China AI, Robotics & Semiconductor Briefing

China’s AI Court Rules and Humanoid Production | September 16

Explore China’s 24 provisions on AI disputes, UBTECH’s humanoid robot factory, and DeepSeek V4.1 Flash. Produced and provided by lawyer Kyungjin Kim. Follow on Apple Pod

DeepSeek’s New Model and China’s Robot Production

We review DeepSeek V4.1-Flash, Unitree and UBTECH’s humanoid robot production, and rising prices and supply bottlenecks for Chinese AI chips. Produced and provided by law

Chinese Robotics and DeepSeek Service Updates | September 14

This episode examines robot commercialization, Shenzhen’s 2026–2028 plan, and continued DeepSeek V4 Pro service. It covers selected robotics and AI service updates from t

Claude distillation dispute, Moonshot growth and China’s talent controls | September 13, 2026

Moonshot AI’s revenue growth, model distillation disputes and China’s technology talent restrictions show how commercialization and geopolitical pressure intersect. Clari

DeepSeek’s New Model, XPeng Robots and Rising AI Chip Prices

This episode covers the release of DeepSeek V4.1 Flash and XPeng’s IRON robot production line. It also examines rising AI chip prices in China amid HBM shortages. Produce

DeepSeek’s New Model and China’s Rising AI Chip Prices

We examine the release of DeepSeek V4.1-Flash, rising AI chip prices in China, and XPeng’s IRON robot production plans. Produced and provided by lawyer Kyungjin Kim. Fol

DeepSeek price cuts and Huawei’s Kirin 9050 Pro

We review DeepSeek’s Flash price cuts, the logic-folding technology in Huawei’s Kirin 9050 Pro, and China’s telecom targets for 2030 and plans for 6G commercialization. P

Huawei’s New Chip and Inspur Export-Control Allegations

We examine Huawei’s Kirin 9050 Pro, reporting on Inspur’s alleged circumvention of US export controls, and China’s plans for 6G commercialization. Produced and provided b

ByteDance's 9.6B Mega Loan and China's Humanoid Robot Surge

This episode examines ByteDance’s 9.6B loan for global AI infrastructure, the 0B+ Chinese tech funding wave, and China’s domination in humanoid robotics showcased at IFA

CXMT HBM3E Production and Humanoid Robot Shipments

This episode covers CXMT’s small-scale HBM3E production and rising global humanoid robot shipments. It also examines preparations for US–China AI safety talks. Produced a

IFA Robot Runway and DeepSeek's Massive Huawei Chip Order

This episode examines the IFA 2026 robot runway, Galbot G1 controversies, DeepSeek's order of 160,000 Huawei chips, and Moonshot AI's Hong Kong IPO. Produced and provided

The emerging US China tech split

This episode examines DeepSeek's order of 160,000 Huawei Ascend chips, IFA 2026 humanoid robotics and security risks, and Moonshot AI's $5B IPO. Produced and provided by

China Dominates Humanoid Robot Race | China AI, Robotics & Semiconductor Briefing

This episode covers Chinese humanoid robotics capturing 75% of the global market, Alibaba Qwen's disruptive low-cost strategy, and Huawei's domestic chip supply chain res

Paid AI Training and the US-China Control Race

This episode examines China's $15 AI-token training debate, restrictions on AI talent leaving the country, and Broadcom's $16.7 billion in AI semiconductor revenue. Produ

China Bypasses Chip Blockades With Open-Source AI

This episode examines how open-weight models from Alibaba, Tencent, and DeepSeek passed a 60 percent share on OpenRouter, why they cost 60 to 90 percent less than U.S. mo

Cheap Chinese AI Models Disrupt Global Markets | China AI Briefing

This episode follows DeepSeek's $7.4 billion funding round, Z.ai's claim that GLM-5.3-Flash ran on 100,000 domestic chips, and Chinese open-source models taking more than

China Builds an Independent AI Ecosystem | China AI Briefing

This episode covers Z.ai's GLM-5.3-Flash running on domestic chips, DeepSeek's $7.4 billion funding round, and Nvidia's near-zero China data-center share. Produced and pr

How China Bypassed the US AI Blockade | China AI Briefing

This episode covers the open release of Zhipu AI's GLM-5.3, Nvidia's shrinking China business and local chip substitution, and China's mandatory pre-development AI ethics

China Turns AI Into a Public Utility | China AI Briefing

This episode covers Moonshot AI’s planned Hong Kong listing, Zhipu AI GLM-5.3 safety concerns, XPeng IRON robot production, and China’s telecom operators turning AI compu

Alibaba Capital and China's Chip-Robot Push

This episode covers Alibaba's $10.2 billion AI fund-raising, forecasts for China's domestic AI-chip share, and XPeng IRON and WRC2026 signals in humanoid robotics. Produc