China AI, Robotics & Semiconductor Briefing
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.
Episodes
China's Unified AI and Robotics Industrial Ecosystem
This episode examines Qwen's adoption of rival models, China's humanoid robot shipments and market share, and the strategy linking domestic chips with telecom infrastructure. Produced and provided by lawyer Kyungjin Kim.
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China Builds an Independent AI Stack
This episode covers Qwen's multi-model platform strategy, WRC 2026's shift toward tactile robotics, China Telecom's AI infrastructure revenue, and new state-approved cross-border data zones. It shows how China is tying models, networks, data routes, and robotics testbeds into one technology stack. Produced and provided by lawyer Kyungjin Kim.
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China's AI Ecosystem Moves From Models to Infrastructure
This episode covers Kimi, Qwen, and DeepSeek's practical workload gains, more than 70 embodied-AI training sites, SMIC-linked demand for auxiliary chips, and Chinese telecom carriers turning AI into a revenue unit. It explains why China's edge increasingly comes from physical-world data and integrated infrastructure. Produced and provided by lawyer Kyungjin Kim.
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Unitree's 460% Debut and the Beijing Robot Conference
Unitree rose 460 percent on its first day on the STAR Market, reaching a market value of 341.8 billion yuan. This episode also covers the World Robot Conference in Beijing, capacity limits at SMIC and Hua Hong, and the State Department's Pax Silica letters to 35 countries. Produced and provided by lawyer Kyungjin Kim.
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Unitree’s Listing, DeepSeek Harness, and the AI Supply Chain Split
This episode follows Unitree’s STAR Market listing and China’s robot industry push around WRC 2026. It also covers DeepSeek Harness, SMIC and Hua Hong capacity pressure, and the Pax Silica supply-chain warning. Produced and provided by lawyer Kyungjin Kim.
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Unitree Listing Meets China’s Exit Controls and Chip Bottlenecks
This episode follows Unitree’s listing and WRC 2026 as China pushes humanoid robotics into capital markets. It also covers new exit-control rules and SMIC-Hua Hong capacity pressure on AI chip supply chains. Produced and provided by lawyer Kyungjin Kim.
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U.S. AI Bloc Pressure Meets China's Robot and 6G Push
This episode examines U.S. pressure on 35 countries to choose an AI supply-chain bloc. It also follows Unitree's listing, SMIC's capacity plans, and Nvidia's proposed 6G AI-RAN work with Chinese equipment makers. Produced and provided by lawyer Kyungjin Kim.
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China's 97 Percent Humanoid Robot Share and the New AI Price War
This episode examines China's 97 percent share of humanoid robot shipments, DeepSeek's API price increase, and Alibaba's revenue-sharing model license. It also tracks chip-access scrutiny and the consequences for Korean companies. Produced and provided by lawyer Kyungjin Kim.
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Chinese Robots Take 97% of Global Shipments | China AI Briefing
This episode examines DeepSeek’s API price increase, SMIC’s 3.6-fold rise in second-quarter net profit, and Chinese makers taking 97% of global humanoid-robot shipments. Produced and provided by lawyer Kyungjin Kim.
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China AI Prices Quadruple as Chip Supply Chains Shift | China AI Briefing
This episode examines DeepSeek V4 Pro and its time-based price increase, Qwen's licensing shift, U.S. scrutiny of GPU access, and optical-network restrictions. Produced and provided by lawyer Kyungjin Kim.
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Tencent's AI Bet Meets a New Supply Chain Wall | China AI, Robotics & Semiconductor Briefing
This episode examines Tencent's AI spending, Qwen revenue-sharing terms, and a proposed U.S. curb on Chinese optical transceivers. Produced and provided by lawyer Kyungjin Kim.
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DeepSeek Prices, Robot Frenzy and China's Chip Push
This episode tracks DeepSeek's pricing and funding, Unitree's record robot demand, and the rise of China's AI chip and memory ecosystem. Produced and provided by lawyer Kyungjin Kim.
