China AI, Robotics & Semiconductor Briefing

Episoade

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  Huawei’s 2035 Vision and China’s Domestic-Chip AI Model 20.09.2026 5min

  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 6min

  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 6min

  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 5min

  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 9min

  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 6min

  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 2min

  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
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  Claude distillation dispute, Moonshot growth and China’s talent controls | September 13, 2026 13.09.2026 6min

  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
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  DeepSeek’s New Model, XPeng Robots and Rising AI Chip Prices 12.09.2026 5min

  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
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  DeepSeek’s New Model and China’s Rising AI Chip Prices 11.09.2026 21min

  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
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  DeepSeek price cuts and Huawei’s Kirin 9050 Pro 10.09.2026 4min

  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
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  Huawei’s New Chip and Inspur Export-Control Allegations 09.09.2026 5min

  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
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  ByteDance's 9.6B Mega Loan and China's Humanoid Robot Surge 08.09.2026 5min

  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
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  CXMT HBM3E Production and Humanoid Robot Shipments 07.09.2026 5min

  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
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  IFA Robot Runway and DeepSeek's Massive Huawei Chip Order 06.09.2026 5min

  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
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  The emerging US China tech split 05.09.2026 6min

  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
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  China Dominates Humanoid Robot Race | China AI, Robotics & Semiconductor Briefing 04.09.2026 5min

  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
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  Paid AI Training and the US-China Control Race 03.09.2026 6min

  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
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  China Bypasses Chip Blockades With Open-Source AI 02.09.2026 6min

  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
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  Cheap Chinese AI Models Disrupt Global Markets | China AI Briefing 30.08.2026 7min

  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