China AI, Robotics & Semiconductor Briefing

Kyungjin Kim
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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.

  1. 18 h fa

    China's 97 Percent Humanoid Robot Share and the New AI Price War

    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

  2. 1 g fa

    Chinese Robots Take 97% of Global Shipments | China AI Briefing

    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

  3. 2 gg fa

    China AI Prices Quadruple as Chip Supply Chains Shift | China AI Briefing

    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

  4. 3 gg fa

    Tencent's AI Bet Meets a New Supply Chain Wall | China AI, Robotics & Semiconductor Briefing

    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

  5. 4 gg fa

    DeepSeek Prices, Robot Frenzy and China's Chip Push

    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

  6. 5 gg fa

    China's Independent Parallel Tech Stack

    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

  7. 6 gg fa

    China Ties AI, Robots, Chips, and Capital Together

    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

  8. 9 ago

    DeepSeek Raises Prices as Unitree Lists | China AI Briefing

    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/podcast/daily-ai-news-from-seoul/id1896911525

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Descrizione

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.

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