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China's Independent Parallel Tech Stack
This episode tracks Unitree's IPO, domestic AI chips, Qwen open weights and Seedance's developer API in China's changing technology stack. Produced and provided by lawyer Kyungjin Kim.
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China Ties AI, Robots, Chips, and Capital Together
This episode covers Unitree's STAR Market IPO and DeepSeek's strategic investment, CXMT's MSCI inclusion, and Qwen open weights. It follows how China is connecting models, robotics, semiconductors, and networks in one industrial system. Produced and provided by lawyer Kyungjin Kim.
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DeepSeek Raises Prices as Unitree Lists | China AI Briefing
This episode covers DeepSeek resuming an $8 billion round at a $74 billion valuation while signaling a significant API price hike, and Unitree fixing its STAR Market IPO price at 150.80 yuan with DeepSeek and Tencent joining as strategic investors. It also examines the report that Samsung Electronics and SK hynix spent two years testing Chinese AMEC etching equipment, and what that means under US
China's Independent AI and Robotics Loop | China AI, Robotics & Semiconductor Briefing
This episode covers pressure on mid-tier U.S. AI companies, DeepSeek's new funding talks, Unitree's IPO path and humanoid robotics push, plus Huawei Ascend and CXMT memory expansion. Produced and provided by lawyer Kyungjin Kim.
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China Links AI Models, Robots, Chips, and Networks
This episode covers Unitree’s STAR Market IPO with DeepSeek as a strategic investor, DeepSeek’s planned API price increase, CXMT’s DRAM fab expansion, and pressure on Korean chip supply chains. China is binding models, robots, semiconductors, and uplink networks into one industrial system. Produced and provided by lawyer Kyungjin Kim.
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The AI Death Zone and Robotics War | China AI, Robotics & Semiconductor Briefing
This episode covers Unitree's STAR Market IPO bookbuilding, Moonshot AI's planned $50 billion pre-IPO round, Huawei Ascend 950DT, and CXMT's DRAM expansion. Produced and provided by lawyer Kyungjin Kim.
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China's AI Boom and the Splinternet | China AI, Robotics & Semiconductor Briefing
This episode covers Unitree's STAR Market IPO bookbuilding, Huawei's Ascend 950DT cloud rollout, MiniMax H3's open weights with Korea, the U.S., the EU, and the U.K. excluded, and DeepSeek's low-cost V4-Flash release. Produced and provided by lawyer Kyungjin Kim.
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China's AI API lead and humanoid IPOs | China AI, Robotics & Semiconductor Briefing
This episode follows Alibaba's Qwen3.8-Max open-weight plan, Chinese models leading global API traffic, Unitree's IPO amid US robot import limits, and Huawei's early Ascend 950DT rollout. Produced and provided by lawyer Kyungjin Kim.
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China's AI Race Tightens Around Huawei Chips, Unitree IPO, and US Import Curbs
Huawei's Ascend 950DT cloud rollout, Unitree's STAR Market IPO, and ByteDance's Doubao-Feishu consolidation show how China's AI sector is moving from model launches into chips, robots, and enterprise revenue. US import limits and Moonshot AI's pre-IPO round frame the pressure around capital and regulation. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 12/12] Reference Guidelines for Artificial Intelligence Application Scenarios in the Healthcare Industry
A China AI briefing special based on Chapter 12 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Reference Guidelines for Artificial Intelligence Application Scenarios in the Healthcare Industry: Original Text · Korean Translation · Summary
Battlegrounds of the AI Cold War
The episode covers the FCC's new restrictions on Chinese robots, Huawei's Ascend 950DT rollout, and the DeepSeek V4-Flash and MiniMax H3 releases. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 11/12] Collection of Source Regulations
A China AI briefing special based on Chapter 11 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Chapter 11 Collection of Source Regulations
China AI Robotics and the Chip War
The episode tracks MiniMax H3, Unitree's IPO timetable, U.S. scrutiny of CXMT after its market debut, and the split between Moonshot AI funding and DeepSeek's pause. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 10/12] Regulatory Governance and the Problem of Money
A China AI briefing special based on Chapter 10 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? On March 27, 2026, during the Beijing Zhongguancun Forum, hospital IT staff on one side of the venue were passing around and reading a document. Its title was Expert Consensus on the Application and Treatment of Medical Artificial Intellige
Unitree IPO and China’s AI Capital Race
This episode covers Unitree’s STAR Market IPO timetable, CXMT’s market value surge, DeepSeek’s paused funding round, and Moonshot AI’s $3.5 billion raise. It also tracks the AI sanctions warning ahead of the Trump-Xi meeting. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 9/12] Hallucinations, Black Boxes, and Physician Anxiety
