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[China Robot Industry 2026 — Special 16/21] The battle for humanoid robot standards

The battle for humanoid robot standards. A NotebookLM conversational deep dive based on Part 6, Ch.1 (Global standards & the export-control paradox) …

3 months, 2 weeks ago

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Why Indonesian Nickel Dictates the AI Race | China AI, Robotics & Semiconductor Briefing
Why Indonesian Nickel Dictates the AI Race | China AI, Robotics & Semiconductor Briefing

This 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…

3 months, 2 weeks ago

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China's Aggressive Sprint for Tech Independence | China AI, Robotics & Semiconductor Briefing
China's Aggressive Sprint for Tech Independence | China AI, Robotics & Semiconductor Briefing

This episode covers Meituan LongCat-2.0 training on Chinese chips, State Grid's 8,500-robot rollout, and the selloff in Samsung and SK Hynix. Produce…

3 months, 2 weeks ago

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[China Robot Industry 2026 — Special 14/21] 8,500 robots for China's deadliest industrial zones

8,500 robots for China's deadliest industrial zones. A NotebookLM conversational deep dive based on Part 5, Ch.2 (Unmanned operations in hazardous en…

3 months, 3 weeks ago

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Squeezing AI performance from restricted chips | China AI, Robotics & Semiconductor Briefing
Squeezing AI performance from restricted chips | China AI, Robotics & Semiconductor Briefing

This episode covers DeepSeek's DSpark inference speedup, price pressure across semiconductor components, Chinese models leading OpenRouter token use,…

3 months, 3 weeks ago

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[China Robot Industry 2026 — Special 13/21] China mandates 10,000 industrial humanoid robots

China mandates 10,000 industrial humanoid robots. A NotebookLM conversational deep dive based on Part 5, Ch.1 (Real-scene training & heavy-load manuf…

3 months, 3 weeks ago

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Humanoid Robots and the Global Chip War | China AI, Robotics & Semiconductor Briefing
Humanoid Robots and the Global Chip War | China AI, Robotics & Semiconductor Briefing

UBTECH'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. T…

3 months, 3 weeks ago

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[China Robot Industry 2026 — Special 12/21] China's trillion-yuan humanoid robot strategy

China's trillion-yuan humanoid robot strategy. A NotebookLM conversational deep dive based on Part 4, Ch.3 (Compute infrastructure & the IPO rush) of…

3 months, 3 weeks ago

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US AI bans and China's robot boom | China AI, Robotics & Semiconductor Briefing
US AI bans and China's robot boom | China AI, Robotics & Semiconductor Briefing

This 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…

3 months, 3 weeks ago

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[China Robot Industry 2026 — Special 11/21] China's 26 billion dollar humanoid robot race

China's 26 billion dollar humanoid robot race. A NotebookLM conversational deep dive based on Part 4, Ch.2 (Local-government cluster funds) of 'China…

3 months, 3 weeks ago

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