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China AI, Robotics & Semiconductor Briefing

China AI, Robotics & Semiconductor Briefing

Kyungjin Kim 45 Episodes Oct 14, 2026

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 AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-14
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-14 Oct 14, 2026 21:40 Nature Will (自然意志), a Chinese physical-AI lab, has unveiled Natura-1, billed as the first general foundational model for the physical world. A single 50-billion-parameter model takes in language and video and drives a robotic hand. At the Shanghai industrial expo, embodied-intelligence robots moved beyond walking and into factory work. Dobot (越疆), Weiling (威灵) and others showed fingertip-level com
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-13
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-13 Oct 13, 2026 21:54 Infinigence AI (无问芯穹) secured a 2.3 billion yuan Series C funding round, representing the largest single investment in China's AI-native infrastructure sector. The China International Industry Fair in Shanghai opened its first dedicated Embodied AI pavilion, signaling humanoid robots transitioning beyond stage demonstrations into practical factory operations. Produced and provided by lawyer Kyungj
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-12
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-12 Oct 12, 2026 20:29 The U.S. Department of the Treasury imposed its first civil penalty under outbound investment security regulations, targeting a domestic investment firm that failed to file a notification after investing in a Shanghai-based embodied artificial intelligence (embodied AI) robotics company. Chinese AI chip designer Biren Technology launched its second major equity placement just nine months after lis
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-11
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-11 Oct 11, 2026 21:17 The CPC Central Committee and the State Council officially issued the "Opinions on Developing New Quality Productive Forces," designating embodied AI—artificial intelligence with physical bodies—and 6th-generation mobile communications (6G) as priority future industries to cultivate ahead of the curve. ChangXin Memory Technologies (CXMT) announced that it will launch "DDR5 RDIMM" server DRAM withi
Manus's $500 Million Funding, Doubao Hits 300 Million Users, and YMTC's IPO Push
Manus's $500 Million Funding, Doubao Hits 300 Million Users, and YMTC's IPO Push Oct 10, 2026 21:59 We examine Manus's $500 million investment, Doubao surpassing 300 million users, and YMTC's plan to raise up to 33 billion yuan. 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.appl
How Sanctions Built China's AI Juggernaut | 2026-10-09
How Sanctions Built China's AI Juggernaut | 2026-10-09 Oct 9, 2026 11:34 DeepSeek is on the verge of securing over 80 billion yuan ($12 billion) in funding led by Tencent and CATL, valuing the company at approximately $75 billion. Butterfly Effect, the developer behind Manus, raised over $500 million in its first funding round since its acquisition by Meta fell through. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semico
DeepSeek Investment Expansion and CXMT Capacity Increase | China AI, Robotics, and Semiconductor Briefing
DeepSeek Investment Expansion and CXMT Capacity Increase | China AI, Robotics, and Semiconductor Briefing Oct 8, 2026 19:54 We review DeepSeek's consideration of attracting up to 100 billion yuan in investment and CXMT's 34.9 billion yuan DRAM capacity expansion. We also cover the upcoming expiration of the waiver for the application of the BIS affiliate rules and the China export control waiver on November 9. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semiconductor Br
Connecting DeepSeek Investment, Huawei Chips, and SMIC Earnings
Connecting DeepSeek Investment, Huawei Chips, and SMIC Earnings Oct 7, 2026 13:30 We explore the expansion of China's AI infrastructure through the report of DeepSeek attracting approximately 12 billion dollars in investment, the release schedule of Huawei Ascend, and SMIC's earnings. 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
US-China AI Performance Gap Narrows to All-Time Low of 3%
US-China AI Performance Gap Narrows to All-Time Low of 3% Oct 6, 2026 21:46 Bloomberg Intelligence analyzed that the US-China AI performance gap has narrowed to an all-time low of 3%, plunging from 15% earlier this year following the release of DeepSeek V4.1 Flash. China's export controls on indium phosphide have driven up prices of core wafers for optical transceivers by 250%, with the global shortage exceeding 70% and worsening optical interconnect bottlenecks in AI dat
China Builds a Parallel Tech Universe
China Builds a Parallel Tech Universe Oct 5, 2026 19:45 Alibaba unveiled Qwen3-VL-30B-A3B, a 30-billion-parameter vision-language Mixture-of-Experts (MoE) model, boosting AI agent execution performance. AgiBot shipped 8,600 humanoid robots in the first half of 2026, ranking first globally, and deployed over 300 units for field operations at a theme park. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Podcasts: China AI, Robotics & Semic
H100 Smuggling Indictment, Regulation of Chinese Components, and AI Talent Exit Controls
H100 Smuggling Indictment, Regulation of Chinese Components, and AI Talent Exit Controls Oct 3, 2026 21:22 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/id1896911
ZCode Data Leak and China's AI Technological Self-Reliance
ZCode Data Leak and China's AI Technological Self-Reliance Oct 2, 2026 6:41 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

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