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China's AI doubts reach from chip pricing to robot cafés

A South Korean report connects falling technology shares with domestic chip demand, American restrictions and the challenge of turning robotics into a business.

Channel: KBS News ·

South KoreaStory of October 30, 2026Trari Newsroom

Why this story? One of KBS News's most watched videos since yesterday, with 229,567 views.

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[이슈] 중국서 시작된 묘한 기류...'AI 붐의 종말'/시진핑 자금줄 '흔들'..."한국도 예외 아냐"/2026년 10월 28일(수)/KBS

Things we can learn from the video

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0:18Some Chinese technology investments have fallen sharply from their highs, raising concerns about an AI bubble.
1:53The report says CXMT rejected Apple's supply requests over pricing while prioritizing domestic demand.
3:41US sanctions against Chinese AI companies bring intellectual-property allegations and national-security disputes into the picture.
5:25Calls to slow AI development contrast with political statements emphasizing technological leadership.
7:11Unitree humanoids and an unmanned Beijing café illustrate China's expanding robotics industry.
9:36US robot-import restrictions and commercialization challenges complicate the industry's growth prospects.

Chinese memory-chip maker CXMT turned down Apple's supply requests over pricing and prioritized domestic demand instead, according to South Korea's Korean Broadcasting System (KBS) News. That reported decision is one part of a compilation examining the pressures beneath China's AI and robotics expansion.

The opening report describes falls of around 40% from previous highs for some Chinese technology investments, including Unitree, against the backdrop of the STAR 50 technology index. It presents the retreat as a warning about inflated expectations, rather than proof that demand for the technology has disappeared.

CXMT, which makes DRAM memory chips, supplies a different strand of the story: China's emphasis on technological self-sufficiency. The report frames its pricing dispute with Apple around a choice to serve the domestic market, not simply a shortage of overseas interest.

The compilation then turns to Washington. It reports US sanctions against five Chinese AI companies, citing intellectual-property theft allegations and security concerns, including concerns surrounding models such as DeepSeek. Chinese Foreign Ministry spokesperson Mao Ning rejects what Beijing describes as the politicization of technology and trade through an overly broad use of national security.

Another segment contrasts calls for caution with the political drive to maintain an advantage. In an interview excerpt, Anthropic chief executive Dario Amodei says: "It's a warning sign, it's a warning sign that we need to slow down." President Donald Trump, in a separate clip, emphasizes America's AI lead.

The final section brings the discussion onto the streets of Beijing, showing an unmanned robot café and Unitree's humanoid machines. Presenter Kang Soo-min examines the industry's expansion before the report turns to US import restrictions and difficulties commercializing the technology. Researcher Hugh Harsono Chapman identifies China's large industrial base as a major advantage for its robotics industry.

For South Korean viewers, the market concern also has a domestic counterpart. In a separate report Friday, the broadcaster described a sharp Kospi sell-off that included semiconductor heavyweights Samsung Electronics and SK Hynix.