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China AI, Robotics & Semiconductor Briefing episodes
- MiniMax Reverse Curbs & China AI Self-Reliance Bottlenecks | China AI, Robot & Chip BriefingWe examine MiniMax's image model and Anthropic's regional and capital restrictions. We also cover Huawei's world model, achievements and bottlenecks in Chinese semiconductors, 6G optoelectronic convergence, and AI device regulations. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152522 min
- Baidu launched "Ciyuansuo," an exchange for large AI models, at Baidu World 2026 and simultaneously unveiled 2 Ernie application modelsBaidu launched "Ciyuansuo," an exchange for large AI models, at Baidu World 2026 and simultaneously unveiled 2 Ernie application models. Tencent Hunyuan released "Hy Realtime," a real-time voice model capable of human-like speech and singing. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152525 min
- China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-11-13Chinas SMIC foundry reaches 97.3% utilization amid AI chip boom, domestic AI accelerator market share surpasses Nvidia, and Morgan Stanley reports on humanoid robot adoption delays. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152521 min
- China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-11-12Alibaba officially announced that the release of its next-generation large AI model, Qwen4, is imminent. The preview edition of the top-tier Qwen4-Max was first launched on Alibaba's Token Plan and integrated into major products. UBTECH secured its first large-scale order of 400 humanoid robots, the U1 Pro. The company formed a strategic partnership with automotive dealership group Yongda Auto, with deliveries scheduled within the year. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152520 min
- Qwen4 Early Benchmarks and China AI Supply ChainsAn early version of Alibaba's next-generation model Qwen4 scored 49.9 points on the game development benchmark GameFeel Bench. Chinese tactile sensor company Taishan Technology (他山科技) became the tactile sensor supplier for Nvidia's new data collection device DexUMI. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152522 min
- China Strategy for Chips AI and RoboticsHundreds of thousands of Nvidia H200 chips remain stranded without clearance for entry into China. Concerns have emerged that the US Department of Commerce's approved list of Chinese corporate buyers includes suspected shell companies registered at vacant offices. Beijing continues to hold back bulk clearance, redirecting demand toward domestic Chinese accelerators. T-Head (Pingtouge), Alibaba's chip design subsidiary, has confidentially filed for an initial public offering in Hong Kong, aiming to raise $2 billion to $3 billion next year. Designing chips spanning from GPUs to telecom silicon, its next-generation AI chip Zhenwu V900 targets mass production in 2027 Q1. 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152521 min
- 10,000 Personal Robots and Factory Deployment Plans — China AI BriefingWe look into the production of 10,000 personal humanoid robots, a robotics industry alliance of 42 organizations, and plans for deploying factory robots this year. We also examine Qualcomm's 6G prototype and a court ruling on dismissal for using external 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152524 min
- China's Independent AI Ecosystem Rejecting NVIDIA ChipsWe 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152523 min
- Qwen4, Field Robots, and the Conditions for China's Technological Self-RelianceWe 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152522 min
- From Token Factories to Mind-Controlled RobotsChina 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/id1896911295Related show: Daily AI News from Seoul: https://podcasts.apple.com/us/podcast/daily-ai-news-from-seoul/id189691152523 min
About China AI, Robotics & Semiconductor Briefing
From the publisher's feed
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.