Podcast
China AI, Robotics & Semiconductor Briefing
Hosted by Kyungjin Kim · EN
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.
92episodes
Episodes
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[China Robot Industry 2026 — Special 17/21] China's chokehold on humanoid robot magnets
Jul 700:21:45Tap to summarizeChina's chokehold on humanoid robot magnets. A NotebookLM conversational deep dive based on Part 6, Ch.2 (Critical-mineral weaponization) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 17 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Transcribe →China Bypasses Nvidia for AI and Robots | China AI, Robotics & Semiconductor Briefing
Jul 700:22:21Tap to summarizeThis episode covers Unitree's STAR Market IPO approval, Cambricon's trillion-yuan valuation swing, and Doubao and Qwen shutting down agent features before China's personified AI rules take effect. Produced and provided by lawyer Kyungjin Kim.
Transcribe →[China Robot Industry 2026 — Special 16/21] The battle for humanoid robot standards
Jul 600:26:05Tap to summarizeThe battle for humanoid robot standards. A NotebookLM conversational deep dive based on Part 6, Ch.1 (Global standards & the export-control paradox) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 16 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Transcribe →Why Indonesian Nickel Dictates the AI Race | China AI, Robotics & Semiconductor Briefing
Jul 600:21:12Tap to summarizeThis episode covers Zhipu AI's infrastructure push into Singapore and the Gulf, UBTech's U1 companion robot debate, the MLCC price surge, and Korea's 800 trillion won semiconductor investment pressure. Produced and provided by lawyer Kyungjin Kim.
Transcribe →Humanoid Robots and the Global Chip War | China AI, Robotics & Semiconductor Briefing
Jul 300:22:47Tap to summarizeUBTECH's Walker S2 moves into a China-Vietnam border checkpoint as South Korea answers with a Samsung and SK hynix-led chip and AI investment plan. This episode tracks Seedance 2.5, export controls, and China's new AI governance stack. Produced and provided by lawyer Kyungjin Kim.
Transcribe →[China Robot Industry 2026 — Special 12/21] China's trillion-yuan humanoid robot strategy
Jul 200:22:14Tap to summarizeChina's trillion-yuan humanoid robot strategy. A NotebookLM conversational deep dive based on Part 4, Ch.3 (Compute infrastructure & the IPO rush) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 12 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Transcribe →US AI bans and China's robot boom | China AI, Robotics & Semiconductor Briefing
Jul 200:21:52Tap to summarizeThis episode explains US AI bans and China's robot boom, based on the 2026-07-02 briefing on China's AI, robotics, semiconductor, and telecom sectors. Produced and provided by lawyer Kyungjin Kim.
Transcribe →[China Robot Industry 2026 — Special 11/21] China's 26 billion dollar humanoid robot race
Jul 100:24:56Tap to summarizeChina's 26 billion dollar humanoid robot race. A NotebookLM conversational deep dive based on Part 4, Ch.2 (Local-government cluster funds) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 11 of 21. Host: Kyungjin Kim. More: https://kimkj.com
Transcribe →The End of the Free Tech Era | China AI, Robotics & Semiconductor Briefing
Jul 100:21:11Tap to summarizeThis episode explains The End of the Free Tech Era, based on the 2026-07-01 briefing on China's AI, robotics, semiconductor, and telecom sectors. Produced and provided by lawyer Kyungjin Kim.
Transcribe →[China Robot Industry 2026 — Special 10/21] China's scale-flooding humanoid robot strategy
Jun 3000:22:49Tap to summarizeChina's scale-flooding humanoid robot strategy. A NotebookLM conversational deep dive based on Part 4, Ch.1 (From MIIT guidance to the 15th Five-Year Plan) of 'China's Robot Industry 2026: The Age of Mass Production and Field Deployment' by Kyungjin Kim. China Robot Industry special series, episode 10 of 21. Host: Kyungjin Kim. More: https://kimkj.com
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