NewsTech News

China AI, Robotics & Semiconductor Briefing

Kyungjin Kim

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.

Play

Open in

80 episodes
daily
Avg 14 min
English

Episodes 80

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Today · 13 min
Connecting DeepSeek Investment, Huawei Chips, and SMIC Earnings
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/id1896911295 Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525
Yesterday · 21 min
US-China AI Performance Gap Narrows to All-Time Low of 3%
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 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
Monday · 19 min
China Builds a Parallel Tech Universe
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 & 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
Saturday · 21 min
H100 Smuggling Indictment, Regulation of Chinese Components, and AI Talent Exit Controls
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
Friday · 6 min
ZCode Data Leak and China's AI Technological Self-Reliance
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
Thursday · 5 min
DeepSeek Ascend Tools and China's AI Filing Regulations | 20261001
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
September 30 · 6 min
China’s aggressive race for AI independence | China AI Briefing
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
September 29 · 5 min
China's AI App Registration Deadline and Semiconductor Export Surge | China AI, Robotics & Semiconductor Briefing
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
September 28 · 6 min
Cheap software bypasses the US chip blockade
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
September 27 · 5 min
US-China AI Safety Channel and the Power of Cheap Chinese AI | China AI Briefing 2026.09.27
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
September 26 · 5 min
US-China Summit AI Agenda and 20,000 AgiBot Robots | China AI Briefing 2026.09.26
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
September 25 · 6 min
US-China AI Dialogue Channel and 20,000 AgiBot Robots | China AI Briefing 2026.09.25
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
September 24 · 5 min
US-China AI Hotline and Investigations into DeepSeek and Moonshot AI | China AI Briefing 2026.09.24
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
September 23 · 6 min
Alibaba AI Chips and Xiaomi Open Models | China AI Briefing 2026.09.23
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
September 22 · 2 min
US China AI Safety Talks and China's DRAM Expansion
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
September 21 · 5 min
AI negotiations between the US and China and humanoid production
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
September 20 · 5 min
Huawei’s 2035 Vision and China’s Domestic-Chip AI Model
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
September 19 · 6 min
Huawei’s Peerium Architecture, AI Safety and Humanoid Production
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
September 18 · 6 min
Huawei's Ascend 960 Supernode and a Splitting Robot Market
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
September 17 · 5 min
Chinese AI Models, Open-Source Growth and Data Security
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

Showing 1–20 of 80 episodes