China AI, Robotics & Semiconductor Briefing

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

This episode examines DeepSeek’s API price increase, SMIC’s 3.6-fold rise in second-quarter net profit, and Chinese makers taking 97% of global humanoid-robot 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

This episode examines DeepSeek V4 Pro and its time-based price increase, Qwen's licensing shift, U.S. scrutiny of GPU access, and optical-network restrictions. 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 Tencent's AI spending, Qwen revenue-sharing terms, and a proposed U.S. curb on Chinese optical transceivers. 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 tracks DeepSeek's pricing and funding, Unitree's record robot demand, and the rise of China's AI chip and memory 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

This episode tracks Unitree's IPO, domestic AI chips, Qwen open weights and Seedance's developer API in China's changing 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 Unitree's STAR Market IPO and DeepSeek's strategic investment, CXMT's MSCI inclusion, and Qwen open weights. It follows how China is connecting models, robotics, semiconductors, and networks in one industrial system. 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 DeepSeek resuming an $8 billion round at a $74 billion valuation while signaling a significant API price hike, and Unitree fixing its STAR Market IPO price at 150.80 yuan with DeepSeek and Tencent joining as strategic investors. It also examines the report that Samsung Electronics and SK hynix spent two years testing Chinese AMEC etching equipment, and what that means under US export controls. 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...

This episode covers pressure on mid-tier U.S. AI companies, DeepSeek's new funding talks, Unitree's IPO path and humanoid robotics push, plus Huawei Ascend and CXMT memory expansion. 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 Unitree’s STAR Market IPO with DeepSeek as a strategic investor, DeepSeek’s planned API price increase, CXMT’s DRAM fab expansion, and pressure on Korean chip supply chains. China is binding models, robots, semiconductors, and uplink networks into one industrial system. 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 Unitree's STAR Market IPO bookbuilding, Moonshot AI's planned $50 billion pre-IPO round, Huawei Ascend 950DT, and CXMT's DRAM expansion. 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 Unitree's STAR Market IPO bookbuilding, Huawei's Ascend 950DT cloud rollout, MiniMax H3's open weights with Korea, the U.S., the EU, and the U.K. excluded, and DeepSeek's low-cost V4-Flash 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 follows Alibaba's Qwen3.8-Max open-weight plan, Chinese models leading global API traffic, Unitree's IPO amid US robot import limits, and Huawei's early Ascend 950DT rollout. 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

Huawei's Ascend 950DT cloud rollout, Unitree's STAR Market IPO, and ByteDance's Doubao-Feishu consolidation show how China's AI sector is moving from model launches into chips, robots, and enterprise revenue. US import limits and Moonshot AI's pre-IPO round frame the pressure around capital and regulation. 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

A China AI briefing special based on Chapter 12 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Reference Guidelines for Artificial Intelligence Application Scenarios in the Healthcare Industry: Original Text · Korean Translation · Summary

The episode covers the FCC's new restrictions on Chinese robots, Huawei's Ascend 950DT rollout, and the DeepSeek V4-Flash and MiniMax H3 releases. 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

A China AI briefing special based on Chapter 11 of Kyungjin Kim's book How Far Has AI Entered Chinese Hospitals? Chapter 11 Collection of Source Regulations