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[China Robot Industry 2026 — Special 19/21] China dominates the humanoid robot market

China dominates the humanoid robot market. A NotebookLM conversational deep dive based on Part 7, Ch.1 (Robot OEMs & designers) of 'China's Robot Ind…

1 month, 1 week ago

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The Vertical Decoupling of Global AI | China AI, Robotics & Semiconductor Briefing
The Vertical Decoupling of Global AI | China AI, Robotics & Semiconductor Briefing

This episode covers China's review of limits on foreign access to advanced AI models, DeepSeek's own inference chip plan, and Huawei's Ascend 950DT p…

1 month, 1 week ago

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Samsung's Profit and China's 100,000 Humanoid Robots | China AI, Robotics & Semiconductor Briefing
Samsung's Profit and China's 100,000 Humanoid Robots | China AI, Robotics & Semiconductor Briefing

This episode covers China's 100,000 humanoid robot target, Samsung's 89.4 trillion won operating profit, and Alibaba's ban on Claude Code in favor of…

1 month, 1 week ago

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[China Robot Industry 2026 — Special 17/21] China's chokehold on humanoid robot magnets

China's chokehold on humanoid robot magnets. A NotebookLM conversational deep dive based on Part 6, Ch.2 (Critical-mineral weaponization) of 'China's…

1 month, 1 week ago

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China Bypasses Nvidia for AI and Robots | China AI, Robotics & Semiconductor Briefing
China Bypasses Nvidia for AI and Robots | China AI, Robotics & Semiconductor Briefing

This episode covers Unitree's STAR Market IPO approval, Cambricon's trillion-yuan valuation swing, and Doubao and Qwen shutting down agent features b…

1 month, 1 week ago

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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) …

1 month, 1 week 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…

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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…

1 month, 1 week 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…

1 month, 1 week 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,…

1 month, 1 week ago

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