A China AI briefing special based on Chapter 9 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? On the screens of hospital information departments, another sentence generated by large models now appears. From diagnostic assistance text and draft discharge summaries to patient notices, AI writes first. However, those sentences are not
Kimi K3 and China's Full-Stack AI Push
This episode covers Moonshot AI's Kimi K3 weight release, CXMT's sharp market debut, Huawei's Ascend 950 SuperPoD, and Beijing's support package for smart agents. The focus is China's push to join models, chips, networks, local subsidies, and capital markets. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 8/12] Patient Experience and Telemedicine
A China AI briefing special based on Chapter 8 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Some patients encounter AI even before entering a hospital's doors. The Reference Guidelines for Artificial Intelligence Application Scenarios in the Health and Hygiene Industry, published by China's National Health Commission, introduces '
CXMT's Market Debut and Kimi K3 Open Weights Shake China's AI Stack | China AI, Robotics & Semiconductor Briefing
CXMT's Shanghai STAR Market debut showed how much capital is flowing into China's memory chip sector. The episode also covers Moonshot AI's Kimi K3 open weights, Agibot's Hong Kong IPO process, and Beijing's push to fund smart agents. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 7/12] The AI-Native Hospital Experiment
A China AI briefing special based on Chapter 7 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? On March 26, 2026, the 2026 World Digital Health Forum was held in Beijing. At this event, the Chinese Academy of Engineering and Tsinghua University made a joint announcement. Beijing Tsinghua Changgeng Hospital also co-organized the event
Kimi K3 Goes Open-Weight as CXMT Lists on the STAR Market | China AI and Semiconductor Briefing
Moonshot began open-weight distribution of Kimi K3, running headlong into U.S. talk of a distillation probe. DRAM maker CXMT listed on the STAR Market, lifting China's drive for AI memory self-sufficiency into the capital markets. Humanoid maker Zhiyuan Robotics opened its Hong Kong listing process, a sign that China's robot industry is moving from demonstrations toward financing and mass producti
[Chinese Hospital AI Special 6/12] How Traditional Chinese Medicine Adopted AI
A China AI briefing special based on Chapter 6 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Editing the source, keeping headings/subheadings as-is.
China Sells AI as One Stack: Chips, Networks, and Standards | China AI, Robotics & Semiconductor Briefing
Kimi K3's weight release and CXMT's market debut show China linking models with memory and capital. Huawei's Ascend 950 supernode and China Telecom's 100 EFLOPS platform point to an integrated AI infrastructure push. The Chengdu Declaration extends that push into technical standards. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 5/12] Administrative Office and Information Department
A China AI briefing special based on Chapter 5 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Chapter 5: Administrative Office and Information Department
[Chinese Hospital AI Special 4/12] Imaging Reading Rooms and Laboratories
A China AI briefing special based on Chapter 4 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? A day in the Department of Radiology at Shanghai Huashan Hospital begins with screens rather than film. In the past, when a single patient visited multiple hospital campuses to undergo CT and MRI scans, those images were stored separately o
China's AI Race Moves From Chips to Clusters | China AI, Robotics & Semiconductor Briefing
The Chengdu declaration puts AI cooperation, robotics and semiconductor supply chains on the APEC agenda. Huawei and China Telecom are building large-scale supernodes and computing platforms as Tencent and Xiaohongshu release new models. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 3/12] The Small Agent Beside the Doctor
A China AI briefing special based on Chapter 3 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? On June 30, 2026, the Tianjin Economic-Technological Development Area hosted a seminar. Its title was striking: "From a Single Tool to Hospital AI Agents." The event focused on the clinical application of medical artificial intelligence and
DeepSeek's AGI Focus and China's 2,185 EFLOPS Buildout | China AI, Robotics & Semiconductor Briefing
This episode follows DeepSeek's decision to put AGI research ahead of short-term revenue, China's 2,185 EFLOPS smart-computing buildout, and the race to mass-produce humanoid robots. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 2/12] Big Tech and Medical Large Models Enter Hospitals
A China AI briefing special based on Chapter 2 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? An internist working at a major hospital in Shanghai opens an extra window next to their computer screen during patient consultations. When the physician enters the patient's name and symptoms, summaries of international guidelines and rece
Kimi K3 pressure and CXMT's listing | China AI, Robotics & Semiconductor Briefing
This episode follows White House claims over Moonshot AI's Kimi K3, CXMT's July 27 listing at a projected 579.2 billion yuan market value, and China's coming AI-plus-software policy. Produced and provided by lawyer Kyungjin Kim.
