed GPT-6 on coding capability benchmarks, with a phased public rollout continuing through November 4. 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
October 24 · 13 min
China's Vertically Integrated AI Stack | 2026-10-24
Cambricon’s earnings, Tencent’s open world model and the telecom data center pivot reveal an integrated AI ecosystem. 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
October 22 · 17 min
How China Built a Parallel Tech Stack
DeepSeek fully open-sourced its production inference engine, DeepInfer, marking the first time a top-tier global AI model company has opened its proprietary inference engine. Telecom carrier China Telecom established an embodied intelligence robotics subsidiary, Gamma Intelligence (Gama Zhineng), moving directly into robotics and AI beyond network infrastructure operations. 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
October 21 · 20 min
Physical AI Leaves the Screen
The MemTensor team in Shanghai released and open-sourced 'MemT-1.0', integrating past memory directly into model computation. Rather than re-reading conversational context from the beginning each time, the model directly retrieves past interactions. Chery opened global pre-orders for its household humanoid robot 'Mobao' and simultaneously introduced an industry-specific foundation model alongside an automotive-grade chip designed for physical AI. 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
October 20 · 20 min
China AI Models and Platforms | 2026-10-20
DeepSeek released its "V4.1 Flash 1017" model and opened its proprietary web search functionality to external users, enabling AI assistants to operate without relying on foreign search services. At the China International Industry Fair in Shanghai, Chinese humanoid robot companies shifted their focus from fighting and running stunts to factory task demonstrations. Industry leader Zhiyuan deferred its within-year Hong Kong listing while securing new investment. 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 112 episodes