Explorez tous les épisodes du podcast China AI, Robotics & Semiconductor Briefing

We examine around 600,000 NVIDIA H200 chips stranded in Hong Kong warehouses, rising demand for Chinese accelerators, and humanoid robots taking on real-world work at the import expo. We also look at the cost competition highlighted by Baidu's open-sourcing of ERNIE-5.5-Flash-Base. 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

We look into Alibaba's upcoming Qwen4 release, the Jueying X50 robot, and Yangtze Memory's NAND factory plans. We also examine how telecommunications and eldercare policies are driving the on-site adoption of technology. 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

China Mobile unveiled a Computing Network Brain 4.0 and the MoMA model hub, while Tencent released its Hunyan HY4 model. The episode also examines bionic humanoid news anchors and the Hangzhou facial-recognition case. 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

Moonshot AI released the model weights of Kimi K3.1 Pro. Ant Group fully open-sourced a general-purpose brain that drives robots. 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

DeepSeek pursues pre-training its next-generation model V5 on Huawei Ascend chips (industry supply chain sources, tentative plan). Xiaomi tested its proprietary embodied AI model, completing over 50 tasks in an apartment and operating continuously for 8 hours in an automotive factory for the first time. 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

We examine Jiuzhang No. 4 photonic quantum computing, Huawei Ascend 950, and Alibaba Cloud Qoder, which drew attention at the World Internet Conference. 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

The World Internet Conference Wuzhen Summit opens today in Wuzhen, Zhejiang Province, under the theme of open-source openness. Chinese-made AI supernodes, 6G systems, and humanoid robots are showcased together. US tech company Meta built the humanoid robot prototype 'Max' using hardware from Chinese robotics maker Fourier. A US tech giant mounted its own AI onto a Chinese robot body. 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

Xiaomi open-sourced its document understanding model Xiaomi-OCR-0 featuring 800 million parameters. DeepSeek released a new agent design that connects directly to GitHub and Feishu. Chinese enterprises are shifting their competitive focus toward lightweight models and tool integrations. Chinese humanoid robotics firms are lining up for public listings. Songyan Dynamics, backed by a CATL affiliate, submitted a confidential listing application to the Hong Kong Stock Exchange. In the first half of this year, Chinese products accounted for more than 97 percent of global humanoid shipments. 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

China Mobile’s hardware orders and a conditional GPU benchmark frame the push for local compute. We examine the 700 TOPS driving chip and experience sharing among 96 robots. 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

Chinese GPU maker Moore Threads accelerated its timeline to achieve profitability by 1 year, posting Q3 revenue of 1.55 billion yuan. Huawei implemented the 'Tau Law' semiconductor design principle into base stations for the first time. 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

Key developments include humanoid robots successfully operating retail stores and software platforms driving revenue through integrated artificial intelligence features. In the semiconductor industry, non-GPU inference chips have surpassed traditional graphics processors in domestic data center shipments due to trade restrictions and shifting market demands. 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

1 DeepSeek model ranked 1st in global large AI model usage last week, and all top 5 were Chinese models. AgiBot unveiled its industrial heavy-duty humanoid robot 'Genie G2 Max', capable of lifting 50 kilograms with both arms, and deployed it onto factory production lines. 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

US telecommunications regulator FCC blocked the US sale of 2 device models equipped with chips from Huawei subsidiary HiSilicon for the first time. MiniMax released the weights of its 428-billion-parameter multimodal model 'M3.1-Flash' for open download. 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

The General Office of the State Council released Opinions on establishing an employment-friendly development mode tailored to AI technology development, outlining 18 tasks across 6 dimensions to expand job creation while proactively monitoring unemployment risks. Moonshot AI unveiled its flagship model Kimi K3.1 Pro. Featuring a 2.8-trillion-parameter architecture, it surpassed GPT-6 on coding capability benchmarks, with a phased public rollout continuing through November 4. 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

Cambricon’s earnings, Tencent’s open world model and the telecom data center pivot reveal an integrated 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

DeepSeek fully open-sourced its production inference engine, DeepInfer, marking the first time a top-tier global AI model company has opened its proprietary inference engine. Telecom carrier China Telecom established an embodied intelligence robotics subsidiary, Gamma Intelligence (Gama Zhineng), moving directly into robotics and AI beyond network infrastructure operations. 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

The MemTensor team in Shanghai released and open-sourced 'MemT-1.0', integrating past memory directly into model computation. Rather than re-reading conversational context from the beginning each time, the model directly retrieves past interactions. Chery opened global pre-orders for its household humanoid robot 'Mobao' and simultaneously introduced an industry-specific foundation model alongside an automotive-grade chip designed for physical AI. 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

DeepSeek released its "V4.1 Flash 1017" model and opened its proprietary web search functionality to external users, enabling AI assistants to operate without relying on foreign search services. At the China International Industry Fair in Shanghai, Chinese humanoid robot companies shifted their focus from fighting and running stunts to factory task demonstrations. Industry leader Zhiyuan deferred its within-year Hong Kong listing while securing new investment. 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

Chinese researchers successfully utilized an advanced domestic artificial intelligence model to solve a longstanding mathematical challenge known as the three-dimensional Ghys conjecture, with the proof rigorously verified by computers. Meanwhile, regional authorities like Shanghai are actively integrating thousands of humanoid robots into manufacturing plants to accelerate smart industrial 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

The China Academy of Information and Communications Technology tallied global humanoid robot shipments at over 22,000 units in the first half of this year, representing an approximately 300% increase year-over-year. First-half domestic investment in China reached 93.5 billion yuan, with the number of enterprises valued at 10 billion yuan or more expanding to 20. The agent interconnect platform AXP was unveiled in Nanjing. It registers up to 1 million agents, runs 100,000 concurrently, and aggregates and coordinates tasks separated by more than 1,000 kilometers. 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

China's Ministry of Commerce and Ministry of Science and Technology released a proposed revision to the Catalogue of Technologies Prohibited or Restricted from Export, adding 40 technologies—including 23 artificial intelligence technologies—and initiating a public comment period. The targeted technologies encompass foundation models, AI agents, and computing cluster systems. Apple received regulatory approval to integrate Alibaba's Tongyi Qianwen model into the AI features of iPhones sold in China. CEO Tim Cook announced that a beta version tailored for the Chinese market will be released in late October. 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

EUV light sources, custom AI chips, and Step5 Preview. Edge AI and physical robots. 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

DeepSeek directly enters the robotics brain sector, leading a seed investment round in robotics AI startup Winverse AI. Unitree faces simultaneous declines in share price and rental rates as China's humanoid robotics bubble cools. 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

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 components and production-grade working robots. 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

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 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

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 listing, cutting its offering price to roughly two-thirds of its July level, with shares declining approximately 12% on the announcement date. 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

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 within this year, integrating next-generation 4F² architecture into commercial products for the first time. 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

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.apple.com/us/podcast/daily-ai-news-from-seoul/id1896911525

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 & 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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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