China AI, Robotics & Semiconductor Briefing

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

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

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

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

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

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

This episode covers Z.ai's GLM-5.3-Flash running on domestic chips, DeepSeek's $7.4 billion funding round, and Nvidia's near-zero China data-center share. 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

This episode covers the open release of Zhipu AI's GLM-5.3, Nvidia's shrinking China business and local chip substitution, and China's mandatory pre-development AI ethics review. 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

This episode covers Moonshot AI’s planned Hong Kong listing, Zhipu AI GLM-5.3 safety concerns, XPeng IRON robot production, and China’s telecom operators turning AI compute into token-based services. 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

This episode covers Alibaba's $10.2 billion AI fund-raising, forecasts for China's domestic AI-chip share, and XPeng IRON and WRC2026 signals in humanoid robotics. 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

This episode examines Alibaba's AI infrastructure funding, Beijing's control over H200 imports, and the XPeng robotics and World Robot Conference signals shaping China's chip, robot, and data strategy. 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

This episode examines Alibaba's multi-model AI platform, telecom operators' shift to AI compute, and China's training-ground and mixed chip self-reliance strategy. 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

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. 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

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. 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

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. 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

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. 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

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. 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

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. 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

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. 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

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. 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