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[Chinese Hospital AI Special 1/12] Why China Rushed Hospital AI
A China AI briefing special based on Chapter 1 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Long Lines of Patients Crowding into Large Hospitals
US-China AI talks and chip control pressure | China AI, Robotics & Semiconductor Briefing
This episode looks at the planned September US-China AI dialogue, SK hynix's HBM4 guidance watch, and Beijing's review of wider AI and semiconductor design export controls. Produced and provided by lawyer Kyungjin Kim.
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[China Robotics Industry 2026 Special 8/8] 기업·인물 자료집
This 10 p.m. special episode presents Part 8 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '기업·인물 자료집'. It is released as a special follow-up on Daily China AI News.
DeepSeek funding and China's robot security fight | China AI, Robotics & Semiconductor Briefing
This episode covers DeepSeek's 51 billion yuan funding round, CXMT's STAR Market listing, and the security debate around Unitree robots entering Europe. Produced and provided by lawyer Kyungjin Kim.
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[China Robotics Industry 2026 Special 7/8] 중국 로봇산업 생태계 총람
This 10 p.m. special episode presents Part 7 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '중국 로봇산업 생태계 총람'. It is released as a special follow-up on Daily China AI News.
WAIC closes as Chinese robots go global | China AI, Robotics & Semiconductor Briefing
This episode covers WAIC 2026's closing results and WAICO's launch, MagicLab's AliExpress robot sales channel, and CXMT's confirmed STAR Market listing. Produced and provided by lawyer Kyungjin Kim.
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[China Robotics Industry 2026 Special 6/8] 미중 기술 패권과 한국의 기회 및 위기
This 10 p.m. special episode presents Part 6 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '미중 기술 패권과 한국의 기회 및 위기'. It is released as a special follow-up on Daily China AI News.
Kimi K3, Atlas 950, and CXMT IPO | China AI and Semiconductor Briefing
This episode covers WAIC 2026, Moonshot AI's Kimi K3, Huawei's Atlas 950 SuperPoD, CXMT's STAR Market IPO, and the market pressure on Korea's chip sector. Produced and provided by lawyer Kyungjin Kim.
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[China Robotics Industry 2026 Special 5/8] 로봇의 실전 배치와 응용 현장
This 10 p.m. special episode presents Part 5 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '로봇의 실전 배치와 응용 현장'. It is released as a special follow-up on Daily China AI News.
WAICO, DeepSeek V4, and CXMT's IPO | China AI Briefing
This episode covers WAIC 2026 and the WAICO signing, DeepSeek V4's time-based API pricing, CXMT's record STAR Market IPO, and China's shutdown of personified AI companion services. Produced and provided by lawyer Kyungjin Kim.
[China Robotics Industry 2026 Special 4/8] 국가 자본과 정책 프레임워크
This 10 p.m. special episode presents Part 4 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '국가 자본과 정책 프레임워크'. It is released as a special follow-up on Daily China AI News.
