China AI, Robotics & Semiconductor Briefing

Episodes

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  H100 Smuggling Indictment, Regulation of Chinese Components, and AI Talent Exit Controls 03.10.2026 21m

  We review the US indictment for H100 smuggling and the draft ban on importing Chinese data center components. We also discuss China's expansion of prior approval for the exit of core AI talent. 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
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  ZCode Data Leak and China's AI Technological Self-Reliance 02.10.2026 6m

  We examine the unauthorized code transmission by Zhipu's ZCode and the safety controversy surrounding GLM-5.3. We also look into the changes that DeepSeek and Huawei's release of TileLang-Ascend brings to China's 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
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  DeepSeek Ascend Tools and China's AI Filing Regulations | 20261001 01.10.2026 5m

  We examine DeepSeek's development tools for Huawei Ascend, the generative AI service filing deadline, and the draft plan for a 2-trillion-yuan nationwide AI data center network. 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
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  China’s aggressive race for AI independence | China AI Briefing 30.09.2026 6m

  China’s AI app registration deadline meets DeepSeek’s Shanghai IPO preparations and Alibaba Qwen’s lower real-time voice prices. 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
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  China's AI App Registration Deadline and Semiconductor Export Surge | China AI, Robotics & Semiconductor Briefing 29.09.2026 5m

  We examine China's AI app registration deadline, semiconductor export growth from January to August, and the robot training performance of the Moore Threads S5000. 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
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  Cheap software bypasses the US chip blockade 28.09.2026 6m

  At the US-China summit, the leaders of both nations agreed to establish an AI safety dialogue channel and extend the trade truce through January 10, 2027. Two US House committees launched a national security probe as Chinese AI models reached a 67% share of tokens on OpenRouter. 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
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  US-China AI Safety Channel and the Power of Cheap Chinese AI | China AI Briefing 2026.09.27 27.09.2026 5m

  We examine the AI safety channel agreed upon at the US-China summit, the planned November AI dialogue, and the chip export controls omitted from the agenda. We also cover CNN's analysis that cheap Chinese models could be more attractive, as well as China Telecom's Xing4.0-29B trained exclusively on Huawei Ascend. 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
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  US-China Summit AI Agenda and 20,000 AgiBot Robots | China AI Briefing 2026.09.26 26.09.2026 5m

  We examine the opening of US-China AI dialogue channels at the Washington summit and DeepSeek's DSec reinforcement learning paper. We also cover AgiBot's milestone shipment of 20,000 humanoid robots and CXMT's DUV DRAM mass production. 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
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  US-China AI Dialogue Channel and 20,000 AgiBot Robots | China AI Briefing 2026.09.25 25.09.2026 6m

  We examine the US-China AI dialogue channel opened at the Trump-Xi Jinping Washington summit and the trade truce extended until January 10, 2027. We also cover cases of agents losing control in DeepSeek's DSec paper and AgiBot's shipment of its 20,000th robot. 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
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  US-China AI Hotline and Investigations into DeepSeek and Moonshot AI | China AI Briefing 2026.09.24 24.09.2026 5m

  We examine the proposal for an AI accident notification hotline to be discussed at the Trump-Xi summit at the White House on September 24. We also cover the investigations into DeepSeek and Moonshot AI, as well as the investigation into Broadcom switches in state-owned data centers. 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
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  Alibaba AI Chips and Xiaomi Open Models | China AI Briefing 2026.09.23 23.09.2026 6m

  This episode covers Alibaba’s Zhenwu V900 and Qwen model plans, Xiaomi’s open models, and the agenda for the US-China summit. 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
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  US China AI Safety Talks and China's DRAM Expansion 22.09.2026 2m

  Explore US China discussions on AI incident notification, CXMT's fifth-generation DRAM production, and StepFun's Step 5 Preview release. 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
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  AI negotiations between the US and China and humanoid production 21.09.2026 5m

  This episode examines US and China talks on AI safeguards, the proposed US AI Force, and humanoid robot production in China. 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
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  Huawei’s 2035 Vision and China’s Domestic-Chip AI Model 20.09.2026 5m

  We discuss Huawei’s 2035 AI outlook, China Telecom’s Xing4.0 model trained on domestic chips, and AI chip export-control issues ahead of the US–China summit. 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
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  Huawei’s Peerium Architecture, AI Safety and Humanoid Production 19.09.2026 6m

  This episode covers Huawei’s Peerium architecture, China’s AI Safety Governance Framework 3.0, and humanoid production discussions at the China Robot Summit. 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
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  Huawei's Ascend 960 Supernode and a Splitting Robot Market 18.09.2026 6m

  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
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  Chinese AI Models, Open-Source Growth and Data Security 17.09.2026 5m

  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
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  China’s AI Court Rules and Humanoid Production | September 16 16.09.2026 9m

  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
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  DeepSeek’s New Model and China’s Robot Production 15.09.2026 6m

  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
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  Chinese Robotics and DeepSeek Service Updates | September 14 14.09.2026 2m

  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