WAIC Opens, CXMT Lists, and China's Robot Capital
This episode covers WAIC 2026 opening in Shanghai with Xi Jinping's keynote, CXMT's July 27 STAR Market listing, and LimX Dynamics' $200 million pre-IPO round with robot deliveries to Korea. Produced and provided by lawyer Kyungjin Kim.
[China Robotics Industry 2026 Special 3/8] 공급망과 핵심 부품의 중국산 전환
This 10 p.m. special episode presents Part 3 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '공급망과 핵심 부품의 중국산 전환'. It is released as a special follow-up on Daily China AI News.
Seedance 2.5, CXMT's IPO, and China's AI Rulebook
This episode covers BytePlus's Seedance 2.5 API launch, CXMT's record STAR Market IPO, China's shutdown of personified AI agents, and WAIC 2026's governance push. Produced and provided by lawyer Kyungjin Kim.
[China Robotics Industry 2026 Special 2/8] 구현지능과 소프트웨어 생태계
This 10 p.m. special episode presents Part 2 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '구현지능과 소프트웨어 생태계'. It is released as a special follow-up on Daily China AI News.
China's Emotional AI Ban and Chip Market Shock
China's new rules force emotional AI agents offline, WAIC 2026 puts Xi Jinping on the AI governance stage, and the Hormuz shock hits Korean chip stocks. Produced and provided by lawyer Kyungjin Kim.
[China Robotics Industry 2026 Special 1/8] 휴머노이드의 부상: 기업, 제품, 시장 지형
This 10 p.m. special episode presents Part 1 of lawyer Kyungjin Kim's book China Robotics Industry 2026. This episode covers '휴머노이드의 부상: 기업, 제품, 시장 지형'. It is released as a special follow-up on Daily China AI News.
Xi Jinping Takes the WAIC Stage as China Bans AI Companions | China AI Briefing
This episode covers Xi Jinping's WAIC 2026 keynote, China's new rules for personified AI services and its ban on AI companions for minors, plus DeepSeek V4's new API pricing. Produced and provided by lawyer Kyungjin Kim.
China Tightens AI Access as Humanoids Enter the Factory | China AI Briefing
This episode tracks China's possible overseas limits on major AI models, AgiBot's 64-hour factory run, and rules for AI personified interaction taking effect on July 15. It also covers CXMT's rising role in the memory supply chain. Produced and provided by lawyer Kyungjin Kim.
DeepSeek V4 and China's AI Companion Crackdown | China AI Briefing
DeepSeek V4's launch and time-based API pricing, China's July 15 rules for AI companion services, and the discussion of overseas access limits for advanced models lead this episode. It also tracks SK hynix's ADR debut and the approach of WAIC 2026. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 21/21] China's aggressive plan for humanoid robot dominance
China's aggressive plan for humanoid robot dominance. A NotebookLM conversational deep dive based on Part 7, Ch.4-5 (Innovation alliances & industry capital) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 21 of 21. Host: Kyungjin Kim. More: https://kimkj.com
China's AI Export Limits and 100,000 Humanoids | China AI Briefing
SK hynix's Nasdaq ADR debut, China's discussion of overseas access limits for advanced AI models, and the push toward 100,000 humanoid robots lead this episode. It also tracks Alibaba's ban on Claude Code and Huawei's planned move into the Korean chip market. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 20/21] China's race for one million humanoid robots
China's race for one million humanoid robots. A NotebookLM conversational deep dive based on Part 7, Ch.2-3 (Hardware supply chain & embodied-AI chipsets) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 20 of 21. Host: Kyungjin Kim. More: https://kimkj.com
China's AI Access Controls and Korea's Chip Crossroads | China AI, Robotics & Semiconductor Briefing
This episode covers SK hynix's Nasdaq ADR listing, China's review of foreign access limits for advanced AI models, Alibaba's Claude Code ban, and the shutdown of Qwen humanlike agents. AI models, coding tools, and chip supply chains are splitting at once. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 19/21] China dominates the humanoid robot market
China dominates the humanoid robot market. A NotebookLM conversational deep dive based on Part 7, Ch.1 (Robot OEMs & designers) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 19 of 21. Host: Kyungjin Kim. More: https://kimkj.com
The Vertical Decoupling of Global AI | China AI, Robotics & Semiconductor Briefing
This episode covers China's review of limits on foreign access to advanced AI models, DeepSeek's own inference chip plan, and Huawei's Ascend 950DT push into Korea. It tracks China's 100,000-humanoid-robot outlook and Unitree's STAR Market listing. Produced and provided by lawyer Kyungjin Kim.
Samsung's Profit and China's 100,000 Humanoid Robots | China AI, Robotics & Semiconductor Briefing
This episode covers China's 100,000 humanoid robot target, Samsung's 89.4 trillion won operating profit, and Alibaba's ban on Claude Code in favor of Qoder. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 17/21] China's chokehold on humanoid robot magnets
China's chokehold on humanoid robot magnets. A NotebookLM conversational deep dive based on Part 6, Ch.2 (Critical-mineral weaponization) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 17 of 21. Host: Kyungjin Kim. More: https://kimkj.com
China Bypasses Nvidia for AI and Robots | China AI, Robotics & Semiconductor Briefing
This episode covers Unitree's STAR Market IPO approval, Cambricon's trillion-yuan valuation swing, and Doubao and Qwen shutting down agent features before China's personified AI rules take effect. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 16/21] The battle for humanoid robot standards
The battle for humanoid robot standards. A NotebookLM conversational deep dive based on Part 6, Ch.1 (Global standards & the export-control paradox) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 16 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Why Indonesian Nickel Dictates the AI Race | China AI, Robotics & Semiconductor Briefing
This episode covers Zhipu AI's infrastructure push into Singapore and the Gulf, UBTech's U1 companion robot debate, the MLCC price surge, and Korea's 800 trillion won semiconductor investment pressure. Produced and provided by lawyer Kyungjin Kim.
China's Aggressive Sprint for Tech Independence | China AI, Robotics & Semiconductor Briefing
This episode covers Meituan LongCat-2.0 training on Chinese chips, State Grid's 8,500-robot rollout, and the selloff in Samsung and SK Hynix. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 14/21] 8,500 robots for China's deadliest industrial zones
8,500 robots for China's deadliest industrial zones. A NotebookLM conversational deep dive based on Part 5, Ch.2 (Unmanned operations in hazardous environments) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 14 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Squeezing AI performance from restricted chips | China AI, Robotics & Semiconductor Briefing
This episode covers DeepSeek's DSpark inference speedup, price pressure across semiconductor components, Chinese models leading OpenRouter token use, ByteDance Seedance 2.5, and UBTECH robots at home and at the border. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 13/21] China mandates 10,000 industrial humanoid robots
China mandates 10,000 industrial humanoid robots. A NotebookLM conversational deep dive based on Part 5, Ch.1 (Real-scene training & heavy-load manufacturing) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 13 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Humanoid Robots and the Global Chip War | China AI, Robotics & Semiconductor Briefing
UBTECH's Walker S2 moves into a China-Vietnam border checkpoint as South Korea answers with a Samsung and SK hynix-led chip and AI investment plan. This episode tracks Seedance 2.5, export controls, and China's new AI governance stack. Produced and provided by lawyer Kyungjin Kim.
[China Robot Industry 2026 — Special 12/21] China's trillion-yuan humanoid robot strategy
China's trillion-yuan humanoid robot strategy. A NotebookLM conversational deep dive based on Part 4, Ch.3 (Compute infrastructure & the IPO rush) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 12 of 21. Host: Kyungjin Kim. More: https://kimkj.com
US AI bans and China's robot boom | China AI, Robotics & Semiconductor Briefing
This episode explains US AI bans and China's robot boom, based on the 2026-07-02 briefing on China's AI, robotics, semiconductor, and telecom sectors. Produced and provided by lawyer Kyungjin Kim.
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